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>Alkami Technology has suddenly turned from a potential takeover story into a test of whether management can create more value independently.</li><li>Shares plunged roughly 15% in premarket trading after Alkami ended its strategic review and said its board had unanimously determined that executing management’s long-range plan as an independent public company was in shareholders’ best interests.</li><li>The decision followed reports that Alkami had attracted takeover interest, contacted private-equity firms and faced pressure from activist investor Jana Partners to explore a sale.</li></ul>

Alkami Technology has suddenly turned from a potential takeover story into a test of whether management can create more value independently.Shares plunged roughly 15% in premarket trading after Alkami ended its strategic review and said its board had unanimously determined that executing management’s long-range plan as an independent public company was in shareholders’ best interests.The decision followed reports that Alkami had attracted takeover interest, contacted private-equity firms and faced pressure from activist investor Jana Partners to explore a sale.

Alkami Technology Chooses Independence—Why Did Investors Send Shares Down 15%?

<ul><li>Alkami Technology, Inc. has become the center of an increasingly public contest over whether it should remain independent or pursue a sale.</li><li>Activist investor Jana Partners, which has accumulated a stake of more than 10%, is pressing the board to conduct what it describes as a genuine sale process involving strategic buyers and private equity firms.</li><li>Jana argues that earlier interest was constrained by limited engagement and valuation expectations that potential acquirers considered unrealistic.</li></ul>

Alkami Technology, Inc. has become the center of an increasingly public contest over whether it should remain independent or pursue a sale.Activist investor Jana Partners, which has accumulated a stake of more than 10%, is pressing the board to conduct what it describes as a genuine sale process involving strategic buyers and private equity firms.Jana argues that earlier interest was constrained by limited engagement and valuation expectations that potential acquirers considered unrealistic.

Alkami’s Buyout Battle Is Heating Up—Could A Deal Be Next?

<ul><li>Alkami Technology has become one of the more interesting fintech stories on Wall Street after activist investor Jana Partners increased its stake to more than 10% and pushed the company to explore a sale.</li><li>The activist fund wants Alkami to engage with multiple interested parties, including strategic buyers and private equity firms, while also calling for changes in board leadership.</li><li>That sets up a direct clash between an investor seeking faster value realization and a management team arguing that Alkami’s growth story is still developing.</li></ul>

Alkami Technology has become one of the more interesting fintech stories on Wall Street after activist investor Jana Partners increased its stake to more than 10% and pushed the company to explore a sale.The activist fund wants Alkami to engage with multiple interested parties, including strategic buyers and private equity firms, while also calling for changes in board leadership.That sets up a direct clash between an investor seeking faster value realization and a management team arguing that Alkami’s growth story is still developing.

Alkami’s Activist Drama Could End In A Sale!

<ul><li>Alkami Technology is exploring strategic options, including a potential sale, as it faces mounting pressure from activist investor Jana Partners.</li><li>The Plano, Texas-based company has hired a financial adviser to assess interest from potential suitors, including private equity firms and industry players, according to people familiar with the matter.</li><li>This move comes as Alkami’s stock hovers around $20.93, with a market capitalization of approximately $2.2 billion — a ~42% decline over the past year.</li></ul>

Alkami Technology is exploring strategic options, including a potential sale, as it faces mounting pressure from activist investor Jana Partners.The Plano, Texas-based company has hired a financial adviser to assess interest from potential suitors, including private equity firms and industry players, according to people familiar with the matter.This move comes as Alkami’s stock hovers around $20.93, with a market capitalization of approximately $2.2 billion — a ~42% decline over the past year.

Alkami Technology’s $2.2B Shake-Up: Activists, Advisers & Buyout Buzz!

<ul><li>Alkami Technology has come under the spotlight after activist investor Jana Partners publicly urged the company to explore strategic alternatives, including a potential sale.</li><li>The move follows a sharp 40% drop in Alkami’s stock price during 2025, despite solid growth metrics.</li><li>At Bloomberg’s Activism Forum in New York, Jana Managing Partner Scott Ostfeld outlined the firm’s position, citing strong top-line growth, customer retention, and a favorable private equity environment as core reasons why Alkami could be a compelling acquisition target.</li></ul>

Alkami Technology has come under the spotlight after activist investor Jana Partners publicly urged the company to explore strategic alternatives, including a potential sale.The move follows a sharp 40% drop in Alkami’s stock price during 2025, despite solid growth metrics.At Bloomberg’s Activism Forum in New York, Jana Managing Partner Scott Ostfeld outlined the firm’s position, citing strong top-line growth, customer retention, and a favorable private equity environment as core reasons why Alkami could be a compelling acquisition target.

Alkami Technology Could Be the Next Big Buyout — Here’s Why Jana Is Pushing Hard!

United States

Alkami Technology, Inc. provides cloud-based digital banking solutions. The Company offers platform to facilitate both retail and business user onboarding, engagement, and account servicing. Alkami Technology serves customers in the United States.

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Alkami Technology Inc (ALKT US)

Alkami Technology Chooses Independence—Why Did Investors Send Shares Down 15%?

Alkami Technology has suddenly turned from a potential takeover story into a test of whether management can create more value...

Baptista Research

Alkami’s Buyout Battle Is Heating Up—Could A Deal Be Next?

Alkami Technology, Inc. has become the center of an increasingly public contest over whether it should remain independent or pursue a...

Baptista Research

Alkami’s Activist Drama Could End In A Sale!

Alkami Technology has become one of the more interesting fintech stories on Wall Street after activist investor Jana Partners increased its stake...

Baptista Research

Alkami Technology’s $2.2B Shake-Up: Activists, Advisers & Buyout Buzz!

Alkami Technology is exploring strategic options, including a potential sale, as it faces mounting pressure from activist investor Jana...

Baptista Research

Alkami Technology Could Be the Next Big Buyout — Here’s Why Jana Is Pushing Hard!

Alkami Technology has come under the spotlight after activist investor Jana Partners publicly urged the company to explore strategic alternatives,...

Baptista Research

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