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>Bloom Energy's recent quarterly earnings call highlighted both strong achievements and ongoing challenges.</li><li>The company reported its fourth consecutive quarter of record revenue, driven largely by significant demand for its on-site power generation solutions, particularly in AI and data center markets.</li><li>Bloom Energy has positioned itself as a key player in this industry by leveraging its innovative fuel cell technology.</li></ul>

Bloom Energy's recent quarterly earnings call highlighted both strong achievements and ongoing challenges.The company reported its fourth consecutive quarter of record revenue, driven largely by significant demand for its on-site power generation solutions, particularly in AI and data center markets.Bloom Energy has positioned itself as a key player in this industry by leveraging its innovative fuel cell technology.

Bloom Energy: An Insight Into Its Regulatory Changes

<ul><li>Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus.</li><li>The call was led by CEO K.R. Sridhar, who shared that this was the most profitable second quarter in the company's history.</li><li>Bloom Energy is seeing increased demand driven by the shift towards AI and data center needs for reliable and rapidly deployable power solutions.</li></ul>

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus.The call was led by CEO K.R. Sridhar, who shared that this was the most profitable second quarter in the company's history.Bloom Energy is seeing increased demand driven by the shift towards AI and data center needs for reliable and rapidly deployable power solutions.

Bloom Energy Just Scored a $5 Billion AI Deal With Brookfield—Here’s Why Wall Street Is Losing Its Mind!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Bloom Energy is trading at approximately $22 per share with a price target of over $50 in one year and over $100 in five years.</li><li>The company produces energy servers that convert natural gas or biogas into electricity with higher efficiency than traditional fossil fuels.</li><li>Projected non-GAAP earnings per share for 2026 are around $2, with a compounded growth rate exceeding 30% and competitive electricity costs of $0.09-0.12 per kWh.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Bloom Energy is trading at approximately $22 per share with a price target of over $50 in one year and over $100 in five years.The company produces energy servers that convert natural gas or biogas into electricity with higher efficiency than traditional fossil fuels.Projected non-GAAP earnings per share for 2026 are around $2, with a compounded growth rate exceeding 30% and competitive electricity costs of $0.09-0.12 per kWh.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Bloom Energy Stock Tanks 15% After 540% Surge – Is the AI Power Hype Fading?

Bloom Energy: New Market Opportunities Enhancing Global Footprint In The Clean Energy Sector!

United States

Bloom Energy Corporation manufactures power generation equipment. The Company offers on-site power generation systems that utilizes fuel cell technology to generate electricity. Bloom Energy serves banking, health care, data centers, media and communication, food and beverage, logistics, technology, and utilities industries in the United States.

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Bloom Energy Corp (BE US)

Bloom Energy: An Insight Into Its Regulatory Changes

Bloom Energy's recent quarterly earnings call highlighted both strong achievements and ongoing challenges. The company reported its fourth...

Baptista Research

Bloom Energy Just Scored a $5 Billion AI Deal With Brookfield—Here’s Why Wall Street Is Losing Its Mind!

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus. The call was led by CEO K.R....

Baptista Research

Bloom Energy (BE) - Monday, Jun 30, 2025

Bloom Energy (BE) is trading at $22, with a one-year price target over $50, driven by efficient energy servers and projected earnings growth...

Value Investors Club (VIC)

Bloom Energy Stock Tanks 15% After 540% Surge – Is the AI Power Hype Fading?

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus. The call was led by CEO K.R....

Baptista Research

Bloom Energy: New Market Opportunities Enhancing Global Footprint In The Clean Energy Sector!

Bloom Energy's second quarter 2025 results highlighted both robust growth and certain areas of strategic focus. The call was led by CEO K.R....

Baptista Research

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