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

E2open Parent Holdings Inc / Equity Bottom-Up

<ul><li>E2open's latest earnings presentation paints a nuanced picture of their fiscal performance and outlook.</li><li>In the fiscal fourth quarter and overall for 2025, E2open achieved subscription revenues of $133 million, ultimately landing within their guidance, yet the company experienced a slight year-over-year decline of 1%.</li><li>Constant currency adjustments reflected a 0.5% marginal improvement nearing flat growth.</li></ul>

E2open's latest earnings presentation paints a nuanced picture of their fiscal performance and outlook.In the fiscal fourth quarter and overall for 2025, E2open achieved subscription revenues of $133 million, ultimately landing within their guidance, yet the company experienced a slight year-over-year decline of 1%.Constant currency adjustments reflected a 0.5% marginal improvement nearing flat growth.

E2open Surging Amid Takeover Chatter—Here’s Why It’s on Wisetech’s Radar

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>E2open provides a comprehensive supply chain management platform, offering solutions for planning, execution, and procurement, making it a major player in the industry.</li><li>E2open has a large customer base and long average tenure, indicating the trust and reliability of their services.</li><li>The vast amount of data gathered from partners enhances E2open's AI/ML capabilities, allowing for more accurate analysis and forecasting, positioning the company well to meet ongoing demand for efficient supply chain management solutions.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)E2open provides a comprehensive supply chain management platform, offering solutions for planning, execution, and procurement, making it a major player in the industry.E2open has a large customer base and long average tenure, indicating the trust and reliability of their services.The vast amount of data gathered from partners enhances E2open's AI/ML capabilities, allowing for more accurate analysis and forecasting, positioning the company well to meet ongoing demand for efficient supply chain management solutions.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

E2Open Parent Holdings Inc (ETWO) - Monday, Oct 16, 2023

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>There are no new SPAC IPOs to report for month of June so far, nor any new IPO registrations. </li><li>YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far. </li><li>The SPAC IPO pipeline stands at just 45 versus a number that peaked at 310 in September 2021.</li></ul>

There are no new SPAC IPOs to report for month of June so far, nor any new IPO registrations. YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far. The SPAC IPO pipeline stands at just 45 versus a number that peaked at 310 in September 2021.

United States

E2open Parent Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, develops intelligent supply chain software solutions. E2open Parent Holdings serves customers in the United States.

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E2open Parent Holdings Inc (ETWO US)

E2open Surging Amid Takeover Chatter—Here’s Why It’s on Wisetech’s Radar

E2open's latest earnings presentation paints a nuanced picture of their fiscal performance and outlook. In the fiscal fourth quarter and overall...

Baptista Research

E2Open Parent Holdings Inc (ETWO) - Monday, Oct 16, 2023

E2open provides a comprehensive supply chain management platform, offering solutions for planning, execution, and procurement, making it a major...

Value Investors Club (VIC)

SPAC Talk : SPACs and the AI Wave

YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far.

Water Tower Research

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