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>Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the YouTube of gaming.</li><li>Daily active users (DAUs) surged to 151.5 million, up 70% year-over-year, with 68% of hours now spent by users aged 13 and up.</li><li>Revenue and bookings exploded, reaching $1.36 billion and $1.92 billion respectively, driven by a wave of viral, creator-built games like Grow a Garden and Steal a Brainrot.</li></ul>

Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the YouTube of gaming.Daily active users (DAUs) surged to 151.5 million, up 70% year-over-year, with 68% of hours now spent by users aged 13 and up.Revenue and bookings exploded, reaching $1.36 billion and $1.92 billion respectively, driven by a wave of viral, creator-built games like Grow a Garden and Steal a Brainrot.

Roblox Is Becoming The YouTube Of Gaming — And Wall Street Might Be Missing A 50% Upside!

<ul><li>Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its business model in the gaming industry.</li><li>The company reported a revenue of $1.36 billion, marking a 48% year-on-year increase, and bookings rose by 70% to $1.92 billion.</li><li>This growth is attributed to the platform’s expansion and innovative enhancements, as Roblox now captures approximately 3.2% of the global gaming market, up from 2.3% the previous year.</li></ul>

Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its business model in the gaming industry.The company reported a revenue of $1.36 billion, marking a 48% year-on-year increase, and bookings rose by 70% to $1.92 billion.This growth is attributed to the platform’s expansion and innovative enhancements, as Roblox now captures approximately 3.2% of the global gaming market, up from 2.3% the previous year.

Is Roblox Building the Metaverse 2.0? Here’s What Their AI & Creator Economy Reveal!

Podcast with Crypto Gigabrains, The Delphi Podcast

The Delphi Podcast

Podcast with Crypto Gigabrains

Conversations with Crypto Gigabrains. Hosted by Tommy, Co-Founder and Founding Partner at Delphi Ventures

Thematic (Sector/Industry)

<ul><li>The gaming industry is evolving with a focus on AI integration and innovative game loops.</li><li>Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.</li><li>Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

The gaming industry is evolving with a focus on AI integration and innovative game loops.Mobile gaming is expected to lead the way in terms of success and adoption in the coming years.Ecosystems like Ronin and exchanges are playing a significant role in shaping the gaming landscape, with a focus on UGC and innovative token distribution mechanics.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li><li>As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.</li><li>Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li></ul>

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.

<ul><li>I mentioned a few weeks ago that the current market correction would likely begin to pickup speed when the mega caps like Apple and Microsoft began their corrections and re-rated lower below their 200 day moving averages like most of the Nasdaq index.</li><li>On Friday, we saw a significant bounce off extreme oversold conditions but many charts still need significant time to base and repair themselves.</li><li>If we are truly entering a new bear market, relief bounces like these will become common which is something investors likely haven’t seen in awhile after years of “buy the dip” bull market mentality was in full force.</li></ul>

I mentioned a few weeks ago that the current market correction would likely begin to pickup speed when the mega caps like Apple and Microsoft began their corrections and re-rated lower below their 200 day moving averages like most of the Nasdaq index.On Friday, we saw a significant bounce off extreme oversold conditions but many charts still need significant time to base and repair themselves.If we are truly entering a new bear market, relief bounces like these will become common which is something investors likely haven’t seen in awhile after years of “buy the dip” bull market mentality was in full force.

United States

Roblox Corporation provides entertainment products and services. The Company designs and develops a wide range of online games such as internet three-dimensional and tutorial games for kids, teens, and adults. Roblox serves customers worldwide.

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ROBLOX (RBLX US)

Roblox Is Becoming The YouTube Of Gaming — And Wall Street Might Be Missing A 50% Upside!

Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids' gaming platform—it's evolving into the...

Baptista Research

Is Roblox Building the Metaverse 2.0? Here’s What Their AI & Creator Economy Reveal!

Roblox Corporation's third-quarter results for 2025 demonstrated both significant progress and challenges as the company continues to evolve its...

Baptista Research

Delphi's Gaming Year Ahead 2025

Emerging trends in gaming industry include AI integration, mobile gaming dominance, UGC importance, blockchain usage, AI NPC spectator sports,...

The Delphi Podcast

Weekly Stock Bullfinder - Week of 3/27

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...

Weekly Stock Bull Finder

Weekly Stock Bullfinder- Week of 5/16

I mentioned a few weeks ago that the current market correction would likely begin to pickup speed when the mega caps like Apple and Microsoft began...

Weekly Stock Bull Finder

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