FMS Fresenius Medical Care AG Loading... : Bullish and Bearish Analyst Opinions
From DVA earnings callsLoading chart...
Top Calls
Feed
21:00
Aug 04
Aug 04
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.
HIGH
21:00
May 05
May 05
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.
HIGH
About FMS Analyst Coverage
Buzzberg tracks FMS (Fresenius Medical Care AG) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Joel Ackerman, Javier Rodriguez.