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>Markets love a good villain.</li><li>Right now, artificial intelligence has become the monster hiding under every software company’s bed.</li><li>Investors seem convinced that generative AI will dismantle legacy platforms and flatten the economics of software.</li></ul>

Markets love a good villain.Right now, artificial intelligence has become the monster hiding under every software company’s bed.Investors seem convinced that generative AI will dismantle legacy platforms and flatten the economics of software.

Intuit & The $300 Billion AI Misunderstanding!

Credit

<ul><li>Intuit Inc., a global technology platform company that provides financial and business management solutions, reported strong second-quarter fiscal year 2026 results.</li><li>The company showcased a solid 17% revenue growth, emphasizing its success through three strategic areas of investment.</li><li>Key elements of Intuit's performance included advancements in artificial intelligence (AI) and human intelligence (HI) integrations, which are central to customer engagement and business operations.</li></ul>

Intuit Inc., a global technology platform company that provides financial and business management solutions, reported strong second-quarter fiscal year 2026 results.The company showcased a solid 17% revenue growth, emphasizing its success through three strategic areas of investment.Key elements of Intuit's performance included advancements in artificial intelligence (AI) and human intelligence (HI) integrations, which are central to customer engagement and business operations.

Can Intuit Inc Keep Credit Karma Momentum As Loan Growth Faces Tougher Comparisons?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> and <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> in the S&amp;P500. 2 changes to 400, 6 to 600.</li>
<li>The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.</li>
</ul>


On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.

Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Zions Bancorporation (ZION US) and Whirlpool Corp (WHR US) in the S&amp;P500. 2 changes to 400, 6 to 600.
The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.


S&P 500/400/600 Index Rebal - It's Not The Trade You Think

<ul><li>Intuit, a key player in financial software, has delivered strong results in the first quarter of fiscal 2026.</li><li>The company reported an 18% increase in revenue, which highlights the momentum and robust growth strategy that Intuit is executing.</li><li>This growth can be attributed to its AI-driven platform, which has further enhanced customer experiences across consumer and business segments.</li></ul>

Intuit, a key player in financial software, has delivered strong results in the first quarter of fiscal 2026.The company reported an 18% increase in revenue, which highlights the momentum and robust growth strategy that Intuit is executing.This growth can be attributed to its AI-driven platform, which has further enhanced customer experiences across consumer and business segments.

Intuit: Inside Credit Karma + TurboTax—How This Integration Is Quietly Winning Market Share!

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

<ul><li>Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customers</li><li>Intuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutions</li><li>Intuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customersIntuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutionsIntuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intuit’s evolution from DIY software to an AI-driven expert platform

United States

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

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Intuit Inc (INTU US)

Intuit & The $300 Billion AI Misunderstanding!

Markets love a good villain. Right now, artificial intelligence has become the monster hiding under every software company’s bed. Investors seem...

Baptista Research

Can Intuit Inc Keep Credit Karma Momentum As Loan Growth Faces Tougher Comparisons?

Intuit Inc., a global technology platform company that provides financial and business management solutions, reported strong second-quarter fiscal...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

Intuit’s evolution from DIY software to an AI-driven expert platform

Intuit is leveraging AI technology to enhance customer experience and drive innovation, positioning itself as a leader in the financial software...

MAGELLAN - IN THE KNOW

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intuit & The $300 Billion AI Misunderstanding!

Markets love a good villain. Right now, artificial intelligence has become the monster hiding under every software company’s bed. Investors seem...

Baptista Research

Can Intuit Inc Keep Credit Karma Momentum As Loan Growth Faces Tougher Comparisons?

Intuit Inc., a global technology platform company that provides financial and business management solutions, reported strong second-quarter fiscal...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

​The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

Intuit: Inside Credit Karma + TurboTax—How This Integration Is Quietly Winning Market Share!

Intuit, a key player in financial software, has delivered strong results in the first quarter of fiscal 2026. The company reported an 18% increase...

Baptista Research

Intuit’s evolution from DIY software to an AI-driven expert platform

Intuit is leveraging AI technology to enhance customer experience and drive innovation, positioning itself as a leader in the financial software...

MAGELLAN - IN THE KNOW

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...