FMS Fresenius Medical Care AG Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:58
06 авг
06 авг
Article names Fresenius as the other largest dialysis operator hit by about 17% after kidney outcomes, implying similar revenue pressure from a smaller kidney-failure population.
Article names Fresenius as the other largest dialysis operator hit by about 17% after kidney outcomes, implying similar revenue pressure from a smaller kidney-failure population.
Risk: Fresenius Medical Care's international mix and non-dialysis businesses may reduce the overall impact.
21:00
04 авг
04 авг
DaVita's treatment volume growth is being driven almost entirely by reduced mortality, not new patient starts, and it is outperforming the industry's negative same-store growth. — This confirms DaVita is gaining market share through superior clinical outcomes, a trend that could pressure competitors who cannot replicate the mortality improvements.
Выс.
21:55
03 авг
03 авг
Fresenius Medical Care reports second-quarter profit above expectations driven by strong.
Fresenius Medical Care reports second-quarter profit above expectations driven by strong dialysis service unit performance.
12:11
28 июл
28 июл
UBS, Stephens, Jefferies, Exane BNP Paribas, TD Cowen, Morgan Stanley, Wells Fargo.
UBS, Stephens, Jefferies, Exane BNP Paribas, TD Cowen, Morgan Stanley, Wells Fargo, Raymond James, and BMO downgraded multiple stocks including ACI, BLFS, CLX, FMS, INSP, INTU, LAUR, LEVI, MPLT, PINE, RXO, SIGI, and XOM with various price target cuts.
11:52
28 июл
28 июл
Goldman Sachs upgrades CIB to Buy, KeyBanc upgrades FLY to Overweight.
Goldman Sachs upgrades CIB to Buy, KeyBanc upgrades FLY to Overweight, and multiple other analyst upgrades and downgrades are reported across a wide range of stocks with specific price target changes.
08:30
23 июл
23 июл
Quest's partnership with Fresenius is driving volume and expanding its kidney testing portfolio, contributing to revenue growth.
Выс.
21:00
05 мая
05 мая
DaVita expects to gain dialysis patients from Fresenius clinic closures, with half arriving in Q1 and most of the rest in Q2, contributing positively to 2026 volume growth. — Fresenius's network rationalization is ceding market share to DaVita, a direct transfer of volume and revenue.
Выс.
08:30
21 апр
21 апр
Quest provides lab testing for Fresenius dialysis clinics; this relationship contributes significantly to volume but has a dilutive effect on revenue per requisition.
Выс.
08:30
10 фев
10 фев
Quest has scaled operations for Fresenius, indicating strong demand for dialysis testing services; Fresenius benefits from Quest's expanded capacity and water purity testing.
Выс.
08:30
21 окт
21 окт
Quest has won a large enterprise agreement to serve Fresenius dialysis centers, adding revenue and utilizing excess capacity.
Выс.
Об аналитическом покрытии FMS
Buzzberg отслеживает FMS (Fresenius Medical Care AG) в 4 источниках. Бычьих сигналов: 0, медвежьих: 0, от 7 аналитиков. Сентимент разделён поровну. Всего отслеживается 10 торговых идей. Последние спикеры: Chamath Palihapitiya, Joel Ackerman, Bloomberg.