Constellation Software Earnings: Capital Deployments Surge, a Positive Sign for Growth Opportunities
We think Constellation Software stock is significantly undervalued.
Eric Compton, CFA
Eric Compton, CFA, is director of equity research, technology, for Morningstar.
More From Eric Compton, CFA
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What Do Trump’s Tariffs Mean for Big Tech?
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Software Industry Outlook: Where We See Growth and What’s Ahead for AI
Key tailwinds for software stocks include artificial intelligence and digital transformation.
DeepSeek AI Coverage Summary: Maintaining Our Fair Values
We remain positive about the long-term potential of artificial intelligence.
After Earnings, Is MongoDB Stock a Buy, a Sell, or Fairly Valued?
With promising revenues and cautionary signals, here’s what we think of MongoDB stock.
Software Outlook: The Industry Should Remain a Robust Area for Growth
Key tailwinds for the industry include artificial intelligence and increased digital transformation.
Canadian Bank Fiscal Q4 Results
TD's messy results, RBC earnings as expected, Scotiabank’s fair value estimate lowered, BMO is well positioned, and National Bank to face higher credit costs.
Canadian Banks Earnings Mostly Fit Pattern, Dividends Up
We expected slowing growth and an increase in credit strain.
Lowering First Republic Stock’s Fair Value Estimate as Depositors Flee
It's unlikely that First Republic Bank remains profitable, and stock holders could get wiped out.
