Morningstar

Yahoo Finance • 10 hours ago

The 10 least attractive mid-cap financial stocks in the U.S.

Acadian Asset Management (NYSE:AAMI [https://seekingalpha.com/symbol/AAMI]), Ameris Bancorp (NASDAQ:ABCB [https://seekingalpha.com/symbol/ABCB]), and Central Bancompany (NASDAQ:CBC [https://seekingalpha.com/symbol/CBC]) rank among the leas... Full story

Yahoo Finance • 13 hours ago

SpaceX valued at just $780 billion by Morningstar, less than half its IPO target

SpaceX (SPAX.PVT) just got slapped with a bearish valuation ahead of its monster IPO coming up later this month. The report signals that one of the most anticipated offerings in years may be significantly overpriced, just as CEO Elon Musk... Full story

Yahoo Finance • 17 hours ago

Morningstar values SpaceX at $780 billion, below IPO target

Morningstar valued SpaceX at $780 billion, about 48% below the roughly $1.5 trillion private market valuation the company achieved in its most recent funding round, as the rocket and satellite company prepares for a public listing. The re... Full story

Yahoo Finance • 2 days ago

“A Lost Decade Is a Very Real Possibility,” Says Ultra-High Net Worth Financial Advisor

Adam Grossman tells a story that has stayed with him since boyhood. "I remember once I was at my grandparents' house and this older fellow came in," he said on Morningstar's The Long View podcast with host Christine Benz. "After he left, m... Full story

Yahoo Finance • 3 days ago

Morningstar's Subscription Flywheel Compounds While the Stock Sits at Half Price

This article first appeared on GuruFocus. Introduction A business that has never posted a year of revenue decline in four decades of operation, that grew operating income by more than 36% in its most recent quarter, and that is actively... Full story

Yahoo Finance • 8 days ago

This AI Stock Has Been Called Overvalued for 3 Years. The Bears Keep Losing.

Key Points Nvidia has been labeled "overvalued" for years due to its rapid growth. The numbers don't back that up, as it trades at a lower valuation than other top chipmakers. Nvidia has also consistently delivered strong revenue growth.1... Full story

Yahoo Finance • 30 days ago

60% of Americans say trust matters most in a financial advisor — here are the red flags you're missing

With every relationship there comes a time for you to decide whether it's really working — and it's no different when it comes to the partnership you have with your financial advisor. You might assume that portfolio performance ranks firs... Full story

Yahoo Finance • last month

Startup Blockworks wants to become the crypto equivalent of Morningstar. How it plans to do it

Crypto startup Blockworks plans to use the proceeds from its previously unreported fundraise to scoop up some of its rivals and become a kind of Morningstar for digital assets, co-founder Jason Yanowitz told CNBC. The company aims to buil... Full story

Yahoo Finance • last month

Morningstar: Semiliquid Funds Often Overlap Holdings, Hold High Cash Allocations

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. As the market continues to scrutinize evergreen funds amid a heave wave of redemptions, particularly for private credit BDCs an... Full story

Yahoo Finance • last month

The Best Artificial Intelligence (AI) Growth Stock on the Nasdaq That Morningstar Says Is Still Undervalued

Key Points Tech stocks suffered falling share prices in the first quarter, causing Microsoft to reach an appealing valuation. The company's tremendous capex spending jump spooked Wall Street, but was necessary to keep up. In fact, Microso... Full story

Yahoo Finance • last month

Why Atlassian Stock Rallied Today

Key Points Atlassian shares are down about 54% over the past six months. Many tech investors are starting to believe the huge decline has now created a good buying opportunity. 10 stocks we like better than Atlassian › Shares of the work... Full story

Yahoo Finance • 2 months ago

Trump's Iran Strategy Is Redrawing the Map for Oil -- 3 Energy Stocks Built to Outlast the Headlines

Key Points Archrock is a behind-the-scenes LNG infrastructure play with long-term, fee-based contracts that benefit from structurally rising U.S. gas exports. Ovintiv is aggressively returning cash to shareholders, capitalizing on strong... Full story

Yahoo Finance • 2 months ago

Affirm, SoFi, StepStone Group, Ares, and Morningstar Stocks Trade Up, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after major banks and asset managers reported first-quarter earnings that surpassed Wall Street expectations. Leading the charge, giants like BlackRock, Bank of America, a... Full story

Yahoo Finance • 2 months ago

Morningstar: 60/40 Model Beats Diversified Portfolios Over the Long Term

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Diversified portfolios outperformed the traditional 60/40 model in 2025, according to the 2026 Diversification Landscape report... Full story

Yahoo Finance • 2 months ago

The Smartest Growth Stocks to Invest $1,000 in As Investors Rotate Out of Tech

The Nasdaq Composite index has shed more than 5% of its value in 2026, as investors have been moving out of this sector despite positive earnings news from key technology players. However, the rotation from technology into other sectors h... Full story

Yahoo Finance • 2 months ago

New Derivative Income ETFs Aren’t Worth the Risks

There are now a host of funds that use options to generate income from an individual stock. Here’s how they work—and why individual investors would be wise to steer clear. Continue Reading... Full story

Yahoo Finance • 2 months ago

The Best S&P 500 Index Fund? You Might Be Surprised.

A Morningstar study finds that ultra-low-cost S&P 500 funds—including offerings from Vanguard, State Street, and BlackRock—deliver the strongest long-term performance, with one lesser-known SPDR ETF edging out rivals. Continue Reading... Full story

Yahoo Finance • 2 months ago

Nasdaq Correction: Buy 2 AI Stock With 98% and 115% Upside, According to Wall Street Analysts

Key Points The Nasdaq Composite recently closed in correction territory, but past corrections have typically been excellent buying opportunities. Micron is 23% below its high, but the company enjoys a strong position in the booming memory... Full story

Yahoo Finance • 2 months ago

3 Financials Stocks with Solid Fundamentals

Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as companies face challenges from an unpredict... Full story

Yahoo Finance • 2 months ago

This Vanguard ETF Could Be the Best for Growth Stock Investors

As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the entire stock market in a single fund by focusing on ETFs that track broad-based indexes like the S&P 500 or Nasdaq 100. Ho... Full story