Why Wall Street believes Cerner will continue leading the charge...

A two-touchdown favorite. That’s how Cerner is viewed in the health care technology sector by many of the most respected Wall Street investment firms. In October, industry analysts attended CHC, talked with our clients, and came away reaffirmed in their belief that Cerner is the team to beat in HIT. Here are some highlights from their research.

Implementation: Cerner clients are happy, competitors are bottlenecked.

Goldman Sachs: “Cerner customers reported satisfaction with implementations, with management able to accommodate accelerations in attestation timelines as well as to begin implementation immediately for new customers…No channel checks with Cerner clients reported dissatisfaction with Cerner implementation and support. One channel check stated that it had elected to accelerate its attestation timeframe and Cerner was able to accommodate. Cerner is beginning implementation immediately with the recently announced Ventura County contract. (Editor’s Note: This was a direct win over a major competitor.) These data points contrast with key competitors who are experiencing bottlenecks with advancing existing clients to meet Stage 1 and Stage 2 of Meaningful Use.”
          - Goldman Sachs, Global Investment Research, October 12, 2011

Gaining ground in client service and satisfaction.

Citigroup: “Over the last five years, Cerner has done a much better job of servicing clients, leading to higher satisfaction levels and a renewed sense of partnership. This sentiment was echoed recently by the trade group KLAS, which highlighted Cerner’s improved service levels in a presentation delivered to the investment community.”

      - Citigroup Global Markets, Company Update, October 17, 2011

Ahead of the pack on Meaningful Use.

J.P. Morgan: “(On Meaningful Use,) Cerner clients represent a disproportionately higher percentage relative to the company’s national market share, which we believe is a testament to the company’s strength in delivering on Stage 1 requirements, and could in turn boost the company’s marketing efforts as the focus turns to Stage 2.”

  - J.P. Morgan, North America Equity Research, October 11, 2011

Revenue Cycle accelerating.