Cerner Corp News and Headlines -

GuruFocus Articles Total 62
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Their 5-year revenue per share growth rates top the S&P 500

The S&P 500 companies increased their aggregate revenue by an annual average growth rate of 4.1% over the past five years through Dec. 31, 2019. Meanwhile, the share price of the index has gained 50% over the past five years through July 1.

Thus, investors may want to have a look at the following stocks, as they represent companies that have topped the benchmark for the U.S. market in terms of higher five-year revenue per share growth rates.

Cerner Corp

The first company that makes the cut is Cerner Corp (CERN).

The North Kansas City, Missouri-based provider of healthcare information

151 Views    Alberto Abaterusso    2020-07-02 14:30
Covid-19 has more doctors going digital to maximize time and safety for medical workers

As Covid-19 floods hospitals in certain affected areas, doctor’s offices around the world are seeing their number of appointments spike as people come in to be tested for the virus.

In addition, some managers are demanding that their employees get “cleared” of the virus by their doctors before returning to work, even if they do not have any symptoms. Given how quickly the virus spreads, some doctors have even noted an unusually high number of clients with mild or no symptoms who want to be tested preemptively.

In response, family care doctors and general practitioners are increasingly moving online in

565 Views    Margaret Moran    2020-03-26 21:50
An annuity SaaS opportunity

U.K.-based Craneware PLC (LSE:CRW) is a software company that develops, licenses and supports its automated value cycle solutions for U.S. hospitals to improve margins and enhance patient outcomes. The company generates its sales through software licenses (84.7% of fiscal 2019 revenue) and professional services, including installation and training (15.3%).

Craneware was formed by CEO Keith Neilson and Gordon Graig in 1999, the same year they signed up their first customer. By the end of the next year, the total customer base amounted to over 20, and today, the company serves more than one-third of all registered hospitals in the U.S.

498 Views    Steven Chen    2019-12-15 21:10
A gem with a short-term margin expansion opportunity at a reasonable valuation

Cerner Corp. (CERN) is a gem with a short-term margin expansion opportunity at a reasonable valuation. I am waiting to see if management delivers what they promise or for the stock to drop below $60.

The company is a leader in the health care IT industry, which has years of growth ahead. That being said, Cerner has room to improve in regard to efficiency. The new management, under pressure from Starboard Value, is focusing on improving operations in the short term. The valuation is reasonable, especially if management can deliver the operating efficiency as promised.

Details

I have previosly discussed

116 Views    New Moon    2019-11-22 20:50
The favorable macroeconomic outlook will push Cerner's stock higher

Investment thesis

Cerner Corp. (CERN) is an internet technology company benefiting from the digitization of the health care industry. Revenue and earnings growth as well as the implementation of its first-ever dividend resulted in a 28.6% gain in 2019.

Even on the back of such a strong performance, shares are still trading with an upside potential of 7% based on the intrinsic value per share calculated using a discounted cash flow model. The total return for investors will be much higher as the company continues to repurchase shares and distribute dividends.

Company overview

Cerner is a health care IT service

416 Views    Dilantha De Silva    2019-09-23 20:31
Common holdings of Al Gore and Jerome Dodson as of the 2nd quarter

Former U.S. Vice President Al Gore (Trades, Portfolio), leader of Generation Investment Management, and Parnassus Investments’ Jerome Dodson (Trades, Portfolio) may take slightly different approaches to identifying good value opportunities, but they are both known for their commitment to being socially responsible. As such, they have several holdings in common.

Gore’s London-based firm, which he founded in 2004 with David Blood, is dedicated to long-term investing, integrated sustainability research and client alignment. Its primary focus is on sustainability within markets, investing in companies that strategically manage their economic, social and environmental performances.

With the

169 Views    Sydnee Gatewood    2019-08-27 18:13
Guru stock highlight

Health care information technology provider Cerner (NASDAQ:CERN) added 80 basis points to the Fund’s return, as its total return was 28.5%. The shares moved higher after activist firm Starboard Value announced an investment in the company. Cerner reached an agreement with the activist, promising to increase its operating margins, repurchase $1.5 billion of stock and add four new directors to its board. We’re pleased management is unlocking value, and we believe that Cerner remains well positioned to be a long-term winner in the health care sector.

From Parnassus Fund's second-quarter 2019 commentary.

23 Views    Holly LaFon    2019-07-26 20:48
Philip Morris, Biogen, Cerner and Archer Daniels Midland were bought by insiders

The largest insider buys this week were Philip Morris International Inc. (PM), Biogen Inc. (BIIB), Cerner Corp. (CERN) and Archer Daniels Midland Co. (ADM).

Philip Morris vice president bought 2,500 shares

Senior Vice President of Commercial Transformation Michael R. Kunst bought 2,500 shares on April 29 for an average price of $84.67. The share price has increased by 1.22% since then.

The American international cigarette and tobacco manufacturing company is best known for its Marlboro brand. The company has sold products in over 180 countries and is a component of the S&P 100. The company has a market capitalization of

83 Views    Shuda Xia    2019-05-05 18:27
Lindsay Corp falls on weak revenue

Stock market indexes were in negative territory on Tuesday as the U.S. signaled it is preparing to slap tariffs on the European Union. The Dow Jones Industrial Average fell 0.79% to 26,133, the S&P 500 index dipped 0.69% to 2,875 and the Nasdaq Composite Index swelled 0.55% to 7,910.

Shares of Lindsay Corp. (LNN) declined more than 9% on Tuesday after the company announced second-quarter results. Revenue tumbled 16.2% from the prior-year quarter to $109.18 million, falling $6.25 million short of expectations. The company reported earnings of 2 cents per share, missing estimates by 1 cent.

By segment, irrigation revenue

142 Views    Omar Venerio    2019-04-09 20:30
A recent report says more than 60% of the companies in the health care IT industry are overvalued

Investors seeking stocks to short may want to look closely at the companies in health care information technology. More than 60% of the companies in the industry are overvalued, according to a report from KPMG and Leavitt Partners.

Although the report didn’t cite companies, maybe one of candidates trading higher than warranted is Cerner Corp. (CERN). Despite being an industry giant, the company has to be a disappointment to shareholders. It traded near it 52-week low of just more than $49 as recently as mid-December, recovering somewhat since then. Regardless, it is still well off its 52-week high of

98 Views    Barry Cohen    2019-02-07 23:33
Intel tops the list

Companies that are growing their earnings are often good investments because they can return a solid profit to investors. According to the discounted cash flow calculator, the following undervalued companies have grown their earnings over a five-year period.

The earnings per share of Intel Corp. (INTC) have grown 6.56% annually over the last five years.

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According to the DCF calculator, the stock is undervalued and is trading with a 38% margin of safety at $48 per share. The price-earnings ratio is 10.39. The share price has been as high as $57.60 and as low

190 Views    Tiziano Frateschi    2019-02-01 20:49
Guru stock highlight

In addition, we added Cerner (NASDAQ:CERN), the largest publicly traded healthcare information technology company. Cerner has a history of innovation, providing a wide range of software, hardware and services that are used across hospitals, pharmacies and physician practices. The company recently signed a 10-year, $10 billion contract with the United States Department of Veterans Affairs, the largest health system in the world. Going forward, we believe Cerner has several exciting growth opportunities and the ability to expand margins.


From [url=http://www.gurufocus.com/StockBuy.php?GuruName=Jerome+Dodson]Jerome Dodson[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Jerome+Dodson]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Jerome+Dodson]Portfolio[/url])'s Parnass Funds' fourth-quarter 2018 shareholder letter.

33 Views    Holly LaFon    2019-01-24 20:25
Guru's largest new position is Cadence Design Systems

Jerome Dodson (Trades, Portfolio), leader of Parnassus Investments, released his fourth-quarter portfolio this week, listing five new holdings.

With the goal of capital appreciation, the guru’s San Francisco-based firm invests across the capitalization spectrum in discounted companies that have strong competitive advantages, relevant products or services that will compound growth over the long term and quality management teams. Dodson is also known for being socially responsible, which means he takes the business' environmental and societal impacts into account.

Based on these criteria, the guru’s Parnassus Fund established positions in Cadence Design Systems Inc. (CDNS), Cerner Corp.

372 Views    Sydnee Gatewood    2019-01-18 20:25
Nordstrom fell on financial results

U.S. stock market traded mixed in Friday morning ahead of talks between the U.S. and China.

Shares of Nordstrom Inc. (JWN) fell on Friday trading after the company posted first-quarter earnings of 51 cents on revenue of $3.47 billion, which was 5.8% higher than the comparable period. The company beat revenue expectations by $10 million and by 7 cents in earnings.

Gross profit, as a percentage of net sales, reached 34.1% but was 21 basis points lower when compared to the same period in fiscal 2017. This reflected higher occupancy expenses related to U.S. and Canada Rack openings in addition

36 Views    Omar Venerio    2018-05-18 16:29
Fund's largest sales of the 1st quarter

Martin Whitman (Trades, Portfolio)'s Third Avenue Value Fund sold shares of the following stocks during the first quarter.

The fund exited its position in Cerner Corp. (CERN), impacting the portfolio by -2.61%.

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The supplier of health care information technology has a market cap of $18.97 billion and an enterprise value of $18.69 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. Its return on equity of 19.93% and return on assets of 14.36% are outperforming 82% of companies in the Global Health Information Services industry. Its

75 Views    Tiziano Frateschi    2018-04-16 19:17
A deeper understanding of a company's quality

On March 14, the “High Quality” screener identified 22 U.S. companies that have good value potential. Six of these companies have a profitability rank of 9 and a GuruFocus business predictability rank of five stars: Biogen Inc. (BIIB), Cerner Corp. (CERN), Edwards Lifesciences Corp. (EW), Jack Henry & Associates Inc. (JKHY), NetEase Inc. (NTES) and Tyler Technologies Inc. (TYL).

Key measures to determine quality

The quality of a company depends on several factors, including financial strength, profitability and consistency of growth. GuruFocus screens for high-quality companies based on the criteria listed in Table 1.

1470 Views    James Li    2018-03-14 19:52
Firm's largest sales of the 4th quarter

Third Avenue Management (Trades, Portfolio) was founded in 1986. The firm sold shares of the following stocks in the fourth quarter.

The firm sold out of Cerner Corp. (CERN), impacting the portfolio by -1.31%.

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The supplier of health care information technology has a market cap of $21.27 billion and an enterprise value of $20.99 billion.

GuruFocus gives the company a profitability and growth rating of 9 out of 10. Its return on equity (ROE) of 19.93% and return on assets (ROA) of 14.36% are outperforming 82% of companies in the Global Health

46 Views    Tiziano Frateschi    2018-03-01 20:08
The firm's largest sales of the 4th quarter

Arnold Van Den Berg's (Trades, Portfolio) Century Management released its fourth-quarter portfolio on Feb. 2. The firm sold shares of the following stocks in the fourth quarter.

The firm exited its Atwood Oceanics Inc. (ATW) stake, impacting the portfolio by -3.38%.

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The oil and gas company has a market cap of $794.87 million and an enterprise value of $1.57 billion.

GuruFocus gives the company a profitability and growth rating of 8 out of 10. The return on equity (ROE) of -0.58% and return on assets (ROA) of -0.41% are outperforming 65%

67 Views    Tiziano Frateschi    2018-02-06 21:25
Guru stock highlight

Although revenues were up 8%, they came in below analysts’ expectations. Bookings were down 22.5% year over year due to several large contracts being delayed, causing it to come in below the company’s guidance. However, it could lead to all-time high levels of bookings once these deals are signed.


From [url=http://www.gurufocus.com/StockBuy.php?GuruName=Jeff+Auxier]Jeff Auxier[/url] ([url=http://www.gurufocus.com/StockBuy.php?GuruName=Jeff+Auxier]Trades[/url], [url=http://www.gurufocus.com/holdings.php?GuruName=Jeff+Auxier]Portfolio[/url])'s fourth quarter 2018 shareholder letter.

55 Views    Holly LaFon    2018-02-06 19:48
Carl Icahn major shareholder of SandRidge Energy

Wall Street is in Thanksgiving Day feasting, while the rest of the world traded relatively mixed. The U.S. dollar traded at a one-month low today, with the euro advancing on the back of solid business data, principally from the German economy, which continues growing.

Shares of SandRidge Energy Inc. (SD) jumped more than 5% in after-hours market session, ahead of Carl Icahn (Trades, Portfolio)´s long position, a new 13.5% stake. He also said that he will vote against the acquisition of Bonanza Creek

57 Views    Omar Venerio    2017-11-24 16:09

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2020-09-28 $ 71.6 (3.3%)
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