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>Silicon Laboratories reported third quarter fiscal 2025 results that aligned with its guidance, demonstrating continued growth in both revenue and profitability.</li>
<li>The company posted $206 million in revenue, reflecting a 7% sequential increase and 24% year-over-year growth, which outpaced its peer group by approximately twofold.</li>
<li>The industrial and commercial segment contributed $118 million, representing 57% of consolidated revenue and growing 7% sequentially and 22% annually.</li>
</ul>


Silicon Laboratories reported third quarter fiscal 2025 results that aligned with its guidance, demonstrating continued growth in both revenue and profitability.
The company posted $206 million in revenue, reflecting a 7% sequential increase and 24% year-over-year growth, which outpaced its peer group by approximately twofold.
The industrial and commercial segment contributed $118 million, representing 57% of consolidated revenue and growing 7% sequentially and 22% annually.


Silicon Labs' Q4 Guide: Can 25% Growth And 62%-64% Margins Hold?

<ul>
<li>Silicon Laboratories shares surged 37% in after-hours trading following a report by the Financial Times that Texas Instruments is in advanced talks to acquire the Austin-based chipmaker for approximately $7 billion.</li>
<li>The deal, which could be finalized in the coming days, would mark a major strategic pivot for Texas Instruments as it seeks to deepen its footprint in the Internet of Things (IoT) semiconductor market.</li>
<li>While Silicon Labs has not confirmed the report and both companies declined to comment to the Financial Times, investor enthusiasm was immediate, with SLAB sharply rallying and TXN down 2.5% on the news.</li>
</ul>


Silicon Laboratories shares surged 37% in after-hours trading following a report by the Financial Times that Texas Instruments is in advanced talks to acquire the Austin-based chipmaker for approximately $7 billion.
The deal, which could be finalized in the coming days, would mark a major strategic pivot for Texas Instruments as it seeks to deepen its footprint in the Internet of Things (IoT) semiconductor market.
While Silicon Labs has not confirmed the report and both companies declined to comment to the Financial Times, investor enthusiasm was immediate, with SLAB sharply rallying and TXN down 2.5% on the news.


Silicon Labs Spikes on Buyout Report — But Will Texas Instruments Actually Pay $7B?

<ul>
<li>Silicon Laboratories Inc. recently reported its third-quarter fiscal 2025 results.</li>
<li>The company's performance was consistent with its outlook, characterized by strong sales and profitability growth.</li>
<li>Over the quarter, Silicon Labs saw a 34% increase in annual revenue growth, backed by solid demand in its industrial and commercial sectors.</li>
</ul>


Silicon Laboratories Inc. recently reported its third-quarter fiscal 2025 results.
The company's performance was consistent with its outlook, characterized by strong sales and profitability growth.
Over the quarter, Silicon Labs saw a 34% increase in annual revenue growth, backed by solid demand in its industrial and commercial sectors.


Silicon Labs: How Series 2 Stability & Series 3 Ramp Could Reshape the IoT Roadmap

<ul>
<li>Silicon Laboratories Inc. delivered its Q2 fiscal 2025 financial results, which were aligned with their prior outlook.</li>
<li>The company showed a steady increase in revenue and profitability, rooting its growth strategy by tapping into new design win ramp-ups.</li>
<li>This quarter's results reflect a year-over-year revenue growth of 33% as overall revenue reached $193 million, a 9% sequential increase.</li>
</ul>


Silicon Laboratories Inc. delivered its Q2 fiscal 2025 financial results, which were aligned with their prior outlook.
The company showed a steady increase in revenue and profitability, rooting its growth strategy by tapping into new design win ramp-ups.
This quarter's results reflect a year-over-year revenue growth of 33% as overall revenue reached $193 million, a 9% sequential increase.


Silicon Labs: Industrial Applications, Distribution Channel Growth & Other Major Drivers!

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.

Thematic (Sector/Industry)

<ul><li>I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and the stock. Let’s discuss earnings, and then I’ll talk about peak lithography and TSMC.</li><li>ASML accidentally leaked earnings this week, and the leak wasn’t good. They beat Q3, but the issue was the outlook for next year and orders coming way below expectations. It’s funny because Q4 revenue is expected to accelerate, but no one is paying attention to that.\</li><li>Memory was half of the measly 2.6 billion-order book and is likely driven more by DUV for HBM than logic High NA.</li></ul>

I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and the stock. Let’s discuss earnings, and then I’ll talk about peak lithography and TSMC.ASML accidentally leaked earnings this week, and the leak wasn’t good. They beat Q3, but the issue was the outlook for next year and orders coming way below expectations. It’s funny because Q4 revenue is expected to accelerate, but no one is paying attention to that.\Memory was half of the measly 2.6 billion-order book and is likely driven more by DUV for HBM than logic High NA.

United States

Silicon Laboratories Inc. designs and develops analog-intensive, mixed-signal integrated circuits (ICs) for the wireless, wireline, and optical communications industries. Mixed-signal ICs are electronic components that process both digital signals and real-world analog signals, such as sound and radio waves.

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Silicon Laboratories (SLAB US)

Silicon Labs' Q4 Guide: Can 25% Growth And 62%-64% Margins Hold?

Silicon Laboratories reported third quarter fiscal 2025 results that aligned with its guidance, demonstrating continued growth in both revenue and...

Baptista Research

Silicon Labs Spikes on Buyout Report — But Will Texas Instruments Actually Pay $7B?

Silicon Laboratories shares surged 37% in after-hours trading following a report by the Financial Times that Texas Instruments is in advanced talks...

Baptista Research

Silicon Labs: How Series 2 Stability & Series 3 Ramp Could Reshape the IoT Roadmap

Silicon Laboratories Inc. recently reported its third-quarter fiscal 2025 results.The company's performance was consistent with its outlook...

Baptista Research

Silicon Labs: Industrial Applications, Distribution Channel Growth & Other Major Drivers!

This quarter's results reflect a year-over-year revenue growth of 33% as overall revenue reached $193 million, a 9% sequential increase.

Baptista Research

Earnings: TSMC, ASML, AEHR, Telecom

I don’t think it’s been any secret that I’ve been a peak litho bear for quite some time. I think we are finally seeing reality hit the company and...

Fabricated Knowledge

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