• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    PitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market Intelligence

    3/12/26 3:21:00 PM ET
    $MORN
    Investment Managers
    Finance
    Get the next $MORN alert in real time by email

    Perplexity users can now surface PitchBook's industry-trusted firmographic data with full source attribution

    PitchBook, the leading private capital market intelligence platform, today announced a new partnership with Perplexity, the leading AI-answer engine. Through Perplexity's new PitchBook Essential MCP server, users can now access PitchBook's trusted firmographic intelligence directly within Perplexity's conversational interface.

    AI adoption continues to accelerate across financial services, but the ability to ask questions and receive answers powered by high-quality, comprehensive data is what drives better decision making and delivers meaningful ROI. PitchBook's AI and machine learning strategy centers on pairing advanced technology with human insight to create one of the most comprehensive and dependable private market datasets in the industry. Perplexity's answer engine retrieves and synthesizes information from authoritative sources in real-time, delivering citied, verifiable answers that are crucial for high-stakes financial decisions. Through this Essential Partner integration, Perplexity users can ask complex questions about companies and deals and receive clear, sourced insights supported by PitchBook's intelligence.

    "Together, PitchBook and Perplexity are expanding access to private market intelligence," said Tom Van Buskirk, EVP of Technology & Engineering at PitchBook. "AI is most effective when it's powered by the most accurate, high-quality data. Perplexity's conversational interface opens new ways to explore information and pairing it with PitchBook's insights helps professionals find the clarity they need to make confident decisions."

    With this integration, Perplexity users gain the ability to:

    • Surface company and deal information supported by PitchBook's robust dataset
    • Receive high-level summaries with links to original PitchBook sources, enabling PitchBook users to easily explore underlying data
    • Ask targeted questions about firms, transactions, investors, and market themes
    • Explore private market trends through the tools they already rely on

    "PitchBook's data helps hundreds of thousands of investors make decisions with confidence every day," said Dmitry Shevelenko, Chief Business Officer at Perplexity. "By bringing PitchBook's trusted intelligence into Perplexity's conversational interface, we're enabling new ways to explore private markets, where professionals can conduct deep research, ask follow-up questions, and uncover connections they might not have found through traditional search."

    The Perplexity integration marks the latest milestone in PitchBook's expanding network of AI partnerships, which include Anthropic, Farsight AI, Finster, Hebbia, Model ML, OpenAI, Rogo, and Writer. Together, these collaborations extend PitchBook's intentional approach to working across the AI ecosystem, extending access to trusted private market intelligence wherever professionals choose to work.

    To learn more about PitchBook's AI capabilities and partnerships, click here.

    About PitchBook, a Morningstar company As the pulse of private capital markets, PitchBook delivers trusted, real-time data, research, and technology to help investors, dealmakers, and innovators make decisions with confidence. Its products provide comprehensive information on companies, investors, funds, deals, and people, along with tools that help professionals analyze market activity and make informed decisions. Founded in 2007, PitchBook today serves more than 100,000 clients worldwide and is recognized as the leading source of private capital market intelligence. PitchBook has grown to over 3,000 employees across offices in Seattle, San Francisco, New York, London, Singapore, Mumbai, and other global locations. Since 2016, PitchBook has operated as a subsidiary of Morningstar, Inc.

    For more information, visit www.pitchbook.com.

    About Perplexity

    Perplexity is an AI-powered answer engine that draws from credible sources in real time to accurately answer questions with in-line citations, perform deep research, and more. Founded in 2022, the company's mission is to serve the world's curiosity by bridging the gap between traditional search engines and AI-driven interfaces. Each week, Perplexity answers more than 150 million questions globally. Perplexity is available in the app store and online at https://www.perplexity.com.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20260312253855/en/

    [email protected]

    Get the next $MORN alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $MORN

    DatePrice TargetRatingAnalyst
    10/9/2024$340.00Buy → Neutral
    Redburn Atlantic
    10/8/2024$390.00Buy
    UBS
    8/12/2024$352.00Outperform
    BMO Capital Markets
    10/30/2023$320.00Neutral → Overweight
    Redburn Atlantic
    1/11/2023Buy → Neutral
    Redburn
    9/20/2022Neutral → Buy
    Redburn
    More analyst ratings

    $MORN
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Financial Officer Holt Michael bought $186,590 worth of shares (1,000 units at $186.59), increasing direct ownership by 12% to 9,480 units (SEC Form 4)

    4 - Morningstar, Inc. (0001289419) (Issuer)

    3/4/26 4:54:30 PM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    PitchBook Announces New Essential MCP Integration with Perplexity, Expanding Access to AI-Powered, Verifiable Market Intelligence

    Perplexity users can now surface PitchBook's industry-trusted firmographic data with full source attribution PitchBook, the leading private capital market intelligence platform, today announced a new partnership with Perplexity, the leading AI-answer engine. Through Perplexity's new PitchBook Essential MCP server, users can now access PitchBook's trusted firmographic intelligence directly within Perplexity's conversational interface. AI adoption continues to accelerate across financial services, but the ability to ask questions and receive answers powered by high-quality, comprehensive data is what drives better decision making and delivers meaningful ROI. PitchBook's AI and machine lea

    3/12/26 3:21:00 PM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Credit Analytics Launches Credit Models and 'Bring Your Own Loan' Analysis

    Morningstar Credit Analytics, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ:MORN), today launched a suite of enhancements to its commercial mortgage-backed securities (CMBS) and commercial real estate (CRE) analytics platform, intended to enable issuers and investors to move from raw loan data to defensible credit analysis earlier in the transaction lifecycle. The release represents an expansion of Morningstar Credit Analytics' broader credit modeling framework, designed to support consistent credit analysis across both structured and private credit markets. This launch introduces CMBS Conduit and Agency Multifamily Credit Models alongside the Single-Asset Single Borrower (SASB)

    3/12/26 7:30:00 AM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Unveils Agenda for 2026 Morningstar Investment Conference

    The 38th annual conference aims to deliver clarity, perspective, and actionable insights so advisors and investors have nothing standing in the way of their long-term goals Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, taking place June 17-18, 2026, at Chicago's iconic Navy Pier. Grounded in Morningstar's independent perspective and brought to life by leading voices in the industry, the conference seeks to tackle today's most pressing investment challenges with clear, actionable strategies and timely insights. "This year's agenda is built around the obstacles advis

    3/10/26 8:00:00 AM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    Chief Financial Officer Holt Michael bought $186,590 worth of shares (1,000 units at $186.59), increasing direct ownership by 12% to 9,480 units (SEC Form 4)

    4 - Morningstar, Inc. (0001289419) (Issuer)

    3/4/26 4:54:30 PM ET
    $MORN
    Investment Managers
    Finance

    Chief Financial Officer Holt Michael was granted 684 shares, increasing direct ownership by 9% to 8,480 units (SEC Form 4)

    4 - Morningstar, Inc. (0001289419) (Issuer)

    3/3/26 6:39:15 PM ET
    $MORN
    Investment Managers
    Finance

    CAO & PAO Wiersema Conan was granted 301 shares, increasing direct ownership by 15% to 2,286 units (SEC Form 4)

    4 - Morningstar, Inc. (0001289419) (Issuer)

    3/3/26 6:36:46 PM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    SEC Filings

    View All

    SEC Form 10-K filed by Morningstar Inc.

    10-K - Morningstar, Inc. (0001289419) (Filer)

    2/13/26 4:22:24 PM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Morningstar, Inc. (0001289419) (Filer)

    2/12/26 4:34:11 PM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Inc. filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - Morningstar, Inc. (0001289419) (Filer)

    1/5/26 8:13:07 AM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    Morningstar downgraded by Redburn Atlantic with a new price target

    Redburn Atlantic downgraded Morningstar from Buy to Neutral and set a new price target of $340.00

    10/9/24 7:53:04 AM ET
    $MORN
    Investment Managers
    Finance

    UBS initiated coverage on Morningstar with a new price target

    UBS initiated coverage of Morningstar with a rating of Buy and set a new price target of $390.00

    10/8/24 7:31:22 AM ET
    $MORN
    Investment Managers
    Finance

    BMO Capital Markets initiated coverage on Morningstar with a new price target

    BMO Capital Markets initiated coverage of Morningstar with a rating of Outperform and set a new price target of $352.00

    8/12/24 7:57:58 AM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Leadership Updates

    Live Leadership Updates

    View All

    Semrush Strengthens Leadership with Appointment of Caroline Tsay to Board of Directors

    Semrush Holdings, Inc. (NYSE:SEMR), a leading online visibility management SaaS platform, appointed Caroline Tsay to its Board as an independent director effective May 1, 2025. Ms. Tsay will become the ninth director of the Board. "We are delighted to have Caroline join our Board," said CEO of Semrush, Bill Wagner. "Caroline brings a wealth of highly relevant technology, product, and marketing expertise to our Board. Caroline's growth mindset and her extensive experience as a public company director will enrich the conversations we have in the boardroom." "I'm thrilled to join the Board of Semrush at such an exciting time for the Company, as it accelerates innovation at the intersection o

    5/5/25 4:30:00 PM ET
    $HPE
    $KO
    $MORN
    Retail: Computer Software & Peripheral Equipment
    Technology
    Beverages (Production/Distribution)
    Consumer Staples

    Morningstar Appoints Michael Holt as Chief Financial Officer

    Morningstar, Inc. (NASDAQ:MORN), a global provider of independent investment insights, today announced the appointment of Michael Holt as chief financial officer, effective January 1, 2025. The company previously announced that Jason Dubinsky would step down at the end of the year and assume a consulting role through a transition period. Reporting to chief executive officer Kunal Kapoor, Holt will lead and oversee Morningstar's global finance organization. He has served as Morningstar's chief strategy officer for the past seven years and, in 2023, was also named president of the Research and Investments group, overseeing the 400-person team responsible for Morningstar's rigorous, independ

    12/10/24 4:15:00 PM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Direct Web Services Brings Sophisticated Investment Data, Research, and Calculation APIs to Power Firms' Digital Platforms

    The suite of APIs combines Morningstar's IP with powerful front-end functionality, empowering firms to innovate their digital investment capabilities CHICAGO, Dec. 13, 2023 /PRNewswire/ -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the launch of Direct Web Services, a collection of application programming interfaces (APIs) that packages Morningstar's data, research, and calculation engines for financial services firms to use in their own digital solutions. Direct Web Services is complemented by a newly created global network of certified partners to seamlessly integrate API functionality for firms developing sophisticated websites

    12/13/23 10:00:00 AM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Financials

    Live finance-specific insights

    View All

    Morningstar Unveils Agenda for 2026 Morningstar Investment Conference

    The 38th annual conference aims to deliver clarity, perspective, and actionable insights so advisors and investors have nothing standing in the way of their long-term goals Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the agenda for its 38th annual Morningstar Investment Conference, taking place June 17-18, 2026, at Chicago's iconic Navy Pier. Grounded in Morningstar's independent perspective and brought to life by leading voices in the industry, the conference seeks to tackle today's most pressing investment challenges with clear, actionable strategies and timely insights. "This year's agenda is built around the obstacles advis

    3/10/26 8:00:00 AM ET
    $MORN
    Investment Managers
    Finance

    Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2025 Financial Results

    Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, reported solid fourth-quarter revenue growth with increases in operating and free cash flows. "Morningstar grew revenue, operating income, and adjusted operating income meaningfully in 2025," said Kunal Kapoor, Morningstar's chief executive officer. "As we kick off 2026, we are using AI to further scale our research and data moat. At the same time, we continue to advance our ambition to become the common language for investors navigating the convergence of public and private markets. From new integrations with leading large language models, including ChatGPT by OpenAI, to the launch of an index suite f

    2/12/26 4:15:00 PM ET
    $MORN
    Investment Managers
    Finance

    Morningstar Completes Acquisition of CRSP and Extends Relationship with Vanguard

    The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar's position as a top-tier global index provider. Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, has completed its previously announced acquisition of the Center for Research in Security Prices (CRSP), a premier provider of historical stock market data and indexes, from the University of Chicago, for $365 million, subject to customary adjustments. The acquisition of CRSP brings the CRSP Market Indexes, benchmarks for over $3 trillion in U.S. equities spanning market c

    2/2/26 4:15:00 PM ET
    $MORN
    Investment Managers
    Finance

    $MORN
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    SEC Form SC 13G filed by Morningstar Inc.

    SC 13G - Morningstar, Inc. (0001289419) (Subject)

    12/10/24 4:15:15 PM ET
    $MORN
    Investment Managers
    Finance

    Amendment: SEC Form SC 13G/A filed by Morningstar Inc.

    SC 13G/A - Morningstar, Inc. (0001289419) (Subject)

    11/14/24 4:27:32 PM ET
    $MORN
    Investment Managers
    Finance

    Amendment: SEC Form SC 13G/A filed by Morningstar Inc.

    SC 13G/A - Morningstar, Inc. (0001289419) (Subject)

    11/12/24 4:15:20 PM ET
    $MORN
    Investment Managers
    Finance