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>Danaher Corporation's third-quarter 2025 earnings showcased a balanced performance underpinned by solid demand in certain sectors, yet offset by ongoing challenges in others.</li><li>The company reported total sales of $6.1 billion, achieving a core revenue growth of 3%.</li><li>The quarter reflected Danaher’s resilience amid varied market conditions, leveraging its strong execution capabilities and strategic investments in innovation.</li></ul>

Danaher Corporation's third-quarter 2025 earnings showcased a balanced performance underpinned by solid demand in certain sectors, yet offset by ongoing challenges in others.The company reported total sales of $6.1 billion, achieving a core revenue growth of 3%.The quarter reflected Danaher’s resilience amid varied market conditions, leveraging its strong execution capabilities and strategic investments in innovation.

Danaher Corporation Is Powering Ahead With Explosive Bioprocessing Growth; But These Are The 4 Biggest Challenges Ahead!

<ul><li>Danaher Corporation's second-quarter 2025 results provided a comprehensive view of their financial performance, strategic initiatives, and market positioning.</li><li>The quarter was marked by notable achievements and some challenges, set within a complex macroeconomic environment.</li><li>From a financial perspective, Danaher reported sales of $5.9 billion, with core revenue growth of 1.5% year-overyear.</li></ul>

Danaher Corporation's second-quarter 2025 results provided a comprehensive view of their financial performance, strategic initiatives, and market positioning.The quarter was marked by notable achievements and some challenges, set within a complex macroeconomic environment.From a financial perspective, Danaher reported sales of $5.9 billion, with core revenue growth of 1.5% year-overyear.

Danaher Bets Big on Bioprocessing—Will Resilient Demand Outpace Market Headwinds?

<ul><li>Danaher Corporation reported its first quarter of 2025 financial results, surpassing expectations in revenue, earnings, and cash flow.</li><li>The company benefited from robust performance in bioprocessing and a spike in respiratory demand at its subsidiary, Cepheid.</li><li>Utilization of the Danaher Business System (DBS) enabled the company to drive innovation, market share gains, and efficiency.</li></ul>

Danaher Corporation reported its first quarter of 2025 financial results, surpassing expectations in revenue, earnings, and cash flow.The company benefited from robust performance in bioprocessing and a spike in respiratory demand at its subsidiary, Cepheid.Utilization of the Danaher Business System (DBS) enabled the company to drive innovation, market share gains, and efficiency.

Danaher Corporation: Navigating Market Volatility to Protect Its Market Position!

<ul><li>Danaher Corporation concluded 2024 with notable performance improvements across its business segments, emphasizing particularly encouraging results from its bioprocessing and Life Sciences instruments sectors.</li><li>The company's disciplined execution enabled solid cash flow generation and operating profit margin expansion.</li><li>Total sales for the year reached $23.9 billion, although core revenue saw a slight decline of 1.5%.</li></ul>

Danaher Corporation concluded 2024 with notable performance improvements across its business segments, emphasizing particularly encouraging results from its bioprocessing and Life Sciences instruments sectors.The company's disciplined execution enabled solid cash flow generation and operating profit margin expansion.Total sales for the year reached $23.9 billion, although core revenue saw a slight decline of 1.5%.

Danaher Corporation: An Insight Into Its Cepheid's Global Installed Base & Innovation! - Major Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

MegaRobo Technologies / Equity Capital Markets

<ul>
<li>MegaRobo Technologies, AI &amp; robotics unicorn with focus on lab automation in life sciences and intelligent manufacturing, files to list IPO on Hong Kong Stock Exchange.</li>
<li>Founder led, AI native company was backed by Sinovation Ventures, Goldman Sachs, Asia Investment Capital, Robert Bosch Venture Capital, GGV Capital, and Joy Capital, among others.</li>
<li>The business is growing fast and increases the number of use cases across new verticals. However, negative free cash flows and operating losses are a headwind.</li>
</ul>


MegaRobo Technologies, AI &amp; robotics unicorn with focus on lab automation in life sciences and intelligent manufacturing, files to list IPO on Hong Kong Stock Exchange.
Founder led, AI native company was backed by Sinovation Ventures, Goldman Sachs, Asia Investment Capital, Robert Bosch Venture Capital, GGV Capital, and Joy Capital, among others.
The business is growing fast and increases the number of use cases across new verticals. However, negative free cash flows and operating losses are a headwind.


MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

United States

Danaher Corporation designs, manufactures, and markets professional, medical, industrial and commercial products, and services in the sectors of test and measurement, environmental, life sciences, dental, and industrial technologies.

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Danaher (DHR UN)

Danaher Corporation Is Powering Ahead With Explosive Bioprocessing Growth; But These Are The 4 Biggest Challenges Ahead!

Danaher Corporation's third-quarter 2025 earnings showcased a balanced performance underpinned by solid demand in certain sectors, yet offset by...

Baptista Research

Danaher Bets Big on Bioprocessing—Will Resilient Demand Outpace Market Headwinds?

Danaher Corporation's second-quarter 2025 results provided a comprehensive view of their financial performance, strategic initiatives, and market...

Baptista Research

Danaher Corporation: Navigating Market Volatility to Protect Its Market Position!

Danaher Corporation reported its first quarter of 2025 financial results, surpassing expectations in revenue, earnings, and cash flow. The company...

Baptista Research

Danaher Corporation: An Insight Into Its Cepheid's Global Installed Base & Innovation! - Major Drivers

Danaher Corporation concluded 2024 with notable performance improvements across its business segments, emphasizing particularly encouraging...

Baptista Research

MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...

Andrei Zakharov

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52-week Range

Market Cap (USDm)

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Danaher Corporation Is Powering Ahead With Explosive Bioprocessing Growth; But These Are The 4 Biggest Challenges Ahead!

Danaher Corporation's third-quarter 2025 earnings showcased a balanced performance underpinned by solid demand in certain sectors, yet offset by...

Baptista Research

Danaher Bets Big on Bioprocessing—Will Resilient Demand Outpace Market Headwinds?

Danaher Corporation's second-quarter 2025 results provided a comprehensive view of their financial performance, strategic initiatives, and market...

Baptista Research

Danaher Corporation: Navigating Market Volatility to Protect Its Market Position!

Danaher Corporation reported its first quarter of 2025 financial results, surpassing expectations in revenue, earnings, and cash flow. The company...

Baptista Research

Danaher Corporation: An Insight Into Its Cepheid's Global Installed Base & Innovation! - Major Drivers

Danaher Corporation concluded 2024 with notable performance improvements across its business segments, emphasizing particularly encouraging...

Baptista Research

MegaRobo Technologies IPO Preview: AI-Driven Robotics Unicorn With Strong IP Moat In Automation

​MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...

Andrei Zakharov

MegaRobo Technologies, AI & robotics unicorn, files for IPO in Hong Kong with strong backing but faces challenges with negative cash flows and...