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>Analog Devices has reportedly entered advanced talks to acquire Empower Semiconductor, a Silicon Valley power management chip company, for roughly $1.5 billion in cash.</li><li>The potential deal, reported on May 18, comes as AI data center buildouts are intensifying demand for advanced power delivery, voltage regulation, and efficiency-focused semiconductor solutions.</li><li>Empower manufactures voltage-regulating chips used in AI processors and data centers, placing it directly inside one of the fastest-growing areas of semiconductor infrastructure.</li></ul>

Analog Devices has reportedly entered advanced talks to acquire Empower Semiconductor, a Silicon Valley power management chip company, for roughly $1.5 billion in cash.The potential deal, reported on May 18, comes as AI data center buildouts are intensifying demand for advanced power delivery, voltage regulation, and efficiency-focused semiconductor solutions.Empower manufactures voltage-regulating chips used in AI processors and data centers, placing it directly inside one of the fastest-growing areas of semiconductor infrastructure.

Analog Devices Acquisition Watch: The $1.5 Billion Deal That Could Reshape AI Power!

<ul><li>Analog Devices, Inc. (ADI) recently held a conference call discussing its fiscal 2026 first-quarter performance, providing insights into the company's financial results and future prospects.</li><li>The quarter showcased strong results with broad-based year-over-year growth in key markets, specifically Industrial and Communications.</li><li>Revenue for the quarter reached $3.16 billion, a 30% increase compared to the previous year and slightly above the midpoint of guidance.</li></ul>

Analog Devices, Inc. (ADI) recently held a conference call discussing its fiscal 2026 first-quarter performance, providing insights into the company's financial results and future prospects.The quarter showcased strong results with broad-based year-over-year growth in key markets, specifically Industrial and Communications.Revenue for the quarter reached $3.16 billion, a 30% increase compared to the previous year and slightly above the midpoint of guidance.

Analog Devices’ ATE Expansion Is Unlocking a Powerful New Semiconductor Growth Engine!

CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

Make an Impact

Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul><li>Dividends are a key component of overall returns.</li><li>The strategy seeks to invest in high dividend and Shariah compliant stocks globally.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

Dividends are a key component of overall returns.The strategy seeks to invest in high dividend and Shariah compliant stocks globally.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

Global Income (Shariah) Portfolio (18-Aug-2026)

<ul><li>Analog Devices (ADI) delivered a robust performance in its fourth quarter of fiscal year 2025, showcasing resilience and growth across all its end markets amidst challenging macroeconomic and geopolitical conditions.</li><li>The reported revenue for the quarter reached $3.08 billion, representing a sequential growth of 7% and a significant year-over-year increase of 26%.</li><li>ADI's full fiscal year revenue surpassed $11 billion, up 17% from the previous year, driven by double-digit growth across its industrial, automotive, communications, and consumer segments.</li></ul>

Analog Devices (ADI) delivered a robust performance in its fourth quarter of fiscal year 2025, showcasing resilience and growth across all its end markets amidst challenging macroeconomic and geopolitical conditions.The reported revenue for the quarter reached $3.08 billion, representing a sequential growth of 7% and a significant year-over-year increase of 26%.ADI's full fiscal year revenue surpassed $11 billion, up 17% from the previous year, driven by double-digit growth across its industrial, automotive, communications, and consumer segments.

Analog Devices: How AI Data Centers Are Turning Into a Massive Power & Connectivity Landgrab Inside ADI’s Playbook!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We remain bullish (as of our 4/21/26 Compass) on the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM). Bulls remain firmly in control</li>
<li>We want to buy pullbacks to the 20-day MA or 21-day EMA on the SPX, QQQ, and IWM, however infrequent they may be (expecting ~1 test per month)</li>
<li>We highlight several attractive semiconductors to buy on any pullbacks: NVDA, TSM, AVGO, MU, AMD, INTC, TXN, ADI, MRVL, IFNNY, MPWR, NXPI, ASX, MCHP, STM, ON, UMC, LSCC, and SWKS</li>
</ul>


We remain bullish (as of our 4/21/26 Compass) on the S&amp;P 500 (SPX), Nasdaq 100 (QQQ), and Russell 2000 (IWM). Bulls remain firmly in control
We want to buy pullbacks to the 20-day MA or 21-day EMA on the SPX, QQQ, and IWM, however infrequent they may be (expecting ~1 test per month)
We highlight several attractive semiconductors to buy on any pullbacks: NVDA, TSM, AVGO, MU, AMD, INTC, TXN, ADI, MRVL, IFNNY, MPWR, NXPI, ASX, MCHP, STM, ON, UMC, LSCC, and SWKS


Downgrading Manufacturing to Market Weight; Semiconductor Buys: NVDA, TSM, AVGO, MU, AMD, and More

United States

Analog Devices, Inc. designs, manufactures, and markets integrated circuits used in analog and digital signal processing.  The Company's products are used in communications, computer, industrial, instrumentation, military/aerospace, automotive, and high-performance consumer electronics applications.  Analog Devices sells its products worldwide.

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Analog Devices (ADI US)

Analog Devices Acquisition Watch: The $1.5 Billion Deal That Could Reshape AI Power!

Analog Devices has reportedly entered advanced talks to acquire Empower Semiconductor, a Silicon Valley power management chip company, for roughly...

Baptista Research

Analog Devices’ ATE Expansion Is Unlocking a Powerful New Semiconductor Growth Engine!

Analog Devices, Inc. (ADI) recently held a conference call discussing its fiscal 2026 first-quarter performance, providing insights into the...

Baptista Research

Global Income (Shariah) Portfolio (18-Aug-2026)

Dividends are a key component of overall returns. The strategy seeks to invest in high dividend and Shariah compliant stocks globally. By adopting...

Crea8

Analog Devices: How AI Data Centers Are Turning Into a Massive Power & Connectivity Landgrab Inside ADI’s Playbook!

Analog Devices (ADI) delivered a robust performance in its fourth quarter of fiscal year 2025, showcasing resilience and growth across all its end...

Baptista Research

Downgrading Manufacturing to Market Weight; Semiconductor Buys: NVDA, TSM, AVGO, MU, AMD, and More

Downgrading Manufacturing $XLI to Market Weight; Buy $SPX and $QQQ Pullbacks to 20-Day MA. Semiconductor buy ideas on pullbacks (remain overweight)...

Vermilion Research

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