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>Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges.</li><li>The company has illustrated a promising trajectory with the implementation of its AI strategy and its effects on both revenue and customer engagement.</li><li>A key highlight is the company's annual contract value (ACV) growth, which increased by 16% year-over-year as reported and 14% in constant currency.</li></ul>

Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges.The company has illustrated a promising trajectory with the implementation of its AI strategy and its effects on both revenue and customer engagement.A key highlight is the company's annual contract value (ACV) growth, which increased by 16% year-over-year as reported and 14% in constant currency.

Pegasystems Partners with AWS & Bets Big on GenAI—Is This the Next Tech Breakout?

<ul><li>Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and impressive cash flow results.</li><li>ACV increased by $74 million, marking over 13% year-over-year growth.</li><li>This was largely driven by robust adoption of the Pega GenAI Blueprint, which has revolutionized how the company engages with clients and partners by allowing rapid demonstration of Pega's platform capabilities.</li></ul>

Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and impressive cash flow results.ACV increased by $74 million, marking over 13% year-over-year growth.This was largely driven by robust adoption of the Pega GenAI Blueprint, which has revolutionized how the company engages with clients and partners by allowing rapid demonstration of Pega's platform capabilities.

Pegasystems Incorporated: Is The Pega Cloud ACV Growth Here To Stay?

<ul><li>Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal year 2024.</li><li>The company reached its strategic milestone of becoming a "Rule of 40" company, reflecting balanced growth and profitability.</li><li>This achievement highlights the successful execution of its transition strategy from a traditional sales model to a subscription-based cloud business.</li></ul>

Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal year 2024.The company reached its strategic milestone of becoming a "Rule of 40" company, reflecting balanced growth and profitability.This achievement highlights the successful execution of its transition strategy from a traditional sales model to a subscription-based cloud business.

Pegasystems Inc.: Can its Focus On Cloud Migration Position It As A Leader In Driving Digital Evolution?

<ul><li>Pegasystems Inc., a leading software company known for its advanced business process management and customer relationship management applications, delivered a robust earnings report for the third quarter of 2024.</li><li>The company has shown significant strides in both growth metrics and strategic advancements, particularly in its AI-powered solutions, which continue to reshape its market engagement and client relationships.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Pegasystems Inc., a leading software company known for its advanced business process management and customer relationship management applications, delivered a robust earnings report for the third quarter of 2024.The company has shown significant strides in both growth metrics and strategic advancements, particularly in its AI-powered solutions, which continue to reshape its market engagement and client relationships.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Pegasystems Inc.:  Expanding Total Addressable Market with GenAI Blueprint & Automation Trends! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>As discussed for two weeks, we see more and more signs leading us to believe SPX made a major bottom at 4800-4820, which was expected support from our 4/8/25 Compass.</li>
<li>We have been short-term bullish since our 4/22/25 Compass -- when the SPX was testing 5100-5120 support -- but now we are upgrading our intermediate-term outlook to bullish as well.</li>
<li>Our short- and intermediate-term outlook will remain bullish as long as the SPX is above 5500</li>
</ul>


As discussed for two weeks, we see more and more signs leading us to believe SPX made a major bottom at 4800-4820, which was expected support from our 4/8/25 Compass.
We have been short-term bullish since our 4/22/25 Compass -- when the SPX was testing 5100-5120 support -- but now we are upgrading our intermediate-term outlook to bullish as well.
Our short- and intermediate-term outlook will remain bullish as long as the SPX is above 5500


Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also

United States

Pegasystems Inc. develops customer relationship management software.  The software automates customer interactions across transaction-intensive enterprises. The Company provides its products to customers in the banking, mutual funds and securities, mortgage services, card services, insurance, healthcare management, and telecommunications industries.

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Pegasystems Inc (PEGA US)

Pegasystems Partners with AWS & Bets Big on GenAI—Is This the Next Tech Breakout?

Pegasystems reported its second-quarter 2025 financial performance, showing several positives and some challenges. The company has illustrated a...

Baptista Research

Pegasystems Incorporated: Is The Pega Cloud ACV Growth Here To Stay?

Pegasystems Inc. delivered a strong performance in the first quarter of 2025, highlighted by significant growth in annual contract value (ACV) and...

Baptista Research

Pegasystems Inc.: Can its Focus On Cloud Migration Position It As A Leader In Driving Digital Evolution?

Pegasystems, a leader in software solutions for customer engagement and operational efficiency, demonstrated a robust performance in its fiscal...

Baptista Research

Pegasystems Inc.: Expanding Total Addressable Market with GenAI Blueprint & Automation Trends! - Major Drivers

Pegasystems Inc., a leading software company known for its advanced business process management and customer relationship management applications,...

Baptista Research

Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also

Lockout Rally Continues; Still Short-Term Bullish on $SPX, Now Also Upgrading Intermediate-Term Outlook to Bullish; Upgrading Technology $XLK $SMH...

Vermilion Research

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