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 Q1 FY 2025 earnings results have signified confidence in the cybersecurity company's growth trajectory.</li><li>The company exceeded its revenue and margin expectations, recording 40% YoY growth in revenue at $186 million.</li><li>This growth came despite macroeconomic pressures and has been credited to the company's technology leadership and progress in restructuring its go-to-market strategy.</li></ul>

SentinelOne's Q1 FY 2025 earnings results have signified confidence in the cybersecurity company's growth trajectory.The company exceeded its revenue and margin expectations, recording 40% YoY growth in revenue at $186 million.This growth came despite macroeconomic pressures and has been credited to the company's technology leadership and progress in restructuring its go-to-market strategy.

SentinelOne Inc.: Stabilising Macroeconomic Scenario & Go-To-Market Strategy! - Major Drivers

<ul><li>SentinelOne closed the year with stellar performance, surpassing its fourth-quarter expectations across all metrics, including revenue, gross margin, and operating margin.</li><li>Moreover, the company reported its annual recurring revenue (ARR) grew by 39% year-over-year to $724 million, primarily due to new customer acquisitions and strong expansion rates.</li><li>The growing interest in AI-powered security solutions, driven by the rising incidence of cyberattacks, is resulting in robust demand for SentinelOne’s offerings.</li></ul>

SentinelOne closed the year with stellar performance, surpassing its fourth-quarter expectations across all metrics, including revenue, gross margin, and operating margin.Moreover, the company reported its annual recurring revenue (ARR) grew by 39% year-over-year to $724 million, primarily due to new customer acquisitions and strong expansion rates.The growing interest in AI-powered security solutions, driven by the rising incidence of cyberattacks, is resulting in robust demand for SentinelOne’s offerings.

SentinelOne Inc.: Is Its Focus On Key Areas Of Competitive Strength Paying Off? - Major Drivers

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Capital Markets

<ul>
<li>Rubrik, a leading VC-backed security software company, filed for a long-awaited IPO in the United States, with Goldman Sachs, Citigroup, Barclays and Wells Fargo leading the offering. </li>
<li>The technology company is focused on data protection and helps organizations to protect their data and recover it in case of cyberattacks.</li>
<li>Rubrik was founded by Bipul Sinha, Arvind Nithrakashyap, Arvind Jain and Soham Mazumdar, and backed by VC investors, including Lightspeed Venture Partners, Greylock Partners and Khosla Ventures.</li>
</ul>


Rubrik, a leading VC-backed security software company, filed for a long-awaited IPO in the United States, with Goldman Sachs, Citigroup, Barclays and Wells Fargo leading the offering. 
The technology company is focused on data protection and helps organizations to protect their data and recover it in case of cyberattacks.
Rubrik was founded by Bipul Sinha, Arvind Nithrakashyap, Arvind Jain and Soham Mazumdar, and backed by VC investors, including Lightspeed Venture Partners, Greylock Partners and Khosla Ventures.


Rubrik IPO Preview and Valuation Analysis: 2024’s Hottest SaaS Investment Opportunity

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Since early November 2023 we have laid out our bullish expectations for a year-end rally that we anticipated would continue into the early part of 2024. </li>
<li>Here we are in the early part of 2024, and we see every reason to continue riding this bull market higher. We see small- and mid-caps resuming uptrends $IWM $VXF</li>
<li>Downgrading Staples (XLP) to underweight after brief stint at market weight. Highlighting several buys within Financials: Property &amp; Casualty Insurance BRK.B, PGR, CB, TRV, ALL, CINF, ERIE, and more</li>
</ul>


Since early November 2023 we have laid out our bullish expectations for a year-end rally that we anticipated would continue into the early part of 2024. 
Here we are in the early part of 2024, and we see every reason to continue riding this bull market higher. We see small- and mid-caps resuming uptrends $IWM $VXF
Downgrading Staples (XLP) to underweight after brief stint at market weight. Highlighting several buys within Financials: Property &amp; Casualty Insurance BRK.B, PGR, CB, TRV, ALL, CINF, ERIE, and more


Continue Riding This Bull Market Higher; Small- And Mid-Caps Resuming Uptrends; Downgrading Staples

<ul><li>This is our first report on cybersecurity player, SentineOne.</li><li>The company posted strong third quarter results, surpassing expectations on all key metrics and increasing both top line and bottom line guidance for the fiscal year 2024.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

This is our first report on cybersecurity player, SentineOne.The company posted strong third quarter results, surpassing expectations on all key metrics and increasing both top line and bottom line guidance for the fiscal year 2024.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

SentinelOne Inc.: Initiation of Coverage – The Pivotal Elements That Will Mold Their 2024 - Financial Forecasts

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 Inc.: Stabilising Macroeconomic Scenario & Go-To-Market Strategy! - Major Drivers

SentinelOne's Q1 FY 2025 earnings results have signified confidence in the cybersecurity company's growth trajectory. The company exceeded its...

Baptista Research

SentinelOne Inc.: Is Its Focus On Key Areas Of Competitive Strength Paying Off? - Major Drivers

SentinelOne closed the year with stellar performance, surpassing its fourth-quarter expectations across all metrics, including revenue, gross...

Baptista Research

Rubrik IPO Preview and Valuation Analysis: 2024’s Hottest SaaS Investment Opportunity

In my in-depth insight, I highlight Rubrik's potential as a top investment opportunity in the software IPO market this year

Andrei Zakharov

Continue Riding This Bull Market Higher; Small- And Mid-Caps Resuming Uptrends; Downgrading Staples

Continue Riding This Bull Market Higher; Small- and Mid-Caps Resuming Uptrends $IWM $RTY $VXF; Downgrading Consumer Staples $XLP to Underweight...

Vermilion Research

SentinelOne Inc.: Initiation of Coverage – The Pivotal Elements That Will Mold Their 2024 - Financial Forecasts

This is our first report on cybersecurity player, SentineOne. The company posted strong third quarter results, surpassing expectations on all key...

Baptista Research

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