Morningstar, Inc. (MORN) Stock Analysis
Temp Headwind edge
Financial Services · Financial Data & Stock Exchanges
Wait for pullback to $165.06. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $166.94. Engine's entry $165.06 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum.
Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs.
Wait for pullback to $165.06. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $166.94. Engine's entry $165.06 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 0.26, quality 7.7/10, growth 7.6/10). Score 6.4/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Recent Developments — Morningstar, Inc.
Material events (past 30 days)
- May 8, 2026 MEDIUM Item 5.02: Name | Votes For | Votes Against | Abstentions | Broker Non-Votes Joe Mansueto | 33,192,034 | 508,755 | 6,874 | 1,281,152 [... truncated]
Latest news
- Morningstar (MORN) Rebrands CRSP Market Indexes to Enhance Inves - GuruFocus — GuruFocus positive
- Morningstar’s (NASDAQ:MORN) Q1 CY2026: Beats On Revenue - StockStory — StockStory positive
- Morningstar (NASDAQ:MORN) Releases Quarterly Earnings Results, Beats Estimates By $0.53 EPS - MarketBeat — MarketBeat positive
- Morningstar’s (NASDAQ:MORN) Q1 CY2026: Beats On Revenue - TradingView — TradingView positive
- Morningstar (MORN) Releases Q1 2026 Earnings: Revenue Up 10.8%, EPS Up 50% Beats Estimates - Quiver Quantitative — Quiver Quantitative positive
Generated 2026-05-20T20:21:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-05-08Item 5.02MEDIUMName | Votes For | Votes Against | Abstentions | Broker Non-Votes Joe Mansueto | 33,192,034 | 508,755 | 6,874 | 1,281,152 [... truncated]SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $165.06. Weak momentum; also below 200-day MA (death cross) — blocks BUY_NOW at $166.94. Engine's entry $165.06 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Leverage penalty (D/E 1.9): -1.0; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Growth is cheap relative to earnings, but the chart hasn't confirmed yet (PEG 0.26, quality 7.7/10, growth 7.6/10). Target $214.48 (+28.5%), stop $150.08 (−11.2%), Setup A.R:R 5.8:1. Score 6.4/10, moderate confidence.
Take-profit target: $214.48 (+30.4% upside). Target $214.48 (+28.5%), stop $150.08 (−11.2%), Setup A.R:R 5.8:1. Stop-loss: $150.08.
Leverage penalty (D/E 1.9): -1.0; Negative momentum; Below 200-MA, MA slope -7.8%/30d (confirmed downtrend).
Morningstar, Inc. trades at a P/E of 17.6 (forward 13.0). TrendMatrix value score: 8.2/10. Verdict: Buy (Wait for Entry).
9 analysts cover MORN with a consensus score of 4.0/5. Average price target: $252.
What does Morningstar, Inc. do?Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and...
Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs.