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>C3.ai has exhibited a solid performance in the third fiscal quarter of 2025, ending January 31, 2025, with both positive developments and certain challenges.</li><li>The company reported total revenue of $98.8 million, representing a 26% increase year-over-year.</li><li>Subscription revenue, constituting the majority of its revenue, grew by 22% to $85.7 million.</li></ul>

C3.ai has exhibited a solid performance in the third fiscal quarter of 2025, ending January 31, 2025, with both positive developments and certain challenges.The company reported total revenue of $98.8 million, representing a 26% increase year-over-year.Subscription revenue, constituting the majority of its revenue, grew by 22% to $85.7 million.

C3.ai’s 460% Surge in Deals Signals a Breakout Moment—Is This the Best AI Stock to Buy Today?

<ul><li>C3.ai reported its second-quarter fiscal year 2025 results, reflecting a continuation of strong performance with several noteworthy highlights and challenges.</li><li>The company posted total revenue of $94.3 million, representing a 29% year-over-year increase, which exceeded the high end of their revenue guidance.</li><li>Notably, subscription revenue rose by 22% to $81.2 million, making up 86% of total revenue, while professional services revenue was $13.2 million.</li></ul>

C3.ai reported its second-quarter fiscal year 2025 results, reflecting a continuation of strong performance with several noteworthy highlights and challenges.The company posted total revenue of $94.3 million, representing a 29% year-over-year increase, which exceeded the high end of their revenue guidance.Notably, subscription revenue rose by 22% to $81.2 million, making up 86% of total revenue, while professional services revenue was $13.2 million.

C3.ai: Will Its Expansion in Federal & Defense Sectors Be A Breakthrough Move? - Major Drivers

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a><a href="https://www.smartkarma.com/entities/hewlett-packard-enterprise-co" target="_blank" data-smartkarma-citation="entities:26511:1" rel="noopener">Hewlett Packard Enterprise (HPE US)</a>  <a href="https://www.smartkarma.com/entities/alphabet-inc" target="_blank" data-smartkarma-citation="entities:33361:1" rel="noopener">Alphabet (GOOGL US)</a> </li>
<li>U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML Holding NV (ASML NA)</a><a href="https://www.smartkarma.com/entities/tokyo-electron-device-ltd" target="_blank" data-smartkarma-citation="entities:10301:1" rel="noopener">Tokyo Electron Device (2760 JP)</a> </li>
<li>Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift</li>
</ul>


Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications Broadcom (AVGO US)Hewlett Packard Enterprise (HPE US)  Alphabet (GOOGL US) 
U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 ASML Holding NV (ASML NA)Tokyo Electron Device (2760 JP) 
Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift


Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

<ul><li>C3.ai has been the subject of intense discussions on Reddit and other social platforms, with its stock witnessing significant volatility.</li><li>The buzz was fueled by its deepening partnership with Microsoft, robust pilot growth, and enhanced revenue projections.</li><li>The company recently reported its sixth consecutive quarter of accelerating revenue growth, closing Q1 FY25 with $87.2 million in revenue, up 21% year-over-year.</li></ul>

C3.ai has been the subject of intense discussions on Reddit and other social platforms, with its stock witnessing significant volatility.The buzz was fueled by its deepening partnership with Microsoft, robust pilot growth, and enhanced revenue projections.The company recently reported its sixth consecutive quarter of accelerating revenue growth, closing Q1 FY25 with $87.2 million in revenue, up 21% year-over-year.

Is C3.ai Really Turning the Tide? A Deep Dive Into Reddit’s Favorite AI Enterprise!

<ul><li>C3 AI's first quarter fiscal year 2025 earnings results present a close look at a company experiencing significant traction and visibility in the enterprise AI market.</li><li>The company reported a total revenue of $87.2 million for the quarter, which is a 21% year-over-year increase.</li><li>This performance is notably ahead of analyst expectations and underscores a trajectory of accelerating growth that C3 AI has demonstrated over six consecutive quarters.</li></ul>

C3 AI's first quarter fiscal year 2025 earnings results present a close look at a company experiencing significant traction and visibility in the enterprise AI market.The company reported a total revenue of $87.2 million for the quarter, which is a 21% year-over-year increase.This performance is notably ahead of analyst expectations and underscores a trajectory of accelerating growth that C3 AI has demonstrated over six consecutive quarters.

C3.ai Inc.: Expanding Partnership with Hyperscalers & Enhancement of Enterprise AI Applications To Drive Growth! - Major Drivers

United States

C3.ai, Inc. operates as a software company. The Company focuses on developing, deploying, and operating enterprise AI applications. C3.ai serves customers worldwide.

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C3.ai Inc (AI US)

C3.ai’s 460% Surge in Deals Signals a Breakout Moment—Is This the Best AI Stock to Buy Today?

C3.ai has exhibited a solid performance in the third fiscal quarter of 2025, ending January 31, 2025, with both positive developments and certain...

Baptista Research

C3.ai: Will Its Expansion in Federal & Defense Sectors Be A Breakthrough Move? - Major Drivers

C3.ai reported its second-quarter fiscal year 2025 results, reflecting a continuation of strong performance with several noteworthy highlights and...

Baptista Research

Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

AI related earnings exhibit a lack of ROI or uplift. Is the AI euphoria coming to an end? More U.S. sanctions could hurt Japan & European...

Neil Campling

Is C3.ai Really Turning the Tide? A Deep Dive Into Reddit’s Favorite AI Enterprise!

C3.ai has been the subject of intense discussions on Reddit and other social platforms, with its stock witnessing significant volatility. The buzz...

Baptista Research

C3.ai Inc.: Expanding Partnership with Hyperscalers & Enhancement of Enterprise AI Applications To Drive Growth! - Major Drivers

C3 AI's first quarter fiscal year 2025 earnings results present a close look at a company experiencing significant traction and visibility in the...

Baptista Research

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