Citi analyst Stephanie Demko upgraded Cerner (CERN) to Buy from Neutral with an unchanged price target of $71. The Department of Defense and Veterans Affairs are embarking on electronic health records upgrade projects worth greater than $14B, which is good for both Cerner and Leidos Holdings (LDOS), Demko tells investors in a research note. The analyst raised her price target for Leidos to $80 from $75 and keeps a Buy rating on the shares. Demko says contract delays at Veterans Affairs are an unfortunate, but normal, part of the government process. She believes both companies will address the critical needs facing the government.