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

Hewlett Packard Enterprise  / Equity Bottom-Up

<ul><li>Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential investors might carefully evaluate.</li><li>The company's fiscal 2025 third quarter results demonstrate notable achievements and areas of focus, albeit with challenges that require attention.</li><li>In this quarter, HPE reported a record revenue of $9.1 billion, marking an 18% increase year-over-year, driven by robust engagements in AI, networking, and hybrid cloud.</li></ul>

Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential investors might carefully evaluate.The company's fiscal 2025 third quarter results demonstrate notable achievements and areas of focus, albeit with challenges that require attention.In this quarter, HPE reported a record revenue of $9.1 billion, marking an 18% increase year-over-year, driven by robust engagements in AI, networking, and hybrid cloud.

Hewlett Packard Enterprise’s (HPE) Post-Juniper Win: Networking & AI Integration Has Become A Critical Growth Lever!

<ul><li>Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and ongoing challenges.</li><li>Revenue reached $7.6 billion, showing a 7% year-over-year increase, which exceeded the upper bound of the company's guidance.</li><li>This growth was driven by strong revenue performance across all product segments, notably in AI systems and Intelligent Edge.</li></ul>

Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and ongoing challenges.Revenue reached $7.6 billion, showing a 7% year-over-year increase, which exceeded the upper bound of the company's guidance.This growth was driven by strong revenue performance across all product segments, notably in AI systems and Intelligent Edge.

Hewlett Packard Enterprise (HPE) Cuts Jobs—Why Is The Management Focused On Building A Leaner Tech Giant?

<ul><li>Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant challenges that impacted profitability.</li><li>The company achieved a 17% year-over year increase in total revenue, reaching $7.85 billion, largely driven by a 29% surge in its Server segment and an 11% increase in Hybrid Cloud services.</li><li>However, despite these gains, the company’s earnings per share came in at 49 cents, slightly below Wall Street’s expectations of 50 cents per share.</li></ul>

Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant challenges that impacted profitability.The company achieved a 17% year-over year increase in total revenue, reaching $7.85 billion, largely driven by a 29% surge in its Server segment and an 11% increase in Hybrid Cloud services.However, despite these gains, the company’s earnings per share came in at 49 cents, slightly below Wall Street’s expectations of 50 cents per share.

Hewlett Packard Enterprise (HPE): AI Boom Can’t Save The Company Amidst Weak Forecast

Global TMT Analyst, Ex-PM, 30 years experience

Neil Campling

Thematic (Sector/Industry)

<ul>
<li>Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications <a href="https://www.smartkarma.com/entities/broadcom-inc" target="_blank" data-smartkarma-citation="entities:998:1" rel="noopener">Broadcom (AVGO US)</a><a href="https://www.smartkarma.com/entities/hewlett-packard-enterprise-co" target="_blank" data-smartkarma-citation="entities:26511:1" rel="noopener">Hewlett Packard Enterprise (HPE US)</a>  <a href="https://www.smartkarma.com/entities/alphabet-inc" target="_blank" data-smartkarma-citation="entities:33361:1" rel="noopener">Alphabet (GOOGL US)</a> </li>
<li>U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 <a href="https://www.smartkarma.com/entities/asml-holding-nv" target="_blank" data-smartkarma-citation="entities:21097:1" rel="noopener">ASML Holding NV (ASML NA)</a><a href="https://www.smartkarma.com/entities/tokyo-electron-device-ltd" target="_blank" data-smartkarma-citation="entities:10301:1" rel="noopener">Tokyo Electron Device (2760 JP)</a> </li>
<li>Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift</li>
</ul>


Generative AI seen through the lens of corporate earnings shows a lack of ROI or growth drivers in applications Broadcom (AVGO US)Hewlett Packard Enterprise (HPE US)  Alphabet (GOOGL US) 
U.S. semi equipment restrictions to China could negatively impact Tokyo Electron, ASML results in 2025 ASML Holding NV (ASML NA)Tokyo Electron Device (2760 JP) 
Flagship global Tech conference in NYC suggests interest has picked up in global software above hardware in a notable shift


Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

TSMC (Taiwan Semiconductor Manufacturing) - ADR / Equity Bottom-Up

TSMC (Taiwan Semiconductor Manufacturing) - ADR

<ul>
<li>Apple Increasing Chip Orders with TSMC -- Expecting iPhone 16 Sales to be Much Stronger Than iPhone 15 Thanks to AI</li>
<li>Google Said to be Shifting to TSMC from Samsung for Next Generation AI Mobile Phone Chips</li>
<li>This June 28th piece appears to be timely -- Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive</li>
</ul>


Apple Increasing Chip Orders with TSMC -- Expecting iPhone 16 Sales to be Much Stronger Than iPhone 15 Thanks to AI
Google Said to be Shifting to TSMC from Samsung for Next Generation AI Mobile Phone Chips
This June 28th piece appears to be timely -- Memory Monitor: Micron's Shares May Be Falling But Results' Industry Implications Are Positive


Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

United States

Hewlett Packard Enterprise Company provides information technology solutions. The Company offers enterprise security, analytics and data management, applications development and testing, data center care, cloud consulting, and business process services. Hewlett Packard Enterprise serves customers worldwide.

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Hewlett Packard Enterprise (HPE US)

Hewlett Packard Enterprise’s (HPE) Post-Juniper Win: Networking & AI Integration Has Become A Critical Growth Lever!

Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential...

Baptista Research

Hewlett Packard Enterprise (HPE) Cuts Jobs—Why Is The Management Focused On Building A Leaner Tech Giant?

Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and...

Baptista Research

Hewlett Packard Enterprise (HPE): AI Boom Can’t Save The Company Amidst Weak Forecast

Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant...

Baptista Research

Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

AI related earnings exhibit a lack of ROI or uplift. Is the AI euphoria coming to an end? More U.S. sanctions could hurt Japan & European...

Neil Campling

Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...

Vincent Fernando, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Hewlett Packard Enterprise’s (HPE) Post-Juniper Win: Networking & AI Integration Has Become A Critical Growth Lever!

Hewlett Packard Enterprise (HPE) presents a blend of performance, strategic acquisitions, and segment-specific growth dynamics that potential...

Baptista Research

Hewlett Packard Enterprise (HPE) Cuts Jobs—Why Is The Management Focused On Building A Leaner Tech Giant?

Hewlett Packard Enterprise's fiscal 2025 second quarter performance presents a mixed bag of outcomes, reflecting both areas of improvement and...

Baptista Research

Hewlett Packard Enterprise (HPE): AI Boom Can’t Save The Company Amidst Weak Forecast

Hewlett Packard Enterprise (HPE) reported mixed first-quarter fiscal 2025 earnings, highlighting both strong revenue growth and significant...

Baptista Research

Global Tech Weekly - Focus on AI, Semis, China V U.S., Software V Hardware. AI Party Ending?

AI related earnings exhibit a lack of ROI or uplift. Is the AI euphoria coming to an end? More U.S. sanctions could hurt Japan & European...

Neil Campling

Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC

​Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...

Vincent Fernando, CFA

Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...