Key Stats for DaVita Stock
- Past-Week Performance: 6%
- 52-Week Range: $101 to $157
- Current Price: $148
What Happened to DaVita Stock?
DaVita (DVA) surged 35% in February 2026, climbing from $109.06 to $147.75 — its strongest monthly gain in over a year.
The catalyst was DaVita’s Q4 2025 earnings report, where the company beat both EPS estimates ($3.40 vs. $3.16 expected) and revenue ($3.62B vs. $3.50B expected).
The bigger shock was 2026 guidance, with DaVita projecting adjusted EPS of $13.60 to $15.00, a 33% jump over 2025 that blew past analyst expectations of $12.65.
Adding fuel to the rally, DaVita announced a ~$200M minority investment in Elara Caring to build a kidney-specific home care model, a direct bet on reducing hospitalizations and expanding beyond the clinic.
The market is no longer viewing DaVita as a struggling dialysis operator, as its Integrated Kidney Care business turned profitable for the first time in 2025, a milestone originally not expected until 2026.
Furthermore,TD Cowen raised its price target to $144 and UBS lifted theirs to $190, both signaling that Wall Street is finally repricing DaVita as a growth story, not just a dialysis utility.
Where is the DVA Stock Headed?
The 35% February surge is not just a reaction to one earnings beat — it signals the market is beginning to reprice DaVita as a multi-vertical kidney care platform, not a single-service dialysis company.
The fundamental case is hard to ignore, with 2026 EPS forecast to grow 30.7% to $14.08 and free cash flow guided at $1.125B midpoint, giving DaVita real financial firepower heading into the year.
Wall Street remains cautiously positioned, with a mean price target of $151.71 across 7 analysts — only 2.7% above the current price of $147.75, with just 1 Buy, 1 Outperform, and 6 Holds on record.
The target spread, however, reveals the real debate: the Street’s high sits at $190 while the low is $126, a $64 gap that reflects deep disagreement on how much IKC profitability and the Elara Caring expansion are actually worth.
TIKR’s valuation model paints a more optimistic picture, forecasting a mid-case target price of $217.26 by December 2030, representing a 47% total return from current levels at an annualized IRR of 8.2% per year.
To put that in context, even the model’s low-case scenario projects a stock price of $178.53, still representing over 20% upside from today, suggesting the downside is relatively well protected at current levels.
The risks are tangible and dated — Berkshire Hathaway sold 1.6M shares on January 29, the ACA premium tax credit expiration creates a $40M headwind in 2026 growing to $70M in 2027, and U.S. treatment volume remains flat with no near-term recovery expected before 2029.
DaVita looks like a stock that has already priced in the good news at current levels, making it a compelling long-term story but a tricky near-term buy until analysts meaningfully revise their targets upward.
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