Investment thesis
Cerner Corporation (CERN) is the global leader of the healthcare IT industry. The favorable industry outlook and the initiatives taken by the company management to improve its operating margin in the next fiscal year (2020) and the exciting growth opportunities the company is tapping into outside the U.S. will drive the earnings of the company in the future. Shares are trading below the low-end estimate and also below the median analyst estimate. Cerner is a buy.
Company overview & business strategy
Cerner is a healthcare IT company focusing on providing a