TOPIC

SOFTWARE AS A SERVICE 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
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
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
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