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50 / 100
AltIndex AI Score
Hold
AI Score · 12-mo trend
−9 pts over 3 months33% of MORN’s tracked signals bullish
FundamentalsNeutral
TechnicalsBullish
Alternative dataNeutral
SentimentBullish
Price$200.66
Year Range$141.41 – $218.7
Market Cap$7.37B
PE Ratio18.97
IndustryFintech

What Is Morningstar’s AI Stock Analysis?

Morningstar’s AI stock analysis on AltIndex combines the company’s fundamentals, price technicals and 25+ alternative data signals — like hiring, web traffic, app downloads and online sentiment — into a single AI Score from 0 to 100 and a plain-English Buy, Hold or Sell read. Unlike a traditional analyst rating that updates a few times a year, the AI Score refreshes as new data arrives, so it tracks Morningstar’s momentum in near-real time.

Morningstar (MORN) has an AltIndex AI Score of 50/100, currently a Hold signal. The AI Score distills Morningstar's fundamentals, price technicals and 25+ alternative data signals into a single 0–100 rating, so a rising score reflects strengthening data across the board and a falling score the opposite.

Morningstar’s Full AI Analysis

Morningstar, Inc. is a well-known provider of independent investment research in North America, Europe, Australia, and Asia. The firm offers an array of products and services aimed at individual investors, financial advisors, asset managers, retirements plans, and institutional investors.

The company’s offerings include investment data, software products, online investment research, and investment management services. Morningstar’s mission is to empower investor success by providing tools and data to help make informed investment decisions.

Fundamental Analysis

Revenue for the last quarter was $645 million, a modest increase of 0.58% compared to the previous quarter, indicating positive but slow growth. However, compared to the same quarter last year, this represents a strong 10.81% increase, which is a robust sign of year-over-year growth.

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What’s Driving MORN’s AI Score?

Fundamentals

Revenue for the last quarter was $645M. This is an increase of 0.58% compared to the quarter before it, which is a positive sign of growth. Compared to the same quarter last year, there is an increase of 10.81%, suggesting positive year-over-year growth. Net income for the last quarter was $107M. This represents a decrease of 6.95% compared to the quarter before it, indicating a need for concern. Compared to the same quarter last year, there is an increase of 36.43%, suggesting positive year-over-year growth. Ebitda for the last quarter was $209M. This represents a decrease of 0.14% compared to the quarter before it, indicating a need for concern. Compared to the same quarter last year, there is an increase of 26.96%, suggesting positive year-over-year growth. The current P/E ratio is 18.97. This appears to be within a normal range, neither particularly high nor low. In the last couple of months, there's been a couple of company insiders selling their stock, a potentially bearish signal.

See Morningstar’s earnings and insider transactions.

Technicals

Today's stock price is $200.66. This is an increase of 21.96% compared to a month ago, indicating a positive short-term trend. However, compared to a year ago, there is a decrease of 21.70%, which could be a cause for long-term concern. The trend is bullish. The current SMA10 is $196.52, which is higher than the previous SMA10 of $195.87. This indicates a potential upward trend in price movement. The RSI is 60, indicating a neutral condition.

See the full technical analysis and price prediction.

Alternative data

Morningstar has an estimated 220 open positions. This number is down by -12% in the last couple of months, indicating a company trying to improve its margins or cut costs. Not a great sign for a growing company. The business outlook among employees at Morningstar is neutral. Morningstar has an estimate of 11M visitors to their webpage. The number of visitors is up by 5% in the last couple of months, a bullish trend as this can indicate can increase in customers.

Explore Morningstar’s job postings, web traffic and app downloads.

Sentiment & social

Morningstar has 63,000 followers on their Instagram page. The number of followers is up by 7% in the last couple of months, indicating an increased interest in the company. Morningstar has 240,000 followers on their Twitter page, with no meaningful increase or decrese in the last couple of months.

Track Morningstar’s market sentiment.

Frequently Asked Questions: Morningstar AI Stock Analysis

Morningstar's AltIndex AI Score is 50/100, currently a Hold signal. The AI Score blends fundamentals, technicals and 25+ alternative data signals into a single rating from 0 to 100.

AltIndex's AI Score model rates Morningstar a Hold (50/100). This is a data-driven signal, not investment advice — review the breakdown above and combine it with your own research.

The AI Score is generated from fundamental data (earnings, valuation), technical indicators (price trend and momentum), and alternative data signals such as hiring, web traffic, app downloads and sentiment. AltIndex weighs these into a single 0-100 score; the exact weighting is proprietary.

AltIndex generates a complete written AI analysis of Morningstar — company overview, fundamentals, technicals and alternative data, with a recommendation. See the MORN AI Score or sign up to read the full thesis.

The analytics provided are estimates and not a substitute for professional advice. All investments involve risks, including possible capital loss.