Should I Buy MORN? MORN 2026 Analysis

Should You Buy Morningstar Inc (MORN) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

201.240

1 Day change

-1.64%

52 Week Range

335.000

Analysis Updated At

2026/01/26

Morningstar Inc (MORN) is not a strong buy at the moment given the user's beginner level, long-term investment strategy, and available capital. The technical indicators suggest a bearish trend, and while hedge funds are increasing their positions, the mixed financial performance and lack of strong positive catalysts do not make this an ideal entry point for a long-term investor. Holding or waiting for further clarity is recommended.

Technical Analysis

The technical indicators for MORN show a bearish trend. The MACD is negative and expanding downward, RSI is neutral at 43.19, and the moving averages indicate bearish momentum (SMA_200 > SMA_20 > SMA_5). The stock is trading below the pivot point of 213.907, with key support at 208.185 and resistance at 219.63.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Hedge funds are increasing their positions significantly, with a 395.58% increase in buying activity over the last quarter. The company's revenue grew by 8.43% YoY in Q3 2025, and gross margin improved slightly to 53.24%.

Neutral/Negative Catalysts

The company's net income and EPS have declined significantly YoY (-23.48% and -21.66%, respectively). Analysts have lowered the price target from $350 to $320, citing mixed underlying results despite a Q3 beat. No significant insider or congress trading activity has been observed. Technical indicators and price trends suggest bearish momentum.

Financial Performance

In Q3 2025, Morningstar reported an 8.43% YoY increase in revenue to $617.4M. However, net income dropped by 23.48% to $91.6M, and EPS declined by 21.66% to 2.17. Gross margin improved slightly by 0.72% to 53.24%.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

UBS has lowered the price target for MORN from $350 to $320 while maintaining a Buy rating. The Q3 results were mixed, with a beat on headline numbers but underlying concerns noted.

2 Analyst Rating

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 is 285 USD with a low forecast of 250 USD and a high forecast of 320 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.

2 Buy

0 Hold

0 Sell

Moderate Buy

Current: 204.600

Low

250

Averages

285

High

320

Current: 204.600

Low

250

Averages

285

High

320

UBS

Buy

downgrade

$350 -> $320

AI Analysis

2025-10-30

Reason

UBS

Price Target

$350 -> $320

AI Analysis

2025-10-30

downgrade

Buy

Reason

UBS lowered the firm's price target on Morningstar to $320 from $350 and keeps a Buy rating on the shares. While Morningstar reported a Q3 beat, underlying results were mixed, the analyst tells investors in a research note.

BMO Capital

Outperform

maintain

$339 -> $355

2025-05-12

Reason

BMO Capital

Price Target

$339 -> $355

2025-05-12

maintain

Outperform

Reason

BMO Capital raised the firm's price target on Morningstar to $355 from $339 and keeps an Outperform rating on the shares after attending its shareholder meeting. The tone on margin expansion was a bit better looking out, and the firm also got greater comfort from Morningstar management on the growth strategy in key business lines, the analyst tells investors in a research note.

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MORN Should I Buy

MORN Should I Buy

Should You Buy Morningstar Inc (MORN) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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