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>Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a sweeping restructuring.</li><li>The company says it’s repositioning for long-term growth by leaning heavily into artificial intelligence, betting that its AI-powered shopping and visual discovery tools can deliver better returns than its current ad-dependent business model.</li><li>This isn’t just a cost-cutting move; it’s a full-blown reorientation of resources toward product innovation and performance advertising.</li></ul>

Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a sweeping restructuring.The company says it’s repositioning for long-term growth by leaning heavily into artificial intelligence, betting that its AI-powered shopping and visual discovery tools can deliver better returns than its current ad-dependent business model.This isn’t just a cost-cutting move; it’s a full-blown reorientation of resources toward product innovation and performance advertising.

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

<ul><li>Pinterest is doubling down on performance advertising with a strategic move that could reshape its ad tech stack.</li><li>On December 11, 2025, the visual discovery platform announced its intent to acquire tvScientific, a connected TV (CTV) performance advertising platform, with the deal expected to close in the first half of 2026.</li><li>While financial terms were undisclosed, the strategic implications are significant.</li></ul>

Pinterest is doubling down on performance advertising with a strategic move that could reshape its ad tech stack.On December 11, 2025, the visual discovery platform announced its intent to acquire tvScientific, a connected TV (CTV) performance advertising platform, with the deal expected to close in the first half of 2026.While financial terms were undisclosed, the strategic implications are significant.

Pinterest + tvScientific = Ad Game Changer? The Synergies You Need to Know!

<ul><li>Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and encouraging revenue increases, alongside some challenges in monetization and cost management.</li><li>On the positive side, Pinterest reported a significant 17% year-over-year increase in revenue, reaching $1.049 billion.</li><li>The growth is attributed to its strategic focus on transforming Pinterest into an AI-powered visual-first shopping assistant, effectively integrating advanced AI features to boost user engagement and product discovery.</li></ul>

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and encouraging revenue increases, alongside some challenges in monetization and cost management.On the positive side, Pinterest reported a significant 17% year-over-year increase in revenue, reaching $1.049 billion.The growth is attributed to its strategic focus on transforming Pinterest into an AI-powered visual-first shopping assistant, effectively integrating advanced AI features to boost user engagement and product discovery.

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.</li>
<li>Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.</li>
<li>AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.</li>
</ul>


Oracle eliminated up to 30,000 jobs globally on March 31, 2026, its largest-ever layoff, affecting roughly 18% of its workforce.
Oracle frees $8–10B in cash flow for AI infrastructure; broader IT sector faces a structural shift from headcount to compute capital.
AI is permanently reshaping IT employment economics, companies converting wages into GPU clusters will likely dominate the next technology cycle.


Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Technical Analysis

<ul><li>Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,425/1,411 points (50-week EMA) and the resistance at 1,442/1,445 points (50-day and 10-day EMA).</li><li>In the short term, a technical sell signal was triggered yesterday (falling below 1,432 points for the first time), reflecting a downward trend toward the key support levels at 1,411/1,405 points, respectively.</li><li>We maintain the recommendation to sell on rallies until a new technical buy signal emerges.</li></ul>

Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,425/1,411 points (50-week EMA) and the resistance at 1,442/1,445 points (50-day and 10-day EMA).In the short term, a technical sell signal was triggered yesterday (falling below 1,432 points for the first time), reflecting a downward trend toward the key support levels at 1,411/1,405 points, respectively.We maintain the recommendation to sell on rallies until a new technical buy signal emerges.

Krungthai XSpring Zoom Eng. November 28, 2024

United States

Pinterest, Inc. operates and maintains social networking site. The Company provides online venue for personal photos, ideas, oddities, decorations, places to visit, recipes, and other items. Pinterest serves customers worldwide.

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Pinterest (PINS US)

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a...

Baptista Research

Pinterest + tvScientific = Ad Game Changer? The Synergies You Need to Know!

Pinterest is doubling down on performance advertising with a strategic move that could reshape its ad tech stack. On December 11, 2025, the visual...

Baptista Research

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and...

Baptista Research

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Krungthai XSpring Zoom Eng. November 28, 2024

Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,425/1,411 points (50-week EMA) and the resistance...

Krungthai XSpring

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

Pinterest is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by up to 15%—roughly 700 employees—in a...

Baptista Research

Pinterest + tvScientific = Ad Game Changer? The Synergies You Need to Know!

Pinterest is doubling down on performance advertising with a strategic move that could reshape its ad tech stack. On December 11, 2025, the visual...

Baptista Research

Pinterest Breaks Into Billion-Dollar Verticals — But How Much Growth Can Financial Services and Travel Really Unlock?

Pinterest's third quarter financial results for 2025 demonstrate a complex blend of strong strategic execution, growth in user engagement, and...

Baptista Research

Oracle's 30,000-Person Layoff: AI's Is Reshaping the IT Sector?

​Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...

Nimish Maheshwari

Krungthai XSpring Zoom Eng. November 28, 2024

Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,425/1,411 points (50-week EMA) and the resistance...

Krungthai XSpring

Oracle's massive layoff of up to 30,000 employees on March 31, 2026, signals a shift in the IT sector towards AI infrastructure and compute...