Becker's Healthcare March 11, 2022
Oracle’s is unclear after the company completes its $28 billion acquisition of Cerner, according to a March 11 Seeking Alpha report.
Keith Weiss, an analyst at Morgan Stanley, expressed concern about aspects of the deal, including that it caused Oracle to delay share repurchases. Another concern was that Oracle’s guidance on the deal doesn’t include any contributions from Cerner, such as how the deal might help strengthen Oracle’s business after the deal closes.
“With share repurchases slowing, [Oracle] will have to sustain topline growth and operational discipline to drive forward [earnings per share] growth,” Mr. Weiss wrote in a note to clients, adding that the scenario is “a change from recent [company] history.”
Oracle management views its healthcare operations as...
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