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>nVent Electric plc delivered a strong performance in its second quarter of 2025, with both sales and adjusted earnings per share (EPS) surpassing prior guidance.</li><li>The company's strategic transformation towards focusing on higher-growth, electrical connection, and protection markets is yielding positive results.</li><li>Notably, sales rose by 30%, including 9% organic growth, driven primarily by the infrastructure vertical, which saw a significant increase owing to heightened demand for data solutions and data centers.</li></ul>

nVent Electric plc delivered a strong performance in its second quarter of 2025, with both sales and adjusted earnings per share (EPS) surpassing prior guidance.The company's strategic transformation towards focusing on higher-growth, electrical connection, and protection markets is yielding positive results.Notably, sales rose by 30%, including 9% organic growth, driven primarily by the infrastructure vertical, which saw a significant increase owing to heightened demand for data solutions and data centers.

nVent Captures Modular & Gray Space Opportunities to Fuel Revenue Growth; What’s The Expected Revenue Impact?

<ul><li>nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with decisive portfolio adjustments.</li><li>The company reported an 11% rise in sales, marking a significant start to the year.</li><li>This growth was driven by acquired businesses like Trachte, which showed strong double-digit sales increases, adding roughly $71 million to nVent's revenues.</li></ul>

nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with decisive portfolio adjustments.The company reported an 11% rise in sales, marking a significant start to the year.This growth was driven by acquired businesses like Trachte, which showed strong double-digit sales increases, adding roughly $71 million to nVent's revenues.

nVent’s Global Expansion and R&D Investments Signal Massive Growth Ahead in Data and Energy; What’s Next?

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

Seagate Technology Holdings PL / Technical Analysis

<ul>
<li>We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.</li>
<li>Shorter-Term, the SPX violated its 3.5-month uptrend yesterday, but managed to rally back to the breakdown level by yesterday's close. </li>
<li>We would not yet call this a decisive breakdown, and we are on the lookout for a potential reclaim back above this uptrend at the 6425-3430 level. Or consolidation?</li>
</ul>


We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.
Shorter-Term, the SPX violated its 3.5-month uptrend yesterday, but managed to rally back to the breakdown level by yesterday's close. 
We would not yet call this a decisive breakdown, and we are on the lookout for a potential reclaim back above this uptrend at the 6425-3430 level. Or consolidation?


Downgrading Staples to Underweight; New Leaders Still Leading As Prior Leaders Consolidate

<ul><li>NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions.</li><li>Their decision to divest the Thermal Management business and the recent acquisition of Trachte aligns with their goal of focusing on high-growth areas like electrical connection and protection, which plays into broader industry trends of electrification and digitalization.</li><li>This strategic repositioning appears geared towards capitalizing on sectoral shifts and enhancing long-term growth prospects.</li></ul>

NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions.Their decision to divest the Thermal Management business and the recent acquisition of Trachte aligns with their goal of focusing on high-growth areas like electrical connection and protection, which plays into broader industry trends of electrification and digitalization.This strategic repositioning appears geared towards capitalizing on sectoral shifts and enhancing long-term growth prospects.

nVent Electric plc: Expanded Electrification Capabilities With The Acquisition Of Trachte! - Major Drivers

<ul><li>nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash flow.</li><li>The company executed its growth strategy, focusing on high-growth verticals, new products, global expansion and acquisitions.</li><li>The continued acceleration of artificial intelligence (AI) has also increased demand for the company's Data Solutions offerings.</li></ul>

nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash flow.The company executed its growth strategy, focusing on high-growth verticals, new products, global expansion and acquisitions.The continued acceleration of artificial intelligence (AI) has also increased demand for the company's Data Solutions offerings.

nVent Electric:  Progress on Electrification

United States

nVent Electric plc operates as an electrical contractor. The Company offers electronic packaging, concrete reinforcing steel connections, data center and networking solutions, and other electric products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

nVent Electric (NVT US)

nVent Captures Modular & Gray Space Opportunities to Fuel Revenue Growth; What’s The Expected Revenue Impact?

nVent Electric plc delivered a strong performance in its second quarter of 2025, with both sales and adjusted earnings per share (EPS) surpassing...

Baptista Research

nVent’s Global Expansion and R&D Investments Signal Massive Growth Ahead in Data and Energy; What’s Next?

nVent Electric's first quarter of 2025 showcased a blend of robust growth and strategic maneuvers, coupling strong financial performance with...

Baptista Research

Downgrading Staples to Underweight; New Leaders Still Leading As Prior Leaders Consolidate

Downgrading Staples $XLP to Underweight; New Leaders Still Leading While Prior Leaders Consolidate; $SMH Above $280, 10-yr Treasury yield below key...

Vermilion Research

nVent Electric plc: Expanded Electrification Capabilities With The Acquisition Of Trachte! - Major Drivers

NVT's Q2 2024 earnings reveal a company in the midst of significant operational and strategic transitions. Their decision to divest the Thermal...

Baptista Research

nVent Electric: Progress on Electrification

nVent Electric performed strongly in the first quarter of 2024, delivering impressive volume growth, margin expansion and robust free cash...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)