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>MongoDB reported a commendable performance in its second quarter for fiscal year 2025, displaying resilience and adaptability in a complex market environment.</li><li>The company announced a revenue of $478 million, marking a 13% year-over-year increase which was above the upper limit of their provided guidance.</li><li>This increase was buoyed significantly by the 27% growth in Atlas revenue, which now constitutes 71% of total revenue.</li></ul>

MongoDB reported a commendable performance in its second quarter for fiscal year 2025, displaying resilience and adaptability in a complex market environment.The company announced a revenue of $478 million, marking a 13% year-over-year increase which was above the upper limit of their provided guidance.This increase was buoyed significantly by the 27% growth in Atlas revenue, which now constitutes 71% of total revenue.

MongoDB: How Are They Capitalizing On The Expanding Use Case Versatility? - Major Drivers

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/palantir-technologies-inc" target="_blank" data-smartkarma-citation="entities:27728:1" rel="noopener">Palantir Technologies (PLTR US)</a> is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.</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> is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.</li>
<li>
<a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> is <em>not </em>an expected deletion due to special ADR market cap treatment. <a href="https://www.smartkarma.com/entities/equinix-inc" target="_blank" data-smartkarma-citation="entities:17409:1" rel="noopener">Equinix Inc (EQIX US)</a> is <em>not </em>an expected addition because it is a REIT.</li>
</ul>



Palantir Technologies (PLTR US) is anticipated to be the largest addition following its eligibility, which was secured through a listing transfer from NYSE to Nasdaq just before the cut-off date.

Super Micro Computer (SMCI US) is projected to exit the index despite its recent entry in July 2024, as it has ranked above the exit threshold of 125.

ARM Holdings (ARM US) is not an expected deletion due to special ADR market cap treatment. Equinix Inc (EQIX US) is not an expected addition because it is a REIT.


Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

Monolithic Power Systems, Inc / Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/monolithic-power-systems-inc" target="_blank" data-smartkarma-citation="entities:2088:1" rel="noopener">Monolithic Power Systems (MPWR US)</a> is a direct addition followed by <a href="https://www.smartkarma.com/entities/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> which is a conditional addition but close to be direct. Demand is ~$1.8bn and ~3.5 ADV.</li>
<li>
<a href="https://www.smartkarma.com/entities/dollar-tree-inc" target="_blank" data-smartkarma-citation="entities:10913:1" rel="noopener">Dollar Tree Inc (DLTR US)</a> is a direct deletion with the highest exclusion probability as it is  ranked above the exit rank of 125. </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> , <a href="https://www.smartkarma.com/entities/arm-holdings-inc" target="_blank" data-smartkarma-citation="entities:21816:1" rel="noopener">ARM Holdings (ARM US)</a> and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a> are amongst the prioritized constituents preventing eligible candidates from entering the index. </li>
</ul>



Monolithic Power Systems (MPWR US) is a direct addition followed by AppLovin (APP US) which is a conditional addition but close to be direct. Demand is ~$1.8bn and ~3.5 ADV.

Dollar Tree Inc (DLTR US) is a direct deletion with the highest exclusion probability as it is  ranked above the exit rank of 125. 

Super Micro Computer (SMCI US) , ARM Holdings (ARM US) and Moderna (MRNA US) are amongst the prioritized constituents preventing eligible candidates from entering the index. 


Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

<ul><li>The MongoDB Q1 2025 earnings focused on slowing growth rates attributed to a difficult macroeconomic environment and execution issues, while confidently outlining opportunities for improvement and growth.</li><li>The company reported revenues of $451 million, representing a 22% YoY increase, with Atlas revenue accounting for 70% of the total at a growth rate of 32% YoY.</li><li>MongoDB cited less seasonal improvement than expected, leading to slower Atlas consumption growth, and disappointing new business performance.</li></ul>

The MongoDB Q1 2025 earnings focused on slowing growth rates attributed to a difficult macroeconomic environment and execution issues, while confidently outlining opportunities for improvement and growth.The company reported revenues of $451 million, representing a 22% YoY increase, with Atlas revenue accounting for 70% of the total at a growth rate of 32% YoY.MongoDB cited less seasonal improvement than expected, leading to slower Atlas consumption growth, and disappointing new business performance.

MongoDB Inc.: A Focus On Enterprise Growth & New AI Programs Are Critical Growth Catalysts!  - Major Drivers

<ul><li>MongoDB reported robust Q4 results, with revenues reaching $458 million, marking a 27% YoY increase and exceeding the high end of the company's guidance.</li><li>MongoDB's Atlas product line grew by 34% YoY, accounting for 68% of the company's total revenue.</li><li>The company also reported a healthy business quarter, owing much of this success to acquiring new workloads from existing Atlas customers.</li></ul>

MongoDB reported robust Q4 results, with revenues reaching $458 million, marking a 27% YoY increase and exceeding the high end of the company's guidance.MongoDB's Atlas product line grew by 34% YoY, accounting for 68% of the company's total revenue.The company also reported a healthy business quarter, owing much of this success to acquiring new workloads from existing Atlas customers.

MongoDB Inc.: Growing Interest and Demand for AI Applications Can Revolutionize Growth? - Key Drivers

United States

MongoDB, Inc. develops database software. The Company provides an open-source database platform for automating, monitoring, and deployment backups. MongoDB renders enterprise software integration, platform certification, and commercial licensing services. MongoDB serves clients worldwide.

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MongoDB (MDB US)

MongoDB: How Are They Capitalizing On The Expanding Use Case Versatility? - Major Drivers

MongoDB reported a commendable performance in its second quarter for fiscal year 2025, displaying resilience and adaptability in a complex market...

Baptista Research

Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

F1: 100%. All of the forecasts matched the index changes announced at the close of Friday 13 December. SMCI fell more than 11% in premarket trading...

Dimitris Ioannidis

Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...

Dimitris Ioannidis

MongoDB Inc.: A Focus On Enterprise Growth & New AI Programs Are Critical Growth Catalysts! - Major Drivers

The MongoDB Q1 2025 earnings focused on slowing growth rates attributed to a difficult macroeconomic environment and execution issues, while...

Baptista Research

MongoDB Inc.: Growing Interest and Demand for AI Applications Can Revolutionize Growth? - Key Drivers

MongoDB reported robust Q4 results, with revenues reaching $458 million, marking a 27% YoY increase and exceeding the high end of the company's...

Baptista Research

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MongoDB: How Are They Capitalizing On The Expanding Use Case Versatility? - Major Drivers

MongoDB reported a commendable performance in its second quarter for fiscal year 2025, displaying resilience and adaptability in a complex market...

Baptista Research

Nasdaq100 December 2024 Forecast (Final): Palantir's Last-Minute Entry; Arm's Subtle Retention

F1: 100%. All of the forecasts matched the index changes announced at the close of Friday 13 December. SMCI fell more than 11% in premarket trading...

Dimitris Ioannidis

Nasdaq-100 December 2024 Forecasts: Monolithic Power & AppLovin It; Dollar Tree Needs Watering

​MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...

Dimitris Ioannidis

MongoDB Inc.: A Focus On Enterprise Growth & New AI Programs Are Critical Growth Catalysts! - Major Drivers

The MongoDB Q1 2025 earnings focused on slowing growth rates attributed to a difficult macroeconomic environment and execution issues, while...

Baptista Research

MongoDB Inc.: Growing Interest and Demand for AI Applications Can Revolutionize Growth? - Key Drivers

MongoDB reported robust Q4 results, with revenues reaching $458 million, marking a 27% YoY increase and exceeding the high end of the company's...

Baptista Research

MPWR and APP are the top candidates for inclusion with an average forecasted demand at nearly $2bn and 3.5 ADV, while DLTR and ILMN face a high...