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>DXC Technology entered the third quarter of fiscal 2026 continuing its effort to stabilize declining revenue while reshaping its business model around AI-enabled, more scalable offerings.</li><li>Management emphasized a dual-track approach that balances execution in legacy services with investment in new, productized solutions designed to reduce reliance on traditional labor-based growth.</li><li>The quarter reflected incremental progress on strategy and execution, but also underscored that the financial turnaround remains uneven and subject to timing and mix challenges.</li></ul>

DXC Technology entered the third quarter of fiscal 2026 continuing its effort to stabilize declining revenue while reshaping its business model around AI-enabled, more scalable offerings.Management emphasized a dual-track approach that balances execution in legacy services with investment in new, productized solutions designed to reduce reliance on traditional labor-based growth.The quarter reflected incremental progress on strategy and execution, but also underscored that the financial turnaround remains uneven and subject to timing and mix challenges.

DXC Technology: Inside the Bookings-to-Revenue Gap That Could Decide the Turnaround!

<ul><li>DXC Technology's second quarter of fiscal year 2026 financial performance showcased both strengths and areas requiring attention.</li><li>On the positive side, the company exceeded guidance on adjusted EBIT margin and non-GAAP diluted EPS, demonstrating effective cost management and resulting in strong free cash flow.</li><li>The adjusted EBIT margin reached 8%, and the company generated $240 million in free cash flow, an increase from the previous year, indicating solid operational efficiency and financial discipline.</li></ul>

DXC Technology's second quarter of fiscal year 2026 financial performance showcased both strengths and areas requiring attention.On the positive side, the company exceeded guidance on adjusted EBIT margin and non-GAAP diluted EPS, demonstrating effective cost management and resulting in strong free cash flow.The adjusted EBIT margin reached 8%, and the company generated $240 million in free cash flow, an increase from the previous year, indicating solid operational efficiency and financial discipline.

DXC Technology Company Strengthens Competitive Positioning as AI Orchestration Moves to Center Stage!

<ul><li>DXC Technology's recent earnings call provided a thorough overview of its financial performance and strategic initiatives as the company aims for sustainable growth.</li><li>In the fourth quarter, DXC reported revenue of $3.2 billion, reflecting a 4.2% decrease on an organic basis compared to the previous year.</li><li>The adjusted EBIT margin also fell slightly to 7.3%.</li></ul>

DXC Technology's recent earnings call provided a thorough overview of its financial performance and strategic initiatives as the company aims for sustainable growth.In the fourth quarter, DXC reported revenue of $3.2 billion, reflecting a 4.2% decrease on an organic basis compared to the previous year.The adjusted EBIT margin also fell slightly to 7.3%.

DXC Technology Redefining Itself: From Debt Discipline to AI Ambition, Is a Turnaround in Sight?

<ul><li>DXC Technology showed promising third-quarter fiscal year 2025 results, driven by effective operational changes and strategic initiatives.</li><li>The company reported revenue, adjusted EBIT margin, and non-GAAP EPS above its forecast expectations.</li><li>Revenue declined by 4.2% year-over-year on an organic basis, while the adjusted EBIT margin increased to 8.9%, reflecting a year-over-year expansion.</li></ul>

DXC Technology showed promising third-quarter fiscal year 2025 results, driven by effective operational changes and strategic initiatives.The company reported revenue, adjusted EBIT margin, and non-GAAP EPS above its forecast expectations.Revenue declined by 4.2% year-over-year on an organic basis, while the adjusted EBIT margin increased to 8.9%, reflecting a year-over-year expansion.

DXC Technology: Will its Improved Bookings & Pipeline Serve As A Stronger Foundation For Potential Growth?

<ul><li>DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement.</li><li>The company recorded total revenue decline of 4% year-over-year on an organic basis, which was somewhat mitigated by expansions in adjusted EBIT margin and a notable increase in non-GAAP diluted EPS.</li><li>Free cash flow also saw notable improvement, positioning the company favorably in terms of liquidity.</li></ul>

DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement.The company recorded total revenue decline of 4% year-over-year on an organic basis, which was somewhat mitigated by expansions in adjusted EBIT margin and a notable increase in non-GAAP diluted EPS.Free cash flow also saw notable improvement, positioning the company favorably in terms of liquidity.

DXC Technology Company: A Bear's Perspective! - Major Drivers

United States

DXC Technology Company provides information technology services. The Company offers analytics, applications, business process, cloud and workload, consulting, and security services and solutions. DXC Technology serves customers worldwide.

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DXC Technology Co (DXC US)

DXC Technology: Inside the Bookings-to-Revenue Gap That Could Decide the Turnaround!

DXC Technology entered the third quarter of fiscal 2026 continuing its effort to stabilize declining revenue while reshaping its business model...

Baptista Research

DXC Technology Company Strengthens Competitive Positioning as AI Orchestration Moves to Center Stage!

DXC Technology's second quarter of fiscal year 2026 financial performance showcased both strengths and areas requiring attention. On the positive...

Baptista Research

DXC Technology Redefining Itself: From Debt Discipline to AI Ambition, Is a Turnaround in Sight?

DXC Technology's recent earnings call provided a thorough overview of its financial performance and strategic initiatives as the company aims for...

Baptista Research

DXC Technology: Will its Improved Bookings & Pipeline Serve As A Stronger Foundation For Potential Growth?

DXC Technology showed promising third-quarter fiscal year 2025 results, driven by effective operational changes and strategic initiatives. The...

Baptista Research

DXC Technology Company: A Bear's Perspective! - Major Drivers

DXC Technology reported its Q1 Fiscal Year 2025 earnings with mixed results, reflecting both strengths and areas for improvement. The company...

Baptista Research

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