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>CrowdStrike Holdings, Inc. reported its fiscal second quarter 2027 results with record-breaking performance across several key metrics, driven largely by heightened cybersecurity demand amid the accelerating adoption of artificial intelligence (AI) technologies.</li><li>The company highlighted its "Mythos moment," describing it as an inflection point marking increased market awareness of cybersecurity's critical role in AI deployment.</li><li>This evolving environment has expanded CrowdStrike’s total addressable market and intensified demand for its security platform.</li></ul>

CrowdStrike Holdings, Inc. reported its fiscal second quarter 2027 results with record-breaking performance across several key metrics, driven largely by heightened cybersecurity demand amid the accelerating adoption of artificial intelligence (AI) technologies.The company highlighted its "Mythos moment," describing it as an inflection point marking increased market awareness of cybersecurity's critical role in AI deployment.This evolving environment has expanded CrowdStrike’s total addressable market and intensified demand for its security platform.

CrowdStrike’s Next Big Catalyst — Falcon Flex, SIEM And Cloud Security Converge!

<ul><li>CrowdStrike is escalating its push into artificial intelligence at a time when AI is becoming both a productivity engine and a new cybersecurity threat.</li><li>Its newly unveiled SafeMind family of agentic security models is designed around a simple idea: if attackers can use AI to discover weaknesses at machine speed, defenders may need AI operating just as quickly.</li><li>Developed using Nvidia technology, SafeMind pairs an offensive model that searches for attack paths with a defensive model that attempts to close them, creating a continuous test-and-response cycle.</li></ul>

CrowdStrike is escalating its push into artificial intelligence at a time when AI is becoming both a productivity engine and a new cybersecurity threat.Its newly unveiled SafeMind family of agentic security models is designed around a simple idea: if attackers can use AI to discover weaknesses at machine speed, defenders may need AI operating just as quickly.Developed using Nvidia technology, SafeMind pairs an offensive model that searches for attack paths with a defensive model that attempts to close them, creating a continuous test-and-response cycle.

CrowdStrike’s Nvidia-Powered AI Push Could Be Its Most Important Move Yet!

US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

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.

Index Rebalance

<ul>
<li>Index Committee's discretion decreases the predictability of index changes. Even when a company passes all eligibility criteria and thresholds, it might still not be selected.</li>
<li>Understanding triggers for index changes, types of additions/deletions and selection patterns, narrows down the pool of candidates and increases conviction of forecasts.</li>
<li>
<a href="https://www.smartkarma.com/entities/dell-technologies-inc" target="_blank" data-smartkarma-citation="entities:32189:1" rel="noopener">Dell Technologies (DELL US)</a> is currently the main candidate to be added by transition to the S&amp;P 500 in September 2024 Quarterly Rebalance.</li>
</ul>


Index Committee's discretion decreases the predictability of index changes. Even when a company passes all eligibility criteria and thresholds, it might still not be selected.
Understanding triggers for index changes, types of additions/deletions and selection patterns, narrows down the pool of candidates and increases conviction of forecasts.

Dell Technologies (DELL US) is currently the main candidate to be added by transition to the S&amp;P 500 in September 2024 Quarterly Rebalance.


S&P 500 / S&P 1500: Deriving Forecasts & First Prediction for September

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

<ul><li>On July 16, 2026, CrowdStrike expanded its European strategy through a deeper partnership with Schwarz Digits, including plans to make the Falcon platform available on STACKIT, Schwarz Digits’ sovereign cloud, and a definitive agreement to acquire XM Cyber’s intellectual property, patents, and source code.</li><li>Importantly, CrowdStrike has not announced an acquisition of Schwarz Digits itself, so any broader takeover discussion remains hypothetical rather than confirmed.</li><li>Even so, the relationship creates a framework for assessing what a full acquisition could deliver.</li></ul>

On July 16, 2026, CrowdStrike expanded its European strategy through a deeper partnership with Schwarz Digits, including plans to make the Falcon platform available on STACKIT, Schwarz Digits’ sovereign cloud, and a definitive agreement to acquire XM Cyber’s intellectual property, patents, and source code.Importantly, CrowdStrike has not announced an acquisition of Schwarz Digits itself, so any broader takeover discussion remains hypothetical rather than confirmed.Even so, the relationship creates a framework for assessing what a full acquisition could deliver.

CrowdStrike's Latest Acquisition: Could Schwarz Digits Rewrite European Cybersecurity?

United States

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. The Company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and leading threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide.

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Crowdstrike Holdings (CRWD US)

CrowdStrike’s Next Big Catalyst — Falcon Flex, SIEM And Cloud Security Converge!

CrowdStrike Holdings, Inc. reported its fiscal second quarter 2027 results with record-breaking performance across several key metrics, driven...

Baptista Research

CrowdStrike’s Nvidia-Powered AI Push Could Be Its Most Important Move Yet!

CrowdStrike is escalating its push into artificial intelligence at a time when AI is becoming both a productivity engine and a new cybersecurity...

Baptista Research

S&P 500 / S&P 1500: Deriving Forecasts & First Prediction for September

S&P Index Committee's discretion reduces predictability of index changes. Identifying patterns and types of changes, narrows down the addition...

Dimitris Ioannidis

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

CrowdStrike's Latest Acquisition: Could Schwarz Digits Rewrite European Cybersecurity?

On July 16, 2026, CrowdStrike expanded its European strategy through a deeper partnership with Schwarz Digits, including plans to make the Falcon...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

CrowdStrike’s Next Big Catalyst — Falcon Flex, SIEM And Cloud Security Converge!

CrowdStrike Holdings, Inc. reported its fiscal second quarter 2027 results with record-breaking performance across several key metrics, driven...

Baptista Research

CrowdStrike’s Nvidia-Powered AI Push Could Be Its Most Important Move Yet!

CrowdStrike is escalating its push into artificial intelligence at a time when AI is becoming both a productivity engine and a new cybersecurity...

Baptista Research

S&P 500 / S&P 1500: Deriving Forecasts & First Prediction for September

S&P ​Index Committee's discretion reduces predictability of index changes. Identifying patterns and types of changes, narrows down the addition...

Dimitris Ioannidis

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

CrowdStrike's Latest Acquisition: Could Schwarz Digits Rewrite European Cybersecurity?

On July 16, 2026, CrowdStrike expanded its European strategy through a deeper partnership with Schwarz Digits, including plans to make the Falcon...

Baptista Research

S&P Index Committee's discretion reduces predictability of index changes. Identifying patterns and types of changes, narrows down the addition...