CLOUD BASED SOFTWARE News & Analysis

Morningstar lowers our fair value estimate for Megaport by 16% after mispricing leads to a downgrade in capital allocation rating.  

Our fair estimate for the shares increased following the release of 2024 guidance. 

These undervalued software companies can provide a counterweight to stocks swept up in economic upheavals.

The rise of cloud computing creates opportunities for ASX-listed technology stocks, writes Nicki Bourlioufas.

What to look for and what to avoid in this area.

But the cloud-based data-warehousing company is racking up big operating losses as it does so, writes Julie Bhusal Sharma.

Morningstar equity analyst Mark Cash values the company at $40 billion, reinforced by a sticky customer base and positive moat trend.

Accelerated adoption of digital cloud-based operations with the pandemic has these companies seeing significant profit potential.

Cloud accounting software pioneer Xero has capitalised on its early-mover advantage over the last decade, but its rivals are fighting back.

Several new and recent entrants are attempting to build and sell the next subscription- and cloud-gaming service models, says Morningstar's Neil...