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 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!

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>4 + 1 cherry picked Maverick Charts of the week say 10,000 words or more = the <em>‘How’!</em></li><li>Table of contents = the <em>‘What’! </em>Executed in a succinct manner with the aim of a high density of ideas, because great research respects the reader’s time: Maverick Charts: Defense Contractors Backlog, Palantir, Mercado Libre, Wix</li><li>Bonus: S&amp;P 500 1st year Performance with new Fed Chair</li></ul>

4 + 1 cherry picked Maverick Charts of the week say 10,000 words or more = the ‘How’!Table of contents = the ‘What’! Executed in a succinct manner with the aim of a high density of ideas, because great research respects the reader’s time: Maverick Charts: Defense Contractors Backlog, Palantir, Mercado Libre, WixBonus: S&amp;P 500 1st year Performance with new Fed Chair

Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair

<ul><li>The U.S. Navy just signed a $448 million contract with Palantir Technologies to overhaul how it maintains and repairs nuclear submarines.</li><li>This partnership centers on "Ship OS," a new AI-driven logistics platform built by Palantir.</li><li>It aims to digitize and streamline the Navy’s sprawling and often outdated maintenance and supply chain processes.</li></ul>

The U.S. Navy just signed a $448 million contract with Palantir Technologies to overhaul how it maintains and repairs nuclear submarines.This partnership centers on "Ship OS," a new AI-driven logistics platform built by Palantir.It aims to digitize and streamline the Navy’s sprawling and often outdated maintenance and supply chain processes.

Palantir Just Landed A $448M Navy Deal—What It Means for U.S. Shipbuilding!

<ul><li>Palantir Technologies Inc. has recently reported an exceptionally strong set of financial results for Q3 2025, marked by significant revenue growth and an impressive expansion of its U.S. commercial business.</li><li>The company reported a year-over-year revenue growth of 63%, with particularly notable performance in the U.S. where revenue increased by 77%.</li><li>A major contributor to this success was the expansion of Palantir's U.S. commercial segment, which grew by 121% year-over-year.</li></ul>

Palantir Technologies Inc. has recently reported an exceptionally strong set of financial results for Q3 2025, marked by significant revenue growth and an impressive expansion of its U.S. commercial business.The company reported a year-over-year revenue growth of 63%, with particularly notable performance in the U.S. where revenue increased by 77%.A major contributor to this success was the expansion of Palantir's U.S. commercial segment, which grew by 121% year-over-year.

Palantir Technologies Skyrocketing & Disappointing All Shorts: How Its AI-Oriented Ontology Framework Driving Deep Customer Lock-In!

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: 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

Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair

Table of contents = the ‘What’! Executed in a succinct manner with the aim of a high density of ideas, because great research respects the reader’s...

Maverick Equity Research

Palantir Just Landed A $448M Navy Deal—What It Means for U.S. Shipbuilding!

The U.S. Navy just signed a $448 million contract with Palantir Technologies to overhaul how it maintains and repairs nuclear submarines. This...

Baptista Research

Palantir Technologies Skyrocketing & Disappointing All Shorts: How Its AI-Oriented Ontology Framework Driving Deep Customer Lock-In!

Palantir Technologies Inc. has recently reported an exceptionally strong set of financial results for Q3 2025, marked by significant revenue...

Baptista Research

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