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SOFTWARE News & Analysis

Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
Stocks
Activision Blizzard acquired by Microsoft in historic deal: Expect more M&A in video games
After Microsoft agreed to buy Activision Blizzard, Morningstar analysts expect more firms could be targets – both fair value estimates remain...
Ruth Saldanha | 19 January 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...
Dave 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
A new wide-moat company: Workday
Stocks
A new wide-moat company: Workday
The company's ability to retain customers causes us to upgrade our rating.
Morningstar.com.au | 03 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
Aussie tech stocks overhyped
Stocks
Aussie tech stocks overhyped
Investors piling into WiseTech, Afterpay and Xero are ignoring fundamental risks, warns Morningstar.
Glenn Freeman | 03 March 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
Morningstar begins Atlassian coverage
Stocks
Morningstar begins Atlassian coverage
The Aussie start-up turned US tech darling has made a name for itself in direct-to-market management software.
Lex Hall | 05 August 2019