Morningstar, Inc. (MORN) Stock Analysis
Financial Services · Financial Data & Stock Exchanges
Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $169.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.0): -0.5; Weak growth.
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Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $169.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.0): -0.5; Weak growth. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.4/10, moderate confidence.
Passes 5/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity no date, semi cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $169.50 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 1.0): -0.5; Weak growth. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $160.73. Score 5.4/10, moderate confidence.
Take-profit target: $212.50 (+24.2% upside). Prior stop was $160.73. Stop-loss: $160.73.
Leverage penalty (D/E 1.0): -0.5; Weak growth; Negative momentum.
Morningstar, Inc. trades at a P/E of 21.1 (forward 14.5). TrendMatrix value score: 6.3/10. Verdict: Sell.
9 analysts cover MORN with a consensus score of 4.0/5. Average price target: $250.
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.