The $255.9M VA EHR deployment modification adds meaningful backlog and signals continued program momentum. Monitor for follow-on task orders across additional VISNs and any VA budget or CR risks that could affect pacing. The cross-filing actuarial verdicts show this contract-agreement-earnings context combination has been an amplifier historically, supporting a bullish read.
Price Chart
Executive Summary
Oracle Health Government Services received a $255.9M contract modification from the Department of Veterans Affairs to deploy EHR systems across five VISN 20 medical centers. This is a material addition to Oracle's federal health IT backlog, reinforcing its position as a key VA EHR modernization contractor.
Key Financial Metrics
Key Facts
- Oracle Health Government Services received a $255.9M contract modification (Mod P00019) from the VA.
- The modification exercises deployment at five VISN 20 VAMCs: Portland, Portland-Vancouver, Boise, American Lake, and Seattle.
- Awarding agency is the Department of Veterans Affairs, a key federal customer for Oracle.
- This is a modification to an existing contract (36C10B22N0051EHRM), indicating ongoing program execution.
Financial Impact
$255.9M obligation added to Oracle's federal health IT backlog; revenue impact as % of annual revenue cannot be calculated as Oracle's annual revenue is not provided.
Risk Factors
- VA EHR deployment has faced implementation delays and congressional scrutiny; execution risk remains.
- Federal budget uncertainty (continuing resolutions, sequestration) could slow future modifications.
- Competitive displacement risk from other health IT vendors (Epic, Cerner) seeking VA contracts.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-36C10B22N0051EHRM |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 8-K | $144.79 $148.56 | ▲ +2.60% | ▲ +2.50% | $138.07 (−4.64%) |
Aug 25, 2026 5w ago | GOVT-CONTRACT | $144.76 $141.32 | ▼ −2.38% | ▼ −1.84% | $138.07 (−4.62%) |
Jul 20, 2026 10w ago | ANALYST-UPGRADE | $121.38 $114.99 | ▲ +5.26% | ▲ +4.84% | $138.07 (−13.75%) |
Jun 24, 2026 14w ago | 144 | $152.46 $142.50 | ▼ −6.53% | ▼ −8.09% | $138.07 (−9.44%) |
Jun 10, 2026 16w ago | 8-K | $54.86 $54.20 | ▼ −1.20% | ▼ −2.42% | $138.07 (+151.68%) |
May 12, 2026 20w ago | 8-K | $56.38 $54.07 | ▼ −4.10% | ▼ −2.94% | $138.07 (+144.89%) |
Apr 24, 2026 22w ago | ANALYST-UPGRADE | $173.27 $161.39 | ▼ −6.85% | ▼ −7.76% | $138.07 (−20.31%) |
Apr 21, 2026 23w ago | Court Ruling | $181.17 $165.96 | ▼ −8.40% | ▼ −9.48% | $138.07 (−23.79%) |
Apr 6, 2026 25w ago | 8-K | $45.02 $47.84 | ▲ +6.26% | ▲ +2.13% | $138.07 (+206.69%) |
Mar 30, 2026 26w ago | Court Ruling | $138.79 $142.81 | ▲ +2.90% | ▼ −1.40% | $138.07 (−0.52%) |
US Market Status
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