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>Alphabet Inc. is redefining the AI race.</li><li>In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an explosive rally, with nearly 90% stock gains driven equally by earnings growth and multiple expansion.</li><li>At the core of this resurgence lies the successful launch of Gemini 3—Alphabet’s newest large language model featuring advanced tools like Deep Think and generative interfaces—alongside four consecutive earnings beats and an unprecedented operating margin expansion.</li></ul>

Alphabet Inc. is redefining the AI race.In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an explosive rally, with nearly 90% stock gains driven equally by earnings growth and multiple expansion.At the core of this resurgence lies the successful launch of Gemini 3—Alphabet’s newest large language model featuring advanced tools like Deep Think and generative interfaces—alongside four consecutive earnings beats and an unprecedented operating margin expansion.

Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!

<ul><li>Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at approximately $4.9 billion during Q3 2025.</li><li>This development marks a notable strategic shift by Berkshire, as it trimmed positions in long-held names such as Apple Inc. and Bank of America while initiating and expanding positions in Alphabet, UnitedHealth, and Chubb.</li><li>Alphabet’s shares climbed in extended trading following the announcement, which signals investor enthusiasm over Buffett’s endorsement.</li></ul>

Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at approximately $4.9 billion during Q3 2025.This development marks a notable strategic shift by Berkshire, as it trimmed positions in long-held names such as Apple Inc. and Bank of America while initiating and expanding positions in Alphabet, UnitedHealth, and Chubb.Alphabet’s shares climbed in extended trading following the announcement, which signals investor enthusiasm over Buffett’s endorsement.

Google Just Launched Gemini 3—But Its CEO Is Warning of an AI Crash!

Alphabet Bags Warren Buffett’s Billions—Here’s What Triggered the Bet!

<ul><li>In a sweeping move that could redefine how Big Tech operates, a landmark antitrust ruling against Google has officially banned exclusive search deals and mandated broader data-sharing practices.</li><li>The decision marks one of the most significant regulatory actions in recent years, aimed at reining in Google's dominance in online search and advertising.</li><li>While the judgment stops short of a fullblown breakup—easing the worst-case fears for investors—it significantly alters how Google can exert control over digital distribution channels and user data.</li></ul>

In a sweeping move that could redefine how Big Tech operates, a landmark antitrust ruling against Google has officially banned exclusive search deals and mandated broader data-sharing practices.The decision marks one of the most significant regulatory actions in recent years, aimed at reining in Google's dominance in online search and advertising.While the judgment stops short of a fullblown breakup—easing the worst-case fears for investors—it significantly alters how Google can exert control over digital distribution channels and user data.

Google Dodges Breakup, But The Real Battle Just Began:  What The Antitrust Shakeup Really Means!

<ul><li>Alphabet’s Google, long synonymous with internet search, now stands at the edge of a seismic antitrust reckoning that could redefine the modern tech landscape.</li><li>In a landmark case, U.S. District Judge Amit Mehta is preparing to issue a ruling that may compel Google to divest its Chrome browser and share its vast troves of search data with competitors.</li><li>The Department of Justice argues that Google’s $26 billion in payments to be the default search engine on devices from Apple and Samsung effectively blocked competition, suppressing rivals like Microsoft’s Bing and DuckDuckGo. With AI now supercharging Google's search capabilities, regulators see an urgent need to level the playing field.</li></ul>

Alphabet’s Google, long synonymous with internet search, now stands at the edge of a seismic antitrust reckoning that could redefine the modern tech landscape.In a landmark case, U.S. District Judge Amit Mehta is preparing to issue a ruling that may compel Google to divest its Chrome browser and share its vast troves of search data with competitors.The Department of Justice argues that Google’s $26 billion in payments to be the default search engine on devices from Apple and Samsung effectively blocked competition, suppressing rivals like Microsoft’s Bing and DuckDuckGo. With AI now supercharging Google's search capabilities, regulators see an urgent need to level the playing field.

Google's Future On The Brink: Chrome Breakup & Search Data Sharing Loom Large!

United States

Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.

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Alphabet (GOOGL US)

Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!

Alphabet Inc. is redefining the AI race. In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an...

Baptista Research

Google Just Launched Gemini 3—But Its CEO Is Warning of an AI Crash!

Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at...

Baptista Research

Alphabet Bags Warren Buffett’s Billions—Here’s What Triggered the Bet!

Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at...

Baptista Research

Google Dodges Breakup, But The Real Battle Just Began: What The Antitrust Shakeup Really Means!

In a sweeping move that could redefine how Big Tech operates, a landmark antitrust ruling against Google has officially banned exclusive search...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Google’s Bold AI Leap: Gemini 3 Gains, Surging Profits, and Meta’s Billion-Dollar TPU Bet!

Alphabet Inc. is redefining the AI race. In just one year, the company has turned investor fears of regulatory pressure and AI disruption into an...

Baptista Research

Google Just Launched Gemini 3—But Its CEO Is Warning of an AI Crash!

Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at...

Baptista Research

Alphabet Bags Warren Buffett’s Billions—Here’s What Triggered the Bet!

Warren Buffett’s Berkshire Hathaway has disclosed a significant new position in Alphabet Inc., acquiring 17.9 million shares valued at...

Baptista Research

Google Dodges Breakup, But The Real Battle Just Began: What The Antitrust Shakeup Really Means!

In a sweeping move that could redefine how Big Tech operates, a landmark antitrust ruling against Google has officially banned exclusive search...

Baptista Research

Google's Future On The Brink: Chrome Breakup & Search Data Sharing Loom Large!

Alphabet’s Google, long synonymous with internet search, now stands at the edge of a seismic antitrust reckoning that could redefine the modern...

Baptista Research