TOPIC

SOFTWARE News & Analysis

Why we’ve downgraded this ASX software player
Stocks
Why we’ve downgraded this ASX software player
Morningstar lowers our fair value estimate for Megaport by 16% after mispricing leads to a downgrade in capital allocation rating.  
Simonelle Mody | 01 December 2024
ASX now home to the world's cheapest Wide Moat company
Stocks
ASX now home to the world's cheapest Wide Moat company
This moaty yet volatile small-cap stock hit another slump. Our analyst thinks the business is misunderstood and its shares severely undervalued.
Joseph Taylor | 01 September 2024
Why Siteminder is like Shopify for hotels
Stocks
Why Siteminder is like Shopify for hotels
Siteminder has been added to Morningstar’s coverage list. Our analyst talks through our view of the company's prospects. 
Joseph Taylor | 11 July 2024
Is this Australia’s next niche technology winner?
Stocks
Is this Australia’s next niche technology winner?
Siteminder has been added to Morningstar’s coverage with a Narrow Moat rating and a Fair Value estimate above current price levels.
Joseph Taylor | 04 July 2024
Howard Marks on where he's finding value
Markets
Howard Marks on where he's finding value
The famed investor tells Australian investors that he's raising money to invest in opportunities that he hasn't seen in a long time.
James Gruber | 06 August 2023
Three cloud-based global equities to counter recessionary forces
Stocks
Three cloud-based global equities to counter recessionary forces
These undervalued software companies can provide a counterweight to stocks swept up in economic upheavals.
Vikram Barhat | 15 July 2022
Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
Stocks
Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
After Microsoft agreed to buy Activision Blizzard, Morningstar analysts expect more firms could be targets – both fair value estimates remain...
Ruth Saldanha | 19 January 2022
Morningstar initiates coverage of faith-based software provider Pushpay
Stocks
Morningstar initiates coverage of faith-based software provider Pushpay
The software helps US mega-Churches address a key pain point: keeping donations and engagement up as membership swells.
Emma Rapaport | 29 September 2021
Snowflake shows substantial growth
Stocks
Snowflake shows substantial growth
But the cloud-based data-warehousing company is racking up big operating losses as it does so, writes Julie Bhusal Sharma.
Julie Bhusal Sharma | 10 February 2021
6 cybersecurity stocks to keep an eye on
Stocks
6 cybersecurity stocks to keep an eye on
These companies are benefiting as more people work from home, according to Morningstar equity analyst Mark Cash.
Sachin Nagarajan | 22 October 2020