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>Dynatrace, a provider of AI-powered observability software, reported its fiscal third quarter 2026 results with sustained momentum and strengthened guidance.</li><li>The company achieved a 16% year-over-year growth in annual recurring revenue (ARR), stabilizing this rate for the third consecutive quarter.</li><li>Net new ARR reached $75 million, marking the third straight quarter of double-digit growth, driven by robust new logo wins and expansion within existing customers, including several seven-figure end-to-end observability deals.</li></ul>

Dynatrace, a provider of AI-powered observability software, reported its fiscal third quarter 2026 results with sustained momentum and strengthened guidance.The company achieved a 16% year-over-year growth in annual recurring revenue (ARR), stabilizing this rate for the third consecutive quarter.Net new ARR reached $75 million, marking the third straight quarter of double-digit growth, driven by robust new logo wins and expansion within existing customers, including several seven-figure end-to-end observability deals.

Dynatrace Is Winning Big With High-Value Enterprise Deals and Strong New Logo Growth!

<ul><li>Dynatrace recently reported its fiscal second quarter of 2026 results, showcasing a robust performance that exceeded its guidance across various metrics.</li><li>The company reported a 16% growth in Annual Recurring Revenue (ARR), a 17% growth in subscription revenue, and a pretax free cash flow representing 32% of revenue on a trailing 12-month basis.</li><li>Such strong results underline the company's successful strategy execution, driven by growing demand in end-to-end observability and multi-cloud tool consolidation.</li></ul>

Dynatrace recently reported its fiscal second quarter of 2026 results, showcasing a robust performance that exceeded its guidance across various metrics.The company reported a 16% growth in Annual Recurring Revenue (ARR), a 17% growth in subscription revenue, and a pretax free cash flow representing 32% of revenue on a trailing 12-month basis.Such strong results underline the company's successful strategy execution, driven by growing demand in end-to-end observability and multi-cloud tool consolidation.

Dynatrace: ServiceNow & Atlassian Partnerships Could Transform Its Growth Trajectory!

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Thematic (Sector/Industry)

<ul><li>Energy- Rotation to Laggards or Something More Brewing?</li><li>The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.</li><li>Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.</li></ul>

Energy- Rotation to Laggards or Something More Brewing?The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.

<ul><li>One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.</li><li>Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.</li><li>The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.</li></ul>

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.

Market Intelligence, ORTEX

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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.

<ul><li>Short interest moved sharply across both directions this week.</li><li>FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and PPLC saw heavy short covering.</li><li>Earnings season drove most of the action, with borrow costs and availability swinging hard around report dates.</li></ul>

Short interest moved sharply across both directions this week.FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and PPLC saw heavy short covering.Earnings season drove most of the action, with borrow costs and availability swinging hard around report dates.

Short Sellers Charge Into Industrials, Exit Tech

United States

Dynatrace, Inc. operates as a holding company. The Company, through its subsidiaries, develops software intelligence platform for the enterprise cloud. Dynatrace offers software intelligence platform to allow customers to modernize and automate IT operations, develop and release high quality software faster, and improve user experiences for better business outcomes.

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Dynatrace (DT US)

Dynatrace Is Winning Big With High-Value Enterprise Deals and Strong New Logo Growth!

Dynatrace, a provider of AI-powered observability software, reported its fiscal third quarter 2026 results with sustained momentum and...

Baptista Research

Dynatrace: ServiceNow & Atlassian Partnerships Could Transform Its Growth Trajectory!

Dynatrace recently reported its fiscal second quarter of 2026 results, showcasing a robust performance that exceeded its guidance across various...

Baptista Research

Weekly Stock Bullfinder - Week of 7/10

The worst S&P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.

Weekly Stock Bull Finder

Weekly Stock Bullfinder - Week of 5/15

One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic...

Weekly Stock Bull Finder

Short Sellers Charge Into Industrials, Exit Tech

Short interest moved sharply across both directions this week. FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and...

ORTEX Market Intel

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