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>Hologic, Inc. reported its first-quarter fiscal 2025 results, reflecting both positive operational efficiencies and some challenges impacting revenue streams.</li><li>The overall revenue for the quarter came in at $1.022 billion, marking a modest 1% increase on a constant currency basis.</li><li>Noteworthy is the impact of the stronger U.S. dollar, which reduced reported revenue by about $9 million.</li></ul>

Hologic, Inc. reported its first-quarter fiscal 2025 results, reflecting both positive operational efficiencies and some challenges impacting revenue streams.The overall revenue for the quarter came in at $1.022 billion, marking a modest 1% increase on a constant currency basis.Noteworthy is the impact of the stronger U.S. dollar, which reduced reported revenue by about $9 million.

Hologic: The Future of 3D Mammography and Molecular Diagnostics—What’s Next?

<ul><li>Hologic recently announced its financial results for the fourth quarter and fiscal year 2024, showing both strengths and challenges.</li><li>The total revenue in the fourth quarter was $987.9 million, marking a 4.2% increase compared to the previous year, while organic revenue growth, excluding COVID-related sales, was 5%.</li><li>Non GAAP earnings per share (EPS) grew by 13.5% to $1.01.</li></ul>

Hologic recently announced its financial results for the fourth quarter and fiscal year 2024, showing both strengths and challenges.The total revenue in the fourth quarter was $987.9 million, marking a 4.2% increase compared to the previous year, while organic revenue growth, excluding COVID-related sales, was 5%.Non GAAP earnings per share (EPS) grew by 13.5% to $1.01.

Hologic Inc.: Expanding Diagnostic Assay Portfolio For A Competitive Edge!  - Major Drivers

<ul><li>Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market conditions.</li><li>The company reported total revenue of $1.01 billion and a non-GAAP earnings per share of $1.06, both numbers topping their guidance predictions.</li><li>This marked a return to revenue growth, with a notable 3.1% increase compared to the previous year, signaling a solid recovery trajectory after the challenges posed by COVID-19 and subsequent global disruptions such as the chip shortage.</li></ul>

Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market conditions.The company reported total revenue of $1.01 billion and a non-GAAP earnings per share of $1.06, both numbers topping their guidance predictions.This marked a return to revenue growth, with a notable 3.1% increase compared to the previous year, signaling a solid recovery trajectory after the challenges posed by COVID-19 and subsequent global disruptions such as the chip shortage.

<ul><li>Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative figures.</li><li>The company's Q2 2024 result recorded total revenue of $1.02 billion and non-GAAP earnings per share of $1.03, both exceeding Hologic's initial projections.</li><li>The business benefited from high growth levels experienced in the past, yielding steady performance this quarter.</li></ul>

Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative figures.The company's Q2 2024 result recorded total revenue of $1.02 billion and non-GAAP earnings per share of $1.03, both exceeding Hologic's initial projections.The business benefited from high growth levels experienced in the past, yielding steady performance this quarter.

Hologic Inc.: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

Volpara Health Technologies / Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/volpara-health-technologies" target="_blank" data-smartkarma-citation="entities:26129:1" rel="noopener">Volpara Health Technologies (VHT AU)</a> IE considers <a href="https://www.smartkarma.com/entities/lunit-inc" target="_blank" data-smartkarma-citation="entities:36033:1" rel="noopener">Lunit (328130 KS)</a>'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. </li>
<li>NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.</li>
<li>The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.</li>
</ul>


The Volpara Health Technologies (VHT AU) IE considers Lunit (328130 KS)'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. 
NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.
The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.


Volpara Health (VHT AU): Scheme Vote on 12 April

United States

Hologic, Inc. is a developer, manufacturer and supplier of premium diagnostic products, medical imaging systems, and surgical products. The Company's core business units focus on diagnostics, breast health, GYN surgical, and skeletal health.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Hologic Inc (HOLX US)

Hologic: The Future of 3D Mammography and Molecular Diagnostics—What’s Next?

Hologic, Inc. reported its first-quarter fiscal 2025 results, reflecting both positive operational efficiencies and some challenges impacting...

Baptista Research

Hologic Inc.: Expanding Diagnostic Assay Portfolio For A Competitive Edge! - Major Drivers

Hologic recently announced its financial results for the fourth quarter and fiscal year 2024, showing both strengths and challenges. The total...

Baptista Research

Hologic Inc.: Breast Health Innovations

Hologic had a strong third quarter in fiscal 2024, demonstrating resilience and strategic efficiency in navigating post-pandemic market...

Baptista Research

Hologic Inc.: Fortifying Market Position Through Innovation & Strategic Acquisitions! - Major Drivers

Hologic Inc. continues to maintain strong and robust revenue growth amid challenging market dynamics and tough year-on-year comparative...

Baptista Research

Volpara Health (VHT AU): Scheme Vote on 12 April

The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross...

Arun George

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)