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>In a move that signals a strategic acceleration into AI infrastructure, Accenture has agreed to acquire a 65% stake in DLB Associates, a specialized engineering firm focused on constructing and managing advanced data centers tailored for artificial intelligence workloads.</li><li>This acquisition, announced December 16, 2025, comes as Accenture wraps up a strong fiscal year marked by $80 billion in bookings, a $2.7 billion revenue haul from advanced AI services, and a broad reorganization into a new unit called Reinvention Services.</li><li>DLB’s 620 employees will be integrated into Accenture’s Industry X practice, aligning well with its push into digital engineering and AI-based transformation projects.</li></ul>

In a move that signals a strategic acceleration into AI infrastructure, Accenture has agreed to acquire a 65% stake in DLB Associates, a specialized engineering firm focused on constructing and managing advanced data centers tailored for artificial intelligence workloads.This acquisition, announced December 16, 2025, comes as Accenture wraps up a strong fiscal year marked by $80 billion in bookings, a $2.7 billion revenue haul from advanced AI services, and a broad reorganization into a new unit called Reinvention Services.DLB’s 620 employees will be integrated into Accenture’s Industry X practice, aligning well with its push into digital engineering and AI-based transformation projects.

Accenture’s AI Power Grab: The Hidden Upside Of The DLB Acquisition!

<ul><li>In a strategic move that could further sharpen its edge in artificial intelligence and enterprise transformation, Accenture has acquired RANGR Data, a U.S.-based certified Palantir partner.</li><li>The acquisition, announced on November 20, 2025, aims to expand Accenture's Palantir engineering talent and augment its delivery of large-scale AI-driven transformation projects.</li><li>With RANGR’s 40-member team specializing in Palantir Foundry and AIP, supply chain management, system integration, and real-time analytics, this bolt-on deal complements Accenture’s ambitious $3 billion multi-year AI investment.</li></ul>

In a strategic move that could further sharpen its edge in artificial intelligence and enterprise transformation, Accenture has acquired RANGR Data, a U.S.-based certified Palantir partner.The acquisition, announced on November 20, 2025, aims to expand Accenture's Palantir engineering talent and augment its delivery of large-scale AI-driven transformation projects.With RANGR’s 40-member team specializing in Palantir Foundry and AIP, supply chain management, system integration, and real-time analytics, this bolt-on deal complements Accenture’s ambitious $3 billion multi-year AI investment.

Accenture’s Palantir Play: Why The RANGR Deal Could Redefine Enterprise AI!

<ul><li>Accenture is accelerating its push into generative AI and enterprise intelligence platforms with the acquisition of U.K.-based technology consultancy Decho, a strategic partner of Palantir Technologies.</li><li>Announced in October 2025, this bolt-on deal brings Accenture over 40 specialist engineers proficient in Palantir’s Foundry and Artificial Intelligence Platform.</li><li>While financial terms remain undisclosed, the acquisition underscores Accenture’s growing appetite for AI-driven capabilities and data-centric transformations across public and private sectors.</li></ul>

Accenture is accelerating its push into generative AI and enterprise intelligence platforms with the acquisition of U.K.-based technology consultancy Decho, a strategic partner of Palantir Technologies.Announced in October 2025, this bolt-on deal brings Accenture over 40 specialist engineers proficient in Palantir’s Foundry and Artificial Intelligence Platform.While financial terms remain undisclosed, the acquisition underscores Accenture’s growing appetite for AI-driven capabilities and data-centric transformations across public and private sectors.

Accenture’s Decho Acquisition: The Silent Power Move In AI Wars!

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.</li>
<li>Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.</li>
<li>AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.</li>
</ul>


Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.
Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.
AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.


Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>
<a href="https://www.smartkarma.com/entities/accenture-plc-cl-a" target="_blank" data-smartkarma-citation="entities:13468:1" rel="noopener">Accenture Plc Cl A (ACN US)</a> released its Q2FY25 results on March 20, 2025, revealing strong topline growth but flat bookings that signal tightening client budgets and subdued tech spending.</li>
<li>This is significant because Accenture's performance often sets the tone for Indian IT, reflecting global demand sentiment and evolving investment priorities like Generative AI.</li>
<li>Indian IT firms may face growth pressure from constrained discretionary spending, weak deal momentum, and ongoing macroeconomic uncertainty across key global markets.</li>
</ul>



Accenture Plc Cl A (ACN US) released its Q2FY25 results on March 20, 2025, revealing strong topline growth but flat bookings that signal tightening client budgets and subdued tech spending.
This is significant because Accenture's performance often sets the tone for Indian IT, reflecting global demand sentiment and evolving investment priorities like Generative AI.
Indian IT firms may face growth pressure from constrained discretionary spending, weak deal momentum, and ongoing macroeconomic uncertainty across key global markets.


Accenture’s Q2FY25 Results: Setting the Trend for Indian IT Sector’s Q4FY25 Earnings!

Ireland

Accenture PLC provides management and technology consulting services and solutions.  The Company delivers a range of specialized capabilities and solutions to clients across all industries on a worldwide basis.  Accenture's network of businesses provides consulting, technology, outsourcing, and alliances.

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Accenture Plc Cl A (ACN US)

Accenture’s AI Power Grab: The Hidden Upside Of The DLB Acquisition!

In a move that signals a strategic acceleration into AI infrastructure, Accenture has agreed to acquire a 65% stake in DLB Associates, a...

Baptista Research

Accenture’s Palantir Play: Why The RANGR Deal Could Redefine Enterprise AI!

In a strategic move that could further sharpen its edge in artificial intelligence and enterprise transformation, Accenture has acquired RANGR...

Baptista Research

Accenture’s Decho Acquisition: The Silent Power Move In AI Wars!

Accenture is accelerating its push into generative AI and enterprise intelligence platforms with the acquisition of U.K.-based technology...

Baptista Research

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Accenture’s Q2FY25 Results: Setting the Trend for Indian IT Sector’s Q4FY25 Earnings!

Accenture's Q2FY25 results show strong topline growth but flat bookings, indicating tightening client budgets and subdued tech spending, impacting...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Accenture’s AI Power Grab: The Hidden Upside Of The DLB Acquisition!

In a move that signals a strategic acceleration into AI infrastructure, Accenture has agreed to acquire a 65% stake in DLB Associates, a...

Baptista Research

Accenture’s Palantir Play: Why The RANGR Deal Could Redefine Enterprise AI!

In a strategic move that could further sharpen its edge in artificial intelligence and enterprise transformation, Accenture has acquired RANGR...

Baptista Research

Accenture’s Decho Acquisition: The Silent Power Move In AI Wars!

Accenture is accelerating its push into generative AI and enterprise intelligence platforms with the acquisition of U.K.-based technology...

Baptista Research

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

​Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Accenture’s Q2FY25 Results: Setting the Trend for Indian IT Sector’s Q4FY25 Earnings!

​Accenture's Q2FY25 results show strong topline growth but flat bookings, indicating tightening client budgets and subdued tech spending, impacting...

Sudarshan Bhandari

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Accenture's Q2FY25 results show strong topline growth but flat bookings, indicating tightening client budgets and subdued tech spending, impacting...