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>Oracle is no longer being judged only as a legacy database and enterprise software company.</li><li>It is increasingly being evaluated as one of the most aggressive infrastructure financiers of the artificial intelligence buildout.</li><li>That shift matters because the company is now committing capital at a scale that changes the risk profile of the business.</li></ul>

Oracle is no longer being judged only as a legacy database and enterprise software company.It is increasingly being evaluated as one of the most aggressive infrastructure financiers of the artificial intelligence buildout.That shift matters because the company is now committing capital at a scale that changes the risk profile of the business.

Oracle’s $100 Billion AI Gamble: Visionary Masterstroke Or Bubble Warning?

<ul><li>Oracle Corporation reported a strong third quarter for fiscal year 2026, driven by accelerated growth in cloud applications and AI infrastructure.</li><li>Organic total revenue and non-GAAP earnings per share both grew by more than 20%, marking the first time in over 15 years that Oracle achieved these levels simultaneously in a single quarter.</li><li>This performance reflects expansion in AI-related offerings, progress in the company’s multicloud database strategy, and continued growth in large enterprise deployments.</li></ul>

Oracle Corporation reported a strong third quarter for fiscal year 2026, driven by accelerated growth in cloud applications and AI infrastructure.Organic total revenue and non-GAAP earnings per share both grew by more than 20%, marking the first time in over 15 years that Oracle achieved these levels simultaneously in a single quarter.This performance reflects expansion in AI-related offerings, progress in the company’s multicloud database strategy, and continued growth in large enterprise deployments.

Oracle: From Multicloud Databases to AI Agent Platforms—A New Era of Enterprise Automation!

<ul><li>The artificial intelligence boom has a familiar story.</li><li>Demand is exploding.</li><li>Tech giants are racing to build larger models.</li></ul>

The artificial intelligence boom has a familiar story.Demand is exploding.Tech giants are racing to build larger models.

Oracle’s AI Boom Has A Dirty Secret: The Power Grid Can’t Keep Up!

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>AI capex is splitting into two trades: control of scarce inputs versus balance-sheet–heavy buildouts.</li>
<li>Oracle's backlog is exploding, but cash flow isn’t: capex has surged far ahead of revenue, flipping free cash flow negative. Firm flags labour shortages amid strong layoff rumours. </li>
<li>Oracle’s CDS is trading AI risk in real time, turning growth optimism into a cost-of-capital test.</li>
</ul>


AI capex is splitting into two trades: control of scarce inputs versus balance-sheet–heavy buildouts.
Oracle's backlog is exploding, but cash flow isn’t: capex has surged far ahead of revenue, flipping free cash flow negative. Firm flags labour shortages amid strong layoff rumours. 
Oracle’s CDS is trading AI risk in real time, turning growth optimism into a cost-of-capital test.


At Oracle, AI Backlog Is Colliding With the Balance Sheet

<ul><li>Oracle's AI ambitions may have been too big, too fast.</li><li>The company’s sprawling plans to build a national footprint of AI data centers suffered a high-profile blow this week after reports surfaced that Blue Owl Capital walked away from a major funding partnership.</li><li>While Oracle insists Blue Owl was simply outbid for the Michigan data center project, the market response was immediate: shares slid 4.4% and bond prices declined.</li></ul>

Oracle's AI ambitions may have been too big, too fast.The company’s sprawling plans to build a national footprint of AI data centers suffered a high-profile blow this week after reports surfaced that Blue Owl Capital walked away from a major funding partnership.While Oracle insists Blue Owl was simply outbid for the Michigan data center project, the market response was immediate: shares slid 4.4% and bond prices declined.

Blue Owl Exit Puts Oracle AI Data Center Funding Strategy in Question!

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Oracle’s $100 Billion AI Gamble: Visionary Masterstroke Or Bubble Warning?

Oracle is no longer being judged only as a legacy database and enterprise software company. It is increasingly being evaluated as one of the most...

Baptista Research

Oracle: From Multicloud Databases to AI Agent Platforms—A New Era of Enterprise Automation!

Oracle Corporation reported a strong third quarter for fiscal year 2026, driven by accelerated growth in cloud applications and AI...

Baptista Research

Oracle’s AI Boom Has A Dirty Secret: The Power Grid Can’t Keep Up!

The artificial intelligence boom has a familiar story. Demand is exploding. Tech giants are racing to build larger models.

Baptista Research

At Oracle, AI Backlog Is Colliding With the Balance Sheet

AI capex is causing Oracle's cash flow to turn negative as they struggle with labour shortages and layoff rumours, while their CDS is reflecting...

Mint Finance

Blue Owl Exit Puts Oracle AI Data Center Funding Strategy in Question!

Oracle's AI ambitions may have been too big, too fast. The company’s sprawling plans to build a national footprint of AI data centers suffered a...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Oracle’s $100 Billion AI Gamble: Visionary Masterstroke Or Bubble Warning?

Oracle is no longer being judged only as a legacy database and enterprise software company. It is increasingly being evaluated as one of the most...

Baptista Research

Oracle: From Multicloud Databases to AI Agent Platforms—A New Era of Enterprise Automation!

Oracle Corporation reported a strong third quarter for fiscal year 2026, driven by accelerated growth in cloud applications and AI...

Baptista Research

Oracle’s AI Boom Has A Dirty Secret: The Power Grid Can’t Keep Up!

The artificial intelligence boom has a familiar story. Demand is exploding. Tech giants are racing to build larger models.

Baptista Research

At Oracle, AI Backlog Is Colliding With the Balance Sheet

​AI capex is causing Oracle's cash flow to turn negative as they struggle with labour shortages and layoff rumours, while their CDS is reflecting...

Mint Finance

Blue Owl Exit Puts Oracle AI Data Center Funding Strategy in Question!

Oracle's AI ambitions may have been too big, too fast. The company’s sprawling plans to build a national footprint of AI data centers suffered a...

Baptista Research

AI capex is causing Oracle's cash flow to turn negative as they struggle with labour shortages and layoff rumours, while their CDS is reflecting...