To The Moon

$DaVita HealthCare Partners(DVA)$ $Teradyne(TER)$  $Ball Corp.(BALL)$  DaVita $DVA is dominating NYSE flows today, ripping +25% to $138.97 after a decisive earnings beat that completely resets the stock’s technical structure. I’m seeing one of the strongest reversals in decades as price powers back above the 200DMA for the first time since November, signalling a shift from prolonged downtrend toward renewed momentum leadership.

For months, price was trapped inside a descending channel with contracting volatility. This session shattered that regime. Strong volume confirmation and a clean break through layered resistance zones now place price above major moving averages with bands expanding upward, signalling a genuine momentum transition rather than a one session squeeze.

🏥 DaVita Inc. $DVA, Q4-25 Results

📊 Adj. EPS: $3.40 🟢 vs $3.24 consensus

💰 Revenue: $3.62B 🟢 vs $3.5B expected, +9.9% YoY

📈 Net Income: $234M

🩺 U.S. Dialysis Treatments: 7.26M

📅 Treatment Days: 79.3

Margins were the real driver. Adjusted operating margin expanded to 16.2%, the strongest in over a year, as Revenue Per Treatment rose faster than patient care costs, widening profitability despite weak volume trends.

However, growth quality remains debated. Normalised treatment volumes continue contracting at roughly -0.6% YoY, meaning profit growth is currently driven more by pricing power and aggressive buybacks than patient growth.

Management raised 2026 outlook:

📌 Adjusted EPS: $13.60 to $15.00

📌 Adjusted Operating Income: $2.085B to $2.235B

📌 Free Cash Flow: $1.0B to $1.25B

EPS implies ~33% growth, while operating income grows only about 3%, reinforcing that capital allocation and share reduction remain the primary EPS engine.

Buybacks remain powerful. DaVita retired 12.7M shares in FY25, nearly 15% of float, including 2.7M shares in Q4 and another 1.7M shares repurchased post quarter, strongly boosting per share metrics.

Meanwhile, Berkshire Hathaway continues trimming exposure, recently selling roughly $200M worth of shares, though it still holds a major stake and remains the company’s largest shareholder.

🔥 NYSE Momentum Leaders, Rotation Flow Building

$DVA

$TER

$BALL

$AES

$DOW

$LYB

$BLDR

$FCX

$WDC

$ITW

$FDX

$WTW

I’m seeing capital rotate into industrials, materials and selective healthcare defensives as earnings volatility and cross-asset positioning steer flows across the tape.

❓👉 Which one are you already positioned in, or chasing next as momentum rotates across sectors?

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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