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>Fabrinet has reported strong financial performance for the first quarter of fiscal year 2026, showcasing a record revenue of $978 million, marking a 22% increase year-over-year and an 8% rise from the previous quarter.</li><li>Non-GAAP earnings per share peaked at $2.92, reflecting the company’s robust operational efficiency and growth momentum.</li><li>The company's positive results are fueled by diverse growth drivers across its business segments, suggesting a promising outlook for the continuation of growth into the second quarter.</li></ul>

Fabrinet has reported strong financial performance for the first quarter of fiscal year 2026, showcasing a record revenue of $978 million, marking a 22% increase year-over-year and an 8% rise from the previous quarter.Non-GAAP earnings per share peaked at $2.92, reflecting the company’s robust operational efficiency and growth momentum.The company's positive results are fueled by diverse growth drivers across its business segments, suggesting a promising outlook for the continuation of growth into the second quarter.

Fabrinet - Fabrinet Goes All-In on HPC: Will This Become Its Biggest Growth Engine?

<ul><li>Fabrinet has reported strong results for the third quarter of fiscal year 2025, which ended on March 28, 2025.</li><li>The company achieved a revenue of $872 million, surpassing its guidance range, and non-GAAP earnings per share stood at $2.52, also above expectations.</li><li>This performance highlights Fabrinet's robust execution capabilities, especially in the optical communications sector where telecom revenue demonstrated significant growth, counterbalancing a predicted decline in datacom revenue.</li></ul>

Fabrinet has reported strong results for the third quarter of fiscal year 2025, which ended on March 28, 2025.The company achieved a revenue of $872 million, surpassing its guidance range, and non-GAAP earnings per share stood at $2.52, also above expectations.This performance highlights Fabrinet's robust execution capabilities, especially in the optical communications sector where telecom revenue demonstrated significant growth, counterbalancing a predicted decline in datacom revenue.

Fabrinet - Fabrinet: The Rise of 1.6T Datacom Products & 4 Solid Growth Catalysts!

<ul><li>Fabrinet reported robust results for the second quarter of fiscal year 2025, showcasing significant topline and bottom-line improvements.</li><li>Revenue for the quarter reached $834 million, marking a 17% increase year-over-year and a 4% sequential rise.</li><li>This growth exceeded expectations and translated into a record non-GAAP earnings per share of $2.61.</li></ul>

Fabrinet reported robust results for the second quarter of fiscal year 2025, showcasing significant topline and bottom-line improvements.Revenue for the quarter reached $834 million, marking a 17% increase year-over-year and a 4% sequential rise.This growth exceeded expectations and translated into a record non-GAAP earnings per share of $2.61.

Fabrinet - Fabrinet: Expansion of Manufacturing Capacity For Resurgence In Telecom!

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

Event-Driven

<ul>
<li>Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,000+ Insights published over the past two weeks on Smartkarma</li>
<li>In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI</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 1,000+ Insights published over the past two weeks on Smartkarma
In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT services have fared with AI
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next


Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

Independent Insight Provider

Kim Peng Ang

Thematic (Sector/Industry)

<ul>
<li>ASEAN’s strategic growth, digital expansion, and supply chain diversification present unmatched investment opportunities amid global geopolitical shifts. Act now to capitalize on its transformative decade.  </li>
<li>As ASEAN strengthens regional trade and digital infrastructure, it offers resilient, high-margin opportunities for long-term investors seeking diversification and growth in a changing global landscape.  </li>
<li>ASEAN is reshaping the future of Asia’s economy—poised for rapid growth, innovation, and supply chain leadership. Seize this moment for strategic, long-term value creation.</li>
</ul>


ASEAN’s strategic growth, digital expansion, and supply chain diversification present unmatched investment opportunities amid global geopolitical shifts. Act now to capitalize on its transformative decade.  
As ASEAN strengthens regional trade and digital infrastructure, it offers resilient, high-margin opportunities for long-term investors seeking diversification and growth in a changing global landscape.  
ASEAN is reshaping the future of Asia’s economy—poised for rapid growth, innovation, and supply chain leadership. Seize this moment for strategic, long-term value creation.


RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment

Thailand

Fabrinet offers outsourced process engineering and manufacturing services.  The Company contracts to manufacture optical communications, automotive, industrial, and imaging components, sub-assemblies, and modules for its original equipment manufacturer customers.

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Fabrinet (FN US)

Fabrinet - Fabrinet Goes All-In on HPC: Will This Become Its Biggest Growth Engine?

Fabrinet has reported strong financial performance for the first quarter of fiscal year 2026, showcasing a record revenue of $978 million, marking...

Baptista Research

Fabrinet - Fabrinet: The Rise of 1.6T Datacom Products & 4 Solid Growth Catalysts!

Fabrinet has reported strong results for the third quarter of fiscal year 2025, which ended on March 28, 2025. The company achieved a revenue of...

Baptista Research

Fabrinet - Fabrinet: Expansion of Manufacturing Capacity For Resurgence In Telecom!

Fabrinet reported robust results for the second quarter of fiscal year 2025, showcasing significant topline and bottom-line improvements. Revenue...

Baptista Research

Curator's Cut: Critical Minerals' Rise, SEA's Digital Promise & IT Services in Flux

In this cut, we review the global focus on critical minerals, how ASEAN's digital economy can grow amidst political uncertainty, and how IT...

Pranav Rao

RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment

ASEAN insight offers a unique, data-backed perspective that uncovers critical trends that was forgotten and actionable ideas you can't afford to...

Kim Peng Ang

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