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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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3 Reasons to Sell DVA and 1 Stock to Buy Instead
StockStory16d agoneutral
3 Reasons to Sell DVA and 1 Stock to Buy Instead

DaVita’s 20.6% return over the past six months has outpaced the S&P 500 by 7%, and its stock price has climbed to $183.98 per share. This performance may have investors wondering how to approach the situation.

3 of Wall Street’s Favorite Stocks We Find Risky
StockStory20d agoneutral
3 of Wall Street’s Favorite Stocks We Find Risky

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

DaVita (DVA) Has Investors Asking A Fresh Question
Simply Wall St.20d agoneutral
DaVita (DVA) Has Investors Asking A Fresh Question

DaVita (DVA) is back in focus after two meaningful developments. The company expanded its value based care partnership with Humana for chronic kidney disease patients and agreed to a US$15 million settlement related to a prior data breach. Investors have been reacting to this mix of partnership news and legal resolution with a share price that is still up 58.64% year to date, despite a 30 day share price return of down 20.32%. The 3 year total shareholder return of 90.54% points to momentum...

1 Value Stock to Target This Week and 2 We Find Risky
StockStory22d agoneutral
1 Value Stock to Target This Week and 2 We Find Risky

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

1 Value Stock with Impressive Fundamentals and 2 Facing Headwinds
StockStory22d agoneutral
1 Value Stock with Impressive Fundamentals and 2 Facing Headwinds

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Can Humana (HUM) Stay Cheap If Medicare Advantage Margins Tighten?
Simply Wall St.30d agoneutral
Can Humana (HUM) Stay Cheap If Medicare Advantage Margins Tighten?

Humana stock has delivered a strong 46.2% return year to date, yet the valuation checks paint a mixed picture that leaves investors weighing how much of the story is already reflected in the price. Year to date, Humana is up 46.2%, which puts recent gains front and centre for anyone assessing what the current valuation implies. Recent moves such as the value based partnership with DaVita and the appointment of a new Chief Medical Officer may support confidence in Humana's care model and...

DaVita and Humana Expand Kidney Care Partnership to More Than 10,000 Patients
InvestorsHub30d agobullish
DaVita and Humana Expand Kidney Care Partnership to More Than 10,000 Patients

DaVita (NYSE:DVA) has expanded its partnership with Humana (NYSE:HUM) through a new value-based care agreement covering more than 10,000 Medicare Advantage members living with chronic kidney disease. The programme, which launched on July 1, targets patients with stages 3B through 5 chronic kidney disease (CKD).

Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding
Yahoo Finance Video41d agoneutralVIDEO
Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

The Top 5 Analyst Questions From DaVita’s Q2 Earnings Call
StockStory43d agoneutral
The Top 5 Analyst Questions From DaVita’s Q2 Earnings Call

DaVita’s second quarter results surpassed Wall Street’s revenue and adjusted profit expectations, but the market response was notably negative. Management attributed this to a mix of operational and industry-specific challenges, including flat treatment volumes and sequential declines in revenue per treatment, primarily due to a less favorable commercial mix and reduced revenue from phosphate binders. CEO Javier Rodriguez emphasized, “Our growth is mainly performance clinical—that expands life,

Bloomberg43d agoneutral
S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

DaVita (DVA) Stock Still Looks Undervalued Despite A Q2 Earnings Beat
Simply Wall St.47d agobullish
DaVita (DVA) Stock Still Looks Undervalued Despite A Q2 Earnings Beat

DaVita stock has climbed 69.6% over the past three years. After a recent pullback and a strong value score, the current price still raises questions about how much upside investors are actually paying for. Over the past 3 years, DaVita has returned 69.6%, which puts recent share price weakness in the context of a longer period of strong gains. Support for the valuation can come from expectations that DaVita benefits from growing demand for integrated kidney and metabolic care. Execution...