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

International Business Machines / Equity Bottom-Up

<ul><li>International Business Machines Corporation (IBM) recently presented its third-quarter 2025 financial results, showcasing both strengths and areas of concern.</li><li>From a revenue perspective, IBM reported 7% growth, marking the highest increase in several years with sequential acceleration across all segments.</li><li>This growth underscores the strength of IBM's strategic focus on Hybrid Cloud and Artificial Intelligence (AI), which are driving innovation and client engagement.</li></ul>

International Business Machines Corporation (IBM) recently presented its third-quarter 2025 financial results, showcasing both strengths and areas of concern.From a revenue perspective, IBM reported 7% growth, marking the highest increase in several years with sequential acceleration across all segments.This growth underscores the strength of IBM's strategic focus on Hybrid Cloud and Artificial Intelligence (AI), which are driving innovation and client engagement.

IBM + Confluent? This $11 Billion Deal Could Rewrite the Cloud Game!

<ul><li>In a bold move to extend its footprint in the enterprise IT services space, International Business Machines Corporation (IBM) has announced a definitive agreement to acquire Dallas-based Cognitus, a niche SAP S/4HANA services provider.</li><li>The financial terms of the deal remain undisclosed, but the strategic rationale appears clear.</li><li>With this acquisition, IBM aims to bolster its SAP consulting capabilities, especially in complex and regulated sectors such as aerospace, energy, and manufacturing.</li></ul>

In a bold move to extend its footprint in the enterprise IT services space, International Business Machines Corporation (IBM) has announced a definitive agreement to acquire Dallas-based Cognitus, a niche SAP S/4HANA services provider.The financial terms of the deal remain undisclosed, but the strategic rationale appears clear.With this acquisition, IBM aims to bolster its SAP consulting capabilities, especially in complex and regulated sectors such as aerospace, energy, and manufacturing.

IBM Goes All-In On SAP—What The Cognitus Deal Really Means!

<ul><li>IBM and Anthropic have joined forces in a major strategic move that could significantly reshape the enterprise AI landscape.</li><li>As announced in early October 2025, Anthropic's Claude AI models will be integrated directly into IBM’s software suite, beginning with its integrated developer environment (IDE).</li><li>The collaboration represents a calculated step for IBM to reinforce its enterprise AI strategy by embedding powerful AI agents within its hybrid cloud and software platforms.</li></ul>

IBM and Anthropic have joined forces in a major strategic move that could significantly reshape the enterprise AI landscape.As announced in early October 2025, Anthropic's Claude AI models will be integrated directly into IBM’s software suite, beginning with its integrated developer environment (IDE).The collaboration represents a calculated step for IBM to reinforce its enterprise AI strategy by embedding powerful AI agents within its hybrid cloud and software platforms.

IBM Just Partnered With Anthropic—Here’s Why Enterprise AI Will Never Be The Same!

<ul><li>The race toward quantum advantage is entering its most critical phase, and IBM has quietly positioned itself as the frontrunner in a highly competitive field dominated by tech giants like Google, Microsoft, and Amazon.</li><li>In its Q2 2025 earnings call, IBM confirmed a major milestone: the deployment of IBM Quantum System Two in Japan, the first such system outside the United States.</li><li>This isn't just a milestone in hardware—it signals IBM's intent to establish global leadership in quantum computing infrastructure.</li></ul>

The race toward quantum advantage is entering its most critical phase, and IBM has quietly positioned itself as the frontrunner in a highly competitive field dominated by tech giants like Google, Microsoft, and Amazon.In its Q2 2025 earnings call, IBM confirmed a major milestone: the deployment of IBM Quantum System Two in Japan, the first such system outside the United States.This isn't just a milestone in hardware—it signals IBM's intent to establish global leadership in quantum computing infrastructure.

IBM Just Took The Lead In The Quantum Arms Race—And It’s Only The Beginning!

<ul><li>International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its financial performance, strategic progress, and market outlook.</li><li>The results exhibit a mixed bag with notable strengths and areas warranting cautious attention.</li><li>In the second quarter, IBM achieved considerable success, reporting $17 billion in revenue, which reflects a growth of over 5% at constant currency.</li></ul>

International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its financial performance, strategic progress, and market outlook.The results exhibit a mixed bag with notable strengths and areas warranting cautious attention.In the second quarter, IBM achieved considerable success, reporting $17 billion in revenue, which reflects a growth of over 5% at constant currency.

IBM Is Quietly Builds a Cloud Powerhouse with Red Hat

United States

International Business Machines Corporation (IBM) provides computer solutions through the use of advanced information technology. The Company's solutions include technologies, systems, products, services, software, and financing. IBM offers its products through its global sales and distribution organization, as well as through a variety of third party distributors and resellers.

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International Business Machines (IBM US)

IBM + Confluent? This $11 Billion Deal Could Rewrite the Cloud Game!

International Business Machines Corporation (IBM) recently presented its third-quarter 2025 financial results, showcasing both strengths and areas...

Baptista Research

IBM Goes All-In On SAP—What The Cognitus Deal Really Means!

In a bold move to extend its footprint in the enterprise IT services space, International Business Machines Corporation (IBM) has announced a...

Baptista Research

IBM Just Partnered With Anthropic—Here’s Why Enterprise AI Will Never Be The Same!

IBM and Anthropic have joined forces in a major strategic move that could significantly reshape the enterprise AI landscape. As announced in early...

Baptista Research

IBM Just Took The Lead In The Quantum Arms Race—And It’s Only The Beginning!

The race toward quantum advantage is entering its most critical phase, and IBM has quietly positioned itself as the frontrunner in a highly...

Baptista Research

IBM Is Quietly Builds a Cloud Powerhouse with Red Hat

International Business Machines Corporation (IBM) recently concluded its latest earnings presentation, providing valuable insights into its...

Baptista Research

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