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>Cadence demonstrated a robust start to 2024 with a strong first quarter that exceeded its guidance range on all critical financial metrics.</li><li>Due to this exceptional performance, Cadence is increasing its financial outlook for the year.</li><li>Cadence finished the first quarter with an unexpected record backlog of $6 billion, placing the company in a strong position for the remainder of 2024 and beyond.</li></ul>

Cadence demonstrated a robust start to 2024 with a strong first quarter that exceeded its guidance range on all critical financial metrics.Due to this exceptional performance, Cadence is increasing its financial outlook for the year.Cadence finished the first quarter with an unexpected record backlog of $6 billion, placing the company in a strong position for the remainder of 2024 and beyond.

Cadence Design Systems: A Tale Of Artificial Intelligence (AI) Tools and Technology Proliferation! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Cadence Design Systems, Inc. has achieved revenue growth, high profit margins, and a large customer base in the industry</li><li>Their focus on computational software for semiconductor and systems design has established them as a key player</li><li>Cadence provides tools that optimize performance, minimize power consumption, and shorten time to market, making them a crucial partner for semiconductor and systems companies</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Cadence Design Systems, Inc. has achieved revenue growth, high profit margins, and a large customer base in the industryTheir focus on computational software for semiconductor and systems design has established them as a key playerCadence provides tools that optimize performance, minimize power consumption, and shorten time to market, making them a crucial partner for semiconductor and systems companiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cadence Design Systems Inc (CDNS) - Wednesday, Dec 13, 2023

<ul><li>Cadence Design Systems reported outstanding performance for Q4 and FY 2023, achieving 15% revenue growth, a non-GAAP operating margin of 42%, and over 20% non-GAAP EPS growth.</li><li>The company exited the year with a record backlog of $6 billion.</li><li>Cadence attributes this success to their innovative solutions and customer commitments to their chip to system integrated design and analysis platforms.</li></ul>

Cadence Design Systems reported outstanding performance for Q4 and FY 2023, achieving 15% revenue growth, a non-GAAP operating margin of 42%, and over 20% non-GAAP EPS growth.The company exited the year with a record backlog of $6 billion.Cadence attributes this success to their innovative solutions and customer commitments to their chip to system integrated design and analysis platforms.

Cadence Design Systems: A Solid AI Infrastructure & Product Positioning Changing Its Growth Story? - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul>
<li>Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.</li>
<li>Today it’s one of the best places to present cutting-edge research in circuit technology.</li>
<li>The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.</li>
</ul>


Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.
Today it’s one of the best places to present cutting-edge research in circuit technology.
The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.


VLSI Japan : It’s Better on the Backside

<ul><li>Cadence exceeded the revenue and earnings expectations of Wall Street for the second quarter of 2023, resulting in year-over-year 14% revenue growth and 19% non-GAAP EPS growth.</li><li>In terms of Generative AI, the customers of Cadence are adopting its chip, Generative AI portfolio, system, board, and package as they are achieving exceptional productivity benefits and quality results with these solutions.</li><li>We give Cadence Design Systems a 'Hold' rating with a revised target price.</li></ul>

Cadence exceeded the revenue and earnings expectations of Wall Street for the second quarter of 2023, resulting in year-over-year 14% revenue growth and 19% non-GAAP EPS growth.In terms of Generative AI, the customers of Cadence are adopting its chip, Generative AI portfolio, system, board, and package as they are achieving exceptional productivity benefits and quality results with these solutions.We give Cadence Design Systems a 'Hold' rating with a revised target price.

Cadence Design Systems Inc.: Shaping the Future of AI with its Unique Products? – Key Drivers

United States

Cadence Design Systems, Inc. provides software technology, design and consulting services and technology.  The Company licenses its electronic design automation software technology and provides a variety of professional services.  Cadence's design realization solutions are used to design and develop complex chips and electronic systems, including semiconductors.

Cadence Design Sys (CDNS US)

Cadence Design Systems: A Tale Of Artificial Intelligence (AI) Tools and Technology Proliferation! - Major Drivers

Cadence demonstrated a robust start to 2024 with a strong first quarter that exceeded its guidance range on all critical financial metrics. Due to...

Baptista Research

Cadence Design Systems Inc (CDNS) - Wednesday, Dec 13, 2023

Cadence Design Systems, Inc. has achieved revenue growth, high profit margins, and a large customer base in the industry

Value Investors Club

Cadence Design Systems: A Solid AI Infrastructure & Product Positioning Changing Its Growth Story? - Major Drivers

Cadence Design Systems reported outstanding performance for Q4 and FY 2023, achieving 15% revenue growth, a non-GAAP operating margin of 42%, and...

Baptista Research

VLSI Japan : It’s Better on the Backside

If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...

Fabricated Knowledge

Cadence Design Systems Inc.: Shaping the Future of AI with its Unique Products? – Key Drivers

Cadence exceeded the revenue and earnings expectations of Wall Street for the second quarter of 2023, resulting in year-over-year 14% revenue...

Baptista Research