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>Lattice Semiconductor reported a strong third quarter in 2025, showcasing a notable upward trajectory in its strategic and operational execution.</li><li>The company's revenue reached $133.3 million, an increase of 7.6% quarter-over-quarter and 4.9% year-over-year, marking a five-quarter high.</li><li>This growth was partly driven by the communications and computing segment, which experienced a 21% increase year-over-year and an 8% rise sequentially.</li></ul>

Lattice Semiconductor reported a strong third quarter in 2025, showcasing a notable upward trajectory in its strategic and operational execution.The company's revenue reached $133.3 million, an increase of 7.6% quarter-over-quarter and 4.9% year-over-year, marking a five-quarter high.This growth was partly driven by the communications and computing segment, which experienced a 21% increase year-over-year and an 8% rise sequentially.

Lattice Semiconductor Becoming an AI Infrastructure Powerhouse- Can It Capture Soaring Hyperscaler Demand?

<ul><li>Lattice Semiconductor delivered a satisfactory performance in the second quarter of 2025, aligning well with its strategic objectives while navigating market uncertainties.</li><li>The company's revenue reached $124 million, marking a 3% increase over the first quarter, and remained flat year-over-year.</li><li>Although the growth was modest, it reflects resilience in challenging conditions, particularly in the Industrial and Automotive sectors, where inventory normalization efforts are ongoing.</li></ul>

Lattice Semiconductor delivered a satisfactory performance in the second quarter of 2025, aligning well with its strategic objectives while navigating market uncertainties.The company's revenue reached $124 million, marking a 3% increase over the first quarter, and remained flat year-over-year.Although the growth was modest, it reflects resilience in challenging conditions, particularly in the Industrial and Automotive sectors, where inventory normalization efforts are ongoing.

Lattice Semiconductor: A Robust Recovery in Industrial & Automotive Markets But Will It Last?

<ul><li>Lattice Semiconductor reported its financial results for the first quarter of 2025, presenting both strengths and challenges as it navigates a volatile economic environment influenced by new tariffs.</li><li>The company achieved a revenue of $120.1 million, aligning with previously stated guidance but reflecting a 15% decrease compared to the same period last year.</li><li>This revenue performance indicates challenges in maintaining growth momentum amidst external pressures like tariffs.</li></ul>

Lattice Semiconductor reported its financial results for the first quarter of 2025, presenting both strengths and challenges as it navigates a volatile economic environment influenced by new tariffs.The company achieved a revenue of $120.1 million, aligning with previously stated guidance but reflecting a 15% decrease compared to the same period last year.This revenue performance indicates challenges in maintaining growth momentum amidst external pressures like tariffs.

Lattice Semiconductor Corporation: Will Its Investments In AI & Connectivity Solutions Yield Results?

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li><a href="https://www.smartkarma.com/entities/entegris-inc" target="_blank" data-smartkarma-citation="entities:12493" rel="noopener">Entegris Inc (ENTG US)</a> - Memory spending is happening next year, but MSI remains weak.</li><li><a href="https://www.smartkarma.com/entities/astera-labs-inc" target="_blank" data-smartkarma-citation="entities:40921" rel="noopener">Astera Labs (ALAB US)</a> - This is now the second way to play a levered Trainium ramp, as they have extensive content with <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409" rel="noopener">Amazon.com Inc (AMZN US)</a>.</li><li><a href="https://www.smartkarma.com/entities/lattice-semiconductor-corp" target="_blank" data-smartkarma-citation="entities:7855" rel="noopener">Lattice Semiconductor (LSCC US)</a> - Standard kitchen sink; I like the stock long-term.</li></ul>

Entegris Inc (ENTG US) - Memory spending is happening next year, but MSI remains weak.Astera Labs (ALAB US) - This is now the second way to play a levered Trainium ramp, as they have extensive content with Amazon.com Inc (AMZN US).Lattice Semiconductor (LSCC US) - Standard kitchen sink; I like the stock long-term.

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

<ul><li>It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO.</li><li>Mine is personally Ford Tamer, who drove Inphi to ship the best DSP in the market against much larger competitors at a much faster pace.</li><li>In my opinion, Inphi was almost a miracle story in semiconductors. It was a literal David versus Goliath, and the man who led the team was Ford.</li></ul>

It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO.Mine is personally Ford Tamer, who drove Inphi to ship the best DSP in the market against much larger competitors at a much faster pace.In my opinion, Inphi was almost a miracle story in semiconductors. It was a literal David versus Goliath, and the man who led the team was Ford.

United States

Lattice Semiconductor Corporation designs, develops, and markets high speed programmable logic devices.  The Company's products provide electronic systems customers with quickly designed, easily configured components.  Lattice markets its products to original equipment manufacturers of communication, computing, industrial, and military systems.

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Lattice Semiconductor (LSCC US)

Lattice Semiconductor Becoming an AI Infrastructure Powerhouse- Can It Capture Soaring Hyperscaler Demand?

Lattice Semiconductor reported a strong third quarter in 2025, showcasing a notable upward trajectory in its strategic and operational...

Baptista Research

Lattice Semiconductor: A Robust Recovery in Industrial & Automotive Markets But Will It Last?

Lattice Semiconductor delivered a satisfactory performance in the second quarter of 2025, aligning well with its strategic objectives while...

Baptista Research

Lattice Semiconductor Corporation: Will Its Investments In AI & Connectivity Solutions Yield Results?

Lattice Semiconductor reported its financial results for the first quarter of 2025, presenting both strengths and challenges as it navigates a...

Baptista Research

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

What a week (I’m a bit late on this)! I wanted to give a quick overview of all the companies that reported last week. Lattice Semiconductor -...

Fabricated Knowledge

Lattice Semiconductor

It’s an exciting time when your favorite semiconductor CEO comes out of “retirement” to return as a CEO. Mine is personally Ford Tamer, who drove...

Fabricated Knowledge

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