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 reported first-quarter fiscal 2026 results that showed strong top-line growth, solid profitability, and meaningful progress in strategic integration, while also highlighting ongoing supply and cost pressures.</li><li>Revenue rose 18% year over year to $9.3 billion, driven mainly by the inclusion of Juniper Networks.</li><li>Non-GAAP EPS reached a record $0.65, above guidance, supported by pricing actions, cost control, and disciplined execution.</li></ul>

Hewlett Packard Enterprise reported first-quarter fiscal 2026 results that showed strong top-line growth, solid profitability, and meaningful progress in strategic integration, while also highlighting ongoing supply and cost pressures.Revenue rose 18% year over year to $9.3 billion, driven mainly by the inclusion of Juniper Networks.Non-GAAP EPS reached a record $0.65, above guidance, supported by pricing actions, cost control, and disciplined execution.

Hewlett Packard Enterprise's $5 Billion AI Backlog Faces MAJOR Supply Constraints!

<ul><li>Hewlett Packard Enterprise (HPE) rounded off its fiscal 2025 with significant achievements and notable challenges.</li><li>On the positive side, the company reported a transformative year marked by substantial revenue growth, strategic acquisitions, and operational realignments.</li><li>HPE reported Q4 revenue of $9.7 billion, up 14% from the previous year, and a 26% increase in non-GAAP operating profits, resulting in record operating margins.</li></ul>

Hewlett Packard Enterprise (HPE) rounded off its fiscal 2025 with significant achievements and notable challenges.On the positive side, the company reported a transformative year marked by substantial revenue growth, strategic acquisitions, and operational realignments.HPE reported Q4 revenue of $9.7 billion, up 14% from the previous year, and a 26% increase in non-GAAP operating profits, resulting in record operating margins.

Hewlett Packard Enterprise Is Becoming Networking-Centric — What Does Juniper Unlock?

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Global companies are shifting supply chains, adopting the "China+1" strategy, with India emerging as a significant winner, attracting manufacturing and investment across sectors like electronics, EVs, and textiles.</li>
<li>India offers a strategic alternative to China, with favorable policies, a growing domestic market, and trade advantages, positioning itself as a manufacturing hub amid global trade shifts.</li>
<li>India is no longer just a backup for China; it's becoming the primary destination for global supply chains, reshaping the manufacturing ecosystem with deepening local integration and technological advancements.</li>
</ul>


Global companies are shifting supply chains, adopting the "China+1" strategy, with India emerging as a significant winner, attracting manufacturing and investment across sectors like electronics, EVs, and textiles.
India offers a strategic alternative to China, with favorable policies, a growing domestic market, and trade advantages, positioning itself as a manufacturing hub amid global trade shifts.
India is no longer just a backup for China; it's becoming the primary destination for global supply chains, reshaping the manufacturing ecosystem with deepening local integration and technological advancements.


Global Reshuffling: Whether India Will Win from China+1?

Equity Long-Short Analyst

Pyari Menon

<ul>
<li>Quantum computing's outlook is like Schrödinger’s cat: a varying mix of potential and challenges, with each breakthrough or setback collapsing possibilities and probabilities into a new, uncertain reality.</li>
<li>
<a href="https://www.smartkarma.com/entities/alphabet-inc-cl-c" target="_blank" data-smartkarma-citation="entities:11369:1" rel="noopener">Alphabet (GOOG US)</a>'s  "quantum supremacy" milestone shows quantum computing's transformative potential, but unresolved challenges despite decades of effort risks confining it to niche applications, limiting its broader impact.  </li>
<li>Among pure-plays <a href="https://www.smartkarma.com/entities/ionq-inc" target="_blank" data-smartkarma-citation="entities:36838:1" rel="noopener">IonQ (IONQ US)</a> , <a href="https://www.smartkarma.com/entities/d-wave-quantum-inc" target="_blank" data-smartkarma-citation="entities:37745:1" rel="noopener">D-Wave Quantum (QBTS US)</a> , <a href="https://www.smartkarma.com/entities/rigetti-computing-inc" target="_blank" data-smartkarma-citation="entities:37755:1" rel="noopener">Rigetti Computing (RGTI US)</a> stand out. IonQ's focus on high-fidelity, cloud and practical applications positions it particularly well.</li>
</ul>


Quantum computing's outlook is like Schrödinger’s cat: a varying mix of potential and challenges, with each breakthrough or setback collapsing possibilities and probabilities into a new, uncertain reality.

Alphabet (GOOG US)'s  "quantum supremacy" milestone shows quantum computing's transformative potential, but unresolved challenges despite decades of effort risks confining it to niche applications, limiting its broader impact.  
Among pure-plays IonQ (IONQ US) , D-Wave Quantum (QBTS US) , Rigetti Computing (RGTI US) stand out. IonQ's focus on high-fidelity, cloud and practical applications positions it particularly well.


Quantum Computing – The Future That’s Loading… and Not Loading

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>Computing, and thus data centers, are becoming more critical to nearly every business (thank AI).</li><li>In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and leading vendors.</li><li>Simply put, a green data center uses many of the standard computer systems and networking equipment of other data centers, but with a strong emphasis on minimizing environmental impact. </li></ul>

Computing, and thus data centers, are becoming more critical to nearly every business (thank AI).In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and leading vendors.Simply put, a green data center uses many of the standard computer systems and networking equipment of other data centers, but with a strong emphasis on minimizing environmental impact. 

Tech Talk: Next-Gen Data Centers Green and Crypto Data Centers

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 $5 Billion AI Backlog Faces MAJOR Supply Constraints!

Hewlett Packard Enterprise reported first-quarter fiscal 2026 results that showed strong top-line growth, solid profitability, and meaningful...

Baptista Research

Hewlett Packard Enterprise Is Becoming Networking-Centric — What Does Juniper Unlock?

Hewlett Packard Enterprise (HPE) rounded off its fiscal 2025 with significant achievements and notable challenges. On the positive side, the...

Baptista Research

Global Reshuffling: Whether India Will Win from China+1?

Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...

Nimish Maheshwari

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Tech Talk: Next-Gen Data Centers Green and Crypto Data Centers

In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and...

Water Tower Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Hewlett Packard Enterprise's $5 Billion AI Backlog Faces MAJOR Supply Constraints!

Hewlett Packard Enterprise reported first-quarter fiscal 2026 results that showed strong top-line growth, solid profitability, and meaningful...

Baptista Research

Hewlett Packard Enterprise Is Becoming Networking-Centric — What Does Juniper Unlock?

Hewlett Packard Enterprise (HPE) rounded off its fiscal 2025 with significant achievements and notable challenges. On the positive side, the...

Baptista Research

Global Reshuffling: Whether India Will Win from China+1?

​Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...

Nimish Maheshwari

Quantum Computing – The Future That’s Loading… and Not Loading

Quantum computing is like Schrödinger’s cat: a varying mix of potential and challenges. Each breakthrough or setback takes possibilities and...

Pyari Menon

Tech Talk: Next-Gen Data Centers Green and Crypto Data Centers

In this edition of Tech Talk, we focus on green and crypto data centers, highlighting their specific needs, characteristics, market dynamics, and...

Water Tower Research

Global companies are turning to India as a strategic alternative to China, shifting supply chains and investments across various sectors,...