Cerner is developing as the main beneficiary in an epochal shift in EHR software.
Athenahealth is jockeying to reap the benefits of health-care technology expansion.
Allscripts continues to grow through shrewd and well-timed mergers and acquisitions.
We favor Ahold compared with other European retailers, but there's more uncertainty than U.S. firms.
Many of MedAssets' RCM competitors are more financially established and benefit from greater name recognition.The spend management business could suffer from antitrust legislation, which would almost certainly erode the company's margins.The primary driver of HIT in the near term is likely to be
Health-care IT spending shows signs of life, improving Eclipsys' near-term outlook.
Eclipsys' ECLP third-quarter earnings met our expectations. We are maintaining our fair value estimate for now, although we might increase it slightly after re-examining our assumptions in light of pending legislation and recent companywide initiatives. Over the past few years, Eclipsys' operating
We are increasing our fair value estimate for athenahealth ATHN after the firm posted third-quarter results that met the high end of our expectations. Revenue increased 37% to $48.7 million from $35.4 million in the third quarter of 2008. As predicted, joint sales of athenaCollector and ...
MedAssets MDAS encountered belt-tightening by hospitals in its third-quarter results and lowered its full-year outlook. None of this is much different from what we had expected, so we are leaving our fair value estimate unchanged. The company's revenue cycle management (RCM) business continues to
Cerner's CERN third-quarter results were toward the lower end of our expectations. However, bookings and backlog numbers increased at a double-digit rate, pointing to better near-term growth. We are leaving our fair value estimate unchanged. Two factors contributed to a 3% decline in total revenue