Wells Fargo analyst Jamie Stockton notes that VA Secretary David Shulkin was fired and the White House indicated it plans to nominate presidential physician Ronny Jackson as the new VA Secretary. The analyst believes this disruption in leadership at the VA puts in doubt the timing and potentially the certainty of Cerner signing da long-awaited over $10B deal to modernize the VA infrastructure for medical records. The contract was originally expected to be signed by November 2017, but has continuously slipped as contract terms were negotiated, he adds. Stockton reiterates an Outperform rating and $75 price target on the shares.