#Financial Data

3개의 글

July 30, 2026

Morningstar (MORN) Stock Outlook 2026: The Subscription Moat vs. the Capital-Markets Cycle

Morningstar (MORN) stock outlook for 2026. A qualitative deep dive into recurring subscription revenue and brand trust, PitchBook's structural growth in private-market data, DBRS credit-rating issuance sensitivity, competition from FactSet, Bloomberg, S&P Global, and MSCI, and exposure to the asset-management cycle.

MORN Morningstar US Stocks

July 14, 2026

FactSet (FDS) Stock Outlook 2026: The Subscription Moat and the AI Debate

FDS (FactSet) 2026 stock outlook. A deep qualitative look at the ASV subscription model, competition from Bloomberg, S&P Capital IQ, LSEG and Morningstar, whether GenAI threatens or deepens the data-terminal moat, wealth-channel expansion, and a premium valuation facing slower growth.

FDS FactSet US Stocks

May 13, 2026

SPGI Stock Outlook 2026: S&P Global — Owning the Ratings, the Index, and the Data

Comprehensive analysis of SPGI (S&P Global) stock for 2026: credit ratings moat, S&P 500 index licensing, Platts commodity data, IHS Markit integration, and what drives EPS growth for long-term investors.

SPGI S&P Global Credit Ratings