Morningstar Inc. (MORN)
SpaceX's mega IPO plan hits a wall: Morningstar sees a $970 billion gap
SpaceX is preparing for the kind of stock-market debut Wall Street rarely gets to see: a planned $75 billion raise, a June 12 Nasdaq listing, and a target valuation of $1.75 trillion. It is the sort of number that turns an IPO into a spectacle, but just as the roadshow begins, Morningstar has put a far colder figure on the table.
SpaceX is worth less than half of its $1.75 trillion IPO target, Morningstar says
Morningstar analysts believe SpaceX is "significantly overvalued" ahead of its blockbuster IPO. The analysts say xAI poses a "material threat of value destruction" to the company, with its "economic moat indeterminate.
Morningstar: Priced For Complete Growth Collapse
Morningstar is priced for collapse, trading at one-third its 10-year average P/E, despite strong business performance. MORN delivered 10.8% revenue growth and 42.6% adjusted diluted EPS growth in Q1 2026, with standout results in its Credit business. Management signaled deep undervaluation by tripling share repurchases to $300 million and raising dividends, reinforcing shareholder return commitment.
Morningstar Shareholders Approve All AGM Proposals, Back Directors, Pay Vote and KPMG Auditor
Morningstar NASDAQ: MORN shareholders approved all proposals presented at the company's 2026 annual meeting, including the election of 10 directors, an advisory “say on pay” vote, and the ratification of KPMG as independent auditor for 2026, Executive Chairman Joe Mansueto said. The company said it will file an 8-K with more detailed voting results by May 13.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
T. Rowe Price Value ETF Earns Morningstar Recognition
The T. Rowe Price Equity Income ETF (TEQI) has earned a spot on Morningstar's list of the best active value stock ETFs to buy in 2026, joining 17 other actively managed value ETF strategies recognized by the research firm. TEQI made Morningstar's 2026 list of best active value stock ETFs.
Should iShares Morningstar Mid-Cap Growth ETF (IMCG) Be on Your Investing Radar?
The iShares Morningstar Mid-Cap Growth ETF (IMCG) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market.
Morningstar: Wonderful Price And At Least A Fair Business
Morningstar is now trading below $200 and reached my preferred entry point, making it clearly undervalued and a solid "Buy." AI-related risks are real but primarily affect license-based services. Core segments like credit ratings, indices, and retirement remain well-defended by brand trust. Recent results show mid-to-high single-digit revenue growth, with credit ratings and retirement segments delivering strong margins and resilience.
Morningstar: A Gold Star Opportunity
Morningstar trades at a discount to fair value, offering compelling upside potential with a projected 65.8% return by March 2027. MORN posted Q4 2025 revenue growth of 8.5% and non-GAAP EPS up 26.6%, driven by strong platforms and new product launches. Retention rates remain exceptional, with Morningstar Data and Direct renewal rates exceeding 100%, underscoring durable client loyalty despite AI disruption risks.
Low-Cost Active ETFs Post Higher Success Rates, Morningstar Finds
Low-cost active ETFs succeeded at nearly double the rate of their expensive counterparts over the past decade, according to Morningstar's year-end 2025 Active/Passive Barometer report, underscoring how fees remain the primary hurdle for active managers attempting to outpace index funds.
Should iShares Morningstar Small-Cap Value ETF (ISCV) Be on Your Investing Radar?
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Morningstar Small-Cap Value ETF (ISCV), a passively managed exchange traded fund launched on June 28, 2004.
Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the iShares Morningstar Small-Cap Growth ETF (ISCG) is a passively managed exchange traded fund launched on June 28, 2004.
