In a report released today, Alex Kramm from UBS maintained a Buy rating on Morningstar, with a price target of $280.00.
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Alex Kramm has given his Buy rating due to a combination of factors, including Morningstar’s solid first-quarter earnings beat and strong margin performance. Revenue was slightly ahead of expectations, with particular strength in Morningstar Credit and Morningstar Direct, and the company delivered a notable year-over-year expansion in adjusted operating margin, even if some of the benefit from Credit may prove temporary.
At the same time, he highlights that PitchBook’s growth slowdown and ongoing AI disruption concerns are weighing on sentiment, yet believes the market is already discounting an overly pessimistic long-term growth outlook. Robust share repurchases, improved margin expectations that drive higher EPS forecasts for 2026 and 2027, and a valuation anchored by a maintained $280 price target based on 19x FY27 EPS together support his constructive stance on the stock.