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>Assurant, Inc. is doubling down on its technology edge.</li><li>In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile device testing solutions portfolio — a strategic move that could significantly enhance its Connected Living business.</li><li>OptoFidelity, a Finland-based leader in optical metrology and automation systems, has deployed over 9,000 test systems globally for carriers and manufacturers since 2005.</li></ul>

Assurant, Inc. is doubling down on its technology edge.In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile device testing solutions portfolio — a strategic move that could significantly enhance its Connected Living business.OptoFidelity, a Finland-based leader in optical metrology and automation systems, has deployed over 9,000 test systems globally for carriers and manufacturers since 2005.

Assurant’s Boldest Tech Move Yet: Why The OptoFidelity Acquisition Could Be A Game-Changer!

<ul><li>Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments.</li><li>Excluding the effects of reported catastrophes, the company achieved double-digit growth in both adjusted EBITDA and earnings per share (EPS).</li><li>This growth was largely driven by robust performances in the Global Housing and Global Lifestyle sectors, which have continued to exceed expectations.</li></ul>

Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments.Excluding the effects of reported catastrophes, the company achieved double-digit growth in both adjusted EBITDA and earnings per share (EPS).This growth was largely driven by robust performances in the Global Housing and Global Lifestyle sectors, which have continued to exceed expectations.

Assurant Inc.: Connected Living Expansion

<ul><li>Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle segments.</li><li>The company reported a 14% increase in adjusted EBITDA and a 16% rise in adjusted earnings per share, excluding catastrophes.</li><li>This performance underscores the robust capital position and diversified model of Assurant.</li></ul>

Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle segments.The company reported a 14% increase in adjusted EBITDA and a 16% rise in adjusted earnings per share, excluding catastrophes.This performance underscores the robust capital position and diversified model of Assurant.

Assurant Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

<ul><li>Assurant Inc. reported its fourth quarter and full year 2024 earnings, demonstrating a continuation of strong financial performance and operational execution.</li><li>The company saw a 15% increase in adjusted EBITDA, amounting to over $1.5 billion, and a 19% growth in adjusted earnings per share, both excluding reportable catastrophes.</li><li>Assurant attributes these gains to strategic investments in technology and client partnerships, along with operational enhancements across its business segments.</li></ul>

Assurant Inc. reported its fourth quarter and full year 2024 earnings, demonstrating a continuation of strong financial performance and operational execution.The company saw a 15% increase in adjusted EBITDA, amounting to over $1.5 billion, and a 19% growth in adjusted earnings per share, both excluding reportable catastrophes.Assurant attributes these gains to strategic investments in technology and client partnerships, along with operational enhancements across its business segments.

Assurant Inc.: Investment In Connected Living To Foster Growth & Increase Market Share!

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>In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common</li>
<li>And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers</li>
<li>The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area</li>
</ul>


In our 2/25/25 Compass, we discussed our expectation for near-term downside. Also said one or two 8-10% pullbacks in a given year on the SPX is common
And said to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers
The SPX had a -10.3% peak-to-trough decline, with support showing up at 5500; close enough to our 10% pullback and 5600 level. This has been a stellar buy area


Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

United States

Assurant, Inc. provides specialized insurance and insurance-related products. The Company offers individual and small employer group health insurance, group dental insurance, pre-funded funeral insurance, group disability and life insurance, creditor-placed homeowners insurance, manufactured housing homeowners insurance, debt protection administration, credit insurance, and warranties.

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

Assurant Inc (AIZ US)

Assurant’s Boldest Tech Move Yet: Why The OptoFidelity Acquisition Could Be A Game-Changer!

Assurant, Inc. is doubling down on its technology edge. In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile...

Baptista Research

Assurant Inc.: Connected Living Expansion

Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments. Excluding the effects...

Baptista Research

Assurant Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle...

Baptista Research

Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

Major Low Likely in Place on $SPX; Bullish Outlook Intact if Above 5500-5600. 5670-5718 is short-term gap support; Power in hands of bulls if...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Assurant’s Boldest Tech Move Yet: Why The OptoFidelity Acquisition Could Be A Game-Changer!

Assurant, Inc. is doubling down on its technology edge. In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile...

Baptista Research

Assurant Inc.: Connected Living Expansion

Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments. Excluding the effects...

Baptista Research

Assurant Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle...

Baptista Research

Assurant Inc.: Investment In Connected Living To Foster Growth & Increase Market Share!

Assurant Inc. reported its fourth quarter and full year 2024 earnings, demonstrating a continuation of strong financial performance and...

Baptista Research

Major Low Likely in Place on S&P 500; Bullish Outlook Intact if Above 5500-5600

Major Low Likely in Place on $SPX; Bullish Outlook Intact if Above 5500-5600. 5670-5718 is short-term gap support; Power in hands of bulls if...

Vermilion Research