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>NXP Semiconductors reported first quarter 2026 results that exceeded management expectations, supported by broad-based growth across all end markets.</li><li>The company generated revenue of $3.18 billion, a 12% increase year-over-year, though seasonally down 5% sequentially.</li><li>Strategic growth drivers—primarily in automotive, industrial, and IoT segments—grew 18% year-over-year and accounted for about one-third of total revenue.</li></ul>

NXP Semiconductors reported first quarter 2026 results that exceeded management expectations, supported by broad-based growth across all end markets.The company generated revenue of $3.18 billion, a 12% increase year-over-year, though seasonally down 5% sequentially.Strategic growth drivers—primarily in automotive, industrial, and IoT segments—grew 18% year-over-year and accounted for about one-third of total revenue.

<ul><li>NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also delineating notable operational highlights.</li><li>In the fourth quarter of 2025, the company reported revenue of $3.34 billion, marking a 7% increase year-on-year and a 5% rise sequentially.</li><li>This figure outpaced the midpoint of NXP's guidance by $35 million.</li></ul>

NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also delineating notable operational highlights.In the fourth quarter of 2025, the company reported revenue of $3.34 billion, marking a 7% increase year-on-year and a 5% rise sequentially.This figure outpaced the midpoint of NXP's guidance by $35 million.

NXP Semiconductors: Can Software-Defined Vehicles and ADAS Supercharge Long-Term Demand?

<ul><li>In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion.</li><li>This represents a sequential growth of 8%, although there was a slight decline of 2% year-on-year.</li><li>The company’s revenue exceeded guidance by $23 million, indicating a better-than-anticipated performance across all regions and end markets.</li></ul>

In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion.This represents a sequential growth of 8%, although there was a slight decline of 2% year-on-year.The company’s revenue exceeded guidance by $23 million, indicating a better-than-anticipated performance across all regions and end markets.

NXP Semiconductors’ IoT Weapons: Smart Glasses, Energy Systems & More!

Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

<ul><li>In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events</li></ul>

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters; additional reduction 400 jobs • InPost | Royal Mail plans to double its UK parcel points by 2030 • Shell | FID on Nigerian offshore gas project • bpostgroup | launches a new B2B proposition: Night Delivery • Nexperia | more information on what led to this week’s events

NXP Semiconductors NV - What's News in Amsterdam

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Equity Capital Markets

Beijing ESWIN Computing Technology / Equity Capital Markets

Beijing ESWIN Computing Technology (ESWIN HK)

<ul>
<li>Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per share, raising up to $HK2.5 billion.</li>
<li>ESWIN is one of China's leading RISC-V chipmakers, placing it at the intersection of China's drive toward semiconductor self-sufficiency and the global shift away from proprietary ISA architectures.</li>
<li>The company's RISC-V focus differentiates it from ARM-based peers and aligns with Beijing's push for open-architecture semiconductor independence.</li>
</ul>


Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per share, raising up to $HK2.5 billion.
ESWIN is one of China's leading RISC-V chipmakers, placing it at the intersection of China's drive toward semiconductor self-sufficiency and the global shift away from proprietary ISA architectures.
The company's RISC-V focus differentiates it from ARM-based peers and aligns with Beijing's push for open-architecture semiconductor independence.


HK IPO WATCH: Beijing ESWIN Computing Technology -  RISC-V Business !!

Netherlands

NXP Semiconductors NV operates as a global semiconductor company. The Company designs semiconductors and software for mobile communications, consumer electronics, security applications, in-car entertainment, and networking.  NXP offers its products to the automotive, identification, wireless infrastructure, lighting, mobile, and computing applications.

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Nxp Semiconductors Nv (NXPI US)

NXP Semiconductors: The High-Growth SDV

NXP Semiconductors reported first quarter 2026 results that exceeded management expectations, supported by broad-based growth across all end...

Baptista Research

NXP Semiconductors: Can Software-Defined Vehicles and ADAS Supercharge Long-Term Demand?

NXP Semiconductors recently held its earnings call, where it provided an overview of its financial performance and strategic priorities while also...

Baptista Research

NXP Semiconductors’ IoT Weapons: Smart Glasses, Energy Systems & More!

In the third quarter of 2025, NXP Semiconductors reported solid financial performance with revenue reaching $3.17 billion. This represents a...

Baptista Research

NXP Semiconductors NV - What's News in Amsterdam

In this edition: • ASML Holding | reiterates FY25 outlook – expects revenue growth in 2026 • Heineken | to transform its Amsterdam headquarters;...

The IDEA!

HK IPO WATCH: Beijing ESWIN Computing Technology - RISC-V Business !!

Beijing ESWIN Computing Technology (1256 HK) is listing in Hong Kong on September 9th in an IPO, offering shares between $HK1.48 and $HK1.59 per...

David Mudd

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