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>Option Care Health reported a strong performance in the third quarter of 2025, delivering a 12% year-over-year increase in revenue.</li><li>This growth was balanced across its acute and chronic therapy portfolios, demonstrating its effective competitive positioning within the healthcare market.</li><li>The mid-teens growth in acute therapies outpaced expected industry rates, which can be attributed to the company's strategic positioning and operational agility.</li></ul>

Option Care Health reported a strong performance in the third quarter of 2025, delivering a 12% year-over-year increase in revenue.This growth was balanced across its acute and chronic therapy portfolios, demonstrating its effective competitive positioning within the healthcare market.The mid-teens growth in acute therapies outpaced expected industry rates, which can be attributed to the company's strategic positioning and operational agility.

Option Care Health: Inside Its 175-Facility Network — What’s Fueling the Next Wave of Infusion Center Growth?

<ul><li>The earnings for Option Care Health for the second quarter of 2025 highlights a period marked by notable financial and operational performance, underscored by several challenges and growth opportunities.</li><li>Financially, the company demonstrated robust topline growth with revenues increasing by 15% compared to the prior year, driven by balanced performance in both acute and chronic therapies.</li><li>The acute therapy segment saw mid-teen growth, outpacing general market expectations, suggesting market share gains potentially due to industry consolidations and changes in competitive dynamics.</li></ul>

The earnings for Option Care Health for the second quarter of 2025 highlights a period marked by notable financial and operational performance, underscored by several challenges and growth opportunities.Financially, the company demonstrated robust topline growth with revenues increasing by 15% compared to the prior year, driven by balanced performance in both acute and chronic therapies.The acute therapy segment saw mid-teen growth, outpacing general market expectations, suggesting market share gains potentially due to industry consolidations and changes in competitive dynamics.

Option Care Health: A Cutting-Edge Practitioner Model That Slashes Costs But What's The Margin Impact In 2025?

<ul><li>Option Care Health delivered a solid first quarter of 2025, with revenues rising by 16% over the year-ago quarter.</li><li>The growth was well-balanced, with mid-teens expansion in acute therapies and high-teens growth in chronic therapies.</li><li>The company capitalized on improved IV bag supply and continued investments in infrastructure to respond effectively to dynamic market demands.</li></ul>

Option Care Health delivered a solid first quarter of 2025, with revenues rising by 16% over the year-ago quarter.The growth was well-balanced, with mid-teens expansion in acute therapies and high-teens growth in chronic therapies.The company capitalized on improved IV bag supply and continued investments in infrastructure to respond effectively to dynamic market demands.

Option Care Health Is Moving Infusion to Your Living Room—Can This Bold Bet Transform U.S. Healthcare?

<ul><li>Option Care Health recently reported its financial performance for the fourth quarter and full year of 2024.</li><li>During the call, the executives outlined several aspects of their performance, strategic initiatives, and future outlook.</li><li>Key takeaways include a robust revenue growth rate of approximately 19.7% year-over-year in the fourth quarter and an overall satisfactory management of operational challenges such as supply chain issues.</li></ul>

Option Care Health recently reported its financial performance for the fourth quarter and full year of 2024.During the call, the executives outlined several aspects of their performance, strategic initiatives, and future outlook.Key takeaways include a robust revenue growth rate of approximately 19.7% year-over-year in the fourth quarter and an overall satisfactory management of operational challenges such as supply chain issues.

Option Care Health: Is Its Expansion of Advanced Practitioner Model The Right Move to Capture Significant Market Share?

<ul><li>Option Care Health recently shared its third-quarter results for 2024.</li><li>The healthcare company reported encouraging outcomes, reflecting significant strides in revenue growth and improvements in gross profit.</li><li>The quarter was marked by double-digit top-line growth, propelled by organic growth initiatives.</li></ul>

Option Care Health recently shared its third-quarter results for 2024.The healthcare company reported encouraging outcomes, reflecting significant strides in revenue growth and improvements in gross profit.The quarter was marked by double-digit top-line growth, propelled by organic growth initiatives.

Option Care Health: Expansion into Acute Care and Specialty Infusion & Other Major Drivers

United States

Option Care Health, Inc. provides infusion and home care management solutions. The Company offers products, services, and condition-specific clinical management programs for gastrointestinal abnormalities, infectious diseases, cancer, organ and blood cell transplants, bleeding disorders, and heart failures. Option Care Health serves patients in the United States.

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Option Care Health (OPCH US)

Option Care Health: Inside Its 175-Facility Network — What’s Fueling the Next Wave of Infusion Center Growth?

Option Care Health reported a strong performance in the third quarter of 2025, delivering a 12% year-over-year increase in revenue. This growth...

Baptista Research

Option Care Health: A Cutting-Edge Practitioner Model That Slashes Costs But What's The Margin Impact In 2025?

The earnings for Option Care Health for the second quarter of 2025 highlights a period marked by notable financial and operational performance,...

Baptista Research

Option Care Health Is Moving Infusion to Your Living Room—Can This Bold Bet Transform U.S. Healthcare?

Option Care Health delivered a solid first quarter of 2025, with revenues rising by 16% over the year-ago quarter. The growth was well-balanced,...

Baptista Research

Option Care Health: Expansion into Acute Care and Specialty Infusion & Other Major Drivers

Option Care Health recently shared its third-quarter results for 2024. The healthcare company reported encouraging outcomes, reflecting...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Option Care Health: Inside Its 175-Facility Network — What’s Fueling the Next Wave of Infusion Center Growth?

Option Care Health reported a strong performance in the third quarter of 2025, delivering a 12% year-over-year increase in revenue. This growth...

Baptista Research

Option Care Health: A Cutting-Edge Practitioner Model That Slashes Costs But What's The Margin Impact In 2025?

The earnings for Option Care Health for the second quarter of 2025 highlights a period marked by notable financial and operational performance,...

Baptista Research

Option Care Health Is Moving Infusion to Your Living Room—Can This Bold Bet Transform U.S. Healthcare?

Option Care Health delivered a solid first quarter of 2025, with revenues rising by 16% over the year-ago quarter. The growth was well-balanced,...

Baptista Research

Option Care Health: Is Its Expansion of Advanced Practitioner Model The Right Move to Capture Significant Market Share?

Option Care Health recently reported its financial performance for the fourth quarter and full year of 2024. During the call, the executives...

Baptista Research

Option Care Health: Expansion into Acute Care and Specialty Infusion & Other Major Drivers

Option Care Health recently shared its third-quarter results for 2024. The healthcare company reported encouraging outcomes, reflecting...

Baptista Research