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>Cognex Corporation reported strong financial results for the third quarter of 2025, showcasing a solid strategic direction and improved operational efficiencies.</li><li>The company's focus on AI technology for industrial machine vision is evident in its performance and the introduction of innovative products like the SLX, aimed at enhancing logistics applications.</li><li>Positive aspects from the results include achieving double-digit revenue growth and reaching the highest adjusted EBITDA margin since Q2 of 2023.</li></ul>

Cognex Corporation reported strong financial results for the third quarter of 2025, showcasing a solid strategic direction and improved operational efficiencies.The company's focus on AI technology for industrial machine vision is evident in its performance and the introduction of innovative products like the SLX, aimed at enhancing logistics applications.Positive aspects from the results include achieving double-digit revenue growth and reaching the highest adjusted EBITDA margin since Q2 of 2023.

Cognex Corporation: Advancements and Penetration in the Logistics Sector & Key Growth Levers!

<ul><li>Cognex Corporation's latest financial results reflect both strategic focus and operational adjustments, with noticeable outcomes in the second quarter of 2025.</li><li>Under the leadership of new CEO Matt Moschner, the company is advancing towards three primary strategic objectives aimed at strengthening its position in the industrial machine vision sector.</li><li>These include becoming a leader in AI technology for industrial vision applications, enhancing customer experience, and doubling the customer base by expanding into new markets.</li></ul>

Cognex Corporation's latest financial results reflect both strategic focus and operational adjustments, with noticeable outcomes in the second quarter of 2025.Under the leadership of new CEO Matt Moschner, the company is advancing towards three primary strategic objectives aimed at strengthening its position in the industrial machine vision sector.These include becoming a leader in AI technology for industrial vision applications, enhancing customer experience, and doubling the customer base by expanding into new markets.

Cognex Corporation Goes Global With Strategic Moritex Acquisition: Can It Dominate Precision Optics?

<ul><li>Cognex Corporation reported its first-quarter 2025 financial results, revealing a notable performance driven by its strategic initiatives and market trends.</li><li>The company experienced a 5% year-over-year revenue growth on a constant currency basis, attributed largely to higher demand in logistics and the semiconductor industries, partially offset by weaknesses in the automotive sector.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Cognex Corporation reported its first-quarter 2025 financial results, revealing a notable performance driven by its strategic initiatives and market trends.The company experienced a 5% year-over-year revenue growth on a constant currency basis, attributed largely to higher demand in logistics and the semiconductor industries, partially offset by weaknesses in the automotive sector.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Cognex Accelerates Automation Boom with Breakthrough Embedded Vision & Cloud AI Integration; What’s Next?

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Cognex is a leader in machine vision, providing ruggedized cameras and software for automation in manufacturing and logistics environments</li><li>Cognex's products fall into four categories: Guide, Gauge, Inspect, and ID</li><li>ID includes Dataman products for reading barcodes and optical character recognition</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.</em></p>

Cognex is a leader in machine vision, providing ruggedized cameras and software for automation in manufacturing and logistics environmentsCognex's products fall into four categories: Guide, Gauge, Inspect, and IDID includes Dataman products for reading barcodes and optical character recognitionThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cognex: Vision Quest - [Business Breakdowns, EP.206]

<ul><li>Cognex Corporation ended 2024 focusing on strategic initiatives including the integration of Moritex, its largest acquisition, and the expansion of AI technologies across its products.</li><li>The company has launched AI-enabled products like the In-Sight L38 and updated its product tunnel offerings with the DataMan 380, reflecting its commitment to innovation.</li><li>However, Cognex faced a mixed performance across its core markets, with Logistics and Semiconductor showing strength, while Automotive and Consumer Electronics remained weak.</li></ul>

Cognex Corporation ended 2024 focusing on strategic initiatives including the integration of Moritex, its largest acquisition, and the expansion of AI technologies across its products.The company has launched AI-enabled products like the In-Sight L38 and updated its product tunnel offerings with the DataMan 380, reflecting its commitment to innovation.However, Cognex faced a mixed performance across its core markets, with Logistics and Semiconductor showing strength, while Automotive and Consumer Electronics remained weak.

Cognex Corporation: Geographic Expansion, E-commerce Growth & Other Major Drivers

United States

Cognex Corporation designs, develops, manufactures, and markets machine vision systems.  The Company's systems are used to automate the manufacture of a variety of discrete items and to assure their quality.  Cognex has regional offices located throughout North America, Japan, Europe, and Southeast Asia.

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Cognex Corp (CGNX US)

Cognex Corporation: Advancements and Penetration in the Logistics Sector & Key Growth Levers!

Cognex Corporation reported strong financial results for the third quarter of 2025, showcasing a solid strategic direction and improved...

Baptista Research

Cognex Corporation Goes Global With Strategic Moritex Acquisition: Can It Dominate Precision Optics?

Cognex Corporation's latest financial results reflect both strategic focus and operational adjustments, with noticeable outcomes in the second...

Baptista Research

Cognex Accelerates Automation Boom with Breakthrough Embedded Vision & Cloud AI Integration; What’s Next?

Cognex Corporation reported its first-quarter 2025 financial results, revealing a notable performance driven by its strategic initiatives and...

Baptista Research

Cognex: Vision Quest - [Business Breakdowns, EP.206]

- Finley streamlines credit management processes through code translation, RAMP and ANOVA rely on it for tracking and automating reporting, and...

Business Breakdowns

Cognex Corporation: Geographic Expansion, E-commerce Growth & Other Major Drivers

Cognex Corporation ended 2024 focusing on strategic initiatives including the integration of Moritex, its largest acquisition, and the expansion...

Baptista Research

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