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 provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024.</li><li>The company's results were generally in line with internal expectations, marking distinct progress in specific segments despite facing notable industry-wide headwinds.</li><li>Revenue for the quarter was reported at $127.1 million, maintaining alignment with previously provided guidance.</li></ul>

Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024.The company's results were generally in line with internal expectations, marking distinct progress in specific segments despite facing notable industry-wide headwinds.Revenue for the quarter was reported at $127.1 million, maintaining alignment with previously provided guidance.

Lattice Semiconductor Corporation: Can It Capitalize On The Advancements in Far Edge AI Applications?

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>Intel reported earnings last week. Intel was one of my favorite stocks last year, and I wrote about it here in “Is This the Intel Inflection”, where I successfully called the bottom in the stock.</li>
<li>It’s worked pretty well, even against the SOXX index since then.</li>
<li>I’ll summarize my thesis back then, update you now on what I think about Intel, and write about results and read-throughs.</li>
</ul>


Intel reported earnings last week. Intel was one of my favorite stocks last year, and I wrote about it here in “Is This the Intel Inflection”, where I successfully called the bottom in the stock.
It’s worked pretty well, even against the SOXX index since then.
I’ll summarize my thesis back then, update you now on what I think about Intel, and write about results and read-throughs.


Thematic (Sector/Industry)

<ul><li>Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and the immense growth spurt happened all right.</li><li>This last year was the year of AI through and through.</li><li>There’s a deep irony because anything related to AI had a phenomenal year while everything else languished. Surprisingly, SOXX underperformed the SPY, which seemed unheard of for the year that SOXX’s largest components ripped 100%+.</li></ul>

Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and the immense growth spurt happened all right.This last year was the year of AI through and through.There’s a deep irony because anything related to AI had a phenomenal year while everything else languished. Surprisingly, SOXX underperformed the SPY, which seemed unheard of for the year that SOXX’s largest components ripped 100%+.

Lattice Semiconductor Corporation: Its Efforts Towards Traction in AI & Data Center Markets Paying Off? - Major Drivers

<ul><li>Lattice Semiconductor's second quarter earnings for 2024 reflect continued challenges in the market, primarily due to inventory normalization and cyclical corrections, which significantly impacted their performance and projections.</li><li>In the second quarter, revenue declined by 12% sequentially and 35% year-over-year.</li><li>Despite these challenges, gross margins held steady at 69%, indicating a consistent ability to manage product pricing and cost efficiently.</li></ul>

Lattice Semiconductor's second quarter earnings for 2024 reflect continued challenges in the market, primarily due to inventory normalization and cyclical corrections, which significantly impacted their performance and projections.In the second quarter, revenue declined by 12% sequentially and 35% year-over-year.Despite these challenges, gross margins held steady at 69%, indicating a consistent ability to manage product pricing and cost efficiently.

Lattice Semiconductor Corporation: Deepening Footprint In AI & Computing Driving Our Optimism! - Major Drivers

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 Corporation: Can It Capitalize On The Advancements in Far Edge AI Applications?

Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024. The company's...

Baptista Research

Intel 18A is in Sight, Does it Matter?

Intel is now in the valley again. Also thoughts on AMD and LSCC and FPGAs. Intel reported earnings last week. Intel was one of my favorite stocks...

Fabricated Knowledge

2025 AI & Semiconductor Outlook

Last year, I called 2024 the year of AI’s adolescence, and that was quite a call. I “predicted” growing pains or a tremendous growth spurt, and...

Fabricated Knowledge

Lattice Semiconductor Corporation: Its Efforts Towards Traction in AI & Data Center Markets Paying Off? - Major Drivers

Lattice Semiconductor provided a detailed overview of its financial performance and strategic outlook for the third quarter of 2024. The company's...

Baptista Research

Lattice Semiconductor Corporation: Deepening Footprint In AI & Computing Driving Our Optimism! - Major Drivers

Lattice Semiconductor's second quarter earnings for 2024 reflect continued challenges in the market, primarily due to inventory normalization and...

Baptista Research

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