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>Imagine asking an AI assistant to find the best pair of running shoes under $120, compare the choices, select your size and complete the purchase without you visiting a retailer’s website.</li><li>That increasingly looks like the direction of online commerce, and PayPal Holdings wants to make sure it remains involved when the money changes hands.</li><li>Meta’s new Muse consumer AI agent can now shop and check out using PayPal, following a similar integration with Shopify’s Shop Pay.</li></ul>

Imagine asking an AI assistant to find the best pair of running shoes under $120, compare the choices, select your size and complete the purchase without you visiting a retailer’s website.That increasingly looks like the direction of online commerce, and PayPal Holdings wants to make sure it remains involved when the money changes hands.Meta’s new Muse consumer AI agent can now shop and check out using PayPal, following a similar integration with Shopify’s Shop Pay.

PayPal Wants To Become The Wallet Behind AI Shopping!

<ul><li>PayPal Holdings finds itself at one of the most consequential moments in its history.</li><li>After Stripe and private-equity firm Advent International reportedly explored acquiring the payments company at roughly $60.50 per share, valuing it at more than $50 billion, negotiations stalled as the parties remained apart on price.</li><li>That has put new CEO Enrique Lores firmly in the spotlight.</li></ul>

PayPal Holdings finds itself at one of the most consequential moments in its history.After Stripe and private-equity firm Advent International reportedly explored acquiring the payments company at roughly $60.50 per share, valuing it at more than $50 billion, negotiations stalled as the parties remained apart on price.That has put new CEO Enrique Lores firmly in the spotlight.

PayPal’s $50 Billion Escape Route Stalled—Can Lores Win Alone?

<ul><li>PayPal suddenly finds itself facing a much harder question than whether a takeover will happen.</li><li>After climbing more than 42% during the quarter as investors increasingly anticipated a deal, the stock fell nearly 15% in premarket trading after reports that Advent International and Stripe had abandoned their pursuit.</li><li>The two parties had reportedly offered $60.50 per share in July, valuing PayPal at roughly $53 billion, but PayPal viewed the proposal as insufficient.</li></ul>

PayPal suddenly finds itself facing a much harder question than whether a takeover will happen.After climbing more than 42% during the quarter as investors increasingly anticipated a deal, the stock fell nearly 15% in premarket trading after reports that Advent International and Stripe had abandoned their pursuit.The two parties had reportedly offered $60.50 per share in July, valuing PayPal at roughly $53 billion, but PayPal viewed the proposal as insufficient.

PayPal’s $53 Billion Deal Collapsed—Was The 42% Rally Hype?

<ul><li>The recent report from PayPal Holdings, Inc. shows a quarter marked by moderate revenue growth and ongoing strategic transformation across its three business segments: Checkout Solutions and PayPal core, Consumer Financial Services via Venmo, and Payment Services and Crypto through Braintree.</li><li>The company achieved a 5% increase in revenue, with transaction margin dollars growing 1%, or 3% when excluding interest on customer balances.</li><li>Key drivers included Venmo and Braintree, which sustained mid-teens growth in total payment volume, offsetting slower low single-digit growth in online branded checkout.</li></ul>

The recent report from PayPal Holdings, Inc. shows a quarter marked by moderate revenue growth and ongoing strategic transformation across its three business segments: Checkout Solutions and PayPal core, Consumer Financial Services via Venmo, and Payment Services and Crypto through Braintree.The company achieved a 5% increase in revenue, with transaction margin dollars growing 1%, or 3% when excluding interest on customer balances.Key drivers included Venmo and Braintree, which sustained mid-teens growth in total payment volume, offsetting slower low single-digit growth in online branded checkout.

PayPal Goes All-In On Venmo — Can Debit Card Growth Change The Story?

<ul><li>PayPal Holdings has unexpectedly become the focus of one of the largest reported takeover stories in financial technology, with Stripe and Advent International reportedly offering $60.50 per share, valuing the company at more than $53 billion.</li><li>The proposal, which reportedly carries financing commitments of roughly $50 billion, would unite one of the world's leading merchant payments platforms with one of the largest consumer payments ecosystems.</li><li>Although PayPal has not accepted the proposal and there is no certainty that a transaction will occur, the reported bid raises a broader valuation debate.</li></ul>

PayPal Holdings has unexpectedly become the focus of one of the largest reported takeover stories in financial technology, with Stripe and Advent International reportedly offering $60.50 per share, valuing the company at more than $53 billion.The proposal, which reportedly carries financing commitments of roughly $50 billion, would unite one of the world's leading merchant payments platforms with one of the largest consumer payments ecosystems.Although PayPal has not accepted the proposal and there is no certainty that a transaction will occur, the reported bid raises a broader valuation debate.

PayPal Is Suddenly A Takeover Target, But Is $53 Billion Really Enough?

United States

PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.

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Paypal Holdings (PYPL US)

PayPal Wants To Become The Wallet Behind AI Shopping!

Imagine asking an AI assistant to find the best pair of running shoes under $120, compare the choices, select your size and complete the purchase...

Baptista Research

PayPal’s $50 Billion Escape Route Stalled—Can Lores Win Alone?

PayPal Holdings finds itself at one of the most consequential moments in its history. After Stripe and private-equity firm Advent International...

Baptista Research

PayPal’s $53 Billion Deal Collapsed—Was The 42% Rally Hype?

PayPal suddenly finds itself facing a much harder question than whether a takeover will happen. After climbing more than 42% during the quarter as...

Baptista Research

PayPal Goes All-In On Venmo — Can Debit Card Growth Change The Story?

The recent report from PayPal Holdings, Inc. shows a quarter marked by moderate revenue growth and ongoing strategic transformation across its...

Baptista Research

PayPal Is Suddenly A Takeover Target, But Is $53 Billion Really Enough?

PayPal Holdings has unexpectedly become the focus of one of the largest reported takeover stories in financial technology, with Stripe and Advent...

Baptista Research

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Market Cap (USDm)

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