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>Exelon Corporation reported notable financial and operational outcomes for the third quarter of 2025, achieving earnings of $0.86 per share, an increase from $0.71 in the previous year’s third quarter.</li><li>This performance exceeds expectations due to warmer weather and favorable storm conditions.</li><li>Despite inflationary pressures and variable interest expenses, Exelon reaffirms its full-year operating earnings guidance between $2.64 and $2.74 per share, aiming to meet or surpass the midpoint of this range.</li></ul>

Exelon Corporation reported notable financial and operational outcomes for the third quarter of 2025, achieving earnings of $0.86 per share, an increase from $0.71 in the previous year’s third quarter.This performance exceeds expectations due to warmer weather and favorable storm conditions.Despite inflationary pressures and variable interest expenses, Exelon reaffirms its full-year operating earnings guidance between $2.64 and $2.74 per share, aiming to meet or surpass the midpoint of this range.

Exelon Inside: What Its Smart Grid and Energy Efficiency Push Means for Investors Now!

<ul><li>Exelon Corporation recently announced its financial performance for the second quarter of 2025.</li><li>The company reported operating earnings of $0.39 per share, slightly exceeding expectations, primarily due to favorable timing and cost management at its utilities.</li><li>Despite these improvements, earnings were lower compared to the same period last year, impacted by several factors including heightened storm costs at PECO and higher distribution and transmission rates.</li></ul>

Exelon Corporation recently announced its financial performance for the second quarter of 2025.The company reported operating earnings of $0.39 per share, slightly exceeding expectations, primarily due to favorable timing and cost management at its utilities.Despite these improvements, earnings were lower compared to the same period last year, impacted by several factors including heightened storm costs at PECO and higher distribution and transmission rates.

Exelon Corporation: Transmission Expansion

<ul><li>Exelon Corporation reported a decent result with strong operating earnings of $0.92 per share, a significant increase from $0.68 in the same quarter of the previous year, driven by higher distribution and transmission rates as well as favorable weather conditions.</li><li>This performance is in line with Exelon's 2025 guidance, underpinned by its robust investment strategy and operational prowess.</li><li>On the positive side, Exelon demonstrated efficient regulatory navigation, with improvements in Maryland's legislative framework offering new opportunities for growth, particularly in battery storage and distribution upgrades.</li></ul>

Exelon Corporation reported a decent result with strong operating earnings of $0.92 per share, a significant increase from $0.68 in the same quarter of the previous year, driven by higher distribution and transmission rates as well as favorable weather conditions.This performance is in line with Exelon's 2025 guidance, underpinned by its robust investment strategy and operational prowess.On the positive side, Exelon demonstrated efficient regulatory navigation, with improvements in Maryland's legislative framework offering new opportunities for growth, particularly in battery storage and distribution upgrades.

Exelon Corporation: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

<ul><li>Exelon Corporation's recent financial disclosures for the fourth quarter of 2024 highlight key operational and financial achievements, alongside challenges and opportunities for the future.</li><li>Exelon, a leading electricity and natural gas distribution company, recorded GAAP earnings for 2024 at $2.45 per share and adjusted operating earnings at $2.50 per share.</li><li>This marks the third consecutive year Exelon has met or exceeded its midpoint guidance as a pure transmission and distribution (T&D) company.</li></ul>

Exelon Corporation's recent financial disclosures for the fourth quarter of 2024 highlight key operational and financial achievements, alongside challenges and opportunities for the future.Exelon, a leading electricity and natural gas distribution company, recorded GAAP earnings for 2024 at $2.45 per share and adjusted operating earnings at $2.50 per share.This marks the third consecutive year Exelon has met or exceeded its midpoint guidance as a pure transmission and distribution (T&D) company.

Exelon Corporation: Is The Data Centre-Driven Load Growth Expected To Last?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> and <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> in the S&amp;P500. 2 changes to 400, 6 to 600.</li>
<li>The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.</li>
</ul>


On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.

Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Zions Bancorporation (ZION US) and Whirlpool Corp (WHR US) in the S&amp;P500. 2 changes to 400, 6 to 600.
The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.


S&P 500/400/600 Index Rebal - It's Not The Trade You Think

United States

Exelon Corporation is a utility services holding company. The Company, through its subsidiaries, distributes electricity to customers in Illinois and Pennsylvania. Exelon also distributes gas to customers in the Philadelphia area as well as operates nuclear power plants in states that include Pennsylvania and New Jersey.

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Exelon Corp (EXC US)

Exelon Inside: What Its Smart Grid and Energy Efficiency Push Means for Investors Now!

Exelon Corporation reported notable financial and operational outcomes for the third quarter of 2025, achieving earnings of $0.86 per share, an...

Baptista Research

Exelon Corporation: Transmission Expansion

Exelon Corporation recently announced its financial performance for the second quarter of 2025. The company reported operating earnings of $0.39...

Baptista Research

Exelon Corporation: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Exelon Corporation reported a decent result with strong operating earnings of $0.92 per share, a significant increase from $0.68 in the same...

Baptista Research

Exelon Corporation: Is The Data Centre-Driven Load Growth Expected To Last?

Exelon Corporation's recent financial disclosures for the fourth quarter of 2024 highlight key operational and financial achievements, alongside...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

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52-week Range

Market Cap (USDm)

P/E

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Exelon Inside: What Its Smart Grid and Energy Efficiency Push Means for Investors Now!

Exelon Corporation reported notable financial and operational outcomes for the third quarter of 2025, achieving earnings of $0.86 per share, an...

Baptista Research

Exelon Corporation: Transmission Expansion

Exelon Corporation recently announced its financial performance for the second quarter of 2025. The company reported operating earnings of $0.39...

Baptista Research

Exelon Corporation: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Exelon Corporation reported a decent result with strong operating earnings of $0.92 per share, a significant increase from $0.68 in the same...

Baptista Research

Exelon Corporation: Is The Data Centre-Driven Load Growth Expected To Last?

Exelon Corporation's recent financial disclosures for the fourth quarter of 2024 highlight key operational and financial achievements, alongside...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

​The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...