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>PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>In terms of the pipeline, the total ARR and mix from new products significantly improved.</li><li>PagerDuty AIOps offers end-to-end automation, from event intake through auto-remediation, to efficiently manage large volumes of data and events.</li></ul>

PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.In terms of the pipeline, the total ARR and mix from new products significantly improved.PagerDuty AIOps offers end-to-end automation, from event intake through auto-remediation, to efficiently manage large volumes of data and events.

PagerDuty Inc.: AIOps Launch For End-to-End Automation & 3 Other Major Drivers Influencing Its Performance – Financial Forecasts

Equity Capital Markets

<ul><li>PagerDuty performed well in the last quarter despite the relatively uncertain environment and delivered an all-around beat.</li><li>The company saw a good performance in financial services, tech retail, and other verticals.</li><li>Total paid and free customers on its platform grew, and consumers continued to adopt more products and services and expand users.</li></ul>

PagerDuty performed well in the last quarter despite the relatively uncertain environment and delivered an all-around beat.The company saw a good performance in financial services, tech retail, and other verticals.Total paid and free customers on its platform grew, and consumers continued to adopt more products and services and expand users.

<ul><li>This is our first report on PagerDuty, a well-known international digital operations management platform.</li><li>The company's Operations Cloud is a critical infrastructure that enables developers to balance these requirements when its customers must guarantee smooth digital experiences while increasing operating efficiency.</li><li>In support of their corporate objectives, their platform helps them advance faster towards greater digital maturity.</li></ul>

This is our first report on PagerDuty, a well-known international digital operations management platform.The company's Operations Cloud is a critical infrastructure that enables developers to balance these requirements when its customers must guarantee smooth digital experiences while increasing operating efficiency.In support of their corporate objectives, their platform helps them advance faster towards greater digital maturity.

PagerDuty Inc.: Initiation of Coverage – PagerDuty Operations Cloud & Other Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<p>In September, <a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a>  announced Q2’22 earnings results and the stock plunged more than 10% after results were released. Investors were disappointed by higher-than-expected operating losses, weak gross margins and declining net dollar retention rate. However, management increased guidance for FY’22. Revenue will increase to ~$238M in FY’22, representing a growth rate of 17%. We believe investors overreacted to mixed Q2’22 earnings results and expect Sumo Logic stock to rebound in the area of $19-$20 per share till the end of the year, implying 20%+ upside potential vs. current levels.   </p>

In September, Sumo Logic Inc (SUMO US)  announced Q2’22 earnings results and the stock plunged more than 10% after results were released. Investors were disappointed by higher-than-expected operating losses, weak gross margins and declining net dollar retention rate. However, management increased guidance for FY’22. Revenue will increase to ~$238M in FY’22, representing a growth rate of 17%. We believe investors overreacted to mixed Q2’22 earnings results and expect Sumo Logic stock to rebound in the area of $19-$20 per share till the end of the year, implying 20%+ upside potential vs. current levels.   

Investors Overreacted To Mixed Q2’22 Earnings Results. The Stock Is Set For A Rebound

<p><a href="https://www.smartkarma.com/entities/sumo-logic-inc" target="_blank" data-smartkarma-citation="entities:29265:1" rel="noopener">Sumo Logic Inc (SUMO US)</a> , the pioneer in new category of software Continuous Intelligence, has announced strong 1Q FY22 financial results and the business continued to recover from COVID-19 pandemic. Sumo Logic shares are still down ~26% YTD while Nasdaq Composite index hit fresh all-time highs. Company made two key strategic acquisitions after IPO: Italian corporation and leader in SOAR capabilities DFLabs and leading VC-backed player in open-source monitoring Sensu, Inc. We see modest revenue growth of ~16% in FY22/FY21 and model revenue of $284M in FY23, translating to YoY revenue growth of 21%.   </p>

Sumo Logic Inc (SUMO US) , the pioneer in new category of software Continuous Intelligence, has announced strong 1Q FY22 financial results and the business continued to recover from COVID-19 pandemic. Sumo Logic shares are still down ~26% YTD while Nasdaq Composite index hit fresh all-time highs. Company made two key strategic acquisitions after IPO: Italian corporation and leader in SOAR capabilities DFLabs and leading VC-backed player in open-source monitoring Sensu, Inc. We see modest revenue growth of ~16% in FY22/FY21 and model revenue of $284M in FY23, translating to YoY revenue growth of 21%.   

Sumo Logic: Getting Back On Track, Growth Ahead

United States

Pagerduty, Inc. provides wireless application solutions. The Company offers on call management, event intelligence, analytics, and digital operations, as well as equipment. Pagerduty serves customers worldwide.

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PagerDuty Inc (PD US)

PagerDuty Inc.: AIOps Launch For End-to-End Automation & 3 Other Major Drivers Influencing Its Performance – Financial Forecasts

PagerDuty delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par...

Baptista Research

PagerDuty Inc: Major Drivers

PagerDuty performed well in the last quarter despite the relatively uncertain environment and delivered an all-around beat. The company saw a good...

Baptista Research

PagerDuty Inc.: Initiation of Coverage – PagerDuty Operations Cloud & Other Drivers

This is our first report on PagerDuty, a well-known international digital operations management platform. The company's Operations Cloud is a...

Baptista Research

Investors Overreacted To Mixed Q2’22 Earnings Results. The Stock Is Set For A Rebound

Sumo Logic shares still have 20%+ upside potential under our bear case scenario. However, longer term, we remain bullish on Sumo Logic stock and...

Andrei Zakharov

Sumo Logic: Getting Back On Track, Growth Ahead

We reaffirm our 12-month price target of $30 on the shares of Sumo Logic and see further upside potential, driven by accelerated rate of new...

Andrei Zakharov

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