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>Qorvo, Inc.'s fiscal second-quarter results for 2026 showed solid performance, although there are mixed signals in terms of the outlook and strategic focus.</li><li>Revenue for the quarter came in at $1.059 billion, with non-GAAP gross margins at 49.7% and earnings per share at $2.22, all surpassing the company's guidance.</li><li>However, the company faces challenges due to its restructuring efforts and a strategic pivot away from the lower-margin Android segment.</li></ul>

Qorvo, Inc.'s fiscal second-quarter results for 2026 showed solid performance, although there are mixed signals in terms of the outlook and strategic focus.Revenue for the quarter came in at $1.059 billion, with non-GAAP gross margins at 49.7% and earnings per share at $2.22, all surpassing the company's guidance.However, the company faces challenges due to its restructuring efforts and a strategic pivot away from the lower-margin Android segment.

Qorvo Inc: Supercharging Its 5G Strategy With a Premium Smartphone RF Power Play; But Will It Work?

<ul><li>Qorvo Inc. showcased a robust performance in the first quarter of fiscal 2026, underscored by growth across its three main operating segments: Advanced Cellular Group (ACG), High Performance Analog (HPA), and Connectivity & Sensors Group (CSG).</li><li>The quarter's revenue totaled $819 million, with a notable non-GAAP gross margin of 44% and diluted earnings per share of $0.92, both exceeding guidance expectations.</li><li>Among the highlights, Qorvo's ACG segment continued to capitalize on its cellular product offerings, securing major content inclusion in devices for a leading customer.</li></ul>

Qorvo Inc. showcased a robust performance in the first quarter of fiscal 2026, underscored by growth across its three main operating segments: Advanced Cellular Group (ACG), High Performance Analog (HPA), and Connectivity & Sensors Group (CSG).The quarter's revenue totaled $819 million, with a notable non-GAAP gross margin of 44% and diluted earnings per share of $0.92, both exceeding guidance expectations.Among the highlights, Qorvo's ACG segment continued to capitalize on its cellular product offerings, securing major content inclusion in devices for a leading customer.

Qorvo At The Center Of Deal Buzz: Why Skyworks Might Make A Move!

Qorvo Inc.: Factory Rationalization & Cost Optimization to Ensure More Sustainable Cost Profile Over The Long Term!

<ul><li>Qorvo Inc.'s latest earnings report presents a multifaceted picture of the company's current position and strategic outlook.</li><li>The report outlines several key areas where the company is making notable progress, as well as some areas of concern.</li><li>On the positive side, Qorvo revealed robust performance in its Advanced Cellular Group (ACG), High Performance Analog (HPA), and Connectivity and Sensors Group (CSG).</li></ul>

Qorvo Inc.'s latest earnings report presents a multifaceted picture of the company's current position and strategic outlook.The report outlines several key areas where the company is making notable progress, as well as some areas of concern.On the positive side, Qorvo revealed robust performance in its Advanced Cellular Group (ACG), High Performance Analog (HPA), and Connectivity and Sensors Group (CSG).

Qorvo’s Proprietary Chip Tech Might Just Help Lock In Billion-Dollar Smartphone Wins; What’s The Expected Revenue Impact?

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>KLA had a rare miss. The guidance was a bit light for the inspection execution machine.</li><li>KLA rarely misses and is by far the best financially managed of the large-cap semicap companies.</li><li>KLA reports Q2 EPS $6.16 ex-items vs FactSet $5.91</li></ul>

KLA had a rare miss. The guidance was a bit light for the inspection execution machine.KLA rarely misses and is by far the best financially managed of the large-cap semicap companies.KLA reports Q2 EPS $6.16 ex-items vs FactSet $5.91

KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP

United States

Qorvo Inc, designs, develops, manufactures, and markets a variety of high performance analog and mixed signal integrated circuits for the communications markets. The Company's products are used for wireless communications applications such as cellular and PCS, cordless telephony, wireless LANs, industrial radios, wireless security and remote meter reading.

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Qorvo Inc (QRVO US)

Qorvo Inc: Supercharging Its 5G Strategy With a Premium Smartphone RF Power Play; But Will It Work?

Qorvo, Inc.'s fiscal second-quarter results for 2026 showed solid performance, although there are mixed signals in terms of the outlook and...

Baptista Research

Qorvo At The Center Of Deal Buzz: Why Skyworks Might Make A Move!

Qorvo Inc. showcased a robust performance in the first quarter of fiscal 2026, underscored by growth across its three main operating segments:...

Baptista Research

Qorvo Inc.: Factory Rationalization & Cost Optimization to Ensure More Sustainable Cost Profile Over The Long Term!

Qorvo Inc. showcased a robust performance in the first quarter of fiscal 2026, underscored by growth across its three main operating segments:...

Baptista Research

Qorvo’s Proprietary Chip Tech Might Just Help Lock In Billion-Dollar Smartphone Wins; What’s The Expected Revenue Impact?

Qorvo Inc.'s latest earnings report presents a multifaceted picture of the company's current position and strategic outlook. The report outlines...

Baptista Research

KLA & LaserTec, AMD, Hyperscaler Capex, SK Hynix, SWKS and QRVO, WOLF, MCHP

Another week of earnings, with KLA having a rare miss and the guidance being a bit light for the inspection execution machine.

Fabricated Knowledge

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