Javier Correonero
Javier Correonero is a senior equity analyst for Morningstar Holland BV (“Morningstar”), a wholly owned subsidiary of Morningstar, Inc.
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More From Javier Correonero
BT Earnings: Cost Discipline Drives Resilience, Raising Fair Value
We think BT Group stock is moderately overvalued.
Vodafone Earnings: Volume Deterioration Undermines Turnaround Credibility; Cost Discipline Needed
We think Vodafone Group stock is moderately overvalued.
ASML Earnings: Outlook Is Magnificent, but Valuation Overshoots Our Estimate
We raise our fair value estimate for ASML stock.
Arm: Launches CPU Business as It Wants More of the Pie
We raise our fair value estimate for Arm stock.
ASM Earnings: Multiple Bullish Signals Across the Board, but Shares Look Fully Valued Now
We think ASM International stock is fairly valued.
Arm Earnings: Data Centers Becoming Increasingly Important for the Growth Story
Licensing revenue will accelerate next quarter and could go beyond USD 750 million.
Vodafone Earnings: Germany and UK Weakness Cloud EBITDAaL Confirmation
We think Vodafone Group stock is moderately overvalued.
BT Earnings: Cost Plan Buys Some Time, But This Can’t Go On Forever
We think BT Group stock is fairly valued.
ASML Earnings: Record Bookings Confirm the AI Upcycle Into 2027
Demand looks strong across the board, with multiple drivers contributing.
Ahead of Earnings, Is ASML Stock a Buy, a Sell, or Fairly Valued?
Investors will be focused on guidance for the coming years. ASML will benefit from investments in AI, but starting from next year.
ASML: TSMC Expansions, Memory Shortages, and Intel as a Wild Card
We raise our fair value estimate for ASML stock.
ASML: The Reports of My Death Have Been Greatly Exaggerated; Wide Moat Intact
We think ASML stock is fairly valued.
Vodafone Earnings: Germany Returns to Growth and Management Raises Dividend 2.5%
We maintain our GBX 89 fair value estimate for Vodafone stock.
BT Earnings: Good Execution in a Challenging Market Environment; Guidance Reaffirmed
We think BT Group stock is fairly valued.
Arm Earnings: Delivers Strong Performance and Extends Into AI Networking With DreamBig Acquisition
We think Arm stock is significantly overvalued.
ASML Earnings: Now That Shares Are Fairly Valued, We Look Ahead for Potential New Catalysts
We think ASML Holding stock is fairly valued.
ARM Earnings Meet Guidance But Narrative is Shifting
We struggle to find a comfortable risk-reward profile for investors, shares overvalued.
Vodafone: Germany and UK Remain Key Areas of Focus; Maintaining Fair Value Estimate
We think Vodafone stock is fairly valued.
BT Earnings: Executing Well in a Competitive Market; Fiber Rollout and Cost Reductions Tracking Well
We’ve raised our fair value estimate of BT stock.
Besi Earnings: Quiet Quarter, but Loud Outlook; Order Book Ramping Up
We think Besi stock is fairly valued.
ASM Earnings: 2025 Secured but Investors Look Into 2026
Shares offer 40% upside after the 10% decline on July 23.
ASML: Reset of Expectations Sends Shares Lower; Fair Value Estimate Trimmed
Dutch chip machine manufacturer’s growth expectations for 2026 cautious.
BT Downgraded as Morningstar Drops 6 European Telecom Moat Ratings
Six telecom firms are losing their competitive edge due to scaling issues and and unhelpful regulation.
Telecom Stocks: Scarce Opportunities Remain
Sector consolidation would improve companies’ profitability.
BT Earnings: Cost-Cutting Proving Effective, Broadband Targets Raised
Continued cost-cutting enabled the telecommunications tock to increase earnings in 2025.
