SOFTWARE AS A SERVICE News & Analysis

Morningstar lowers our fair value estimate for Megaport by 16% after mispricing leads to a downgrade in capital allocation rating.  

This moaty yet volatile small-cap stock hit another slump. Our analyst thinks the business is misunderstood and its shares severely undervalued.

Siteminder has been added to Morningstar’s coverage list. Our analyst talks through our view of the company's prospects. 

Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...

Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.

The logistics software company remains at a hefty premium to the fair value estimate of Morningstar’s Gareth James.