SOFTWARE AS A SERVICE News & Analysis

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.