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>GE Vernova's conference call highlights their recent strategic moves, notably the acquisition of the remaining 50% of Prolec GE, from their partner Xignux, marking a significant step in strengthening their presence in the transformer market particularly focused on North America.</li><li>This acquisition fits within GE Vernova's broader strategy of bolstering their Electrification segment, a critical growth area anticipated to benefit from increasing demands for grid stability and reliability due to expanded electrification needs such as those driven by data centers and digitization trends.</li><li>The acquisition, valued at $5.275 billion, will be financed equally through cash and debt, and is expected to close by mid-2026.</li></ul>

GE Vernova's conference call highlights their recent strategic moves, notably the acquisition of the remaining 50% of Prolec GE, from their partner Xignux, marking a significant step in strengthening their presence in the transformer market particularly focused on North America.This acquisition fits within GE Vernova's broader strategy of bolstering their Electrification segment, a critical growth area anticipated to benefit from increasing demands for grid stability and reliability due to expanded electrification needs such as those driven by data centers and digitization trends.The acquisition, valued at $5.275 billion, will be financed equally through cash and debt, and is expected to close by mid-2026.

GE Vernova Integrates Prolec to Power Its Next Growth Era—What Comes Next?

<ul><li>GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024.</li><li>With the company now trading around $628 and an analyst target pushing it to $740, investor enthusiasm is boiling over.</li><li>The latest catalyst?</li></ul>

GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024.With the company now trading around $628 and an analyst target pushing it to $740, investor enthusiasm is boiling over.The latest catalyst?

GE Vernova Stock Explodes 5x Post Spin-Off: What's Fueling The Surge?

<ul><li>GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and decarbonization.</li><li>While leveraging expanded capabilities in gas power and grid infrastructure, the company highlighted strong order inflow and backlog across several segments, notably in its Gas Power and Electrification businesses.</li><li>However, challenges persist, particularly within its Wind segment, and the volatility of larger project demand in Electrification raises notable concerns.</li></ul>

GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and decarbonization.While leveraging expanded capabilities in gas power and grid infrastructure, the company highlighted strong order inflow and backlog across several segments, notably in its Gas Power and Electrification businesses.However, challenges persist, particularly within its Wind segment, and the volatility of larger project demand in Electrification raises notable concerns.

GE Vernova: Initiation Of Coverage- Powering Ahead with $24 Billion Grid Backlog—Electrification Boom Just Getting Started!

Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

<ul><li>GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent years</li><li>GE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energy</li><li>GE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycle</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

GE's old headquarters in Schenectady, NY has been a significant part of the company's history, but has seen a decline in recent yearsGE Vernova, a spinoff of General Electric, has seen success in the electrification business and is capitalizing on the surge in demand for energyGE Vernova CEO Scott Strazik, a longtime company man, is confident about the company's future and sees it as just the beginning of an investment super cycleThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

GE Vernova tries to shake its parent’s problems

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Macroeconomics

<h3>This Week's Key Take Aways</h3><ul><li>Volatility suggests markets are not concerned about…anything.</li><li>Crude has a down month.</li><li>Industrials have had a great 8 months, will it continue?</li><li>Renewable investment growth continues, everywhere but the US.</li><li>The market has pre-priced in cuts; will it subdue the economic impact?</li></ul>

This Week's Key Take AwaysVolatility suggests markets are not concerned about…anything.Crude has a down month.Industrials have had a great 8 months, will it continue?Renewable investment growth continues, everywhere but the US.The market has pre-priced in cuts; will it subdue the economic impact?

Real Asset Chartbook Week #19: Volatility Is Low, Crude Is Down, and Industrials Are on a Roll

United States

GE Vernova Inc is an electric power company. The Company designs, manufactures, and delivers electric power systems and services that generate, transfer, orchestrate, convert, and store electricity. GE Vernova serves customers globally.

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GE Vernova (GEV US)

GE Vernova Integrates Prolec to Power Its Next Growth Era—What Comes Next?

GE Vernova's conference call highlights their recent strategic moves, notably the acquisition of the remaining 50% of Prolec GE, from their...

Baptista Research

GE Vernova Stock Explodes 5x Post Spin-Off: What's Fueling The Surge?

GE Vernova, a recent spin-off from General Electric, has seen its stock skyrocket nearly 5x since its separation in April 2024. With the company...

Baptista Research

GE Vernova: Initiation Of Coverage- Powering Ahead with $24 Billion Grid Backlog—Electrification Boom Just Getting Started!

GE Vernova's second-quarter 2025 results reveal a strategic positioning amid soaring demand driven by an era of accelerated electrification and...

Baptista Research

GE Vernova tries to shake its parent’s problems

Amanda Chew visited GE's old headquarters in Schenectady, NY, where the company's spinoff, GE Vernova, is thriving in the electrification business...

Behind the Money

Real Asset Chartbook Week #19: Volatility Is Low, Crude Is Down, and Industrials Are on a Roll

This Week's Key Take Aways Volatility suggests markets are not concerned about…anything. Crude has a down month. Industrials have had a great 8...

Massif Capital Research

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