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>Littelfuse, Inc. recently reported its third-quarter earnings for 2025, reflecting a mixture of growth and ongoing strategic progress, along with some challenges in specific market segments.</li><li>Overall, the company reported a 10% revenue growth year-over-year, spearheaded by a robust performance in its Electronics segment.</li><li>This growth was complemented by the Industrial segment's resilience despite varying market demands.</li></ul>

Littelfuse, Inc. recently reported its third-quarter earnings for 2025, reflecting a mixture of growth and ongoing strategic progress, along with some challenges in specific market segments.Overall, the company reported a 10% revenue growth year-over-year, spearheaded by a robust performance in its Electronics segment.This growth was complemented by the Industrial segment's resilience despite varying market demands.

Littelfuse: What Basler Electric Brings to the Table—and Why It Matters!

<ul><li>Littelfuse, Inc. delivered a robust performance in the second quarter of 2025, reporting a 10% revenue increase compared to the previous year.</li><li>The results highlight strong execution in its growth strategies, with improved demand across its segments.</li><li>The Electronics segment benefitted particularly from heightened demand for passive electronics and protection products.</li></ul>

Littelfuse, Inc. delivered a robust performance in the second quarter of 2025, reporting a 10% revenue increase compared to the previous year.The results highlight strong execution in its growth strategies, with improved demand across its segments.The Electronics segment benefitted particularly from heightened demand for passive electronics and protection products.

Littelfuse Is Moving Forward In Renewables & Grid Storage—Is This the Industrial Play Wall Street Missed?

<ul><li>Littelfuse Inc. presented its first quarter 2025 results, showcasing its ability to navigate a dynamic and challenging market environment.</li><li>CEO Greg Henderson highlighted Littelfuse's leadership in developing smart solutions for electrical energy transfer, which has been well-received by customers across various markets, including grid storage and data centers.</li><li>In financial terms, the company's revenue increased by 4% year-over-year to $554 million, with an organic growth of 3%.</li></ul>

Littelfuse Inc. presented its first quarter 2025 results, showcasing its ability to navigate a dynamic and challenging market environment.CEO Greg Henderson highlighted Littelfuse's leadership in developing smart solutions for electrical energy transfer, which has been well-received by customers across various markets, including grid storage and data centers.In financial terms, the company's revenue increased by 4% year-over-year to $554 million, with an organic growth of 3%.

Littelfuse Inc.: Resilience & Diversification in Supply Chain Can Help It Survive & Flourish Amidst Global Challenges!

<ul><li>Littelfuse reported mixed results for the fourth quarter of 2024, aligning with their guided range amidst challenging market conditions.</li><li>The company saw sales and earnings that reflect stable operational execution.</li><li>For the full year, Littelfuse navigated a difficult environment, demonstrated by a modest decline in revenues to $2.2 billion, down 7% from the prior year.</li></ul>

Littelfuse reported mixed results for the fourth quarter of 2024, aligning with their guided range amidst challenging market conditions.The company saw sales and earnings that reflect stable operational execution.For the full year, Littelfuse navigated a difficult environment, demonstrated by a modest decline in revenues to $2.2 billion, down 7% from the prior year.

Littelfuse: Inside the Semiconductor Shift Driving Its Next Chapter!

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

<ul>
<li>Volatility finally picked up last Friday, and the SPX and Nasdaq 100 (QQQ) both gapped lower to close below their 20-day MAs for the first time in over three months.</li>
<li>With that said, all of the major indexes (SPX, QQQ, DJI, IWM) rallied yesterday to fill their gaps from Friday and SPX and QQQ have reclaimed above their 20-day MAs. </li>
<li>This is a bullish signal that suggests any further pullback is likely to be relatively shallow, and should be treated as a buying opportunity.</li>
</ul>


Volatility finally picked up last Friday, and the SPX and Nasdaq 100 (QQQ) both gapped lower to close below their 20-day MAs for the first time in over three months.
With that said, all of the major indexes (SPX, QQQ, DJI, IWM) rallied yesterday to fill their gaps from Friday and SPX and QQQ have reclaimed above their 20-day MAs. 
This is a bullish signal that suggests any further pullback is likely to be relatively shallow, and should be treated as a buying opportunity.


Was That It?; Downgrading Discretionary and Energy; Gr/Val Breakout; Market Dynamics Remain Risk-On

United States

Littelfuse, Inc. manufactures and sells fuses and other circuit protection devices for use in the automotive, electronic, and general industrial markets. The Company also makes relays, switches, circuit breakers, and indicator lights. Littelfuse sells its products around the world.

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Littelfuse Inc (LFUS US)

Littelfuse: What Basler Electric Brings to the Table—and Why It Matters!

Littelfuse, Inc. recently reported its third-quarter earnings for 2025, reflecting a mixture of growth and ongoing strategic progress, along with...

Baptista Research

Littelfuse Is Moving Forward In Renewables & Grid Storage—Is This the Industrial Play Wall Street Missed?

Littelfuse, Inc. delivered a robust performance in the second quarter of 2025, reporting a 10% revenue increase compared to the previous year. The...

Baptista Research

Littelfuse Inc.: Resilience & Diversification in Supply Chain Can Help It Survive & Flourish Amidst Global Challenges!

Littelfuse Inc. presented its first quarter 2025 results, showcasing its ability to navigate a dynamic and challenging market environment. CEO...

Baptista Research

Littelfuse: Inside the Semiconductor Shift Driving Its Next Chapter!

Littelfuse reported mixed results for the fourth quarter of 2024, aligning with their guided range amidst challenging market conditions. The...

Baptista Research

Was That It?; Downgrading Discretionary and Energy; Gr/Val Breakout; Market Dynamics Remain Risk-On

Was That It? $SPX $QQQ $IWM; Downgrading Discretionary $XLY to market weight and Energy $XLE to underweight; Growth vs. Value Breaking Out; Market...

Vermilion Research

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