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>Electronic Arts (EA) commenced Fiscal Year 2026 with a solid performance that surpassed its guidance, highlighting a favorable start.</li><li>The company showcased strong execution across its substantial global portfolio, led by its sports and entertainment franchises.</li><li>EA's expansive suite of opportunities, including its EA SPORTS FC, Madden NFL, Apex Legends, and upcoming Battlefield 6, among others, signal both ongoing and future potential in driving player engagement and growth.</li></ul>

Electronic Arts (EA) commenced Fiscal Year 2026 with a solid performance that surpassed its guidance, highlighting a favorable start.The company showcased strong execution across its substantial global portfolio, led by its sports and entertainment franchises.EA's expansive suite of opportunities, including its EA SPORTS FC, Madden NFL, Apex Legends, and upcoming Battlefield 6, among others, signal both ongoing and future potential in driving player engagement and growth.

Electronic Arts Pushing The Global Football Franchise with Hyper-Localized Engagement & Innovation!

<ul><li>Electronic Arts Inc. recently reported strong financial performance in the last quarter of its fiscal year 2025, showcasing strengths and addressing some challenges faced throughout the year.</li><li>The company recorded notable achievements with its popular gaming franchises, highlighting its robust position in the gaming industry.</li><li>One of the significant positives for Electronic Arts was the turnaround in its EA SPORTS FC franchise.</li></ul>

Electronic Arts Inc. recently reported strong financial performance in the last quarter of its fiscal year 2025, showcasing strengths and addressing some challenges faced throughout the year.The company recorded notable achievements with its popular gaming franchises, highlighting its robust position in the gaming industry.One of the significant positives for Electronic Arts was the turnaround in its EA SPORTS FC franchise.

Electronic Arts’ Secret Weapon: Can Live Services Really Power Explosive Growth Ahead?

<ul><li>Electronic Arts Inc. (EA) had a mixed third-quarter fiscal 2025 performance, which presented both challenges and positive developments.</li><li>On the downside, the company faced a financial performance below expectations, notably with its key franchises.</li><li>The newly launched "Dragon Age: The Veilguard," despite being well-received critically, did not perform as expected due to the competitive nature of the single-player RPG market.</li></ul>

Electronic Arts Inc. (EA) had a mixed third-quarter fiscal 2025 performance, which presented both challenges and positive developments.On the downside, the company faced a financial performance below expectations, notably with its key franchises.The newly launched "Dragon Age: The Veilguard," despite being well-received critically, did not perform as expected due to the competitive nature of the single-player RPG market.

Electronic Arts’ (EA) Plans to Capitalize on the Next Gaming Boom – The Live-Service Shift That Could Change the Industry Forever!

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
<li>Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma. </li>
<li>In this cut, we revisit memory stocks' stellar year, unpack results from the best pure-play gaming franchise, and spotlight airline stocks poised for lift-off.</li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma. 
In this cut, we revisit memory stocks' stellar year, unpack results from the best pure-play gaming franchise, and spotlight airline stocks poised for lift-off.
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.


Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li><a href="https://www.smartkarma.com/entities/netdragon-websoft-inc" target="_blank" data-smartkarma-citation="entities:3703:1" rel="noopener">Netdragon Websoft (777 HK)</a> stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications outside of China.</li>
<li>NetDragon will integrate Wenge's LLM, YaYi, with its education products.  In August 2025, Cherrypicks and Wenge jointly launched AI applications, including social listening and multimodal content creation tools globally.</li>
<li>NetDragon has consistently enhanced shareholder returns through substantial dividends and since its earnings announcement in August has begun buying back shares in the market.</li>
</ul>


Netdragon Websoft (777 HK) stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications outside of China.
NetDragon will integrate Wenge's LLM, YaYi, with its education products.  In August 2025, Cherrypicks and Wenge jointly launched AI applications, including social listening and multimodal content creation tools globally.
NetDragon has consistently enhanced shareholder returns through substantial dividends and since its earnings announcement in August has begun buying back shares in the market.


NETDRAGON (777 HK): Getting Schooled on AI !!!

United States

Electronic Arts Inc. develops, publishes, and distributes branded interactive entertainment software worldwide for video game consoles, personal computers, handheld game players, and cellular handsets. The Company also provides online game-related services.

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Electronic Arts (EA US)

Electronic Arts Pushing The Global Football Franchise with Hyper-Localized Engagement & Innovation!

Electronic Arts (EA) commenced Fiscal Year 2026 with a solid performance that surpassed its guidance, highlighting a favorable start. The company...

Baptista Research

Electronic Arts’ Secret Weapon: Can Live Services Really Power Explosive Growth Ahead?

Electronic Arts Inc. recently reported strong financial performance in the last quarter of its fiscal year 2025, showcasing strengths and...

Baptista Research

Electronic Arts’ (EA) Plans to Capitalize on the Next Gaming Boom – The Live-Service Shift That Could Change the Industry Forever!

Electronic Arts Inc. (EA) had a mixed third-quarter fiscal 2025 performance, which presented both challenges and positive developments. On the...

Baptista Research

Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs

This Curator's Cut reviews the rally in memory stocks, the top gaming franchise's results, and two airline stocks that could be cleared for takeoff.

Pranav Rao

NETDRAGON (777 HK): Getting Schooled on AI !!!

Netdragon Websoft (777 HK) stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications...

David Mudd

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Electronic Arts Pushing The Global Football Franchise with Hyper-Localized Engagement & Innovation!

Electronic Arts (EA) commenced Fiscal Year 2026 with a solid performance that surpassed its guidance, highlighting a favorable start. The company...

Baptista Research

Electronic Arts’ Secret Weapon: Can Live Services Really Power Explosive Growth Ahead?

Electronic Arts Inc. recently reported strong financial performance in the last quarter of its fiscal year 2025, showcasing strengths and...

Baptista Research

Electronic Arts’ (EA) Plans to Capitalize on the Next Gaming Boom – The Live-Service Shift That Could Change the Industry Forever!

Electronic Arts Inc. (EA) had a mixed third-quarter fiscal 2025 performance, which presented both challenges and positive developments. On the...

Baptista Research

Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs

This ​Curator's Cut reviews the rally in memory stocks, the top gaming franchise's results, and two airline stocks that could be cleared for takeoff.

Pranav Rao

NETDRAGON (777 HK): Getting Schooled on AI !!!

Netdragon Websoft (777 HK) stock has begun to rerate on the back of its deal with with Zhongke Wenge to integrate and launch AI applications...

David Mudd

This Curator's Cut reviews the rally in memory stocks, the top gaming franchise's results, and two airline stocks that could be cleared for takeoff.