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>Lattice Semiconductor Corporation delivered a positive result and managed an all-around beat in the last quarter, with significant revenue growth in the second quarter, up 18% over the prior year.</li><li>They had significant growth across several applications, including industrial automation, robotics, ADAS, and infotainment systems for cars.</li><li>Their sixth software solution stack, Lattice Drive, geared toward various automotive electronics applications, was just recently released.</li></ul>

Lattice Semiconductor Corporation delivered a positive result and managed an all-around beat in the last quarter, with significant revenue growth in the second quarter, up 18% over the prior year.They had significant growth across several applications, including industrial automation, robotics, ADAS, and infotainment systems for cars.Their sixth software solution stack, Lattice Drive, geared toward various automotive electronics applications, was just recently released.

Lattice Semiconductor Corporation: 4 Catalysts Driving Their Growth In Semiconductors! - Financial Forecasts

<ul><li>Lattice Semiconductor had impressive results in the first quarter and managed an all-around beat with a significant quarterly revenue increase of 22% year over year and non-GAAP net income that increased by 36% year over year.</li><li>Weaker industry-wide server-end market demand was the main cause of the segment's sequential revenue loss.</li><li>We give Lattice Semiconductor Corporation a 'Hold' rating with a revised target price.</li></ul>

Lattice Semiconductor had impressive results in the first quarter and managed an all-around beat with a significant quarterly revenue increase of 22% year over year and non-GAAP net income that increased by 36% year over year.Weaker industry-wide server-end market demand was the main cause of the segment's sequential revenue loss.We give Lattice Semiconductor Corporation a 'Hold' rating with a revised target price.

Lattice Semiconductor Corporation: Advances With The Lattice Avant Platform – Key Drivers

<ul><li>Lattice Semiconductor had a solid 2022 and ended the year on a positive note with an all-around beat.</li><li>The company increased its product portfolio and its core strategic markets for industrial, automotive, communications, and computing had a 28% increase in annual revenue.</li><li>Besides, the industrial and automotive market experienced double-digit growth for the third year as full-year revenue grew by 41%.</li></ul>

Lattice Semiconductor had a solid 2022 and ended the year on a positive note with an all-around beat.The company increased its product portfolio and its core strategic markets for industrial, automotive, communications, and computing had a 28% increase in annual revenue.Besides, the industrial and automotive market experienced double-digit growth for the third year as full-year revenue grew by 41%.

Lattice Semiconductor Corporation: Major Drivers

<ul><li>This is our first report on Lattice Semiconductor.</li><li>The company delivered impressive results in the third quarter, with an all-around beat and a quarterly revenue growth of 31% year over year.</li><li>Overall, we initiate coverage on the stock of Lattice Semiconductor Corporation with a ‘Hold’ rating.</li></ul>

This is our first report on Lattice Semiconductor.The company delivered impressive results in the third quarter, with an all-around beat and a quarterly revenue growth of 31% year over year.Overall, we initiate coverage on the stock of Lattice Semiconductor Corporation with a ‘Hold’ rating.

Lattice Semiconductor Corporation: Initiation of Coverage – Strong Macro & Other Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&amp;P 500 is headed next. We also highlight several attractive stocks from a relative strength perspective across Sectors.</p>

In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&amp;P 500 is headed next. We also highlight several attractive stocks from a relative strength perspective across Sectors.

U.S. Equities: Upside Momentum Lost, But Not Breaking Down

United States

Lattice Semiconductor Corporation designs, develops, and markets high speed programmable logic devices.  The Company's products provide electronic systems customers with quickly designed, easily configured components.  Lattice markets its products to original equipment manufacturers of communication, computing, industrial, and military systems.

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Lattice Semiconductor (LSCC US)

Lattice Semiconductor Corporation: 4 Catalysts Driving Their Growth In Semiconductors! - Financial Forecasts

Lattice Semiconductor Corporation delivered a positive result and managed an all-around beat in the last quarter, with significant revenue growth...

Baptista Research

Lattice Semiconductor Corporation: Advances With The Lattice Avant Platform – Key Drivers

Lattice Semiconductor had impressive results in the first quarter and managed an all-around beat with a significant quarterly revenue increase of...

Baptista Research

Lattice Semiconductor Corporation: Major Drivers

Lattice Semiconductor had a solid 2022 and ended the year on a positive note with an all-around beat. The company increased its product portfolio...

Baptista Research

Lattice Semiconductor Corporation: Initiation of Coverage – Strong Macro & Other Drivers

This is our first report on Lattice Semiconductor. The company delivered impressive results in the third quarter, with an all-around beat and a...

Baptista Research

U.S. Equities: Upside Momentum Lost, But Not Breaking Down

In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...

Vermilion Research

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