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>San Francisco-based PagerDuty has become the latest software player to attract serious acquisition interest from both strategic acquirers and private equity firms.</li><li>Following an uptick in inbound approaches, the company has retained Qatalyst Partners to explore potential strategic alternatives — including a sale.</li><li>While the process remains at an early stage, multiple sources indicate that both financial sponsors and technology majors are assessing the opportunity.</li></ul>

San Francisco-based PagerDuty has become the latest software player to attract serious acquisition interest from both strategic acquirers and private equity firms.Following an uptick in inbound approaches, the company has retained Qatalyst Partners to explore potential strategic alternatives — including a sale.While the process remains at an early stage, multiple sources indicate that both financial sponsors and technology majors are assessing the opportunity.

PagerDuty Sparks Buyout Buzz: Why Strategic Giants & PE Firms Are Circling The Operations Cloud Leader!

<ul><li>PagerDuty's first quarter fiscal year 2026 earnings report presented a mixed yet insightful view into the company's current positioning.</li><li>Starting with the financial highlights, PagerDuty posted revenues of $120 million, marking a growth of 8% and hitting the top of their guidance range.</li><li>Their non-GAAP operating margin improved significantly to 20%, indicating stringent cost and investment management, although the annual recurring revenue saw a moderate increase of 7% year-over-year, reaching $496 million.</li></ul>

PagerDuty's first quarter fiscal year 2026 earnings report presented a mixed yet insightful view into the company's current positioning.Starting with the financial highlights, PagerDuty posted revenues of $120 million, marking a growth of 8% and hitting the top of their guidance range.Their non-GAAP operating margin improved significantly to 20%, indicating stringent cost and investment management, although the annual recurring revenue saw a moderate increase of 7% year-over-year, reaching $496 million.

PagerDuty Inc.: Will The Growth in AI-Driven Solutions & Enterprise Market Expansion Help 2026 Revenues Cross The $500 Million Threshold?

<ul><li>PagerDuty recently presented its Q4 and full fiscal year 2025 financial results, highlighting both achievements and challenges.</li><li>On the positive side, PagerDuty reported its third consecutive year of non-GAAP profitability, indicating robust operational discipline.</li><li>The company achieved a 9% annual growth in both revenue and annual recurring revenue (ARR), with ARR reaching $494 million.</li></ul>

PagerDuty recently presented its Q4 and full fiscal year 2025 financial results, highlighting both achievements and challenges.On the positive side, PagerDuty reported its third consecutive year of non-GAAP profitability, indicating robust operational discipline.The company achieved a 9% annual growth in both revenue and annual recurring revenue (ARR), with ARR reaching $494 million.

PagerDuty Reinvents Itself with Powerful AI-Driven Tools—Is This the Future of Ops Management?

<ul><li>PagerDuty's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment perspectives.</li><li>The company reported revenue of $119 million, reflecting a year-over-year growth of 9%, surpassing its guidance range and driven primarily by the enterprise segment.</li><li>This growth underscores PagerDuty's capability to generate substantial revenue from its enterprise clients, while also maintaining a strong operating margin of 21%.</li></ul>

PagerDuty's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment perspectives.The company reported revenue of $119 million, reflecting a year-over-year growth of 9%, surpassing its guidance range and driven primarily by the enterprise segment.This growth underscores PagerDuty's capability to generate substantial revenue from its enterprise clients, while also maintaining a strong operating margin of 21%.

PagerDuty Inc.: An Insight Into Its Commercial Segment Stabilization

<ul><li>PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic challenges.</li><li>Revenue rose by 8% year-over-year, reaching $116 million, which was within the guided range.</li><li>The non-GAAP operating margin exceeded expectations, landing at 17%, largely driven by disciplined expense management and operational efficiencies.</li></ul>

PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic challenges.Revenue rose by 8% year-over-year, reaching $116 million, which was within the guided range.The non-GAAP operating margin exceeded expectations, landing at 17%, largely driven by disciplined expense management and operational efficiencies.

PagerDuty Inc.: Leveraging Enterprise Focus to Counter SMB Volatility! - Major Drivers

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 Sparks Buyout Buzz: Why Strategic Giants & PE Firms Are Circling The Operations Cloud Leader!

San Francisco-based PagerDuty has become the latest software player to attract serious acquisition interest from both strategic acquirers and...

Baptista Research

PagerDuty Inc.: Will The Growth in AI-Driven Solutions & Enterprise Market Expansion Help 2026 Revenues Cross The $500 Million Threshold?

PagerDuty's first quarter fiscal year 2026 earnings report presented a mixed yet insightful view into the company's current positioning. Starting...

Baptista Research

PagerDuty Reinvents Itself with Powerful AI-Driven Tools—Is This the Future of Ops Management?

PagerDuty recently presented its Q4 and full fiscal year 2025 financial results, highlighting both achievements and challenges. On the positive...

Baptista Research

PagerDuty Inc.: An Insight Into Its Commercial Segment Stabilization

PagerDuty's third-quarter fiscal year 2025 results present a mixed performance with elements that could attract different investment...

Baptista Research

PagerDuty Inc.: Leveraging Enterprise Focus to Counter SMB Volatility! - Major Drivers

PagerDuty, Inc. delivered a solid performance in its second quarter of fiscal year 2025, demonstrating healthy growth albeit facing macroeconomic...

Baptista Research

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