Update shared on04 Sep 2025
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.
- Lower revenue per treatment was noted as a result of operational challenges related to recent cyberattacks.
- Revenue cycle management has seen increased challenges, impacting overall financial performance.
- Bearish analysts adjusted price targets downward to reflect the weaker outlook post-Q2 report.
- Ongoing uncertainties around resolving cyberattack impacts contribute to increased risk and near-term caution.
What's in the News
- Equity buyback authorization increased by $2 billion to $8 billion.
- Repurchased 3,034,000 shares for $439.2 million (3.93%), completing 45.07% of shares under the December 2020 buyback.
- Repurchased 2,782,000 shares for $400.29 million, completing 12,818,000 shares under the May 2024 buyback for $1.81 billion.
Valuation Changes
Summary of Valuation Changes for DaVita
- The Consensus Analyst Price Target remained effectively unchanged, at $153.50.
- The Consensus Revenue Growth forecasts for DaVita remained effectively unchanged, at 4.4% per annum.
- The Discount Rate for DaVita remained effectively unchanged, at 7.62%.
Disclaimer
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