Wells Fargo analyst Jamie Stockton raised his price target for Cerner (CERN) to $73 from $66 primarily to reflect the value of the VA award. After meeting with management, the analyst says the company seems to have little interest in buying Athenahealth (ATHN) as it is too expensive, and not enough opportunity. While the timing of the VA hitting bookings/revenue/profits is still murky, it seemed clear Cerner expects to keep at least 50% of the $10B contract for itself and the team will mirror DoD, he contends. Stockton reiterates an Outperform rating on Cerner shares.