DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also offers outpatient, hospital inpatient, and home-based hemodialysis dialysis services; operates clinical laboratories that provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients; and management and administrative services to outpatient dialysis centers. In addition, the company offers integrated care and disease management services to patients in risk-based and other integrated care arrangements; clinical research programs; physician services; and comprehensive kidney care services. Further, it engages in the transplant software business. The company was formerly known as DaVita HealthCare Partners Inc. and changed its name to DaVita Inc. in September 2016. DaVita Inc. was incorporated in 1994 and is headquartered in Denver, Colorado.
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Outpatient and Specialty Care Stocks Post Strong Q2 Results
Outpatient and specialty care stocks tracked by the publication reported strong second-quarter results, with revenues beating analysts' consensus estimates by 2.6% and next quarter's revenue guidance coming in 3.3% above expectations. U.S. Physical Therapy reported revenues of $214.1 million, up 8.5% year on year, exceeding expectations by 1.9% but missing EPS estimates significantly. LifeStance Health Group delivered the biggest analyst estimate beat, fastest revenue growth, and highest full-year guidance raise in the group, with revenues of $435.4 million, up 26.1% year on year. DaVita reported revenues of $3.55 billion, up 5.2% year on year, but missed full-year EPS guidance estimates and delivered the weakest performance against analyst estimates among its peers. Surgery Partners reported revenues of $848.9 million, up 2.7% year on year, beating expectations by 2.2%, while agilon health reported revenues of $1.49 billion, up 7.2% year on year, surpassing expectations by 2.8% and delivering the highest guidance raise in the group.
Wall Street rallies after July jobs loss kills Fed rate-hike case
The U.S. economy shed 23,000 nonfarm payrolls in July, triggering Wall Street's best week since April as investors concluded the Federal Reserve's next move would no longer be a rate increase. Private employers added 30,000 jobs, well short of the 78,000 expected, while May and June figures were revised down by a combined 103,000, and average hourly earnings rose just 3.2% year-over-year, the slowest pace since 2021. The S&P 500 rallied 3.5% for the week and the Nasdaq 100 jumped 4.8%, while gold surged 7.5% to $4,347.70 an ounce, its strongest week in seven months. Among individual stocks, Coherent Corp. soared 43.5% on peer results and a JPMorgan price-target increase, Palantir Technologies rose about 29% after second-quarter revenue climbed 93% to $1.94 billion and full-year guidance was raised to $8.15 billion, and Zebra Technologies posted a 45% earnings beat with adjusted earnings of $6.35 a share. On the downside, The Trade Desk lost roughly a quarter of its value after third-quarter guidance of at least $650 million fell far below the $805 million expected, Honeywell Aerospace cut its full-year organic sales growth outlook to 4%-5% from 7%-9%, and DaVita fell 17% despite beating estimates because it reaffirmed an outlook whose midpoint sat below consensus. Attention now turns to the July consumer price index on August 12, with economists expecting headline inflation to ease to 3.4% and core inflation to slow to 2.5%.
DaVita shares drop 7% despite beating Q2 estimates and reaffirming 2026 guidance
DaVita shares fell about 7% in after-hours trading Tuesday even after the company reported second-quarter financial results that beat expectations on both the top and bottom lines and maintained its 2026 guidance. Adjusted diluted earnings per share for the full year is projected at $14.10 to $15.20, compared with a consensus estimate of $14.88. Non-GAAP earnings per share for the second quarter came in at $4.02, up from $2.95 in the same period a year ago. Revenue per treatment declined $1.72 from the first quarter to $415.87, while patient care costs per treatment fell $2.71 to $277.40. The company repurchased 2.2 million shares for $348 million during the quarter and ended the period with cash, cash equivalents, restricted cash, and short-term investments of approximately $771.8 million, down from roughly $782.1 million at the end of December.
SpaceX falls 7% in first post-IPO report while Arista Networks jumps 11%
Several stocks made big moves in after-hours trading following quarterly earnings reports. SpaceX fell 7% after releasing its first quarterly report since going public in June, despite second-quarter revenue of $7.81 billion topping an LSEG consensus of $6.93 billion. Arista Networks gained 11% after adjusted earnings of $1.02 per share on revenue of $3.04 billion beat estimates, and third-quarter guidance also surpassed expectations. AMD plunged 8% as second-quarter results and in-line third-quarter revenue guidance of $13 billion failed to impress investors. Wynn Resorts jumped 7% after adjusted earnings of $1.24 per share on revenue of $1.86 billion beat consensus. Astera Labs wiped earlier gains and was last trading lower by 4%, even as third-quarter guidance exceeded Wall Street's estimates. Kratos Defense & Security Solutions rose as much as 8% postmarket before paring that advance, with second-quarter revenue beating estimates in all segments. Pinterest slid 8% after third-quarter revenue guidance of $1.19 billion to $1.21 billion merely met the FactSet consensus. DaVita fell over 6% despite better-than-expected second-quarter results, as full-year adjusted earnings guidance of $14.10 to $15.20 per share compared to a $14.88 consensus. Teradata slumped 17% after third-quarter earnings guidance of 55 to 59 cents per share trailed the 62-cent estimate. Booking Holdings advanced more than 5% after second-quarter gross bookings of $51 billion and adjusted earnings of $2.54 per share topped estimates.
Outpatient and specialty care stocks rise 62.3% on average after strong Q1 earnings
The six outpatient and specialty care stocks tracked by this publication reported a strong first quarter, with revenues beating analysts' consensus estimates by 2% and next quarter's revenue guidance coming in 5.9% above expectations. Encompass Health reported revenues of 1.59 billion dollars, up 9% year on year and exceeding estimates by 1.2%, while agilon health posted revenues of 1.42 billion dollars, down 7.3% year on year but beating estimates by 3.2% and delivering the highest guidance raise among its peers. U.S. Physical Therapy, the weakest performer, reported revenues of 198.3 million dollars, up 7.9% year on year and in line with expectations, but significantly missed analysts' EPS estimates. LifeStance Health Group recorded revenues of 403.5 million dollars, up 21.2% year on year and topping estimates by 4.2%, achieving the fastest revenue growth and biggest analyst estimate beat in the group. DaVita reported revenues of 3.42 billion dollars, up 6% year on year and surpassing estimates by 2.1%, with a beat on both EPS and full-year EPS guidance. Since their latest earnings results, share prices of these outpatient and specialty care stocks have risen 62.3% on average.
Ted Weschler’s DaVita and SiriusXM Picks Outperform in 2026 at Berkshire Hathaway
While Greg Abel has taken over as CEO of Berkshire Hathaway, investment manager Ted Weschler, who oversees a portion of the portfolio, has seen two of his stock picks surge in 2026. DaVita shares have risen over 102% year to date, and SiriusXM is up more than 50%, both reportedly selected by Weschler. Weschler remains at Berkshire after fellow manager Todd Combs departed for JPMorgan, and his continued presence suggests the firm is not fully abandoning traditional value investing. Abel has made a sharper pivot toward technology, including a $10 billion private placement in Alphabet, but Weschler’s holdings in DaVita and SiriusXM reflect an ongoing commitment to long-term positions in reasonably priced stocks with strong economic moats.
Peritoneal Dialysis Market Projected to Reach US$ 21.55 Billion by 2034
The global peritoneal dialysis market is forecast to grow from US$ 11.56 billion in 2025 to US$ 21.55 billion by 2034, a compound annual growth rate of 7.4 percent, according to a new report by The Insight Partners. North America leads the market, supported by advanced renal care infrastructure and established reimbursement frameworks, while Asia Pacific is expected to offer strong growth potential due to rising chronic kidney disease volumes and expanding healthcare infrastructure. The product segment dominates by offerings, driven by recurring demand for dialysate solutions, bags, catheters, and cyclers, and automated peritoneal dialysis is the fastest-growing dialysis type as patients prefer overnight treatment and remote monitoring. Homecare settings are becoming increasingly important as healthcare systems promote home dialysis to ease in-center capacity constraints, with Vantive reporting that approximately 4 million people worldwide receive dialysis for chronic kidney disease. Recent industry developments include Fresenius Medical Care’s global launch of the Kinexus digital platform in June 2026 and Vantive’s introduction of the HomeAdvantage home therapy ecosystem in November 2025.
Berkshire Hathaway Has Held DaVita Inc. Since 2011
Berkshire Hathaway has held a stake in DaVita Inc. since the fourth quarter of 2011, when it first disclosed 5.3 million shares worth $203 million. The position grew to 12 million shares worth $541 million by the following quarter and reached 38.6 million shares by the end of 2014, a level maintained until late 2019. As of the first quarter of 2026, Berkshire held 30 million shares valued at $4.6 billion. Deutsche Bank upgraded DaVita to Buy from Hold on May 6th and raised its price target to $220 from $216, following first-quarter results that included revenue per treatment of $417.59 and operating income of $482 million.
DaVita Stock Surges 93.4% Year to Date on Strengthening Kidney Care Delivery
DaVita shares have surged 93.4% year to date, far outpacing the industry's 14.7% gain, as the company strengthens its kidney care delivery through value-based programs and technology investments. The company reported year-over-year improvements in gross savings, quality scores, and high-performing status under the CMS Comprehensive Kidney Care Contracting program, and expanded its digital infrastructure with the introduction of ScheduleHub, an AI-powered scheduling tool. DaVita's forward 12-month price-to-earnings ratio stands at 13.2, below the industry average of 18.2 but above its five-year median of 12.7, and it holds a Value Score of A. The Zacks Consensus Estimate for 2026 earnings per share indicates a 39.8% improvement over 2025, and the stock carries a Zacks Rank of 1, or Strong Buy.
Aveanna Healthcare and DaVita Show Strong Value Metrics
Aveanna Healthcare and DaVita are currently highlighted as potentially undervalued stocks based on key valuation metrics. Aveanna Healthcare holds a Zacks Rank #2 (Buy) and an A grade for Value, with a P/E ratio of 17.55 compared to its industry average of 17.67 and a P/S ratio of 0.73 versus the industry's 1.25. DaVita carries a Zacks Rank #1 (Strong Buy) and an A grade for Value, trading at a forward earnings multiple of 10.65 and a PEG ratio of 0.83, while its industry averages are 17.67 and 1.37 respectively. Both companies operate in the Medical - Outpatient and Home Healthcare industry, and their current valuation levels combined with positive earnings outlooks make them stand out among value stocks.
DaVita Lifts 2026 Outlook After Strong Q1 Results and Integrated Kidney Care Expansion
DaVita reported stronger-than-expected first quarter 2026 results and raised its earnings outlook, while rapidly expanding its value-based Integrated Kidney Care platform. The company's narrative projects $15.7 billion in revenue and $1.1 billion in earnings by 2029, requiring 4.2% annual revenue growth and a roughly $343.6 million increase in earnings from the current $756.4 million. Some optimistic analysts had already assumed DaVita might reach about $15.3 billion in revenue and $1.1 billion in earnings by 2028, a more upbeat scenario than the baseline view. The Integrated Kidney Care expansion sits at the intersection of growth and margin, as performance payments and better care coordination could offset reimbursement pressure and slower core dialysis growth. However, the risk remains that treatment volumes could face structural pressure if mortality and missed treatments stay elevated.
DaVita Outperforms Fresenius Medical Care as Earnings Outlook Diverges
DaVita Inc. has significantly outperformed Fresenius Medical Care AG in recent stock performance and earnings expectations, with DaVita gaining 49.7% over the past year while Fresenius Medical Care declined 14.6%. The Zacks Consensus Estimate for DaVita's 2026 earnings per share suggests a 39.8% improvement from 2025, whereas Fresenius Medical Care's 2026 EPS is expected to decline 7.4%. DaVita currently holds a Zacks Rank #1 (Strong Buy), while Fresenius Medical Care carries a Zacks Rank #5 (Strong Sell). Both stocks trade below their historical valuation levels and at discounts to the broader medical sector, but DaVita's stronger earnings trajectory and improving operating performance make it the more attractive choice at current levels.
Zacks highlights Murphy USA, DaVita, Hewlett Packard, and Vishay as stocks near 52-week highs with further upside
Zacks.com featured Murphy USA, DaVita, Hewlett Packard, and Vishay Intertechnology as stocks trading near 52-week highs that still have room to rise. Murphy USA reported strengthening fuel contribution and merchandise growth, raised its dividend 28% to 64 cents per share, and priced $500 million in senior notes to refinance debt. DaVita raised full-year guidance to adjusted operating income of $2.15 to $2.25 billion and adjusted EPS of $14.1 to $15.2, while repurchasing 5 million shares through early May. Hewlett Packard completed its H3C divestiture for roughly $1.36 billion, posted record second-quarter revenues, and raised full-year guidance across revenues, EPS, and free cash flow. Vishay Intertechnology posted first-quarter revenues of $839.2 million with a 1.34 book-to-bill ratio, guided second-quarter revenues to $875 to $905 million, and introduced new products targeting EVs, solar inverters, and aerospace.
DaVita Expands Integrated Kidney Care Beyond Acute Settings
DaVita is expanding its specialized kidney care beyond traditional acute-care hospitals through its Integrated Kidney Care program. As of March 31, 2026, the company served approximately 296,300 patients across 3,262 outpatient dialysis centers globally and had about 62,600 patients enrolled in risk-based integrated kidney care arrangements, representing roughly $5.4 billion in annualized medical spend. During the first quarter of 2026, DaVita reported year-over-year improvements across all key measures in the CMS Comprehensive Kidney Care Contracting program, including gross savings rates, quality scores, and high-performing status, with management noting the program generated the highest aggregate savings among participants. The company is also investing in digital infrastructure and AI, introducing a tool called ScheduleHub to optimize scheduling in real time. DaVita shares have gained 83.9% year to date, and the stock carries a Zacks Rank of 1, or Strong Buy.