Dan Romanoff, CPA
Dan Romanoff, CPA, was a senior equity research analyst on the technology team for Morningstar.
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More From Dan Romanoff, CPA
How Much Is Microsoft Stock Worth?
Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a USD 600 valuation.
Shopify Earnings: E-Commerce Alive and Kicking
We’ve slightly lowered our fair value estimate of Shopify stock.
Amazon: Officially Launches Supply Chain Services, Leveraging Internal Services to Outside Clients
We think Amazon stock is fairly valued.
Amazon Earnings: AWS Is Booming, E-Commerce Is Resilient, and Guidance Is Positive
We think Amazon stock is fairly valued.
Microsoft Earnings: Azure and Capital Expenditures Are Expected to Accelerate
We think Microsoft stock is significantly undervalued.
ServiceNow Earnings: Impact From Acquisitions Is a Near-Term Distraction From Good Fundamentals
We maintain our fair value estimate for ServiceNow stock.
Why Microsoft Might Be the Best Core Stock Bargain in the Market Today
Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.
Adobe Earnings: Good Quarter Overall; Longtime CEO Retiring
We maintain our fair value estimate for Adobe stock.
Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns
We think it is hard to recommend any software stock in this environment due to the extreme uncertainty.
Salesforce Earnings: Signs of Acceleration in a Solid Quarter Overall
We think Salesforce stock is significantly undervalued.
Shopify Earnings: Another Good Quarter Is No Match for AI Fears
We’ve lowered our fair value estimate of Shopify stock due to currency fluctuations.
Amazon Earnings: Guidance for $200 Billion in Capital Expenditure in 2026 Overshadows Good Results
We think Amazon stock is moderately undervalued.
Microsoft Earnings: Good Quarter With AI Demand Ramping and Azure Good
We maintain our fair value estimate for Microsoft stock.
Shopify Earnings: Strength Seen Across the Board Once Again
We’ve raised our fair value estimate of Shopify stock.
Microsoft Earnings: Strong, Including Azure, but Overall Guidance Is In Line
We think Microsoft stock is moderately undervalued.
Shopify Earnings: Strength in Everything, Everywhere, Including Guidance
We’ve raised our fair value estimate of Shopify stock.
Amazon Earnings: Good Results, With AWS Still a Winner; Fear on Profitability Guidance Is Overblown
We think Amazon stock looks attractive.
This Onetime Market Darling Is Now a Cheap Stock to Buy
Undervalued by 18%, the stock of this narrow-moat company looks attractive.
ServiceNow Earnings: Operating on a Higher Plane With Another Strong Quarter
AI remains a key driver; ServiceNow stock fairly valued.
An Undervalued Stock to Buy That’s Quietly Winning the AI Race
This wide-moat stock is a rare bargain in an overpriced sector.
US Technology: Sector Bounces Back After a Sluggish Q1
In this sector, we like Atlassian and NXP.
After Earnings, Is Amazon Stock a Buy, a Sell, or Fairly Valued?
With AWS accelerating, retail margins improving, and AI investments gaining traction, here’s what we think of Amazon stock
Shopify Earnings: Good Quarter With Mixed Guidance; No Real Tariff Impacts
We’ve cut our fair value estimate for Shopify stock.
Amazon Earnings: Good Quarter Overall With AWS Decent; Guidance Light on Operating Income
Prebuying behavior ahead of tariffs is worth monitoring if the tariff situation persists.
Microsoft Earnings: Good Quarter From Any Angle, Raising Fair Value Estimate
Microsoft remains one of our top stock picks.
