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SOFTWARE AND SERVICES 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
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
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
How covid changed consumer behaviour and company valuations
Markets
How covid changed consumer behaviour and company valuations
Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...
David Sekera, CFA | 20 October 2020
Peering into Palantir's data market disruption
Stocks
Peering into Palantir's data market disruption
Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.
Mark Cash | 29 September 2020
3 stocks growing with the cloud
Stocks
3 stocks growing with the cloud
Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.
Vikram Barhat | 15 September 2020
Seeking (Cyber)Security in uncertain times
Stocks
Seeking (Cyber)Security in uncertain times
Cloud-based protection trends are accelerating, and moaty companies are positioned to reward investors, writes Morningstar's Mark Cash.
Mark Cash | 31 August 2020
WiseTech investors brace for 'explosive' result
Stocks
WiseTech investors brace for 'explosive' result
Software provider WiseTech is bracing for more share price volatility as investor scepticism grows ahead of its much awaited response to criticism...
Lex Hall | 22 January 2020
Iluka joins VMWare, Kellogg, Richemont in Global Best Ideas list
Stocks
Iluka joins VMWare, Kellogg, Richemont in Global Best Ideas list
The Aussie zircon miner has regained its place alongside software giant VMWare, Corn Flakes maker Kellogg Co, and Swiss luxury brand stable Richemont.
Lex Hall | 03 September 2019
Change is in the air for global stocks
Stocks
Change is in the air for global stocks
Consumer cyclical stocks may tick upward in the coming months, though earnings downgrades still outnumber upgrades for now, says global equity...
Glenn Freeman | 05 August 2019