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Earnings Analysis

Healthcare

Summary

DaVita Inc. is upgraded to a Buy following robust Q1 results and a 23% post-earnings stock surge.

DVA's Q1 non-GAAP EPS of $2.87 beat consensus, with revenue up 6% year-over-year and management raising guidance.

Mid-teens EPS growth is expected through 2026, with a 10%+ FCF yield and a modest P/E ratio supporting valuation.

Technical momentum is strong, but DVA investors should monitor potential resistance in the low $200s and key upcoming events.

JHVEPhoto/iStock Editorial via Getty Images

DaVita Inc. ( DVA ) reported strong Q1 numbers on Wednesday, May 6. Shares soared 23% in the session that followed, making it the second-best S&P 500 ( SP500 ) performer on a

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions.…