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>Salesforce delivered a strong financial performance for fiscal year 2025, showcasing significant progress in its AI and Data Cloud initiatives.</li><li>The company reported annual revenue of $37.9 billion, reflecting a 9% increase from the prior year, with fourth-quarter revenue reaching $10 billion—its first-ever $10 billion quarter.</li><li>Subscription and support revenue grew by 10% in constant currency, indicating continued demand for its enterprise software solutions.</li></ul>

Salesforce delivered a strong financial performance for fiscal year 2025, showcasing significant progress in its AI and Data Cloud initiatives.The company reported annual revenue of $37.9 billion, reflecting a 9% increase from the prior year, with fourth-quarter revenue reaching $10 billion—its first-ever $10 billion quarter.Subscription and support revenue grew by 10% in constant currency, indicating continued demand for its enterprise software solutions.

Salesforce.Com Inc - Salesforce’s Growth Is Slowing—Can Agentforce Turn Things Around?

<ul><li>Salesforce posted a notable third-quarter performance for fiscal 2025, showcasing both strengths and emerging opportunities, albeit facing certain challenges in its transition to newer markets and technologies.</li><li>Revenue for the quarter reached $9.44 billion, marking an 8% increase year-over-year in both nominal and constant currency terms.</li><li>This growth was primarily propelled by robust performance in core segments like the Sales and Service Clouds, which saw double-digit growth.</li></ul>

Salesforce posted a notable third-quarter performance for fiscal 2025, showcasing both strengths and emerging opportunities, albeit facing certain challenges in its transition to newer markets and technologies.Revenue for the quarter reached $9.44 billion, marking an 8% increase year-over-year in both nominal and constant currency terms.This growth was primarily propelled by robust performance in core segments like the Sales and Service Clouds, which saw double-digit growth.

Salesforce’s Big Moves: What Margin Expansion and Cloud Revenue Growth Mean for Investors! - Major Drivers

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

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<li>
<a href="https://www.smartkarma.com/entities/avepoint-inc" target="_blank" data-smartkarma-citation="entities:37131:1" rel="noopener">AvePoint (AVPT US)</a> , a global provider of data security, governance, and resilience, aims to raise around US$300m in its Singapore secondary listing.</li>
<li>As of FY24, AP had over 25,000 customers who rely on its Confidence Platform to prepare, secure, and optimize their critical data across environments.</li>
<li>In this note, we look at its past performance and other deal dynamics that might impact the listing.</li>
</ul>



AvePoint (AVPT US) , a global provider of data security, governance, and resilience, aims to raise around US$300m in its Singapore secondary listing.
As of FY24, AP had over 25,000 customers who rely on its Confidence Platform to prepare, secure, and optimize their critical data across environments.
In this note, we look at its past performance and other deal dynamics that might impact the listing.


AvePoint SGX Secondary Listing - Strong Growth and Large Client Base but Unclear Metrics

<ul><li>Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results, articulating significant developments and prospects, particularly in AI (artificial intelligence).</li><li>The earnings call, spearheaded by Salesforce executives including Chair and CEO Marc Benioff, illustrated both promising highlights and some challenges that investors need to consider.</li><li>Positively, Salesforce reported a robust quarter with revenue marking $9.33 billion, representing an 8% increase year-over-year and adjusting for currency fluctuations, a growth of 9%.</li></ul>

Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results, articulating significant developments and prospects, particularly in AI (artificial intelligence).The earnings call, spearheaded by Salesforce executives including Chair and CEO Marc Benioff, illustrated both promising highlights and some challenges that investors need to consider.Positively, Salesforce reported a robust quarter with revenue marking $9.33 billion, representing an 8% increase year-over-year and adjusting for currency fluctuations, a growth of 9%.

salesforce.com Inc: Enhanced Product Offerings and Vertical Integration Driving Our Optimism!

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for investors.</li><li>The company is facing challenges in a more cautious post-Covid buying environment, but recent changes to the go-to-market organization are expected to drive productivity improvements in the future.</li><li>Despite these challenges, Salesforce's core business remains strong, with potential for the stock to compound at 15-24% over the next five years, offering a mid-point IRR of 20% with conservative assumptions.</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. This article was originally published 3 months ago on Value Investors Club.</em></p>

Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for investors.The company is facing challenges in a more cautious post-Covid buying environment, but recent changes to the go-to-market organization are expected to drive productivity improvements in the future.Despite these challenges, Salesforce's core business remains strong, with potential for the stock to compound at 15-24% over the next five years, offering a mid-point IRR of 20% with conservative assumptions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Salesforce Inc (CRM) - Thursday, May 30, 2024

United States

salesforce.com, inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use salesforce.com to manage their customer, sales and operational data.

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Salesforce.Com Inc (CRM US)

Salesforce.Com Inc - Salesforce’s Growth Is Slowing—Can Agentforce Turn Things Around?

Salesforce delivered a strong financial performance for fiscal year 2025, showcasing significant progress in its AI and Data Cloud...

Baptista Research

Salesforce’s Big Moves: What Margin Expansion and Cloud Revenue Growth Mean for Investors! - Major Drivers

Salesforce posted a notable third-quarter performance for fiscal 2025, showcasing both strengths and emerging opportunities, albeit facing certain...

Baptista Research

AvePoint SGX Secondary Listing - Strong Growth and Large Client Base but Unclear Metrics

AvePoint (AVPT US) , a global provider of data security, governance, and resilience, aims to raise around US$300m in its Singapore secondary listing.

Sumeet Singh

salesforce.com Inc: Enhanced Product Offerings and Vertical Integration Driving Our Optimism!

Salesforce, a prominent leader in customer relationship management (CRM) solutions, disclosed its fiscal 2025 second-quarter financial results,...

Baptista Research

Salesforce Inc (CRM) - Thursday, May 30, 2024

Salesforce's stock price has declined by 21% to $214 after slightly lowering guidance for the year, presenting a potential buying opportunity for...

Value Investors Club

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