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>Autodesk delivered solid results in the first quarter of fiscal 2026, surpassing the upper limits of its guidance range for both revenue and non-GAAP earnings per share.</li><li>The company reported a revenue growth of 15% as reported and 16% in constant currency, with a significant contribution of $78 million from the new transaction model.</li><li>Billings also saw a substantial increase of 29% as reported and 30% in constant currency, reflecting a strategic shift towards annual billings for most multi-year contracts.</li></ul>

Autodesk delivered solid results in the first quarter of fiscal 2026, surpassing the upper limits of its guidance range for both revenue and non-GAAP earnings per share.The company reported a revenue growth of 15% as reported and 16% in constant currency, with a significant contribution of $78 million from the new transaction model.Billings also saw a substantial increase of 29% as reported and 30% in constant currency, reflecting a strategic shift towards annual billings for most multi-year contracts.

Autodesk Inc.: Transition to New Transaction Model to Maintain A Strong Foothold Amidst Macroeconomic Challenges!

<ul><li>Autodesk Inc. is at the center of a high-stakes battle as activist hedge fund Starboard Value LP moves forward with a proxy fight, citing financial underperformance and management credibility concerns.</li><li>After months of behind-the-scenes pressure, Starboard has decided to nominate a minority slate of directors to Autodesk’s board, setting the stage for a potential leadership shake-up.</li><li>The move comes after a series of turbulent events at Autodesk, including an accounting investigation that led to a CFO replacement, a shift in the company’s sales model, and a recent decision to cut 9% of its workforce.</li></ul>

Autodesk Inc. is at the center of a high-stakes battle as activist hedge fund Starboard Value LP moves forward with a proxy fight, citing financial underperformance and management credibility concerns.After months of behind-the-scenes pressure, Starboard has decided to nominate a minority slate of directors to Autodesk’s board, setting the stage for a potential leadership shake-up.The move comes after a series of turbulent events at Autodesk, including an accounting investigation that led to a CFO replacement, a shift in the company’s sales model, and a recent decision to cut 9% of its workforce.

Autodesk Under Seige: Activist Starboard’s Proxy Battle & What It Means for Shareholders!

<ul><li>Autodesk, Inc. reported robust fourth-quarter and full-year results for fiscal 2025, with billings and revenue exceeding expectations despite new foreign exchange headwinds.</li><li>The company has embarked on a restructuring to optimize sales and marketing strategies, streamline processes, enhance channel partnerships, and reallocate resources towards strategic priorities in cloud and AI.</li><li>This restructuring aims to improve efficiency and resilience, with the expectation of non-GAAP margin improvement in fiscal years 2025 and 2027.</li></ul>

Autodesk, Inc. reported robust fourth-quarter and full-year results for fiscal 2025, with billings and revenue exceeding expectations despite new foreign exchange headwinds.The company has embarked on a restructuring to optimize sales and marketing strategies, streamline processes, enhance channel partnerships, and reallocate resources towards strategic priorities in cloud and AI.This restructuring aims to improve efficiency and resilience, with the expectation of non-GAAP margin improvement in fiscal years 2025 and 2027.

Autodesk Inc.: Is Its Strong Push Towards Cloud-Based Collaboration & AI-Driven Design Expected To Give It Any Kind Of A Competitive Edge?

<ul><li>Autodesk, Inc. showcased a strong performance in its third quarter financial results for fiscal year 2025, demonstrating a robust growth trajectory amidst a complex macroeconomic environment.</li><li>The company achieved a 12% revenue growth in constant currency terms, driven by a combination of successful strategic execution and a resilient business model.</li><li>Additionally, Autodesk raised its full-year guidance, indicating sustained momentum and strategic success.</li></ul>

Autodesk, Inc. showcased a strong performance in its third quarter financial results for fiscal year 2025, demonstrating a robust growth trajectory amidst a complex macroeconomic environment.The company achieved a 12% revenue growth in constant currency terms, driven by a combination of successful strategic execution and a resilient business model.Additionally, Autodesk raised its full-year guidance, indicating sustained momentum and strategic success.

Autodesk Launching New AI Innovations: A Leap into the Future of Design? - Major Drivers

<ul><li>Autodesk, Inc. concluded its second quarter of Fiscal Year 2025 with robust results, characterized by a 13% revenue growth in constant currency, which has led to an upward revision of the full-year guidance.</li><li>This reflects not only the success of the recent launch of their new transaction model in North America but also anticipates a similar introduction in Western Europe come September.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Autodesk, Inc. concluded its second quarter of Fiscal Year 2025 with robust results, characterized by a 13% revenue growth in constant currency, which has led to an upward revision of the full-year guidance.This reflects not only the success of the recent launch of their new transaction model in North America but also anticipates a similar introduction in Western Europe come September.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Autodesk Inc.: Expansion into Digital Transformation Solutions & Use Of AI-ML To Drive Growth! - Major Drivers

United States

Autodesk, Inc. supplies PC software and multimedia tools. The Company's two-dimensional and three-dimensional products are used across industries and in the home for architectural design, mechanical design, geographic information systems and mapping, and visualization applications. Autodesk's software products are sold worldwide through a network of dealers and distributors.

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Autodesk Inc (ADSK US)

Autodesk Inc.: Transition to New Transaction Model to Maintain A Strong Foothold Amidst Macroeconomic Challenges!

Autodesk delivered solid results in the first quarter of fiscal 2026, surpassing the upper limits of its guidance range for both revenue and...

Baptista Research

Autodesk Under Seige: Activist Starboard’s Proxy Battle & What It Means for Shareholders!

Autodesk Inc. is at the center of a high-stakes battle as activist hedge fund Starboard Value LP moves forward with a proxy fight, citing...

Baptista Research

Autodesk Inc.: Is Its Strong Push Towards Cloud-Based Collaboration & AI-Driven Design Expected To Give It Any Kind Of A Competitive Edge?

Autodesk, Inc. reported robust fourth-quarter and full-year results for fiscal 2025, with billings and revenue exceeding expectations despite new...

Baptista Research

Autodesk Launching New AI Innovations: A Leap into the Future of Design? - Major Drivers

Autodesk, Inc. showcased a strong performance in its third quarter financial results for fiscal year 2025, demonstrating a robust growth...

Baptista Research

Autodesk Inc.: Expansion into Digital Transformation Solutions & Use Of AI-ML To Drive Growth! - Major Drivers

Autodesk, Inc. concluded its second quarter of Fiscal Year 2025 with robust results, characterized by a 13% revenue growth in constant currency,...

Baptista Research

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