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MORN Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
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Intellectia

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High
172.610
Open
169.380
VWAP
169.04
Vol
350.55K
Mkt Cap
6.51B
Low
165.030
Amount
59.26M
EV/EBITDA(TTM)
10.22
Total Shares
38.52M
EV
7.05B
EV/OCF(TTM)
11.96
P/S(TTM)
2.92
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
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Events Timeline

(ET)
2026-03-31
08:40:00
Morningstar Expands Investment Data Availability on Snowflake
select
2026-03-05 (ET)
2026-03-05
08:30:00
Morningstar Partners with University of Illinois for Nearly $5M Collaboration
select
2026-02-12 (ET)
2026-02-12
16:20:00
Morningstar Reports Q4 Revenue of $641.1M
select
2026-01-14 (ET)
2026-01-14
09:20:00
Morningstar Partners with PIMFA to Provide Index Services
select
2025-12-05 (ET)
2025-12-05
16:20:00
Morningstar Declares Quarterly Dividend Increase to $0.50 per Share
select

News

Newsfilter
7.5
03-31Newsfilter
Morningstar Expands Data Services on Snowflake Marketplace
  • Data Availability Enhancement: Morningstar has announced that its investment data is now live on the Snowflake platform, with additional datasets expected to launch by 2026, significantly improving investment professionals' access to trusted data and enhancing client decision-making efficiency.
  • Diverse Data Coverage: Morningstar's indexes, sustainability, and credit analytics data are now available on Snowflake Marketplace, allowing clients to access these datasets directly within their analytical environments, thereby driving business integration for market participants.
  • Client Demand Alignment: The CTO of Morningstar stated that clients increasingly want to integrate Morningstar data directly into their analytics and decision-making environments, a move that not only meets market demand but also enhances Morningstar's competitiveness in the financial services sector.
  • Future Growth Potential: Morningstar plans to launch more core investment data in 2026, which is expected to provide institutional investors and asset management firms with more efficient data management solutions, further solidifying its market leadership position.
NASDAQ.COM
4.5
03-30NASDAQ.COM
Investment Opportunities Amid Nasdaq Correction
  • Memory Chip Industry Growth: Micron Technology holds a significant position in the memory chip industry, and despite its stock being 23% below its high, the company reported nearly tripled revenue last quarter due to strong demand from data centers, highlighting its critical role in AI infrastructure development.
  • Optimistic Earnings Forecast: Analysts expect Micron's adjusted earnings to grow 13% annually through fiscal 2029, making the current valuation of 16 times adjusted earnings reasonable, with a median target price of $550 per share implying a 56% upside from the current price of $352.
  • Ad Tech Innovation: AppLovin's stock is 48% below its high, yet its newly launched self-service platform provides robust advertising technology support for e-commerce, with the CEO stating it serves as the foundation for the next decade of growth, showcasing the company's leading position in AI innovation.
  • Undervalued Market Position: Despite facing short-term challenges, AppLovin's earnings are projected to increase by 44% annually through 2027, with the current valuation of 38 times earnings considered cheap; the median target price among 32 analysts is $650 per share, indicating a 71% upside from its current price of $380.
Fool
4.5
03-30Fool
Nasdaq Faces Correction Amid Rising Oil Prices
  • Nasdaq Correction: The Nasdaq Composite index has corrected over 10% due to soaring oil prices, entering correction territory; however, historical data shows that the index has averaged a 22% return in the 12 months following such corrections, presenting a buying opportunity for investors.
  • Micron Technology Outlook: Cantor Fitzgerald has set a target price of $700 per share for Micron Technology, implying a 98% upside from its current price of $352, with the company benefiting significantly from strong growth in the data center segment amid a memory chip supply shortage.
  • AppLovin Growth Potential: Citigroup has set a target price of $820 per share for AppLovin, indicating a 115% upside from its current price of $380; despite concerns about AI disrupting traditional advertising models, the company is at the forefront of ad tech innovation.
  • Industry Cyclicality Risks: Although Micron's stock is currently 23% below its historical high, analysts generally believe it is undervalued, with expectations of a 13% annual growth in adjusted earnings through fiscal 2029, making the current valuation of 16 times adjusted earnings appear reasonable.
CNBC
8.5
03-27CNBC
Investors Turn to Low Volatility Funds Amid Market Turbulence
  • Strong Performance of Low Volatility Funds: The Franklin International Low Volatility High Dividend Index ETF (LVHI) has risen approximately 8% year-to-date, contrasting with the nearly 7% decline of the S&P 500, demonstrating its resilience during market turbulence.
  • Significant Asset Management: LVHI currently manages $4 billion in assets, with a 30-day SEC yield of 3.35% and an expense ratio of just 0.40%, providing a stable income source that has attracted substantial inflows.
  • International Diversification Strategy: LVHI reduces volatility by investing in international stocks while hedging currency risks; Silverman notes that these stocks are driven by different economic forces than traditional domestic stocks, offering a more defensive investment option.
  • Risk Mitigation Tool: Silverman recommends viewing these ETFs as conservative core holdings within a portfolio, capable of balancing higher-risk assets, akin to safety features in race cars, helping investors manage portfolio volatility.
CNBC
4.0
03-26CNBC
Iran War Fuels Oil Prices, Heightens Inflation Concerns
  • Surging Oil Prices: Since the onset of the Iran war, Brent crude futures have surged nearly 50% and West Texas Intermediate crude has risen 41%, which not only increases consumer fuel costs but also poses broader inflationary pressures that could hinder economic recovery.
  • Rising Inflation Expectations: With rising energy and food prices, investors are increasingly concerned that inflation will remain above the Federal Reserve's 2% target, particularly affecting those nearing retirement who face eroding purchasing power, prompting a reassessment of portfolio strategies.
  • Inflation-Protected Bonds: Treasury Inflation-Protected Securities (TIPS) have emerged as a tool for combating inflation, with inflows recorded in 12 out of the last 13 months, indicating strong demand from investors seeking asset protection, despite the inherent price volatility risks associated with these bonds.
  • Active Commodity Market: In addition to rising oil prices, natural gas has increased over 4% since the war began, with broad commodity ETFs attracting $2 billion in inflows over the past three months, reflecting investor interest in the commodity market and expectations of future price volatility.
CNBC
9.5
03-25CNBC
Pop Mart Shares Plunge Over 20% Amid Growth Concerns
  • Significant Revenue Growth: Pop Mart reported annual revenue of 37.1 billion yuan ($5.4 billion) for 2025, marking a 185% increase year-over-year, although slightly below LSEG's estimate of 38 billion yuan, indicating strong market performance but raising sustainability concerns.
  • Dramatic Profit Increase: The company's net income surged more than fourfold to 12.8 billion yuan, slightly exceeding the forecast of 12.6 billion yuan; however, a notable slowdown in the fourth quarter heightened investor worries about the durability of its key IP's popularity.
  • Underwhelming New Character Sales: While sales from Skullpanda more than doubled to 3.54 billion yuan, and Twinkle Twinkle and Hirono generated 2.06 billion yuan and 1.74 billion yuan respectively, Labubu and its family still accounted for 38% of total revenue, indicating insufficient market acceptance of new characters.
  • Cautious Market Sentiment: Investors have expressed skepticism about Pop Mart's short-term appeal, with shares retreating about 50% from their August peak, reflecting a cautious sentiment towards the company's future growth, as the CEO acknowledged the need to diversify beyond Labubu to sustain growth.
Wall Street analysts forecast MORN stock price to rise
2 Analyst Rating
Wall Street analysts forecast MORN stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
250.00
Averages
285.00
High
320.00
Current: 0.000
sliders
Low
250.00
Averages
285.00
High
320.00
BMO Capital
Outperform
to
NULL
downgrade
$257 -> $193
AI Analysis
2026-02-17
Reason
BMO Capital
Price Target
$257 -> $193
AI Analysis
2026-02-17
downgrade
Outperform
to
NULL
Reason
BMO Capital lowered the firm's price target on Morningstar to $193 from $257 and keeps an Outperform rating on the shares. The company's Q4 results topped estimates, but Morningstar Direct Platform and PitchBook growth decelerated and the management noted some corrective actions in PitchBook given several headwinds the company is facing around competition, sales cycles, and AI strategy, the analyst tells investors in a research note.
UBS
Buy
to
Buy
downgrade
$320 -> $280
2026-02-13
Reason
UBS
Price Target
$320 -> $280
2026-02-13
downgrade
Buy
to
Buy
Reason
UBS lowered the firm's price target on Morningstar to $280 from $320 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MORN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Morningstar Inc (MORN.O) is 15.84, compared to its 5-year average forward P/E of 37.34. For a more detailed relative valuation and DCF analysis to assess Morningstar Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
37.34
Current PE
15.84
Overvalued PE
63.64
Undervalued PE
11.04

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
17.83
Current EV/EBITDA
10.44
Overvalued EV/EBITDA
26.47
Undervalued EV/EBITDA
9.19

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
4.21
Current PS
2.32
Overvalued PS
6.21
Undervalued PS
2.21

Financials

AI Analysis
Annual
Quarterly

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Whales Holding MORN

S
Select Equity Group, L.P.
Holding
MORN
-3.69%
3M Return
M
Meeder Asset Management, Inc
Holding
MORN
-5.06%
3M Return
B
Baron Capital Group, Inc.
Holding
MORN
-10.46%
3M Return
A
American Capital Management, Inc.
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-13.85%
3M Return

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Frequently Asked Questions

What is Morningstar Inc (MORN) stock price today?

The current price of MORN is 169.47 USD — it has increased 0.25

What is Morningstar Inc (MORN)'s business?

Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.

What is the price predicton of MORN Stock?

Wall Street analysts forecast MORN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MORN is285.00 USD with a low forecast of 250.00 USD and a high forecast of 320.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Morningstar Inc (MORN)'s revenue for the last quarter?

Morningstar Inc revenue for the last quarter amounts to 641.10M USD, increased 8.48

What is Morningstar Inc (MORN)'s earnings per share (EPS) for the last quarter?

Morningstar Inc. EPS for the last quarter amounts to 2.81 USD, increased 3.69

How many employees does Morningstar Inc (MORN). have?

Morningstar Inc (MORN) has 10973 emplpoyees as of April 01 2026.

What is Morningstar Inc (MORN) market cap?

Today MORN has the market capitalization of 6.51B USD.