Loading...

Aging Population And AI Will Reshape Dialysis Care

Published
22 Aug 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$153.50
14.6% undervalued intrinsic discount
10 Sep
US$131.16
Loading
1Y
-18.4%
7D
0.3%

Author's Valuation

US$153.514.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Analysts have revised their outlook on DaVita to reflect lower treatment growth, reduced revenue per treatment, and ongoing operational challenges stemming from cyberattack disruptions, resulting in a consensus price target that remains unchanged at $153.50. Analyst Commentary Bearish analysts revised down treatment growth expectations due to higher missed treatment rates stemming from cyberattack disruptions.

Shared on07 May 25
Fair value Decreased 13%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 9.32%

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 8.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 2.03%

AnalystConsensusTarget has decreased profit margin from 6.6% to 5.8%.