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>ACI Worldwide Inc. reported a robust third quarter in 2025, showcasing significant strides in revenue growth and operational efficiency.</li><li>The company delivered a 7% year-over-year increase in total revenue, with a notable 10% boost in recurring revenue for the quarter.</li><li>Contributing to this success was a steady performance in both of its primary business segments: the Biller business, which experienced strong growth particularly in the utility and government sectors, and the Payment Software segment, which benefited from high demand across traditional banks and emerging fintech companies.</li></ul>

ACI Worldwide Inc. reported a robust third quarter in 2025, showcasing significant strides in revenue growth and operational efficiency.The company delivered a 7% year-over-year increase in total revenue, with a notable 10% boost in recurring revenue for the quarter.Contributing to this success was a steady performance in both of its primary business segments: the Biller business, which experienced strong growth particularly in the utility and government sectors, and the Payment Software segment, which benefited from high demand across traditional banks and emerging fintech companies.

ACI Worldwide: From Legacy Rails to Connetic Cloud—A Game-Changing Growth Story in Real-Time & Intelligent Payments!

<ul><li>ACI Worldwide, Inc. showcased a mixed yet promising performance in its financial results for the second quarter of 2025.</li><li>The company reported a solid revenue increase of 7% year-over-year and 15% when compared to the first half of 2024.</li><li>These encouraging figures prompted an upward revision in the full-year guidance for both revenue and adjusted EBITDA, suggesting confidence in sustained business momentum.</li></ul>

ACI Worldwide, Inc. showcased a mixed yet promising performance in its financial results for the second quarter of 2025.The company reported a solid revenue increase of 7% year-over-year and 15% when compared to the first half of 2024.These encouraging figures prompted an upward revision in the full-year guidance for both revenue and adjusted EBITDA, suggesting confidence in sustained business momentum.

ACI Worldwide Taps Stablecoin Potential to Disrupt Cross-Border Payments; What Lies Ahead?

<ul><li>ACI Worldwide Inc. reported robust financial results for Q1 2025, showcasing notable revenue and EBITDA growth.</li><li>Revenue climbed by 25% to $395 million compared to the previous year, while adjusted EBITDA increased dramatically, up 95% to $94 million.</li><li>The company’s performance has been bolstered by an early-year focus on closing both renewals and new business deals, as highlighted by President and CEO Tom Warsop.</li></ul>

ACI Worldwide Inc. reported robust financial results for Q1 2025, showcasing notable revenue and EBITDA growth.Revenue climbed by 25% to $395 million compared to the previous year, while adjusted EBITDA increased dramatically, up 95% to $94 million.The company’s performance has been bolstered by an early-year focus on closing both renewals and new business deals, as highlighted by President and CEO Tom Warsop.

ACI Worldwide’s Bank-Merchant Integration Is a Game-Changer—Here’s What Investors Must Know!

<ul><li>ACI Worldwide delivered strong financial performance in 2024, exceeding internal guidance and demonstrating improvements across key metrics.</li><li>Total revenue increased by 10% compared to 2023, reaching $1.6 billion, with adjusted EBITDA rising 18% to $466 million.</li><li>The adjusted EBITDA margin expanded by over 300 basis points to 41%, driven by operational efficiencies and a scalable software model.</li></ul>

ACI Worldwide delivered strong financial performance in 2024, exceeding internal guidance and demonstrating improvements across key metrics.Total revenue increased by 10% compared to 2023, reaching $1.6 billion, with adjusted EBITDA rising 18% to $466 million.The adjusted EBITDA margin expanded by over 300 basis points to 41%, driven by operational efficiencies and a scalable software model.

ACI Worldwide: Here Are The 5 Biggest Challenges That Can Hinder Growth In The Future!

<ul><li>ACI Worldwide Inc. recently reported its third quarter financial results for 2024, demonstrating both strengths and challenges within its business operations.</li><li>During the quarter, the company showcased a notable 24% increase in total revenue year-over-year, driven by strategic efforts to accelerate contract signings, including both renewals and new contracts.</li><li>This allowed ACI Worldwide to recognize new contract revenues upon signing, setting a promising foundation for their financial outlook for the remainder of 2024 and beyond.</li></ul>

ACI Worldwide Inc. recently reported its third quarter financial results for 2024, demonstrating both strengths and challenges within its business operations.During the quarter, the company showcased a notable 24% increase in total revenue year-over-year, driven by strategic efforts to accelerate contract signings, including both renewals and new contracts.This allowed ACI Worldwide to recognize new contract revenues upon signing, setting a promising foundation for their financial outlook for the remainder of 2024 and beyond.

ACI Worldwide: The Real-time Payments Expansion & Other Major Growth Drivers

United States

ACI Worldwide, Inc. develops, markets, and supports software products for the global electronics funds transfer market.  The Company's products are used to process transactions involving credit cards, debit cards, smartcards, home banking services, checks, and automated clearing and settlement.

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ACI Worldwide (ACIW US)

ACI Worldwide: From Legacy Rails to Connetic Cloud—A Game-Changing Growth Story in Real-Time & Intelligent Payments!

ACI Worldwide Inc. reported a robust third quarter in 2025, showcasing significant strides in revenue growth and operational efficiency. The...

Baptista Research

ACI Worldwide Taps Stablecoin Potential to Disrupt Cross-Border Payments; What Lies Ahead?

ACI Worldwide, Inc. showcased a mixed yet promising performance in its financial results for the second quarter of 2025. The company reported a...

Baptista Research

ACI Worldwide’s Bank-Merchant Integration Is a Game-Changer—Here’s What Investors Must Know!

ACI Worldwide Inc. reported robust financial results for Q1 2025, showcasing notable revenue and EBITDA growth. Revenue climbed by 25% to $395...

Baptista Research

ACI Worldwide: Here Are The 5 Biggest Challenges That Can Hinder Growth In The Future!

ACI Worldwide delivered strong financial performance in 2024, exceeding internal guidance and demonstrating improvements across key metrics. Total...

Baptista Research

ACI Worldwide: The Real-time Payments Expansion & Other Major Growth Drivers

ACI Worldwide Inc. recently reported its third quarter financial results for 2024, demonstrating both strengths and challenges within its business...

Baptista Research

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