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>The third quarter of 2025 earnings conference call for Antero Resources revealed key insights into the company's operational performance and financial strategy within the evolving natural gas market environment.</li>
<li>Antero Resources is strategically positioned to benefit from increased U.S. liquefied natural gas (LNG) exports and a rising demand for natural gas power generation.</li>
<li>The company is focusing on its core Marcellus operations in West Virginia, enhancing its land position both through acquisitions and organic leasing to meet the growing regional demand for natural gas.</li>
</ul>


The third quarter of 2025 earnings conference call for Antero Resources revealed key insights into the company's operational performance and financial strategy within the evolving natural gas market environment.
Antero Resources is strategically positioned to benefit from increased U.S. liquefied natural gas (LNG) exports and a rising demand for natural gas power generation.
The company is focusing on its core Marcellus operations in West Virginia, enhancing its land position both through acquisitions and organic leasing to meet the growing regional demand for natural gas.


Antero Resources Turns Dry Gas Into Gold: How a 50% Production Surge Could Reshape the Game!

<ul>
<li>Antero Resources recently reported its second-quarter results for 2025, revealing a mix of positive and negative developments that reflect its operational strategies and market dynamics.</li>
<li>On the positive side, Antero Resources has achieved notable improvements in capital efficiency, managing to increase its production guidance while reducing capital expenditures.</li>
<li>This improvement is underscored by a 26% decline in maintenance capital requirements from $900 million to $663 million since 2023.</li>
</ul>


Antero Resources recently reported its second-quarter results for 2025, revealing a mix of positive and negative developments that reflect its operational strategies and market dynamics.
On the positive side, Antero Resources has achieved notable improvements in capital efficiency, managing to increase its production guidance while reducing capital expenditures.
This improvement is underscored by a 26% decline in maintenance capital requirements from $900 million to $663 million since 2023.


Antero Resources: A Tale Of LNG Export Growth & Increased Demand at Plaquemines Terminal!

<ul>
<li>Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key areas.</li>
<li>The firm has reported significant efficiency gains in drilling and completions, a strengthened hedging position, improvements in natural gas liquids (NGL) pricing, and continued solid financial management.</li>
<li>On the operational front, Antero Resources has achieved noteworthy drilling and completion efficiencies.</li>
</ul>


Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key areas.
The firm has reported significant efficiency gains in drilling and completions, a strengthened hedging position, improvements in natural gas liquids (NGL) pricing, and continued solid financial management.
On the operational front, Antero Resources has achieved noteworthy drilling and completion efficiencies.


Antero Resources Powers Up with Data Centers & LNG—Is Dual Growth A Key Growth Catalyst?

<ul>
<li>Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the first quarter of 2025.</li>
<li>Operating in the natural gas and NGL sectors, Antero has shown certain strengths but also faced challenges that are pivotal to understand from an investment perspective.</li>
<li>On the positive side, Antero's operational efficiencies have seen improvement.</li>
</ul>


Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the first quarter of 2025.
Operating in the natural gas and NGL sectors, Antero has shown certain strengths but also faced challenges that are pivotal to understand from an investment perspective.
On the positive side, Antero's operational efficiencies have seen improvement.


AR US: Strategic Liquids Focus & Export Infrastructure Leverage Are Its Biggest Growth Drivers!

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Commodities

<h3><strong>This Week's Key Take Aways</strong></h3>
<ul>
<li>Lithium stock run may already be out of steam</li>
<li>Like Oil, the Natural Gas markets appear well supplied and are showing near-term weakness.</li>
<li>No love for North American lumber</li>
<li>Copper continues to have us on edge, love the long-term story, but we have got to survive the short and medium term to get there.</li>
<li>Renewable tax credit qualification has a new physical work standard; the race is on to build.</li>
</ul>

This Week's Key Take Aways

Lithium stock run may already be out of steam
Like Oil, the Natural Gas markets appear well supplied and are showing near-term weakness.
No love for North American lumber
Copper continues to have us on edge, love the long-term story, but we have got to survive the short and medium term to get there.
Renewable tax credit qualification has a new physical work standard; the race is on to build.


Real Asset Chartbook Week #18: Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?

United States

Antero Resources Corporation explores, develops, and produces oil and natural gas. The Company focuses on the acquisition, development, and production of unconventional oil and liquids-rich natural gas properties. Antero Resources serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Antero Resources (AR US)

Antero Resources Turns Dry Gas Into Gold: How a 50% Production Surge Could Reshape the Game!

Antero Resources is strategically positioned to benefit from increased U.S. liquefied natural gas (LNG) exports and a rising demand for natural gas...

Baptista Research

Antero Resources: A Tale Of LNG Export Growth & Increased Demand at Plaquemines Terminal!

Antero Resources recently reported its second-quarter results for 2025, revealing a mix of positive and negative developments that reflect its...

Baptista Research

Antero Resources Powers Up with Data Centers & LNG—Is Dual Growth A Key Growth Catalyst?

Antero Resources' first-quarter earnings presentation for 2025 reflects a strong operational performance and strategic execution across several key...

Baptista Research

AR US: Strategic Liquids Focus & Export Infrastructure Leverage Are Its Biggest Growth Drivers!

Antero Resources Corporation's latest earnings session offered comprehensive insights into the company’s financial and operational stance as of the...

Baptista Research

Real Asset Chartbook Week #18: Lithium Blinks, Gas Slips, Copper Stalls—Who Survives the Grind?

This Week's Key Take Aways Lithium stock run may already be out of steam Like Oil, the Natural Gas markets appear well supplied and are showing...

Massif Capital Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)