William Fitzsimmons

More From William Fitzsimmons

Opportunity in This Wide-Moat Software Firm

William Fitzsimmons Nov 14, 2018

Robust Quarter for Wide-Moat Microsoft

The firm's first-quarter 2019 results continue a trend of broad-based strength across businesses.

William Fitzsimmons Oct 25, 2018

Adobe Remains a Creative Software King

Its successful transition to the cloud reinforces the company's wide moat.

William Fitzsimmons Oct 15, 2018

IT Updates Are a Tailwind for Salesforce

William Fitzsimmons Oct 12, 2018

Oracle: Despite Decent Results, We're Not Wowed

Our opinion of the wide-moat firm's cloud positioning and growth prospects remain tepid, especially when measured with competitors like Microsoft, Salesforce, and Workday.

William Fitzsimmons Sep 18, 2018

Zscaler Is Massively Overpriced

Its enterprise value/revenue multiple makes it more expensive on a fundamental basis than nearly every enterprise software firm in our coverage.

William Fitzsimmons Sep 6, 2018

Mixed Results for Guidewire, but Our Thesis Stands

The wide-moat firm still has a runway for growth.

William Fitzsimmons Sep 6, 2018

Raising Our Fair Value on Workday

The narrow-moat firm continues to execute.

William Fitzsimmons Sep 5, 2018

Boosting Our Salesforce Fair Value

William Fitzsimmons Aug 31, 2018

More Room to Run for Salesforce, Increasing Fair Value

We still anticipate additional upside for the wide-moat firm even after its impressive year-to-date run.

William Fitzsimmons Aug 30, 2018

Steer Clear of Overpriced Dropbox

Commodification of storage technology will inhibit the firm from driving growth through price increases ahead.

William Fitzsimmons Aug 10, 2018

Now's the Time for ServiceNow

We've upgraded our moat rating to wide and think the shares are undervalued.

William Fitzsimmons Aug 6, 2018

Uptick in Guidewire's Fair Value, Shares Mispriced

We're confident in the wide-moat firm's cloud sales.

William Fitzsimmons Jul 10, 2018

Check Out Check Point

The pre-eminent network security vendor should benefit from cybersecurity consolidation.

William Fitzsimmons Jul 6, 2018

This Cybersecurity Competitor Is Promising but Pricey

William Fitzsimmons Jun 8, 2018

A Fair Value Boost for Palo Alto

We're raising our fair value estimate due to an acceleration in product revenue growth.

William Fitzsimmons Jun 4, 2018

Cutting Symantec's Fair Value

Management couldn't address the internal audit during its call yesterday and didn't adequately allay concerns around the business.

William Fitzsimmons May 15, 2018

Crack Into These Cybersecurity Firms

William Fitzsimmons May 11, 2018

Tepid Guidance, Investigation Eclipse Symantec Earnings

While we'll be tracking news of the investigation, our long-term outlook for the firm is currently unchanged.

William Fitzsimmons May 11, 2018

No Berkshire Dividend in Sight

Joshua Aguilar May 5, 2018

Motorola Dominates Its Mission-Critical Niche

Expansion abroad, aided by recent M&A, bodes well for the top and bottom lines.

William Fitzsimmons Mar 2, 2018

Robust Growth in Store for Palo Alto but Shares Rich

We're raising our fair value estimate on the firm, though we are concerned that the market isn't taking more aggressive competition and significant operating expenses into account.

William Fitzsimmons Feb 27, 2018

More About William Fitzsimmons

William Fitzsimmons is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers technology companies.

Before joining Morningstar in 2016, Fitzsimmons interned at the BlueCross BlueShield Association for two summers and conducted healthcare sector analysis. Additionally, he interned at Ronin Capital, LLC for two summers.

Fitzsimmons holds a bachelor's degree in economics and political science from Boston College.