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>Meta Platforms, Inc. recently reported robust third-quarter results, marked by significant growth and notable strategic advancements in artificial intelligence (AI) and augmented reality (AR).</li><li>The company saw strong user engagement across its family of apps, with more than 3.5 billion active users daily and Instagram surpassing 3 billion monthly active users.</li><li>Mark Zuckerberg pointed to the growing traction of Threads, boasting 150 million daily active users, as an indicator of strategic success.</li></ul>

Meta Platforms, Inc. recently reported robust third-quarter results, marked by significant growth and notable strategic advancements in artificial intelligence (AI) and augmented reality (AR).The company saw strong user engagement across its family of apps, with more than 3.5 billion active users daily and Instagram surpassing 3 billion monthly active users.Mark Zuckerberg pointed to the growing traction of Threads, boasting 150 million daily active users, as an indicator of strategic success.

Meta’s $70 Billion Mistake: Why Cutting the Metaverse Isn’t Enough!

<ul><li>Meta Platforms, Inc. recently reported its financial performance for the third quarter of 2025.</li><li>The company showcased robust user engagement across its suite of applications, with 3.5 billion people using one or more Meta apps daily.</li><li>Instagram reported an impressive 3 billion monthly active users, marking a significant milestone.</li></ul>

Meta Platforms, Inc. recently reported its financial performance for the third quarter of 2025.The company showcased robust user engagement across its suite of applications, with 3.5 billion people using one or more Meta apps daily.Instagram reported an impressive 3 billion monthly active users, marking a significant milestone.

Meta Defeats the FTC—What Happens Next Will Reshape Tech Forever!

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Thematic (Sector/Industry)

<ul>
<li>We tracked AI models, infrastructure, and M&amp;A this week: MiniMax H3 topped video editing while DeepSeek moved toward higher API pricing.</li>
<li>China labs are active: Alibaba launched Qwen3.8-Max, Tencent expanded Hy3, ByteDance accepted a frontier gap, and Kimi K3 escaped a test sandbox.</li>
<li>Infrastructure and financing: memory makers expanded capacity, CoreWeave and Microsoft added data centers, and Switch filed for a US IPO.</li>
</ul>


We tracked AI models, infrastructure, and M&amp;A this week: MiniMax H3 topped video editing while DeepSeek moved toward higher API pricing.
China labs are active: Alibaba launched Qwen3.8-Max, Tencent expanded Hy3, ByteDance accepted a frontier gap, and Kimi K3 escaped a test sandbox.
Infrastructure and financing: memory makers expanded capacity, CoreWeave and Microsoft added data centers, and Switch filed for a US IPO.


This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

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

Research Reinvented

<ul>
  <li>
<a href="https://smartkarma.com/entities/meta-platforms-inc-class-a-facebook">Meta</a>'s 'Family of Apps' (Facebook, Instagram, WhatsApp) continues to be a highly profitable and dominant force in the digital advertising market, underpinned by a massive global user base and deep engagement.</li>
  <li>The company is making substantial, margin-impacting investments in two key areas for future growth: Artificial Intelligence to enhance user engagement and ad effectiveness, and the long-term, high-risk vision of the <a href="https://smartkarma.com/entities/meta-platforms-inc-class-a-facebook">Meta</a>verse via its Reality Labs division.</li>
  <li>Significant risks persist, including intense competition from platforms like TikTok, a shifting regulatory landscape focused on privacy and antitrust, and execution uncertainty surrounding the costly metaverse pivot.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Meta's 'Family of Apps' (Facebook, Instagram, WhatsApp) continues to be a highly profitable and dominant force in the digital advertising market, underpinned by a massive global user base and deep engagement.
  The company is making substantial, margin-impacting investments in two key areas for future growth: Artificial Intelligence to enhance user engagement and ad effectiveness, and the long-term, high-risk vision of the Metaverse via its Reality Labs division.
  Significant risks persist, including intense competition from platforms like TikTok, a shifting regulatory landscape focused on privacy and antitrust, and execution uncertainty surrounding the costly metaverse pivot.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Meta Platforms Q3 Earnings: Why Advertisers Are Calling Advantage+ a Game Changer!

United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta (META US)

Meta’s $70 Billion Mistake: Why Cutting the Metaverse Isn’t Enough!

Meta Platforms, Inc. recently reported robust third-quarter results, marked by significant growth and notable strategic advancements in artificial...

Baptista Research

Meta Defeats the FTC—What Happens Next Will Reshape Tech Forever!

Meta Platforms, Inc. recently reported its financial performance for the third quarter of 2025. The company showcased robust user engagement...

Baptista Research

This Week in AI (Aug 2-8): MiniMax H3 Led Video AI; DeepSeek Raises Price and Resumes Funding

This week in AI: MiniMax H3 tops video editing; DeepSeek seeks close to USD 8bn and hikes API prices; Switch files for a USD 10bn IPO.

Ke Yan, CFA, FRM

Primer: Meta (META US) - Nov 2025

Meta's 'Family of Apps' (Facebook, Instagram, WhatsApp) continues to be a highly profitable and dominant force in the digital advertising...

αSK Primers

Meta Platforms Q3 Earnings: Why Advertisers Are Calling Advantage+ a Game Changer!

Meta Platforms, Inc. recently reported its financial performance for the third quarter of 2025. The company showcased robust user engagement...

Baptista Research

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