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>Onto Innovation reported a robust second quarter, showcasing better-than-expected results in revenue and operating margin.</li><li>The company's revenue for Q2 stood at $253.6 million, marking a 5% year-over-year increase, while gross margins, excluding tariff-related expenses, were around 55%.</li><li>Operating margins reached 25.9%, indicating efficiency improvements in both R&D and operations.</li></ul>

Onto Innovation reported a robust second quarter, showcasing better-than-expected results in revenue and operating margin.The company's revenue for Q2 stood at $253.6 million, marking a 5% year-over-year increase, while gross margins, excluding tariff-related expenses, were around 55%.Operating margins reached 25.9%, indicating efficiency improvements in both R&D and operations.

Onto Innovation: An Insight Into Its 2.5D Logic Packaging & Subsurface Inspection Technologies!

<ul><li>Onto Innovation recently announced its financial results for the first quarter of 2025, marking a significant revenue record of $267 million, driven by advancements in AI compute engines and increased investments in cloud and enterprise servers.</li><li>However, the company is grappling with tariff impacts due to policies enacted by the U.S. administration.</li><li>Nearly all Onto's products are manufactured in the United States, exposing the company to higher costs from tariffs and potential retaliatory tariffs from other countries.</li></ul>

Onto Innovation recently announced its financial results for the first quarter of 2025, marking a significant revenue record of $267 million, driven by advancements in AI compute engines and increased investments in cloud and enterprise servers.However, the company is grappling with tariff impacts due to policies enacted by the U.S. administration.Nearly all Onto's products are manufactured in the United States, exposing the company to higher costs from tariffs and potential retaliatory tariffs from other countries.

Onto Innovation: Is The Advanced Packaging & AI Compute Growth Here To Stay?

<ul><li>Onto Innovation's latest financial results for the first quarter of 2025 present a mixed picture of record revenue growth alongside operational challenges stemming from external factors like tariffs and evolving market demands.</li><li>The company reported $267 million in revenue, marking a record quarter driven primarily by expansions in advanced nodes and advanced packaging sectors.</li><li>This growth reflects robust market demand, particularly associated with AI compute engines and cloud infrastructure investments.</li></ul>

Onto Innovation's latest financial results for the first quarter of 2025 present a mixed picture of record revenue growth alongside operational challenges stemming from external factors like tariffs and evolving market demands.The company reported $267 million in revenue, marking a record quarter driven primarily by expansions in advanced nodes and advanced packaging sectors.This growth reflects robust market demand, particularly associated with AI compute engines and cloud infrastructure investments.

Onto Innovation Just Doubled Its Node Revenue—What’s Driving This Metrology Surge?

<ul><li>Onto Innovation reported strong financial results for the fourth quarter and full year of 2024, highlighting the company’s continued growth across its markets.</li><li>The company logged its sixth consecutive quarter of growth, achieving a new quarterly revenue record of $264 million, marking a 21% increase from the previous year.</li><li>This growth was largely driven by the specialty devices and advanced packaging markets, particularly propelled by robust demand in AI packaging.</li></ul>

Onto Innovation reported strong financial results for the fourth quarter and full year of 2024, highlighting the company’s continued growth across its markets.The company logged its sixth consecutive quarter of growth, achieving a new quarterly revenue record of $264 million, marking a 21% increase from the previous year.This growth was largely driven by the specialty devices and advanced packaging markets, particularly propelled by robust demand in AI packaging.

Onto Innovation: The Advanced Nodes Market Is A SOLID Opportunity But Can They Capitalize?

<ul><li>Onto Innovation reported its third-quarter financial results for 2024, demonstrating several strengths and challenges that inform its investment outlook.</li><li>The company achieved a revenue of $252 million, marking a 4% sequential increase and a 22% rise year-over-year.</li><li>This performance set a new quarterly record for inspection revenue, indicating robust demand within its specialty device and advanced packaging segments.</li></ul>

Onto Innovation reported its third-quarter financial results for 2024, demonstrating several strengths and challenges that inform its investment outlook.The company achieved a revenue of $252 million, marking a 4% sequential increase and a 22% rise year-over-year.This performance set a new quarterly record for inspection revenue, indicating robust demand within its specialty device and advanced packaging segments.

Onto Innovation: Will Its High Bandwidth Memory (HBM) Expansion Bring A Shift In The Competitive Dynamics? - Major Drivers

United States

Onto Innovation Inc. provides process control solutions and inspection systems. The Company offers solutions which primarily used in the fabrication of semiconductors and other solid-state devices, as well as industrial and scientific applications. Onto Innovation serves customers in the United States.

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Nanometrics Inc (ONTO US)

Onto Innovation: An Insight Into Its 2.5D Logic Packaging & Subsurface Inspection Technologies!

Onto Innovation reported a robust second quarter, showcasing better-than-expected results in revenue and operating margin. The company's revenue...

Baptista Research

Onto Innovation: Is The Advanced Packaging & AI Compute Growth Here To Stay?

Onto Innovation recently announced its financial results for the first quarter of 2025, marking a significant revenue record of $267 million,...

Baptista Research

Onto Innovation Just Doubled Its Node Revenue—What’s Driving This Metrology Surge?

Onto Innovation's latest financial results for the first quarter of 2025 present a mixed picture of record revenue growth alongside operational...

Baptista Research

Onto Innovation: The Advanced Nodes Market Is A SOLID Opportunity But Can They Capitalize?

Onto Innovation reported strong financial results for the fourth quarter and full year of 2024, highlighting the company’s continued growth across...

Baptista Research

Onto Innovation: Will Its High Bandwidth Memory (HBM) Expansion Bring A Shift In The Competitive Dynamics? - Major Drivers

Onto Innovation reported its third-quarter financial results for 2024, demonstrating several strengths and challenges that inform its investment...

Baptista Research

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