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>PayPal Holdings, Inc. reported first quarter 2026 results that reflect both ongoing operational challenges and strategic repositioning under new leadership.</li><li>Enrique Lores, the newly appointed CEO, emphasized the company’s strong foundational assets—including brand recognition, technology, risk management capabilities, and a sizable global network—as advantages in an evolving digital payments landscape.</li><li>However, he outlined the need for meaningful changes to address past underinvestment and operational complexity.</li></ul>

PayPal Holdings, Inc. reported first quarter 2026 results that reflect both ongoing operational challenges and strategic repositioning under new leadership.Enrique Lores, the newly appointed CEO, emphasized the company’s strong foundational assets—including brand recognition, technology, risk management capabilities, and a sizable global network—as advantages in an evolving digital payments landscape.However, he outlined the need for meaningful changes to address past underinvestment and operational complexity.

PayPal Holdings Faces Branded Checkout Pressure Despite 11% TPV Growth; What's Next?

<ul><li>PayPal Holdings is undergoing a major internal reset, but the surface-level narrative only tells part of the story.</li><li>The company is reorganizing into three distinct business segments while bringing in new leadership focused on execution discipline.</li><li>At first glance, this looks like a standard corporate restructuring aimed at improving efficiency and restoring growth momentum.</li></ul>

PayPal Holdings is undergoing a major internal reset, but the surface-level narrative only tells part of the story.The company is reorganizing into three distinct business segments while bringing in new leadership focused on execution discipline.At first glance, this looks like a standard corporate restructuring aimed at improving efficiency and restoring growth momentum.

PayPal Is Splitting Its Business — But One Piece Is Changing Everything!

<ul><li>PayPal ripped higher on Feb.</li><li>23, 2026, after Bloomberg reported early-stage takeover interest from potential suitors.</li><li>The move came after a rough year, with the stock down about 44% before the bounce.</li></ul>

PayPal ripped higher on Feb.23, 2026, after Bloomberg reported early-stage takeover interest from potential suitors.The move came after a rough year, with the stock down about 44% before the bounce.

PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset!

<ul><li>PayPal Holdings, Inc. has recently gone through a leadership change, with Enrique Lores appointed as the next President and CEO, effective March 1.</li><li>This transition comes amid an acknowledgment by the company's leadership that strategic execution has not met expectations, signaling a shift towards more disciplined execution and stronger performance in its strategic priorities.</li><li>The company's performance in the fourth quarter and the full year 2025 showed mixed results.</li></ul>

PayPal Holdings, Inc. has recently gone through a leadership change, with Enrique Lores appointed as the next President and CEO, effective March 1.This transition comes amid an acknowledgment by the company's leadership that strategic execution has not met expectations, signaling a shift towards more disciplined execution and stronger performance in its strategic priorities.The company's performance in the fourth quarter and the full year 2025 showed mixed results.

PayPal Earnings: How Venmo Monetization and BNPL Are Reshaping the Growth Story!

<ul><li>PayPal is acquiring Cymbio, a Tel Aviv-based platform that helps brands sell across agentic commerce channels.</li><li>This pushes PayPal deeper into AI-driven shopping flows where assistants, not browsers, initiate purchases.</li><li>The strategic implication is bigger than a payments add-on.</li></ul>

PayPal is acquiring Cymbio, a Tel Aviv-based platform that helps brands sell across agentic commerce channels.This pushes PayPal deeper into AI-driven shopping flows where assistants, not browsers, initiate purchases.The strategic implication is bigger than a payments add-on.

PayPal Buys Cymbio—What It Really Means For The Future Of AI Shopping!

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 Holdings Faces Branded Checkout Pressure Despite 11% TPV Growth; What's Next?

PayPal Holdings, Inc. reported first quarter 2026 results that reflect both ongoing operational challenges and strategic repositioning under new...

Baptista Research

PayPal Is Splitting Its Business — But One Piece Is Changing Everything!

PayPal Holdings is undergoing a major internal reset, but the surface-level narrative only tells part of the story. The company is reorganizing...

Baptista Research

PayPal Just Popped On Deal Talk — But The REAL Story Is The Reset!

PayPal ripped higher on Feb. 23, 2026, after Bloomberg reported early-stage takeover interest from potential suitors. The move came after a rough...

Baptista Research

PayPal Earnings: How Venmo Monetization and BNPL Are Reshaping the Growth Story!

PayPal Holdings, Inc. has recently gone through a leadership change, with Enrique Lores appointed as the next President and CEO, effective March...

Baptista Research

PayPal Buys Cymbio—What It Really Means For The Future Of AI Shopping!

PayPal is acquiring Cymbio, a Tel Aviv-based platform that helps brands sell across agentic commerce channels. This pushes PayPal deeper into...

Baptista Research

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