Andrew Lange

More From Andrew Lange

Visa Reform Raises Uncertainty for Offshore IT Services

Our long-term opinion of the industry is unchanged, and we see options for the firms to lessen the burden.

Andrew Lange Feb 1, 2017

Growth at the End of the Tunnel for IBM

The firm is making progress in returning to revenue growth, but we think investors should wait for a more attractive entry point.

Andrew Lange Jan 20, 2017

The Gold-Standard Provider in IT Services

Wide-moat Accenture posted a solid-as-ever quarterly performance, enjoying continued strength in its new digital, cloud, and security-related services.

Andrew Lange Dec 21, 2016

Will Activist Shareholder Shake Up Cognizant?

Hedge fund manager Elliott Management has offered the narrow-moat IT services firm a blueprint for unlocking value, but we question the timing and seriousness of the board's response.

Andrew Lange Nov 28, 2016

Cognizant Still a Best Idea in Tech

The narrow-moat firm remains a leading provider in digital operations, and it has strong prospects in digital and cloud-related work.

Andrew Lange Nov 7, 2016

Unremarkable Results From IBM

We'd recommend investors wait for a larger discount to our fair value estimate before diving into this stock.

Andrew Lange Oct 18, 2016

Intuit Retains Wide Moat Despite Weak Near-Term Outlook

The maker of TurboTax software has done a good job of transitioning existing and attracting new customers to its online ecosystem, and we're raising our fair-value estimate.

Andrew Lange Aug 24, 2016

IBM Upside Appears Limited At Current Price

New initiatives continue to mitigate the decline in IBM’s core business, but we don’t see a margin of safety in the shares.

Andrew Lange Jul 19, 2016

Client-First Approach Underpins Cognizant's Success

Close ties with market-leading companies ensure significant recurring business.

Andrew Lange Jul 8, 2016

IBM: Pullback Hasn’t Created Buying Opportunity

Despite IBM's ongoing repositioning, too many lingering questions remain for investors to buy at the current price, writes Morningstar’s Andrew Lange.

Andrew Lange Apr 19, 2016

Contract Concerns Ding Rovi

Investors able to handle risk could find value in the shares.

Andrew Lange Oct 30, 2015

Autodesk Designs for the Future

Its transition to a subscription business model remains largely on track.

Andrew Lange Aug 31, 2015

More About Andrew Lange

Andrew Lange is an equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers application software and IT services companies.

Lange joined Morningstar in 2007 as an associate equity analyst based in Auckland, New Zealand before moving to the Chicago office in 2012.

Lange holds bachelor’s degrees in economics and finance from the University of Otago in New Zealand.