Eric Compton

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Articles

What Do Trump’s Tariffs Mean for Big Tech?

2 weeks ago | morningstar.com | Eric Compton |Ivanna Hampton

Ivanna Hampton: The tariff fallout is crushing technology stocks. The good news is several major tech companies are now trading at discounts to our fair values. The bad news is uncertainty is at all-time highs with many tech companies’ supply chains spanning the globe with a heavy concentration in Asia. The Trump administration imposed tariffs on countries there, including China, Taiwan, and South Korea. Joining me to discuss the risks for the tech industry is Eric Compton.
Wipro’s Intangible Assets Underpin Its Wide Moat

Jan 17, 2025 | morningstar.com | Eric Compton

Wipro is a leading global IT services provider with offerings ranging from software implementation to digital transformation consulting and servicing business operations teams. We think Wipro merits a narrow economic moat rating, like many of its peers, as we believe it benefits from switching costs and intangible assets, although we also see it benefiting from a cost advantage.
Roper's Portfolio and Competitive Advantage Remains Strong and Our Long-Term Thesis Is Intact

Jan 17, 2025 | morningstar.com | Eric Compton

Roper Technologies compounds cash flow by acquiring leading businesses in niche markets with durable competitive advantages and redeploying excess cash to acquire additional businesses with incrementally higher rates of return. The firm has pivoted from a legacy industrial base to a diversified technology company dominated by sticky software companies with wide economic moats, including multiple firms with gross retention rates above 95%.
PTC's Moat Supported by Solid Switching Costs

Jan 16, 2025 | morningstar.com | Eric Compton

PTC is a global software company that provides digital transformation solutions, specializing in CAD (computer-aided design), PLM (product lifecycle management), and Internet of Things to help businesses design and manufacture products effectively. Its customers span industries like manufacturing, automotive, and aerospace, and use PTC’s solutions to address critical needs like product development, reduce time to market, and streamline workflows.
ADP Remains a Powerhouse in the Face of Fierce Competition

Jan 14, 2025 | morningstar.com | Eric Compton

ADP is a global leader in human capital management, or HCM, solutions, offering payroll, workforce management, and HR services. Its customers, ranging from small businesses to Fortune 500 enterprises, rely on ADP’s solutions to automate time-consuming HR processes, navigate complex regulatory requirements, and gain data-driven insights for strategic workforce management.
EPAM's Reputation and Technical Expertise Reinforce Its Moat

Jan 6, 2025 | morningstar.com | Eric Compton

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. We’d like to share more about how we work and what drives our day-to-day business.
Résultats de MongoDB : excellente croissance du chiffre d’affaires, mais des perspectives un peu faibles

Dec 11, 2024 | morningstar.fr | Eric Compton

Alors que nous transférons la couverture à un nouvel analyste et que nous mettons à jour nos projections, nous diminuons notre estimation de juste valeur à 290 $ par action, contre 330 $, car nous prenons en compte une confiance moindre dans la croissance au cours des dernières années de notre prévision.
MongoDB Earnings: Excellent Revenue Growth, but Outlook a Bit Light

Dec 10, 2024 | morningstar.com | Eric Compton

MongoDB MDB reported excellent fiscal third-quarter results, easily beating FactSet consensus revenue estimates by 6% and prior guidance by 7%, while roughly doubling the quarter’s non-GAAP earnings per share guidance ($1.33 actual vs. $0.65-$0.68). Management increased its full-year revenue and non-GAAP EPS outlook, but we felt the increases here were light.
MongoDB Is a Leading Document-Based Database Provider

Dec 10, 2024 | morningstar.com | Eric Compton

MongoDB is a document-based database, benefiting from growth in the cloud and the need to consume and use data variants that go beyond typical relational database setups. As technologies like the internet and the cloud are proliferating, new data needs have arisen, and MongoDB has emerged to meet some of those use cases. MongoDB is generally viewed as easy to get up and running as a developer, and it has executed a well run, go-to-market motion to grow materially over the years.
Transferring Coverage of Synopsys; Raising Our Fair Value to $550 from $490

Dec 5, 2024 | morningstar.com | Eric Compton

Synopsys is a leading provider of software tools that engineers use to solve a fundamental industry challenge—designing complex semiconductor chips. It offers products that streamline chip building, enhance the efficiency of chip structure, automate processes, and minimize errors. Its solutions have become indispensable to virtually every major semiconductor company and a growing number of electronic systems companies globally.