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>Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter.</li><li>Ambarella's blended ASP was over $12 and is on track to increase by nearly 20% from the previous quarter.</li><li>Ambarella started porting META's LLaMA 2 to the CV3-AD-High in the most recent quarter, and their team anticipates making chatbot demos accessible later this year.</li></ul>

Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter.Ambarella's blended ASP was over $12 and is on track to increase by nearly 20% from the previous quarter.Ambarella started porting META's LLaMA 2 to the CV3-AD-High in the most recent quarter, and their team anticipates making chatbot demos accessible later this year.

Ambarella Inc.: Sequential Business Expansion & Major Growth Drivers

<ul><li>Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>However, despite these headwinds, the company's Q1 results exceeded expectations.</li><li>The introduction of the CV3 platform marks a new phase in the development of the AI market for Ambarella.</li></ul>

Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings.However, despite these headwinds, the company's Q1 results exceeded expectations.The introduction of the CV3 platform marks a new phase in the development of the AI market for Ambarella.

Ambarella Inc.: A New AI Powerhouse? – Key Drivers

Equity Capital Markets

<ul><li>In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn.</li><li>Also, the content in the products of the customers continues to rise as it leveraged its historical success with optimized processing for high bandwidth sensing.</li><li>We provide the stock of Ambarella with a ‘Hold’ rating with a revision in the target price.</li></ul>

In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn.Also, the content in the products of the customers continues to rise as it leveraged its historical success with optimized processing for high bandwidth sensing.We provide the stock of Ambarella with a ‘Hold’ rating with a revision in the target price.

<ul><li>Ambarella’s Q2 results were on par with management expectations and surpassed the analyst consensus on Wall Street.</li><li>The company’s revenue was up 2% from the same period last year, but it was down 10% sequentially.</li><li>The company’s blended average selling price surpassed $10 due to the considerable year-over-year growth in CV revenue.</li></ul>

Ambarella’s Q2 results were on par with management expectations and surpassed the analyst consensus on Wall Street.The company’s revenue was up 2% from the same period last year, but it was down 10% sequentially.The company’s blended average selling price surpassed $10 due to the considerable year-over-year growth in CV revenue.

<ul><li>This is our first report on Ambarella, a renowned semiconductors player that saw a watershed moment in 2022 with a slew of significant accomplishments.</li><li>The company is particularly known for its semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing.</li><li>Ambarella saw its computer vision (CV) revenue more than tripled to more than 25% of total revenue in the year, driving blended ASPs higher.</li></ul>

This is our first report on Ambarella, a renowned semiconductors player that saw a watershed moment in 2022 with a slew of significant accomplishments.The company is particularly known for its semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing.Ambarella saw its computer vision (CV) revenue more than tripled to more than 25% of total revenue in the year, driving blended ASPs higher.

Ambarella Inc.: Initiation of Coverage – Key Drivers

United States

Ambarella, Inc. manufactures high definition video compression and image processing semiconductors. The Company products are used in digital still cameras, camcorders, and video-enabled mobile phones.

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Ambarella Inc (AMBA US)

Ambarella Inc.: Sequential Business Expansion & Major Growth Drivers

Ambarella, Inc. delivered a positive result and managed an all-around beat last quarter. Ambarella's blended ASP was over $12 and is on track to...

Baptista Research

Ambarella Inc.: A New AI Powerhouse? – Key Drivers

Ambarella managed to exceed analyst expectations in terms of revenue as well as earnings. However, despite these headwinds, the company's Q1...

Baptista Research

Ambarella Inc: Major Drivers

In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn. Also, the content in the...

Baptista Research

Ambarella Inc: Major Drivers

Ambarella’s Q2 results were on par with management expectations and surpassed the analyst consensus on Wall Street. The company’s revenue was up...

Baptista Research

Ambarella Inc.: Initiation of Coverage – Key Drivers

This is our first report on Ambarella, a renowned semiconductors player that saw a watershed moment in 2022 with a slew of significant...

Baptista Research

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