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

<ul><li>Sony Group Corporation made headlines recently with its decision to double its stake in Peanuts Holdings for over $450 million, giving it an 80% controlling interest in the beloved “Peanuts” franchise.</li><li>The acquisition, made from Canadian entertainment firm WildBrain, marks a strategic content play as Sony seeks to expand its IP footprint amid rising competition in the entertainment and streaming sectors.</li><li>The family of Charles M.</li></ul>

Sony Group Corporation made headlines recently with its decision to double its stake in Peanuts Holdings for over $450 million, giving it an 80% controlling interest in the beloved “Peanuts” franchise.The acquisition, made from Canadian entertainment firm WildBrain, marks a strategic content play as Sony seeks to expand its IP footprint amid rising competition in the entertainment and streaming sectors.The family of Charles M.

Sony Grabs the Peanuts Gang—Is a PlayStation Snoopy Game Next?

Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

<ul><li>Lexaria is a biotechnology company seeking to enhance the bioavailability of multiple drug agents using DehydraTECH (DHT), its technology using oral and topical delivery.</li><li>It combines lipophilic APIs with specific fatty acid and carrier compounds followed by dehydration.</li><li>DHT offers several attractive features: 1) substantial improvement in bioabsorption in terms of time to measurable plasma levels & AUC, 2) brain permeation, 3) taste masking & 4) side effect reduction.</li></ul>

Lexaria is a biotechnology company seeking to enhance the bioavailability of multiple drug agents using DehydraTECH (DHT), its technology using oral and topical delivery.It combines lipophilic APIs with specific fatty acid and carrier compounds followed by dehydration.DHT offers several attractive features: 1) substantial improvement in bioabsorption in terms of time to measurable plasma levels & AUC, 2) brain permeation, 3) taste masking & 4) side effect reduction.

LEXX: DehydraTECH Formulation Reduces GLP-1 Agonist Side Effects

<ul><li>FuelCell Energy's recent financial results reveal several noteworthy aspects of their progress and challenges as they continue restructuring efforts aimed at profitability.</li><li>For the fourth quarter of fiscal 2025, the company reported an increase in revenues to $55 million from $49.3 million in the previous year, representing a 12% rise.</li><li>This growth was driven largely by increasing demand and successful service agreement executions.</li></ul>

FuelCell Energy's recent financial results reveal several noteworthy aspects of their progress and challenges as they continue restructuring efforts aimed at profitability.For the fourth quarter of fiscal 2025, the company reported an increase in revenues to $55 million from $49.3 million in the previous year, representing a 12% rise.This growth was driven largely by increasing demand and successful service agreement executions.

FuelCell Energy Is Chasing Hyperscalers for On-Site Power—Can Data Centers Become the Breakout Growth Engine?

<ul><li>Qualcomm has made headlines with the recent closing of its $2.4 billion acquisition of British semiconductor company Alphawave Semi, a strategic move intended to bolster its data center and AI capabilities.</li><li>The acquisition comes at a time when Qualcomm is gaining momentum across multiple verticals—from its Snapdragon platforms in premium Android smartphones to its growing traction in automotive and industrial IoT.</li><li>But perhaps the most transformative development lies in its ambitions for the AI data center segment, where it plans to take on incumbents by offering power-efficient inference-focused chips.</li></ul>

Qualcomm has made headlines with the recent closing of its $2.4 billion acquisition of British semiconductor company Alphawave Semi, a strategic move intended to bolster its data center and AI capabilities.The acquisition comes at a time when Qualcomm is gaining momentum across multiple verticals—from its Snapdragon platforms in premium Android smartphones to its growing traction in automotive and industrial IoT.But perhaps the most transformative development lies in its ambitions for the AI data center segment, where it plans to take on incumbents by offering power-efficient inference-focused chips.

Qualcomm Acquires Alphawave: The AI War Is Heating Up!

<ul><li>Lamb Weston Holdings, Inc. described a first half shaped by strong shipment momentum and a deliberate reset in how it manages customer relationships, capacity, and costs.</li><li>Volume grew 8 percent in the second quarter and 7 percent in the first half, which management attributed to customer wins, retention, and share gains even as restaurant traffic remained soft in several markets.</li><li>Net sales were essentially flat on a constant currency basis as volume growth was offset by an unfavorable price and mix profile that reflected customer support actions and a shift toward lower margin channels and customers.</li></ul>

Lamb Weston Holdings, Inc. described a first half shaped by strong shipment momentum and a deliberate reset in how it manages customer relationships, capacity, and costs.Volume grew 8 percent in the second quarter and 7 percent in the first half, which management attributed to customer wins, retention, and share gains even as restaurant traffic remained soft in several markets.Net sales were essentially flat on a constant currency basis as volume growth was offset by an unfavorable price and mix profile that reflected customer support actions and a shift toward lower margin channels and customers.

Lamb Weston Holdings Inc. Faces a Global Supply & Logistics Wildcard That Could Disrupt Its Shareholder Return Story!

Sony Grabs the Peanuts Gang—Is a PlayStation Snoopy Game Next?

Sony Group Corporation made headlines recently with its decision to double its stake in Peanuts Holdings for over $450 million, giving it an 80%...

Baptista Research

LEXX: DehydraTECH Formulation Reduces GLP-1 Agonist Side Effects

Lexaria is a biotechnology company seeking to enhance the bioavailability of multiple drug agents using DehydraTECH (DHT), its technology using...

Zacks Small Cap Research

FuelCell Energy Is Chasing Hyperscalers for On-Site Power—Can Data Centers Become the Breakout Growth Engine?

FuelCell Energy's recent financial results reveal several noteworthy aspects of their progress and challenges as they continue restructuring...

Baptista Research

Qualcomm Acquires Alphawave: The AI War Is Heating Up!

Qualcomm has made headlines with the recent closing of its $2.4 billion acquisition of British semiconductor company Alphawave Semi, a strategic...

Baptista Research

Lamb Weston Holdings Inc. Faces a Global Supply & Logistics Wildcard That Could Disrupt Its Shareholder Return Story!

Lamb Weston Holdings, Inc. described a first half shaped by strong shipment momentum and a deliberate reset in how it manages customer...

Baptista Research