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>Axon Enterprise, Inc. revealed its third-quarter 2025 financial performance, emphasizing its strategic focus on enhancing its technology ecosystem, particularly in the realms of public safety and law enforcement.</li>
<li>The company underscored its commitment to expanding the Axon 911 suite by integrating AI-driven initiatives such as Prepared and Carbyne, with the objective of enhancing 911 call center efficiency and communication.</li>
<li>In terms of financial performance, Axon reported a robust third-quarter revenue increase of 31% year-over-year to $711 million.</li>
</ul>


Axon Enterprise, Inc. revealed its third-quarter 2025 financial performance, emphasizing its strategic focus on enhancing its technology ecosystem, particularly in the realms of public safety and law enforcement.
The company underscored its commitment to expanding the Axon 911 suite by integrating AI-driven initiatives such as Prepared and Carbyne, with the objective of enhancing 911 call center efficiency and communication.
In terms of financial performance, Axon reported a robust third-quarter revenue increase of 31% year-over-year to $711 million.


Axon’s Strategic Offensive: Can Its AI, Drones, & Cloud Integration Crush Competitors This Decade?

<ul>
<li>Axon Enterprise, best known for its Tasers, body-worn cameras, and cloud-based evidence management tools, has made headlines yet again.</li>
<li>The company announced it will acquire Prepared, a U.S.-based emergency communications platform that integrates 911 call data across audio, video, GPS, text, and translation tools into one unified interface.</li>
<li>Though Axon has not disclosed the official price, media outlets suggest a range of $800 million to $900 million.</li>
</ul>


Axon Enterprise, best known for its Tasers, body-worn cameras, and cloud-based evidence management tools, has made headlines yet again.
The company announced it will acquire Prepared, a U.S.-based emergency communications platform that integrates 911 call data across audio, video, GPS, text, and translation tools into one unified interface.
Though Axon has not disclosed the official price, media outlets suggest a range of $800 million to $900 million.


Axon Moves To Dominate 911 Tech— Why It’s Paying Nearly $1 Billion For Prepared!

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

<ul><li>Axon reported strong Q2 earnings with 30% year-over-year growth and strong performance in both connected devices and software segments</li><li>The company has been exceeding growth expectations, with 14 consecutive quarters of over 25% growth and 6 consecutive quarters of over 30% growth</li><li>Axon has been focusing on leveraging AI technology to improve efficiency for police officers and drive growth in their software and services segment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Axon reported strong Q2 earnings with 30% year-over-year growth and strong performance in both connected devices and software segmentsThe company has been exceeding growth expectations, with 14 consecutive quarters of over 25% growth and 6 consecutive quarters of over 30% growthAxon has been focusing on leveraging AI technology to improve efficiency for police officers and drive growth in their software and services segmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.</li>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> is not an expected deletion due to special ADR market cap treatment. <a href="https://www.smartkarma.com/entities/equinix-inc" target="_blank" data-smartkarma-citation="entities:17409:1" rel="noopener">Equinix Inc (EQIX US)</a> is not an expected addition because it is a REIT.</li>
</ul>



Palantir Technologies (PLTR US) is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.

Super Micro Computer (SMCI US) is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.

ARM Holdings (ARM US) is not an expected deletion due to special ADR market cap treatment. Equinix Inc (EQIX US) is not an expected addition because it is a REIT.


Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

<ul>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.</li>
<li>
<a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> and <a href="https://www.smartkarma.com/entities/microstrategy-inc-cl-a" target="_blank" data-smartkarma-citation="entities:14717:1" rel="noopener">Microstrategy Inc Cl A (MSTR US)</a> are the main candidates for direct addition following their recent stock price surge.</li>
<li>
<a href="https://www.smartkarma.com/entities/dollar-tree-inc" target="_blank" data-smartkarma-citation="entities:10913:1" rel="noopener">Dollar Tree Inc (DLTR US)</a> is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.</li>
</ul>



ARM Holdings (ARM US) has secured a place in the index and is no longer a deletion candidate thanks to the recent methodology changes.

AppLovin (APP US) and Microstrategy Inc Cl A (MSTR US) are the main candidates for direct addition following their recent stock price surge.

Dollar Tree Inc (DLTR US) is the favorable candidate for direct deletion in December with an additional but negligible probability of fast-exit in November.


Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

United States

Axon Enterprise, Inc. is a public safety technology company. The Company offers law enforcement, military, and self defense solutions. Axon Enterprise serves customers worldwide.

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Axon Enterprise (AXON US)

Axon’s Strategic Offensive: Can Its AI, Drones, & Cloud Integration Crush Competitors This Decade?

Axon Enterprise, Inc. revealed its third-quarter 2025 financial performance, emphasizing its strategic focus on enhancing its technology ecosystem,...

Baptista Research

Axon Moves To Dominate 911 Tech— Why It’s Paying Nearly $1 Billion For Prepared!

Axon Enterprise, best known for its Tasers, body-worn cameras, and cloud-based evidence management tools, has made headlines yet again.

Baptista Research

Dialogue. Axon & Coupang Update, Outperforming Expectations, Drones, New Markets, Taiwan & Cloud

Axon sees strong growth in Q2 with 30% year over year increase, driven by drones and AI technology, leading to a 17% increase in stock value.

The Synopsis

Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

F1: 100%. All of the forecasts matched the index changes announced at the close of Friday 13 December. SMCI fell more than 11% in premarket trading...

Dimitris Ioannidis

Nasdaq100 December 2024 Forecasts (Part 2): APP & MSTR Poised for Entry; DLTR & SMCI Set for Exit

Fast-Exit has been announced and will be implemented for DLTR at the close of 15 November 2024 where the stock will be deleted from Nasdaq100 and...

Dimitris Ioannidis

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