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 its second quarter of fiscal year 2025 results with a strong performance, achieving revenue of $1.67 billion, marking a 6% increase on a reported basis and 5.3% on a core basis compared to the second quarter of 2024.</li><li>The company's operating margin was at 25.1%, and earnings per share (EPS) grew by 7% to $1.31, exceeding expectations and continuing its trend of accelerating growth for the fourth consecutive quarter.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Agilent Technologies, Inc. reported its second quarter of fiscal year 2025 results with a strong performance, achieving revenue of $1.67 billion, marking a 6% increase on a reported basis and 5.3% on a core basis compared to the second quarter of 2024.The company's operating margin was at 25.1%, and earnings per share (EPS) grew by 7% to $1.31, exceeding expectations and continuing its trend of accelerating growth for the fourth consecutive quarter.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Agilent Technologies' Hidden Growth Engine: How New Acquisitions Are Shaping the Future of Modern Medicine!

<ul><li>Agilent Technologies' earnings for the first quarter of fiscal year 2025 highlighted a solid start to the year, with the company exceeding expectations for core revenue growth and earnings per share (EPS).</li><li>The company's revenue for the quarter was $1.681 billion, a 1% increase year-over-year, driven by strong performance in various sectors and regions, particularly in PFAS (per- and polyfluoroalkyl substances) and the China stimulus awards.</li><li>The company experienced growth in all regions except academia and government.</li></ul>

Agilent Technologies' earnings for the first quarter of fiscal year 2025 highlighted a solid start to the year, with the company exceeding expectations for core revenue growth and earnings per share (EPS).The company's revenue for the quarter was $1.681 billion, a 1% increase year-over-year, driven by strong performance in various sectors and regions, particularly in PFAS (per- and polyfluoroalkyl substances) and the China stimulus awards.The company experienced growth in all regions except academia and government.

Agilent Technologies: How NASD and The New Demand Dynamics Are Shaping Its Future!

<ul><li>Agilent Technologies, Inc. recently reported its fourth quarter results for fiscal year 2024.</li><li>The company generated revenues of $1.701 billion, marking roughly 1% growth in reported figures, with core growth remaining flat despite challenging market conditions.</li><li>Notably, Agilent's total company book-to-bill ratio exceeded one, indicating a steady market recovery and positioning for continued improvement into 2025.</li></ul>

Agilent Technologies, Inc. recently reported its fourth quarter results for fiscal year 2024.The company generated revenues of $1.701 billion, marking roughly 1% growth in reported figures, with core growth remaining flat despite challenging market conditions.Notably, Agilent's total company book-to-bill ratio exceeded one, indicating a steady market recovery and positioning for continued improvement into 2025.

Agilent Technologies: Pharma Market Expansion As A Key Growth Catalyst! - Major Drivers

<ul><li>Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in sectors like biopharma.</li><li>The company reported $1.578 billion in revenues and an earnings per share (EPS) of $1.32, surpassing the upper end of its guidance by $0.04.</li><li>This performance highlights robust operational management and strategic agility in an environment where many sectors are facing budget constraints.</li></ul>

Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in sectors like biopharma.The company reported $1.578 billion in revenues and an earnings per share (EPS) of $1.32, surpassing the upper end of its guidance by $0.04.This performance highlights robust operational management and strategic agility in an environment where many sectors are facing budget constraints.

Agilent Technologies: A Tale Of Geographic Diversification and Emerging Market Growth! - Major Drivers

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

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 Engine: How New Acquisitions Are Shaping the Future of Modern Medicine!

Agilent Technologies, Inc. reported its second quarter of fiscal year 2025 results with a strong performance, achieving revenue of $1.67 billion,...

Baptista Research

Agilent Technologies: How NASD and The New Demand Dynamics Are Shaping Its Future!

Agilent Technologies' earnings for the first quarter of fiscal year 2025 highlighted a solid start to the year, with the company exceeding...

Baptista Research

Agilent Technologies: Pharma Market Expansion As A Key Growth Catalyst! - Major Drivers

Agilent Technologies, Inc. recently reported its fourth quarter results for fiscal year 2024. The company generated revenues of $1.701 billion,...

Baptista Research

Agilent Technologies: A Tale Of Geographic Diversification and Emerging Market Growth! - Major Drivers

Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in...

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

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