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>Box, Inc.'s latest earnings for Q2 FY 2026 highlight a blend of growth and strategic transformation through AIdriven offerings.</li><li>The company reported revenue of $294 million, which reflects a year-over-year growth of 9%, or 7% in constant currency, surpassing their guidance.</li><li>This growth is attributed to an uptick in customer adoption of Box's AI and advanced workflow solutions.</li></ul>

Box, Inc.'s latest earnings for Q2 FY 2026 highlight a blend of growth and strategic transformation through AIdriven offerings.The company reported revenue of $294 million, which reflects a year-over-year growth of 9%, or 7% in constant currency, surpassing their guidance.This growth is attributed to an uptick in customer adoption of Box's AI and advanced workflow solutions.

Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?

<ul><li>Box, Inc.'s first quarter fiscal 2026 results presented a mixed picture with certain positive takeaways and some potential areas of concern for investors to consider.</li><li>The company reported revenue of $276 million, marking a 4% year-over-year increase, or 5% when accounting for constant currency fluctuations.</li><li>This indicates steady demand, particularly for its AI-driven solutions like Box AI, which continues to attract customers aiming to transform AI-driven workflows around content.</li></ul>

Box, Inc.'s first quarter fiscal 2026 results presented a mixed picture with certain positive takeaways and some potential areas of concern for investors to consider.The company reported revenue of $276 million, marking a 4% year-over-year increase, or 5% when accounting for constant currency fluctuations.This indicates steady demand, particularly for its AI-driven solutions like Box AI, which continues to attract customers aiming to transform AI-driven workflows around content.

Box Inc.: Here Are the 7 Key Drivers Shaping Its Performance for 2025 & Beyond!- Major Drivers

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<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> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> and <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> in the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX</a> at the close on 15 March.</li>
<li>There are a bunch of inclusions, deletions and migrations across the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a>, the S&amp;P Midcap 400 Index, and the S&amp;P SmallCap 600 Index.</li>
<li>The largest flows will be in the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a> adds and the largest impact in the adds to the S&amp;P SmallCap 600 Index.</li>
</ul>



Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Whirlpool Corp (WHR US) and Zions Bancorporation (ZION US) in the S&amp;P 500 INDEX at the close on 15 March.
There are a bunch of inclusions, deletions and migrations across the S&amp;P 500 INDEX (SPX INDEX), the S&amp;P Midcap 400 Index, and the S&amp;P SmallCap 600 Index.
The largest flows will be in the S&amp;P 500 INDEX (SPX INDEX) adds and the largest impact in the adds to the S&amp;P SmallCap 600 Index.


S&P500 Index Rebalance: SPCY Additions & Large Impact

<ul><li>Box, Inc., a company specializing in cloud-based content management and collaboration software, recently reported its financial results for the fourth quarter and the entire fiscal year 2025.</li><li>The company's performance in this period illustrated both promising growth areas and some challenges.</li><li>In the fiscal fourth quarter of 2025, Box reported a 6% year-over-year increase in revenue, achieving a total of $280 million, or 8% growth in constant currency.</li></ul>

Box, Inc., a company specializing in cloud-based content management and collaboration software, recently reported its financial results for the fourth quarter and the entire fiscal year 2025.The company's performance in this period illustrated both promising growth areas and some challenges.In the fiscal fourth quarter of 2025, Box reported a 6% year-over-year increase in revenue, achieving a total of $280 million, or 8% growth in constant currency.

Box Inc.: An Enhanced Go-to-Market Strategy & Partnerships To Facilitate Growth!

<ul><li>Box, Inc.'s earnings for the third quarter of fiscal 2025 showcased the company's strategic moves and operational gains, though certain challenges and market conditions were not overlooked.</li><li>In terms of financial performance, Box reported revenue growth of 5% year-over-year, reaching $276 million, a positive indicator given the prevailing economic conditions.</li><li>The company displayed notable operational efficiency with record gross margins of 82% and operating margins of 29%, reflecting solid discipline in managing expenses even as they invested in strategic growth initiatives.</li></ul>

Box, Inc.'s earnings for the third quarter of fiscal 2025 showcased the company's strategic moves and operational gains, though certain challenges and market conditions were not overlooked.In terms of financial performance, Box reported revenue growth of 5% year-over-year, reaching $276 million, a positive indicator given the prevailing economic conditions.The company displayed notable operational efficiency with record gross margins of 82% and operating margins of 29%, reflecting solid discipline in managing expenses even as they invested in strategic growth initiatives.

Box Inc.: Strategic Partnerships & Integrations As A Key Growth Catalyst! - Major Drivers

United States

Box, Inc. develops internet applications software. The Company operates a content sharing platform that enables users to share, access, and manage content in the cloud, as well as provides mobile access, online file storage, and online collaboration solutions. Box serves customers worldwide.

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Box Inc Class A (BOX US)

Box’s Enterprise Advanced Suite: Is This the Future of Legal, Finance, & Healthcare Data?

Box, Inc.'s latest earnings for Q2 FY 2026 highlight a blend of growth and strategic transformation through AIdriven offerings. The company...

Baptista Research

Box Inc.: Here Are the 7 Key Drivers Shaping Its Performance for 2025 & Beyond!- Major Drivers

Box, Inc.'s first quarter fiscal 2026 results presented a mixed picture with certain positive takeaways and some potential areas of concern for...

Baptista Research

S&P500 Index Rebalance: SPCY Additions & Large Impact

There are bunch of adds, deletes and migrations for the SnP 500/400/600 indices in March. The largest inflows are on the SP500 adds but the largest...

Brian Freitas

Box Inc.: An Enhanced Go-to-Market Strategy & Partnerships To Facilitate Growth!

Box, Inc., a company specializing in cloud-based content management and collaboration software, recently reported its financial results for the...

Baptista Research

Box Inc.: Strategic Partnerships & Integrations As A Key Growth Catalyst! - Major Drivers

Box, Inc.'s earnings for the third quarter of fiscal 2025 showcased the company's strategic moves and operational gains, though certain challenges...

Baptista Research

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