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>Qiagen has suddenly moved to the center of the diagnostics M&amp;A conversation after reports suggested that discussions with at least one potential buyer had advanced, sending the stock up 7.3%.</li>
<li>The latest speculation builds on months of takeover interest surrounding the molecular diagnostics company, with TPG, Bain Capital, KKR, EQT, and Advent all reportedly evaluating opportunities involving Qiagen.</li>
<li>The development comes after the company began working with Moelis &amp; Co. and Goldman Sachs on a strategic review earlier in 2026.</li>
</ul>


Qiagen has suddenly moved to the center of the diagnostics M&amp;A conversation after reports suggested that discussions with at least one potential buyer had advanced, sending the stock up 7.3%.
The latest speculation builds on months of takeover interest surrounding the molecular diagnostics company, with TPG, Bain Capital, KKR, EQT, and Advent all reportedly evaluating opportunities involving Qiagen.
The development comes after the company began working with Moelis &amp; Co. and Goldman Sachs on a strategic review earlier in 2026.


Qiagen Shares Surge 7.3% As Buyout Race Intensifies After Failed Thermo Fisher Deal!

<ul>
<li>Qiagen has once again become the center of takeover speculation after reports indicated that private-equity firms EQT, Advent International, and KKR had shown early interest in the molecular-testing company.</li>
<li>The stock jumped 11% on the report, reflecting investor expectations that competition among financial or strategic buyers could produce an acquisition premium.</li>
<li>Yet the appeal of Qiagen is not based on rapid headline growth.</li>
</ul>


Qiagen has once again become the center of takeover speculation after reports indicated that private-equity firms EQT, Advent International, and KKR had shown early interest in the molecular-testing company.
The stock jumped 11% on the report, reflecting investor expectations that competition among financial or strategic buyers could produce an acquisition premium.
Yet the appeal of Qiagen is not based on rapid headline growth.


Qiagen Is Attracting Billion-Dollar Takeover Interest!

<ul>
<li>QIAGEN N.V. reported preliminary results for the first quarter of 2026, revealing a mixed performance marked by solid profitability but sales slightly below prior expectations.</li>
<li>The company delivered adjusted diluted earnings per share (EPS) of $0.54 at constant exchange rates (CER), meeting its outlook despite a challenging macroeconomic environment and uneven sales across business segments.</li>
<li>Total net sales were $492 million, representing a 2% increase on a reported basis but a 1% decline at CER, falling short of the targeted minimum 1% CER growth.</li>
</ul>


QIAGEN N.V. reported preliminary results for the first quarter of 2026, revealing a mixed performance marked by solid profitability but sales slightly below prior expectations.
The company delivered adjusted diluted earnings per share (EPS) of $0.54 at constant exchange rates (CER), meeting its outlook despite a challenging macroeconomic environment and uneven sales across business segments.
Total net sales were $492 million, representing a 2% increase on a reported basis but a 1% decline at CER, falling short of the targeted minimum 1% CER growth.


QIAGEN’s Outlook Reset: Can Digital PCR And Sample Tech Offset QuantiFERON Weakness?

<ul>
<li>QIAGEN's third-quarter 2025 earnings call revealed both strengths and challenges that define the company's current performance and future outlook.</li>
<li>The company's focus on high-growth areas of molecular research and testing has led to a steady performance amidst a challenging macroeconomic environment, yet various strategic initiatives and external pressures influence its trajectory.</li>
<li>On the positive side, QIAGEN continues to demonstrate robust operational execution.</li>
</ul>


QIAGEN's third-quarter 2025 earnings call revealed both strengths and challenges that define the company's current performance and future outlook.
The company's focus on high-growth areas of molecular research and testing has led to a steady performance amidst a challenging macroeconomic environment, yet various strategic initiatives and external pressures influence its trajectory.
On the positive side, QIAGEN continues to demonstrate robust operational execution.


QIAGEN: Benefitting From Structural Demand Tailwinds in Molecular Diagnostics

Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Molbio Diagnostics Limited / Equity Capital Markets

<ul>
<li>Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.</li>
<li>The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.</li>
<li>Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.</li>
</ul>


Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.
The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.
Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.


Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

United States

QIAGEN N.V. is a global provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. The Company provides its workflows to customers in Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research).

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QIAGEN NV (QIA GY)

Qiagen Shares Surge 7.3% As Buyout Race Intensifies After Failed Thermo Fisher Deal!

Qiagen has suddenly moved to the center of the diagnostics M&A conversation after reports suggested that discussions with at least one potential...

Baptista Research

Qiagen Is Attracting Billion-Dollar Takeover Interest!

Qiagen has once again become the center of takeover speculation after reports indicated that private-equity firms EQT, Advent International, and...

Baptista Research

QIAGEN’s Outlook Reset: Can Digital PCR And Sample Tech Offset QuantiFERON Weakness?

QIAGEN N.V. reported preliminary results for the first quarter of 2026, revealing a mixed performance marked by solid profitability but sales...

Baptista Research

QIAGEN: Benefitting From Structural Demand Tailwinds in Molecular Diagnostics

QIAGEN's third-quarter 2025 earnings call revealed both strengths and challenges that define the company's current performance and future outlook.

Baptista Research

Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

Molbio Diagnostics will launch its India IPO on August 10 to fund capex. IPO price band is set at INR768–807. Subscription will close on August...

Tina Banerjee

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