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>Boeing is attempting one of the most expensive corporate U-turns in modern aerospace.</li><li>Two decades after separating the manufacturing operations that became Spirit AeroSystems, Boeing completed an $8.4 billion acquisition of the struggling supplier in December 2025, bringing critical fuselage production back under its roof.</li><li>The timing is striking.</li></ul>

Boeing is attempting one of the most expensive corporate U-turns in modern aerospace.Two decades after separating the manufacturing operations that became Spirit AeroSystems, Boeing completed an $8.4 billion acquisition of the struggling supplier in December 2025, bringing critical fuselage production back under its roof.The timing is striking.

Boeing Paid $8.4 Billion To Fix Its Own Problem!

<ul><li>Boeing spent years positioning autonomous flying taxis as part of aviation’s future, including a $450 million investment in Wisk Aero in 2022.</li><li>Now it is handing control of that bet to Archer Aviation.</li><li>Under the proposed transaction, Archer will acquire Wisk, air-traffic software business SkyGrid and drone manufacturer Insitu, while Boeing will receive a nearly 20% stake in Archer, warrants and the right to nominate a director to Archer’s board.</li></ul>

Boeing spent years positioning autonomous flying taxis as part of aviation’s future, including a $450 million investment in Wisk Aero in 2022.Now it is handing control of that bet to Archer Aviation.Under the proposed transaction, Archer will acquire Wisk, air-traffic software business SkyGrid and drone manufacturer Insitu, while Boeing will receive a nearly 20% stake in Archer, warrants and the right to nominate a director to Archer’s board.

Boeing Walks Away From Flying Taxis After Pouring Millions In!

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Research Reinvented

<ul>
  <li>Boeing operates as a global duopoly with Airbus in the large commercial aircraft market, benefiting from a record-high backlog that provides significant long-term revenue visibility.</li>
  <li>The company is in a critical recovery phase, focused on stabilizing production and improving its supply chain for key programs like the 737 MAX and 787, with operational execution being the primary determinant of near-term financial performance.</li>
  <li>While long-term demand fundamentals for air travel and defense remain robust, the company faces high uncertainty related to production ramp-up targets, intense regulatory scrutiny, and a valuation that appears stretched on earnings-based metrics pending a full recovery.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Boeing operates as a global duopoly with Airbus in the large commercial aircraft market, benefiting from a record-high backlog that provides significant long-term revenue visibility.
  The company is in a critical recovery phase, focused on stabilizing production and improving its supply chain for key programs like the 737 MAX and 787, with operational execution being the primary determinant of near-term financial performance.
  While long-term demand fundamentals for air travel and defense remain robust, the company faces high uncertainty related to production ramp-up targets, intense regulatory scrutiny, and a valuation that appears stretched on earnings-based metrics pending a full recovery.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>The Boeing Company reported second quarter 2026 revenue of $24.6 billion, representing an 8% increase driven by growth across its three segments: Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS).</li><li>The commercial aircraft backlog remains at a record level with over 6,200 planes valued at $597 billion, supporting optimism around future activity.</li><li>The company achieved a positive free cash flow of $631 million for the quarter and continues targeting annual free cash flow between $1 billion and $3 billion for 2026, with expectations to reach $10 billion in free cash flow by the end of the decade.</li></ul>

The Boeing Company reported second quarter 2026 revenue of $24.6 billion, representing an 8% increase driven by growth across its three segments: Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS).The commercial aircraft backlog remains at a record level with over 6,200 planes valued at $597 billion, supporting optimism around future activity.The company achieved a positive free cash flow of $631 million for the quarter and continues targeting annual free cash flow between $1 billion and $3 billion for 2026, with expectations to reach $10 billion in free cash flow by the end of the decade.

The Boeing Company Goes All-In On 737 Output — Can 52 Jets A Month Hold?

Equity Long-Short

Mo Aziz

Thematic (Sector/Industry)

<ul>
<li>Alaska Air Flight 1282 had an in-flight blowout of its mid-aft door and interior sidewall; the aircraft returned and landed safely, and there were no injuries or fatalities  </li>
<li>The U.S. Federal Aviation Administration (FAA) has ordered a temporary grounding of the affected aircraft model, and we think other countries will follow suit soon   </li>
<li>These stocks will likely be under shorts attack on Monday: Boeing (BA US), Alaska Air (ALK US), Ryanair (RYA ID) and United Airlines (UAL US)</li>
</ul>


Alaska Air Flight 1282 had an in-flight blowout of its mid-aft door and interior sidewall; the aircraft returned and landed safely, and there were no injuries or fatalities  
The U.S. Federal Aviation Administration (FAA) has ordered a temporary grounding of the affected aircraft model, and we think other countries will follow suit soon   
These stocks will likely be under shorts attack on Monday: Boeing (BA US), Alaska Air (ALK US), Ryanair (RYA ID) and United Airlines (UAL US)


Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Boeing Paid $8.4 Billion To Fix Its Own Problem!

Boeing is attempting one of the most expensive corporate U-turns in modern aerospace. Two decades after separating the manufacturing operations...

Baptista Research

Boeing Walks Away From Flying Taxis After Pouring Millions In!

Boeing spent years positioning autonomous flying taxis as part of aviation’s future, including a $450 million investment in Wisk Aero in 2022. Now...

Baptista Research

Primer: Boeing Co (BA US) - Aug 2026

Boeing operates as a global duopoly with Airbus in the large commercial aircraft market, benefiting from a record-high backlog that provides...

αSK Primers

The Boeing Company Goes All-In On 737 Output — Can 52 Jets A Month Hold?

The Boeing Company reported second quarter 2026 revenue of $24.6 billion, representing an 8% increase driven by growth across its three segments:...

Baptista Research

Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...

Mo Aziz

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Boeing Paid $8.4 Billion To Fix Its Own Problem!

Boeing is attempting one of the most expensive corporate U-turns in modern aerospace. Two decades after separating the manufacturing operations...

Baptista Research

Boeing Walks Away From Flying Taxis After Pouring Millions In!

Boeing spent years positioning autonomous flying taxis as part of aviation’s future, including a $450 million investment in Wisk Aero in 2022. Now...

Baptista Research

Primer: Boeing Co (BA US) - Aug 2026

Boeing operates as a global duopoly with Airbus in the large commercial aircraft market, benefiting from a record-high backlog that provides...

αSK Primers

The Boeing Company Goes All-In On 737 Output — Can 52 Jets A Month Hold?

The Boeing Company reported second quarter 2026 revenue of $24.6 billion, representing an 8% increase driven by growth across its three segments:...

Baptista Research

Boeing 737 MAX 9 and MAX-8200 Grounded: Implications And Opportunities

​Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...

Mo Aziz

Flight 1282 experienced a mid-air blowout but landed safely. The FAA has grounded the Boeing 737 MAX 9, potentially impacting stocks of Boeing,...