-- アミール・シュラシェット取締役兼CEOは、2026年5月5日にGlobal-E Online（GLBE）の株式9,450株を299,329ドルで売却しました。SECへのフォーム4提出後、シュラシェット氏は同社の普通株式合計3,975,100株を保有しており、そのうち3,975,100株は直接保有しています。 SEC提出書類：https://www.sec.gov/Archives/edgar/data/1835963/000196428626000018/xslF345X05/ownership.xml
Price: $31.26, Change: $-0.35, Percent Change: -1.11%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price is $220 (raised from $175), based on a P/E multiple of 15x our 2026 EPS projection, above DVA's five-year historical average of 13.1x and above our target multiple for DVA's primary competitor Fresenius Medical Care. We think our target multiple balances strong earnings growth expectations against elevated debt levels and recent challenges with consistent treatment volume growth. Our 2026 EPS estimate is $14.65 (up from $14.08, implying 36% annual growth), while our 2027 estimate is $16.67 (up from $16.33, +13.8% Y/Y). We anticipate revenue will rise near 4% in 2026 and 3% in 2027, after increasing 6.5% in 2025, supported by market share gains following center closures by competitor Fresenius. Q1 treatment volume growth remained challenging with normalized non-acquired growth of just 0.1% Y/Y. However, DVA raised guidance for treatment volumes from flat to a 0.25%-0.50% growth rate in 2026, providing expectations for improving growth in upcoming quarters.