DVA DaVita Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
20:20
14 авг
14 авг
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R.
Berkshire Hathaway's Q2 portfolio update reveals new positions in D.R. Horton and exits Constellation Brands, with major buys in Alphabet and Delta and significant cuts in Bank of America and Kroger.
13:58
06 авг
06 авг
Article reports DaVita shares fell about 17% after the kidney trial because slowing kidney decline shrinks the dialysis population, a direct structural negative for dialysis demand.
Article reports DaVita shares fell about 17% after the kidney trial because slowing kidney decline shrinks the dialysis population, a direct structural negative for dialysis demand.
Risk: Adoption of GLP-1s for kidney disease could be slower than projected, and DaVita has ancillary services that may offset some pressure.
21:00
04 авг
04 авг
Management reaffirmed full-year guidance, balancing volume growth tailwinds against RPT headwinds from commercial mix dilution and phosphate binder transition. The tone is cautiously optimistic but maintains existing targets.
Выс.
21:00
05 мая
05 мая
Management raised full-year guidance on stronger volume and cost performance, showing positive momentum.
Выс.
22:00
02 фев
02 фев
Management is confident in delivering 3.2% AOI growth and 33% EPS growth in 2026, driven by cost management, IKC profitability, and capital allocation, despite volume headwinds.
Выс.
Об аналитическом покрытии DVA
Buzzberg отслеживает DVA (DaVita) в 3 источниках. Бычьих сигналов: 0, медвежьих: 0, от 3 аналитиков. Сентимент разделён поровну. Всего отслеживается 5 торговых идей. Последние спикеры: unusual_whales, Chamath Palihapitiya, Javier Rodriguez.