Deal analysis

Oracle → Cerner

Oracle used Cerner to enter healthcare applications at scale, with the premium screening near the model's fair-value range.

34OPI

Fair value

Deal value

$28.3B

Announced

Dec. 20, 2021

Buyer type

Strategic

Consideration

Cash

Premium bridge

Predicted fair premium22%

Actual premium20%

Overpay delta-2%

Model confidence77%

Premium signal

OPI 34 / 100

Model readout

Why ImpliedAI flags this deal

The preview model balances vertical-market logic and recurring revenue against integration complexity, resulting in a moderate overpay signal.

Healthcare verticalCloud migrationRecurring revenueExecution complexity

Comparable transactions

Microsoft / Nuance

Selected precedent for strategic fit and premium context

Optum / Change Healthcare

Selected precedent for strategic fit and premium context

Thoma Bravo / Medallia

Selected precedent for strategic fit and premium context

Research preview note: this page uses illustrative model outputs to demonstrate the product workflow. It is not investment advice and should not be treated as a final valuation opinion.