Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Genesis Healthcare, Inc. provides a range of care options and services. The Company offers short stay and long term care services, specialized care, rehabilitation and Assisted/Senior Living services at various centers.

<ul><li>Gen Digital Inc. delivered a solid performance in the second quarter of fiscal year 2026, surpassing expectations.</li><li>The company reported record revenue of over $1.2 billion, reflecting a 25% year-over-year increase.</li><li>The growth was broad-based, with significant contributions from its consumer segments, including Cyber Safety and Trust-Based Solutions.</li></ul>

Gen Digital Inc. delivered a solid performance in the second quarter of fiscal year 2026, surpassing expectations.The company reported record revenue of over $1.2 billion, reflecting a 25% year-over-year increase.The growth was broad-based, with significant contributions from its consumer segments, including Cyber Safety and Trust-Based Solutions.

DuPont de Nemours, Inc. operates as a chemical company. The Company offers elastomeric photopolymer printing plates, structural and elastic adhesives, fluids, reinforcing composites, foams, coatings, rubber and elastomers, topical ingredients, food ingredients, animal nutrition, biomaterials, water purification technologies, and fibers.

<ul><li>DuPont recently reported its third-quarter financial results for 2025, reflecting a solid performance with both positives and challenges.</li><li>The company's net sales rose to $3.1 billion, marking a 6% growth on an organic basis compared to the previous year.</li><li>This growth was driven largely by volume increases across the board, particularly within its Healthcare & Water and Electronics segments, which saw significant demand influenced by advancements in AI technology.</li></ul>

DuPont recently reported its third-quarter financial results for 2025, reflecting a solid performance with both positives and challenges.The company's net sales rose to $3.1 billion, marking a 6% growth on an organic basis compared to the previous year.This growth was driven largely by volume increases across the board, particularly within its Healthcare & Water and Electronics segments, which saw significant demand influenced by advancements in AI technology.

DuPont: A Closer Look Into Its Water Business Surge

ITT Inc. manufactures engineered components and customized technology solutions for industrial end-markets. The Company offers complex pumps to advanced brake pads to intricate connectors. ITT serves energy infrastructure, electronics, aerospace, and transportation sectors.

<ul><li>ITT Inc. delivered a solid performance in the third quarter of 2025, leading to an upward revision of its full-year guidance.</li><li>The company reported total orders nearing $1 billion for the third consecutive quarter, marking a 3% increase.</li><li>This increase was supported significantly by the contributions from its recent acquisitions, kSARIA and Svanehøj.</li></ul>

ITT Inc. delivered a solid performance in the third quarter of 2025, leading to an upward revision of its full-year guidance.The company reported total orders nearing $1 billion for the third consecutive quarter, marking a 3% increase.This increase was supported significantly by the contributions from its recent acquisitions, kSARIA and Svanehøj.

ITT’s Game-Changing Acquisition: Can SPX FLOW Deliver Billions In Synergies?

Akamai Technologies, Inc. provides services for accelerating and improving the delivery of content and applications over the Internet; ranging from live and on-demand streaming video capabilities to conventional content on websites, to tools that help people transact business and reach out to new and existing customers.

<ul><li>Akamai Technologies, Inc. reported strong financial performance for the third quarter of 2025, demonstrating positive growth across several key areas.</li><li>The company recorded total revenue of $1.055 billion, marking a 5% increase year-over-year as reported, and a 4% increase in constant currency.</li><li>This growth was driven largely by their Cloud Infrastructure Services (CIS) which saw a 39% rise in revenue year-over-year, indicating robust demand and solidifying Akamai's position in the cloud services sector.</li></ul>

Akamai Technologies, Inc. reported strong financial performance for the third quarter of 2025, demonstrating positive growth across several key areas.The company recorded total revenue of $1.055 billion, marking a 5% increase year-over-year as reported, and a 4% increase in constant currency.This growth was driven largely by their Cloud Infrastructure Services (CIS) which saw a 39% rise in revenue year-over-year, indicating robust demand and solidifying Akamai's position in the cloud services sector.

Akamai Technologies Shows What’s Coming Next for AI, Cloud, & Security in a Distributed World!

Expedia Group, Inc. provides branded online travel services for leisure and small business travelers. The Company offers a wide range of travel shopping and reservation services, providing real-time access to schedule, pricing and availability information for airlines, hotels, and car rental companies.

<ul><li>The recent earnings release from Expedia Group for the third quarter of 2025 reveals a mixed yet optimistic outlook for the company.</li><li>While the company reports exceeding top and bottom line expectations with a 12% growth in bookings and 9% revenue increase, alongside expanded EBITDA margins, there are nuances to consider in assessing its performance.</li><li>Positive aspects include the substantial growth in the B2B segment, which saw a 26% increase in bookings, marking the 17th consecutive quarter of double-digit growth.</li></ul>

The recent earnings release from Expedia Group for the third quarter of 2025 reveals a mixed yet optimistic outlook for the company.While the company reports exceeding top and bottom line expectations with a 12% growth in bookings and 9% revenue increase, alongside expanded EBITDA margins, there are nuances to consider in assessing its performance.Positive aspects include the substantial growth in the B2B segment, which saw a 26% increase in bookings, marking the 17th consecutive quarter of double-digit growth.

Expedia Group: How Its B2B Focus Can Give It A SIGNIFICANT Edge In A $3 Trillion Travel Industry?