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

Palantir Technologies  / Equity Bottom-Up

<ul><li>Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially, supported by significant momentum in both commercial and government markets.</li><li>The company’s U.S. business was the central driver, growing 104% year over year and 19% sequentially, while U.S. commercial revenue increased 133% year over year and U.S. government revenue rose 84%.</li><li>This suggests that demand for Palantir Technologies’ AI platform remains unusually strong across enterprise and public-sector use cases, especially where customers require governed, auditable and operationally embedded AI rather than standalone model access.</li></ul>

Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially, supported by significant momentum in both commercial and government markets.The company’s U.S. business was the central driver, growing 104% year over year and 19% sequentially, while U.S. commercial revenue increased 133% year over year and U.S. government revenue rose 84%.This suggests that demand for Palantir Technologies’ AI platform remains unusually strong across enterprise and public-sector use cases, especially where customers require governed, auditable and operationally embedded AI rather than standalone model access.

Palantir Technologies: The $7.656 Billion Outlook Raises The Growth Durability Bar!

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

<ul>
<li>Palantir reported Q1 2026  revenue growth of 85% year-over-year to $1.633 billion. U.S. revenue crossed $1 billion for the first time and grew 104% year-over-year.</li>
<li>New FY 2026 guidance: $7.650-$7.662 billion, or 71% growth. That is 10 percentage points above what they guided just one quarter ago.</li>
<li>Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK Hynix</li>
</ul>


Palantir reported Q1 2026  revenue growth of 85% year-over-year to $1.633 billion. U.S. revenue crossed $1 billion for the first time and grew 104% year-over-year.
New FY 2026 guidance: $7.650-$7.662 billion, or 71% growth. That is 10 percentage points above what they guided just one quarter ago.
Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK Hynix


Palantir Q1 2026. Rewriting The Rule Of 40

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

<ul><li>Palantir is transitioning into a scaled, commercially relevant AI platform provider.</li><li>Historically defined by its government contracts, the company has reoriented its strategy around productized, enterprise-grade AI, most notably through the rapid expansion of its AIP.</li><li>This shift has accelerated U.S. commercial growth, expanded margins, and established a pathway to durable profitability.</li></ul>

Palantir is transitioning into a scaled, commercially relevant AI platform provider.Historically defined by its government contracts, the company has reoriented its strategy around productized, enterprise-grade AI, most notably through the rapid expansion of its AIP.This shift has accelerated U.S. commercial growth, expanded margins, and established a pathway to durable profitability.

Palantir Technologies Inc. - December 9, 2025

<ul><li>Palantir Technologies exhibited a robust performance in the fourth quarter of 2025, marking a notable period for the company.</li><li>The company reported an impressive 70% year-over-year growth in revenue, reaching $1.407 billion for the quarter, and a 56% increase for the full year, totaling $4.475 billion.</li><li>A significant contributor to this growth was the U.S. market, which accounts for 77% of the company’s total revenue, showing a 93% increase year-over-year.</li></ul>

Palantir Technologies exhibited a robust performance in the fourth quarter of 2025, marking a notable period for the company.The company reported an impressive 70% year-over-year growth in revenue, reaching $1.407 billion for the quarter, and a 56% increase for the full year, totaling $4.475 billion.A significant contributor to this growth was the U.S. market, which accounts for 77% of the company’s total revenue, showing a 93% increase year-over-year.

Palantir Technologies: What’s Behind the Massive Expansion in Government Contracts?

<ul><li>Shares of Palantir Technologies jumped after a dramatic weekend operation in which Venezuelan leader Nicolás Maduro was captured in a U.S.-led raid.</li><li>Although Palantir did not confirm whether its software played a role, traders and investors quickly connected the dots.</li><li>The company’s long-standing ties to U.S. defense and intelligence operations, coupled with a bullish trading note from Mizuho, helped ignite a wave of buying.</li></ul>

Shares of Palantir Technologies jumped after a dramatic weekend operation in which Venezuelan leader Nicolás Maduro was captured in a U.S.-led raid.Although Palantir did not confirm whether its software played a role, traders and investors quickly connected the dots.The company’s long-standing ties to U.S. defense and intelligence operations, coupled with a bullish trading note from Mizuho, helped ignite a wave of buying.

Palantir Jumps on Venezuela Raid Buzz—What You’re Not Being Told!

United States

Palantir Technologies Inc. develops software to analyze information. The Company offers solutions support many kinds of data including structured, unstructured, relational, temporal, and geospatial. Palantir Technologies serves customers worldwide.

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Palantir Technologies (PLTR US)

Palantir Technologies: The $7.656 Billion Outlook Raises The Growth Durability Bar!

Palantir Technologies delivered a very strong first quarter, with revenue growth accelerating to 85% year over year and 16% sequentially,...

Baptista Research

Palantir Q1 2026. Rewriting The Rule Of 40

Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies:...

William Keating

Palantir Technologies Inc. - December 9, 2025

Historically defined by its government contracts, the company has reoriented its strategy around productized, enterprise-grade AI, most notably...

VRS (Valuation & Research Specialists)

Palantir Technologies: What’s Behind the Massive Expansion in Government Contracts?

Palantir Technologies exhibited a robust performance in the fourth quarter of 2025, marking a notable period for the company. The company reported...

Baptista Research

Palantir Jumps on Venezuela Raid Buzz—What You’re Not Being Told!

Shares of Palantir Technologies jumped after a dramatic weekend operation in which Venezuelan leader Nicolás Maduro was captured in a U.S.-led...

Baptista Research

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