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>SentinelOne’s recent earnings call made headlines with a major milestone: the company’s Annual Recurring Revenue (ARR) surpassed $1 billion, growing 24% year-over-year, while its net new ARR hit record levels.</li><li>This momentum is underpinned by strong customer traction across emerging solutions like Purple AI, Singularity Data, and its cloud-native security stack.</li><li>Riding this wave of innovation and expansion, SentinelOne is now reportedly eyeing Observo AI as a potential acquisition target.</li></ul>

SentinelOne’s recent earnings call made headlines with a major milestone: the company’s Annual Recurring Revenue (ARR) surpassed $1 billion, growing 24% year-over-year, while its net new ARR hit record levels.This momentum is underpinned by strong customer traction across emerging solutions like Purple AI, Singularity Data, and its cloud-native security stack.Riding this wave of innovation and expansion, SentinelOne is now reportedly eyeing Observo AI as a potential acquisition target.

SentinelOne Eyes Observo AI: A $1 Billion Cybersecurity Power Play In The Making?

<ul><li>SentinelOne's latest earnings for Q2 of fiscal year 2026 highlighted its significant achievements and growth drivers while outlining areas for potential challenges and opportunities.</li><li>The company reported a total Annual Recurring Revenue (ARR) growth of 24%, surpassing the $1 billion mark, indicating robust performance in both new business generation and expansion of existing accounts.</li><li>This milestone reflects SentinelOne's growing market share and competitive strength, driven by its AI-powered cybersecurity solutions.</li></ul>

SentinelOne's latest earnings for Q2 of fiscal year 2026 highlighted its significant achievements and growth drivers while outlining areas for potential challenges and opportunities.The company reported a total Annual Recurring Revenue (ARR) growth of 24%, surpassing the $1 billion mark, indicating robust performance in both new business generation and expansion of existing accounts.This milestone reflects SentinelOne's growing market share and competitive strength, driven by its AI-powered cybersecurity solutions.

SentinelOne Inside: How the Singularity Platform Is Redefining Cybersecurity with AI!

<ul><li>SentinelOne shares surged as much as 18% on Monday, July 21, 2025, amid speculation that cybersecurity heavyweight Palo Alto Networks may be eyeing the smaller player for acquisition.</li><li>Although the stock pared its gains later in the day, the buzz remained strong after Israeli media outlets, including Calcalist and Globes, reported that Palo Alto was in advanced discussions to purchase SentinelOne in a deal potentially valued at around $7 billion.</li><li>Both companies declined to comment on market speculation, but investors took notice — especially as SentinelOne’s market cap hovers near $6 billion, while Palo Alto commands a significantly larger valuation of approximately $131 billion.</li></ul>

SentinelOne shares surged as much as 18% on Monday, July 21, 2025, amid speculation that cybersecurity heavyweight Palo Alto Networks may be eyeing the smaller player for acquisition.Although the stock pared its gains later in the day, the buzz remained strong after Israeli media outlets, including Calcalist and Globes, reported that Palo Alto was in advanced discussions to purchase SentinelOne in a deal potentially valued at around $7 billion.Both companies declined to comment on market speculation, but investors took notice — especially as SentinelOne’s market cap hovers near $6 billion, while Palo Alto commands a significantly larger valuation of approximately $131 billion.

SentinelOne Skyrockets Amid Palo Alto Acquisition Buzz — What’s Driving The Deal Talk?

<ul><li>SentinelOne's Q1 FY 2026 financial results showed mixed performance with both positive and challenging aspects.</li><li>On the positive side, the company exceeded its revenue growth expectations for the quarter, achieving a 23% year-over-year growth to $229 million, driven by strong performance in international markets and an increased presence with enterprise customers.</li><li>The company also reported a remarkable free cash flow margin of 20%, demonstrating efficient cash generation and robust operating leverage.</li></ul>

SentinelOne's Q1 FY 2026 financial results showed mixed performance with both positive and challenging aspects.On the positive side, the company exceeded its revenue growth expectations for the quarter, achieving a 23% year-over-year growth to $229 million, driven by strong performance in international markets and an increased presence with enterprise customers.The company also reported a remarkable free cash flow margin of 20%, demonstrating efficient cash generation and robust operating leverage.

SentinelOne: Navigating Customer Commitment Dynamics & Dealing With The AI Development Dilemma!

<ul><li>SentinelOne reported strong financial results for the fourth quarter and fiscal year 2025, with significant achievements and certain challenges that are crucial for investors to assess.</li><li>The company experienced noteworthy revenue growth, reaching $226 million in Q4, marking a 29% increase year-over-year.</li><li>The total revenue for fiscal year 2025 amounted to $821 million, demonstrating an annual growth rate of 32%.</li></ul>

SentinelOne reported strong financial results for the fourth quarter and fiscal year 2025, with significant achievements and certain challenges that are crucial for investors to assess.The company experienced noteworthy revenue growth, reaching $226 million in Q4, marking a 29% increase year-over-year.The total revenue for fiscal year 2025 amounted to $821 million, demonstrating an annual growth rate of 32%.

SentinelOne Skyrockets with Enterprise Client Surge & Soaring Deal Sizes!

United States

SentinelOne, Inc. operates as a software company. The Company develops security platforms to protect organizations against advanced threats and nation state malware. SentinelOne serves customers worldwide.

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SentinelOne (S US)

SentinelOne Eyes Observo AI: A $1 Billion Cybersecurity Power Play In The Making?

SentinelOne’s recent earnings call made headlines with a major milestone: the company’s Annual Recurring Revenue (ARR) surpassed $1 billion,...

Baptista Research

SentinelOne Inside: How the Singularity Platform Is Redefining Cybersecurity with AI!

SentinelOne's latest earnings for Q2 of fiscal year 2026 highlighted its significant achievements and growth drivers while outlining areas for...

Baptista Research

SentinelOne Skyrockets Amid Palo Alto Acquisition Buzz — What’s Driving The Deal Talk?

SentinelOne shares surged as much as 18% on Monday, July 21, 2025, amid speculation that cybersecurity heavyweight Palo Alto Networks may be...

Baptista Research

SentinelOne: Navigating Customer Commitment Dynamics & Dealing With The AI Development Dilemma!

SentinelOne's Q1 FY 2026 financial results showed mixed performance with both positive and challenging aspects. On the positive side, the company...

Baptista Research

SentinelOne Skyrockets with Enterprise Client Surge & Soaring Deal Sizes!

SentinelOne reported strong financial results for the fourth quarter and fiscal year 2025, with significant achievements and certain challenges...

Baptista Research

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