Stocks

We maintain our fair value estimates for US telecom stocks.

We maintain our fair value estimate for Samsung stock.

We think Marks & Spencer stock is fairly valued.

As fears grow about the durability of AI growth, we have confidence in Broadcom’s forecast—but we think the market might need to see it to believe it.

After steep declines in 2026, all five large European carmakers are trading below their Morningstar fair value estimates.

Raising our fair value estimate after first-half results.

HSBC’s share price has fallen, but Morningstar analysts see value in its ongoing restructuring.

Consumer cyclical stocks came under pressure, while only technology and energy posted positive returns.

Strong earnings and resilient economic growth provided momentum through much of 2026, but attention now turns to surging bond yields and political risk.

UK stocks are expected to pay out an all-time record £90 billion in dividends in 2026.

As Europe’s effort for satellite launch autonomy from the US grows, investors can access the theme both via defense giants and smaller specialist firms.

Investors may feel wary with Marvell stock having tripled in the past year, but the immense growth makes us more comfortable.

We’ve long believed that Air Liquide has a significant runway for margin expansion.

Why an agricultural equipment stock and a healthcare name still look attractive today.

Lion Finance Group and Computacenter rank among the best stocks in Q3 2026, while the worst include Rentokil Initial and Centrica.

Improving fundamentals and industry trends could fuel further gains.

The USD 22.6 billion deal comes as the French electrification and automation firm seeks to bolster its data center business amid surging demand.

The AI trade cooled and bond yields soared to multi-decade highs in the third quarter.

Draft IPO filing shows a company growing faster than its annual results can capture.

We think Tesla stock is fairly valued.