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>Clarivate’s second quarter financial results reflect a transitional period aligned with its ongoing value creation plan initiated in late 2024.</li><li>The company reported revenue of $587 million for the quarter and nearly $1.2 billion for the first half of 2026.</li><li>Organic annual contract value (ACV) growth improved to 1.5% year-over-year, driven by 2% growth in both the Academia & Government (A&G) and Intellectual Property (IP) segments, though the latter saw recurring revenue flat during the quarter with expectations to return to growth in the second half.</li></ul>

Clarivate’s second quarter financial results reflect a transitional period aligned with its ongoing value creation plan initiated in late 2024.The company reported revenue of $587 million for the quarter and nearly $1.2 billion for the first half of 2026.Organic annual contract value (ACV) growth improved to 1.5% year-over-year, driven by 2% growth in both the Academia & Government (A&G) and Intellectual Property (IP) segments, though the latter saw recurring revenue flat during the quarter with expectations to return to growth in the second half.

Clarivate’s AI Transformation Accelerates — Web Of Science, Nexus Connect & IPOne Take Center Stage!

<ul><li>Clarivate, a global information and analytics company, reported moderate progress in the first quarter of 2026, reflecting ongoing execution of its Value Creation Plan (VCP) aimed at improving organic revenue growth, margin expansion, and free cash flow generation.</li><li>Revenues totaled $586 million, with organic annual contract value (ACV) growth of 1.6% and subscription organic revenue growth of 1.7%, indicating a continued shift toward a subscription-based business model.</li><li>Adjusted EBITDA reached $241 million, translating to a margin of 41%, up nearly 200 basis points year-over-year, underlining benefits from the subscription-first strategy and cost discipline.</li></ul>

Clarivate, a global information and analytics company, reported moderate progress in the first quarter of 2026, reflecting ongoing execution of its Value Creation Plan (VCP) aimed at improving organic revenue growth, margin expansion, and free cash flow generation.Revenues totaled $586 million, with organic annual contract value (ACV) growth of 1.6% and subscription organic revenue growth of 1.7%, indicating a continued shift toward a subscription-based business model.Adjusted EBITDA reached $241 million, translating to a margin of 41%, up nearly 200 basis points year-over-year, underlining benefits from the subscription-first strategy and cost discipline.

Clarivate’s LS&H Exit Plan: Can Portfolio Focus Unlock Higher Returns?

<ul><li>Clarivate's third-quarter results for 2025 highlight both progress and challenges.</li><li>The company continues to advance its Value Creation Plan (VCP), which is designed to drive product innovation, enhance operational efficiency, and deliver sustainable shareholder value.</li><li>A key positive takeaway is the improvement in forward-looking metrics such as the Annual Contract Value (ACV), which saw a 1.6% improvement due to growth in its Academia & Government (A&G) and Life Sciences & Health segments.</li></ul>

Clarivate's third-quarter results for 2025 highlight both progress and challenges.The company continues to advance its Value Creation Plan (VCP), which is designed to drive product innovation, enhance operational efficiency, and deliver sustainable shareholder value.A key positive takeaway is the improvement in forward-looking metrics such as the Annual Contract Value (ACV), which saw a 1.6% improvement due to growth in its Academia & Government (A&G) and Life Sciences & Health segments.

Clarivate: From Cortellis to Medtech Analytics—A Specialized AI Push Reshaping Life Sciences Decisioning!

Market Intelligence, ORTEX

ORTEX Market Intel

Market Intelligence

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Cross Asset Strategy

<ul><li>Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.</li><li>Broad ETF hedges unwound sharply — IJH and CIBR each posted double-digit short interest drops.</li><li>Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.</li></ul>

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.Broad ETF hedges unwound sharply — IJH and CIBR each posted double-digit short interest drops.Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.

Weekly Digest: Short Sellers Reload Into Cyber, Flee ETF Hedges

<ul><li>Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.</li><li>Broad ETF hedges unwound sharply - IJH and CIBR each posted double-digit short interest drops.</li><li>Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.</li></ul>

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold.Broad ETF hedges unwound sharply - IJH and CIBR each posted double-digit short interest drops.Borrow markets tightened in pockets, with MSFT seeing its sharpest SI spike in months.

Short Sellers Reload Into Cyber, Flee ETF Hedges

United States

Clarivate PLC is a provider of proprietary and comprehensive information, analytics, professional services, and workflow solutions. The Company offers scientific and academic research, biopharma, medtech, IP intelligence, consulting, and data products and services. Clarivate serves customers worldwide.

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Clarivate (CLVT US)

Clarivate’s AI Transformation Accelerates — Web Of Science, Nexus Connect & IPOne Take Center Stage!

Clarivate’s second quarter financial results reflect a transitional period aligned with its ongoing value creation plan initiated in late...

Baptista Research

Clarivate’s LS&H Exit Plan: Can Portfolio Focus Unlock Higher Returns?

Clarivate, a global information and analytics company, reported moderate progress in the first quarter of 2026, reflecting ongoing execution of...

Baptista Research

Clarivate: From Cortellis to Medtech Analytics—A Specialized AI Push Reshaping Life Sciences Decisioning!

Clarivate's third-quarter results for 2025 highlight both progress and challenges. The company continues to advance its Value Creation Plan (VCP),...

Baptista Research

Weekly Digest: Short Sellers Reload Into Cyber, Flee ETF Hedges

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold. Broad...

ORTEX Market Intel

Short Sellers Reload Into Cyber, Flee ETF Hedges

Short interest built across cybersecurity names this week, with CRWD leading single-stock moves as analysts cut targets and insiders sold. Broad...

ORTEX Market Intel

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