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Peter Wahlstrom

Peter Wahlstrom, CFA, is director of technology, media, and telecom equity research and a senior software analyst for Morningstar. In addition to leading Morningstar’s technology, media, and telecom sector team, he is also a member of the firm’s Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar. He joined Morningstar in 2010 as an equity analyst and served as director of equity research for the consumer team before assuming his current role.

Before joining Morningstar, Wahlstrom worked in the investment research divisions of Goldman Sachs and RiverSource Investments (Ameriprise Financial).

Wahlstrom holds a bachelor’s degree in economics from the University of Illinois and a master’s degree in business administration from Indiana University’s Kelley School of Business. He also holds the Chartered Financial Analyst® designation. In 2012, Wahlstrom ranked third in the Specialty Retail industry in the StarMine Analyst Awards, presented by the Financial Times.


In the early stages of a turnaround, the wide-moat tech giant still faces some headwinds, but we think its shares look fundamentally undervalued.

We believe Hewlett-Packard's decision to split the enterprise and PC/printing businesses is the right move strategically, but there are still several moving parts and details to be finalized.