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>Insight Enterprises is making bold moves to shore up its position in the fast-evolving cybersecurity and digital transformation space.</li>
<li>On October 20, 2025, the company announced a definitive agreement—via its Australian subsidiary—to acquire Sekuro, a global cybersecurity and digital resiliency services firm.</li>
<li>With over 200 professionals and more than 450 certifications across top platforms like Microsoft, AWS, CrowdStrike, Zscaler, and Okta, Sekuro provides 24/7 managed security services, governance, and risk compliance solutions.</li>
</ul>


Insight Enterprises is making bold moves to shore up its position in the fast-evolving cybersecurity and digital transformation space.
On October 20, 2025, the company announced a definitive agreement—via its Australian subsidiary—to acquire Sekuro, a global cybersecurity and digital resiliency services firm.
With over 200 professionals and more than 450 certifications across top platforms like Microsoft, AWS, CrowdStrike, Zscaler, and Okta, Sekuro provides 24/7 managed security services, governance, and risk compliance solutions.


Insight Enterprises Makes A Bold Cybersecurity Power Play With Sekuro Acquisition!

<ul>
<li>Insight Enterprises, a solutions integrator providing consultation and digital transformation services, reported its first quarter 2025 financial results.</li>
<li>The company's performance showcased a blend of strengths and challenges amidst a volatile macroeconomic environment, offering a diverse perspective for investors analyzing its investment viability.</li>
<li>To start with the positives, Insight Enterprises demonstrated resiliency in its hardware revenues, which increased by 1% – marking the first growth in this segment in ten quarters.</li>
</ul>


Insight Enterprises, a solutions integrator providing consultation and digital transformation services, reported its first quarter 2025 financial results.
The company's performance showcased a blend of strengths and challenges amidst a volatile macroeconomic environment, offering a diverse perspective for investors analyzing its investment viability.
To start with the positives, Insight Enterprises demonstrated resiliency in its hardware revenues, which increased by 1% – marking the first growth in this segment in ten quarters.


Insight Enterprises: Can It Keep Building The Hardware Momentum And Demand For New Technologies?

<ul>
<li>Insight Enterprises concluded 2024 with mixed financial results that reflect both strides and setbacks in an evolving market landscape.</li>
<li>The company's gross profit saw a slight 1% increase, spurred by a notable 12% growth in Insight Core Services.</li>
<li>This was tempered by challenges, including changes in partner programs that negatively impacted the cloud and hardware sectors.</li>
</ul>


Insight Enterprises concluded 2024 with mixed financial results that reflect both strides and setbacks in an evolving market landscape.
The company's gross profit saw a slight 1% increase, spurred by a notable 12% growth in Insight Core Services.
This was tempered by challenges, including changes in partner programs that negatively impacted the cloud and hardware sectors.


<ul>
<li>Insight Enterprises recently disclosed its financial outcomes for the third quarter of 2024, highlighting a period of challenges and adjustments within the IT sector.</li>
<li>The company acknowledged that the quarter did not meet expectations.</li>
<li>As a result, Insight Enterprises has revised its gross profit and adjusted earnings per share guidance downwards for the full year.</li>
</ul>


Insight Enterprises recently disclosed its financial outcomes for the third quarter of 2024, highlighting a period of challenges and adjustments within the IT sector.
The company acknowledged that the quarter did not meet expectations.
As a result, Insight Enterprises has revised its gross profit and adjusted earnings per share guidance downwards for the full year.


Insight Enterprises Inc.: Acquisitions & Cost Management Strategy As A Key Growth Catalyst!

<ul>
<li>This is our first report on IT hardware and software solutions provider, Insight Enterprises.</li>
<li>The company is focused on reshaping the areas in which it concentrates its business to capitalize on fast-growing market segments.</li>
<li>Despite a decrease in net revenue by 11%, Insight Enterprises Inc. reported a 2% increase in gross profit, a testament to the company's profitability strategies.</li>
</ul>


This is our first report on IT hardware and software solutions provider, Insight Enterprises.
The company is focused on reshaping the areas in which it concentrates its business to capitalize on fast-growing market segments.
Despite a decrease in net revenue by 11%, Insight Enterprises Inc. reported a 2% increase in gross profit, a testament to the company's profitability strategies.


Insight Enterprises: Initiation of Coverage - The AI Revolution!

United States

Insight Enterprises, Inc. offers information technology hardware, software, and services to large enterprises, small to medium sized businesses, and public sector institutions in North America, Europe, the Middle East, Africa, and Asia-Pacific.

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Insight Enterprises (NSIT US)

Insight Enterprises Makes A Bold Cybersecurity Power Play With Sekuro Acquisition!

Insight Enterprises is making bold moves to shore up its position in the fast-evolving cybersecurity and digital transformation space.

Baptista Research

Insight Enterprises: Can It Keep Building The Hardware Momentum And Demand For New Technologies?

Insight Enterprises, a solutions integrator providing consultation and digital transformation services, reported its first quarter 2025 financial...

Baptista Research