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>Gen Digital's first quarter fiscal year 2026 results reflect a mix of positive growth dynamics and strategic challenges.</li><li>The report highlights several key themes influencing the company's performance, including product innovation, strategic acquisitions, and evolving market dynamics.</li><li>On the positive side, Gen Digital has demonstrated impressive revenue growth, with reported bookings and revenue increasing over 30% year-over-year.</li></ul>

Gen Digital's first quarter fiscal year 2026 results reflect a mix of positive growth dynamics and strategic challenges.The report highlights several key themes influencing the company's performance, including product innovation, strategic acquisitions, and evolving market dynamics.On the positive side, Gen Digital has demonstrated impressive revenue growth, with reported bookings and revenue increasing over 30% year-over-year.

GEN Digital Stuns Market by Adding 250,000 Paid Customers in One Quarter But Is This Sustainable?

<ul><li>Gen Digital's latest financial results and strategic developments present a balanced picture of growth and ongoing transformation within the company.</li><li>During the fiscal year 2025, Gen Digital demonstrated solid financial performance, highlighted by a record revenue of nearly $4 billion, a 4% year-over-year increase, and a non GAAP operating margin of 58.4%.</li><li>This growth was driven by strong demand across Gen's core cyber safety offerings, including security, privacy, and identity theft protection solutions.</li></ul>

Gen Digital's latest financial results and strategic developments present a balanced picture of growth and ongoing transformation within the company.During the fiscal year 2025, Gen Digital demonstrated solid financial performance, highlighted by a record revenue of nearly $4 billion, a 4% year-over-year increase, and a non GAAP operating margin of 58.4%.This growth was driven by strong demand across Gen's core cyber safety offerings, including security, privacy, and identity theft protection solutions.

GEN Digital Is Tapping Into Telecom & Employers—Can This Be The Biggest Driver Of Its Future Growth?

<ul><li>Gen Digital Inc.’s latest earnings for the fiscal year 2025 presented a detailed view of the company’s performance, highlighting both achievements and challenges.</li><li>The company reported a successful year with record highs in several metrics, demonstrating continued growth momentum in its Cyber Safety solutions and strategic financial discipline.</li><li>Gen witnessed a 4% year-over-year increase in total bookings, reaching $4 billion.</li></ul>

Gen Digital Inc.’s latest earnings for the fiscal year 2025 presented a detailed view of the company’s performance, highlighting both achievements and challenges.The company reported a successful year with record highs in several metrics, demonstrating continued growth momentum in its Cyber Safety solutions and strategic financial discipline.Gen witnessed a 4% year-over-year increase in total bookings, reaching $4 billion.

Gen Digital: Investment in Financial Wellness & Trust-based Solutions to Broaden Their Product Portfolio!

<ul><li>Gen Digital Inc.'s third quarter of fiscal year 2025 presents a picture of steady growth and strategic innovation, positioned within the complex and evolving cybersecurity landscape.</li><li>The quarter recorded a mid-single-digit increase in Cyber Safety bookings and revenue, alongside a notable 15% rise in earnings per share (EPS), marking the fifth consecutive quarter of double-digit EPS growth.</li><li>A key highlight from the earnings was the expansion of Gen’s direct customer base to a record 40 million users, growing by 400,000 sequentially and over 1 million year-over-year.</li></ul>

Gen Digital Inc.'s third quarter of fiscal year 2025 presents a picture of steady growth and strategic innovation, positioned within the complex and evolving cybersecurity landscape.The quarter recorded a mid-single-digit increase in Cyber Safety bookings and revenue, alongside a notable 15% rise in earnings per share (EPS), marking the fifth consecutive quarter of double-digit EPS growth.A key highlight from the earnings was the expansion of Gen’s direct customer base to a record 40 million users, growing by 400,000 sequentially and over 1 million year-over-year.

Gen Digital Inc.: Mobile & International Expansion Propelling Our ‘Outperform’ Rating!

<ul><li>Gen Digital, Inc. delivered robust financial performance in the second quarter of fiscal year 2025, continuing its trajectory of profitable growth.</li><li>This result comes after consistently executing its strategic initiatives, particularly following the Avast acquisition.</li><li>Notably, the quarter saw mid-single-digit bookings growth of 5% and a significant increase in earnings per share by 16%.</li></ul>

Gen Digital, Inc. delivered robust financial performance in the second quarter of fiscal year 2025, continuing its trajectory of profitable growth.This result comes after consistently executing its strategic initiatives, particularly following the Avast acquisition.Notably, the quarter saw mid-single-digit bookings growth of 5% and a significant increase in earnings per share by 16%.

Gen Digital’s Bold Move: Massive Revenue Growth and 1.6M Downloads of AI-Powered Genie Are Just the Beginning! - Major Drivers

United States

Genesis Healthcare, Inc. provides a range of care options and services. The Company offers short stay and long term care services, specialized care, rehabilitation and Assisted/Senior Living services at various centers.

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Genesis Healthcare (GEN US)

GEN Digital Stuns Market by Adding 250,000 Paid Customers in One Quarter But Is This Sustainable?

Gen Digital's first quarter fiscal year 2026 results reflect a mix of positive growth dynamics and strategic challenges. The report highlights...

Baptista Research

GEN Digital Is Tapping Into Telecom & Employers—Can This Be The Biggest Driver Of Its Future Growth?

Gen Digital's latest financial results and strategic developments present a balanced picture of growth and ongoing transformation within the...

Baptista Research

Gen Digital: Investment in Financial Wellness & Trust-based Solutions to Broaden Their Product Portfolio!

Gen Digital Inc.’s latest earnings for the fiscal year 2025 presented a detailed view of the company’s performance, highlighting both achievements...

Baptista Research

Gen Digital Inc.: Mobile & International Expansion Propelling Our ‘Outperform’ Rating!

Gen Digital Inc.'s third quarter of fiscal year 2025 presents a picture of steady growth and strategic innovation, positioned within the complex...

Baptista Research

Gen Digital’s Bold Move: Massive Revenue Growth and 1.6M Downloads of AI-Powered Genie Are Just the Beginning! - Major Drivers

Gen Digital, Inc. delivered robust financial performance in the second quarter of fiscal year 2025, continuing its trajectory of profitable...

Baptista Research

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