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Baptista Research

Baptista Research
Independent research on the U.S. markets

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United States Equity Bottom-Up Equity Capital Markets
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bullishCencora
04 Dec 2025 09:24

Cencora Is Buying Big—But Can Its Acquisition Spree Deliver Massive Long-Term Growth?

Cencora, in its fiscal 2025 fourth-quarter and full-year results call, reported strong financial performance supported by growth in its strategic...

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04 Dec 2025 05:00

USA Compression’s Bold J-W Power Buy: The Untold Upside (And Risks)!

USA Compression Partners is charging ahead with a bold $860 million acquisition of privately-held compression services provider J-W Power, a move...

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bullishAptargroup Inc
04 Dec 2025 05:00

AptarGroup’s Latest Acquisition Is Turning Heads — The Sommaplast Synergy Explained!

AptarGroup, Inc.'s third-quarter earnings call highlighted several key aspects of its performance and strategic direction. The company reported...

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bullishDayforce
04 Dec 2025 04:01

Dayforce: Expansion Within Large Enterprise Customers Through Deeper Module Adoption & Critical Growth Levers!

Dayforce, as presented in the recent quarterly earnings call, exhibited a strong financial performance for the second quarter of 2025, surpassing...

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bullishMckesson Corp
04 Dec 2025 04:01

McKesson Corporation: How Are They Benefitting From The GLP-1 Demand Tailwinds?

McKesson Corporation's second quarter fiscal 2026 earnings report demonstrates both impressive financial performance and strategic alignment with...

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