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>Agilent Technologies, Inc. reported a strong third quarter for fiscal 2026, with revenue reaching $1.88 billion and core year-over-year growth of 7.3%, exceeding guidance by 140 basis points.</li><li>The company’s operating margin, excluding a $20 million tariff refund benefit, came in at 27.2%, surpassing expectations by 80 basis points.</li><li>On an ex-refund basis, earnings per share (EPS) were $1.56, reflecting a 14% increase over the prior year and beating the high end of guidance by six cents.</li></ul>

Agilent Technologies, Inc. reported a strong third quarter for fiscal 2026, with revenue reaching $1.88 billion and core year-over-year growth of 7.3%, exceeding guidance by 140 basis points.The company’s operating margin, excluding a $20 million tariff refund benefit, came in at 27.2%, surpassing expectations by 80 basis points.On an ex-refund basis, earnings per share (EPS) were $1.56, reflecting a 14% increase over the prior year and beating the high end of guidance by six cents.

Agilent Technologies’ Hidden Growth Story: China Revenue Jumps 9%!

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Innovation data suggests that <a href="https://www.smartkarma.com/entities/bayer-ag" target="_blank" data-smartkarma-citation="entities:26881:1" rel="noopener">Bayer AG (BAYN GY)</a> has an almost monopoly stake in agriculture-related microbial, followed by <a href="https://www.smartkarma.com/entities/dupont-de-nemours-inc" target="_blank" data-smartkarma-citation="entities:9239:1" rel="noopener">DuPont (DD US)</a> </li>
<li>In non-ag microbial space <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>,  <a href="https://www.smartkarma.com/entities/codexis-inc" target="_blank" data-smartkarma-citation="entities:26400:1" rel="noopener">Codexis Inc (CDXS US)</a>,  <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US),</a><a href="https://www.smartkarma.com/entities/immatics-nv" target="_blank" data-smartkarma-citation="entities:33092:1" rel="noopener">Immatics NV (IMTX US)</a> lead the field</li>
<li>In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a>, and <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US) </a>lead</li>
</ul>


Innovation data suggests that Bayer AG (BAYN GY) has an almost monopoly stake in agriculture-related microbial, followed by DuPont (DD US) 
In non-ag microbial space Moderna Inc (MRNA US),  Codexis Inc (CDXS US),  Regeneron Pharmaceuticals (REGN US),Immatics NV (IMTX US) lead the field
In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, Johnson &amp; Johnson (JNJ US), and Pfizer Inc (PFE US) lead


Insights from Data Mining Technical Publications - Microbes - Bacteriophages

<ul><li>Agilent Technologies, Inc. reported its second-quarter fiscal 2026 results highlighting a 6.3% core revenue growth to $1.83 billion, exceeding guidance estimates by approximately 80 basis points.</li><li>This growth was broad-based across key end markets, driven notably by the pharmaceutical sector’s 6% increase, chemicals and advanced materials growing 8%, diagnostics and clinical up 11%, and a more than 50% surge in forensics largely due to new TSA contracts and large tender wins in Asia and Europe.</li><li>Instrument revenues experienced high single-digit growth, with strong double-digit increases in liquid chromatography (LC), LC/mass spectrometry (MS), and gas chromatography (GC), reflecting continued momentum in replacement cycles and share gains.</li></ul>

Agilent Technologies, Inc. reported its second-quarter fiscal 2026 results highlighting a 6.3% core revenue growth to $1.83 billion, exceeding guidance estimates by approximately 80 basis points.This growth was broad-based across key end markets, driven notably by the pharmaceutical sector’s 6% increase, chemicals and advanced materials growing 8%, diagnostics and clinical up 11%, and a more than 50% surge in forensics largely due to new TSA contracts and large tender wins in Asia and Europe.Instrument revenues experienced high single-digit growth, with strong double-digit increases in liquid chromatography (LC), LC/mass spectrometry (MS), and gas chromatography (GC), reflecting continued momentum in replacement cycles and share gains.

Agilent Technologies’ Hidden Forensics Surge: TSA Contracts And Global Tenders Drive Momentum!

<ul><li>The diagnostics and life sciences equipment industry rarely stands still.</li><li>But recent developments around Agilent Technologies have drawn fresh attention from investors.</li><li>The company recently announced an agreement to acquire Biocare Medical for roughly $950 million in cash, a deal designed to deepen its presence in pathology and diagnostic testing.</li></ul>

The diagnostics and life sciences equipment industry rarely stands still.But recent developments around Agilent Technologies have drawn fresh attention from investors.The company recently announced an agreement to acquire Biocare Medical for roughly $950 million in cash, a deal designed to deepen its presence in pathology and diagnostic testing.

Did Agilent Just Buy Growth Or Create A Hidden Diagnostics SHIFT?

<ul><li>Agilent Technologies Inc. reported fiscal Q1 2026 revenue of about $1.8 billion, representing 4.4% core growth and 7% reported growth, largely in line with expectations despite severe U.S. winter weather delaying roughly $10 million in shipments.</li><li>Most of the delayed revenue was recovered shortly after quarter end, indicating a timing issue rather than weaker demand.</li><li>Operating margin was 24.6%, slightly lower year over year due to tariff headwinds and normalization of performance-based compensation.</li></ul>

Agilent Technologies Inc. reported fiscal Q1 2026 revenue of about $1.8 billion, representing 4.4% core growth and 7% reported growth, largely in line with expectations despite severe U.S. winter weather delaying roughly $10 million in shipments.Most of the delayed revenue was recovered shortly after quarter end, indicating a timing issue rather than weaker demand.Operating margin was 24.6%, slightly lower year over year due to tariff headwinds and normalization of performance-based compensation.

Agilent Technologies: Riding The GLP-1 Therapeutics Wave Across Global Pharmaceutical Laboratories!

United States

Agilent Technologies, Inc. provides core bio-analytical and electronic measurement solutions to the communications, electronics, life sciences, and chemical analysis industries. The Company offers electronic and bio-analytical measurement, semiconductor, and board testing.

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Agilent Technologies (A US)

Agilent Technologies’ Hidden Growth Story: China Revenue Jumps 9%!

Agilent Technologies, Inc. reported a strong third quarter for fiscal 2026, with revenue reaching $1.88 billion and core year-over-year growth of...

Baptista Research

Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Innovations are modifying and harnessing microbes for new uses in agriculture, industry, and as potential new therapeutics to replace or...

Pyari Menon

Agilent Technologies’ Hidden Forensics Surge: TSA Contracts And Global Tenders Drive Momentum!

Agilent Technologies, Inc. reported its second-quarter fiscal 2026 results highlighting a 6.3% core revenue growth to $1.83 billion, exceeding...

Baptista Research

Did Agilent Just Buy Growth Or Create A Hidden Diagnostics SHIFT?

The diagnostics and life sciences equipment industry rarely stands still. But recent developments around Agilent Technologies have drawn fresh...

Baptista Research

Agilent Technologies: Riding The GLP-1 Therapeutics Wave Across Global Pharmaceutical Laboratories!

Agilent Technologies Inc. reported fiscal Q1 2026 revenue of about $1.8 billion, representing 4.4% core growth and 7% reported growth, largely in...

Baptista Research

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