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>Newmark Real Estate Services delivered robust financial results for the second quarter of 2026, extending its streak of double-digit revenue growth across several key business segments.</li><li>The company's total revenue increased by 17% year-over-year to a record $888.4 million, driven primarily by strong performances in management and servicing, leasing, and Capital Markets divisions.</li><li>Management and servicing revenue rose by 17.7%, driven by organic growth and recent acquisitions, while leasing revenues increased by 17.2%, supported by heightened office activity in major U.S. markets such as New York City, San Francisco Bay Area, and Los Angeles.</li></ul>

Newmark Real Estate Services delivered robust financial results for the second quarter of 2026, extending its streak of double-digit revenue growth across several key business segments.The company's total revenue increased by 17% year-over-year to a record $888.4 million, driven primarily by strong performances in management and servicing, leasing, and Capital Markets divisions.Management and servicing revenue rose by 17.7%, driven by organic growth and recent acquisitions, while leasing revenues increased by 17.2%, supported by heightened office activity in major U.S. markets such as New York City, San Francisco Bay Area, and Los Angeles.

Newmark Group Climbs to No. 2 in U.S. Investment Sales — Momentum Builds!

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Research Reinvented

<ul>
 <li>Newmark is demonstrating significant top-line momentum, with a reported 27% year-over-year revenue increase in Q1 2026, driven by strong performance in its leasing and management services segments.</li>
 <li>The company's growth strategy is centered on both organic expansion and strategic acquisitions, with a clear focus on increasing its international footprint to diversify its revenue base beyond the U.S. market.</li>
 <li>While the growth outlook is positive, the company operates in a highly cyclical industry and faces risks from market uncertainties, potential economic downturns, and challenges related to integrating its numerous acquisitions.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  Newmark is demonstrating significant top-line momentum, with a reported 27% year-over-year revenue increase in Q1 2026, driven by strong performance in its leasing and management services segments.
  The company's growth strategy is centered on both organic expansion and strategic acquisitions, with a clear focus on increasing its international footprint to diversify its revenue base beyond the U.S. market.
  While the growth outlook is positive, the company operates in a highly cyclical industry and faces risks from market uncertainties, potential economic downturns, and challenges related to integrating its numerous acquisitions.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Newmark Group (NMRK US) - Aug 2026

<ul><li>Newmark has reported a strong financial performance for the first quarter of 2026, continuing a consistent track record of growth across its service lines.</li><li>Total revenues increased by 27% year-over-year to $846.5 million, marking the seventh consecutive quarter of double-digit revenue growth.</li><li>Adjusted earnings per share rose by 57%, reaching $0.33, supported by a 35.8% increase in adjusted EBITDA to $121.2 million and a near 1% improvement in margin on total revenues.</li></ul>

Newmark has reported a strong financial performance for the first quarter of 2026, continuing a consistent track record of growth across its service lines.Total revenues increased by 27% year-over-year to $846.5 million, marking the seventh consecutive quarter of double-digit revenue growth.Adjusted earnings per share rose by 57%, reaching $0.33, supported by a 35.8% increase in adjusted EBITDA to $121.2 million and a near 1% improvement in margin on total revenues.

Newmark: From Garden Leave To Global Growth—Is The International Bet Starting To Pay Off?

<ul><li>Newmark Group's third quarter of 2025 results highlight both strengths and strategic decisions pivotal to its ongoing operations and future trajectory.</li><li>The firm reported a robust 25.9% increase in total revenues, reaching $863.5 million compared to the same quarter last year.</li><li>This performance underscores strong organic growth across various business lines including leasing, capital markets, management services, and valuation and advisory services.</li></ul>

Newmark Group's third quarter of 2025 results highlight both strengths and strategic decisions pivotal to its ongoing operations and future trajectory.The firm reported a robust 25.9% increase in total revenues, reaching $863.5 million compared to the same quarter last year.This performance underscores strong organic growth across various business lines including leasing, capital markets, management services, and valuation and advisory services.

Newmark Group’s Capital Markets Momentum Is Exploding — How Long Can This Breakneck Growth Last?

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

Thematic (Sector/Industry)

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

United States

Newmark Group, Inc. operates as a commercial real estate advisory firm. The Company offers a full suite of services and products which includes investment sales, debt and structured finance and loan sales, agency leasing, property management, valuation and advisory, and loan servicing. Newmark Group serves customers in the United States.

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Newmark Group (NMRK US)

Newmark Group Climbs to No. 2 in U.S. Investment Sales — Momentum Builds!

Newmark Real Estate Services delivered robust financial results for the second quarter of 2026, extending its streak of double-digit revenue...

Baptista Research

Primer: Newmark Group (NMRK US) - Aug 2026

Newmark is demonstrating significant top-line momentum, with a reported 27% year-over-year revenue increase in Q1 2026, driven by strong...

αSK Primers

Newmark: From Garden Leave To Global Growth—Is The International Bet Starting To Pay Off?

Newmark has reported a strong financial performance for the first quarter of 2026, continuing a consistent track record of growth across its...

Baptista Research

Newmark Group’s Capital Markets Momentum Is Exploding — How Long Can This Breakneck Growth Last?

Newmark Group's third quarter of 2025 results highlight both strengths and strategic decisions pivotal to its ongoing operations and future...

Baptista Research

The Transcript 05.10.21: Pent-up Demand

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...

The Transcript

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