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>SiTime Corporation reported a notably strong financial performance for the third quarter of 2025, marked by significant revenue growth and enhanced profitability metrics.</li><li>The revenue for the quarter reached $83.6 million, representing a 45% increase year-over-year, underscoring robust demand across SiTime's diversified markets, particularly in AI-driven sectors.</li><li>This performance was buoyed by considerable growth in the communications, enterprise, and datacenter (CED) sectors, which grew by 115% compared to the same period last year, and now constitute 51% of the company's total revenue.</li></ul>

SiTime Corporation reported a notably strong financial performance for the third quarter of 2025, marked by significant revenue growth and enhanced profitability metrics.The revenue for the quarter reached $83.6 million, representing a 45% increase year-over-year, underscoring robust demand across SiTime's diversified markets, particularly in AI-driven sectors.This performance was buoyed by considerable growth in the communications, enterprise, and datacenter (CED) sectors, which grew by 115% compared to the same period last year, and now constitute 51% of the company's total revenue.

SiTime’s $2 Billion Timing Bet? Why Renesas’s Clock Unit Could Be A Game-Changer!

<ul><li>SiTime Corporation's latest financial results indicate a positive trajectory bolstered by substantial revenue growth and promising advancement in key business segments.</li><li>The company, specializing in precision timing technology within the semiconductor industry, reports a revenue increase of 83% year-over-year, reaching $60.3 million for the first quarter of 2025.</li><li>This performance was driven by growth across all segments, with the communications, enterprise, and data center (CED) business growing significantly alongside the mobile, IoT, consumer, and automotive, industrial, and defense segments.</li></ul>

SiTime Corporation's latest financial results indicate a positive trajectory bolstered by substantial revenue growth and promising advancement in key business segments.The company, specializing in precision timing technology within the semiconductor industry, reports a revenue increase of 83% year-over-year, reaching $60.3 million for the first quarter of 2025.This performance was driven by growth across all segments, with the communications, enterprise, and data center (CED) business growing significantly alongside the mobile, IoT, consumer, and automotive, industrial, and defense segments.

How SiTime’s Integrated Clocking Systems Are Disrupting Data Centers & Automotive Tech!

<ul><li>SiTime Corporation reported a robust performance in its fourth quarter of 2024, signaling significant progress in financial outcomes and market traction.</li><li>Revenue experienced a substantial 61% year-over-year growth, reaching $68.1 million, supported by non-GAAP gross margins of 58.8%.</li><li>For the full fiscal year, SiTime's revenue grew by 41% compared to the previous year, totaling $202.7 million.</li></ul>

SiTime Corporation reported a robust performance in its fourth quarter of 2024, signaling significant progress in financial outcomes and market traction.Revenue experienced a substantial 61% year-over-year growth, reaching $68.1 million, supported by non-GAAP gross margins of 58.8%.For the full fiscal year, SiTime's revenue grew by 41% compared to the previous year, totaling $202.7 million.

SiTime Corporation Strikes Gold With Game-Changing Aura Deal—$100M Revenue Boost Incoming!

<ul><li>SiTime Corporation's third-quarter 2024 financial performance showcased robust growth, demonstrating the company's strong position in the precision timing semiconductor market.</li><li>SiTime reported a 62% year-over-year increase in revenue, totaling $57.7 million.</li><li>Net income also saw an impressive rise, equating to 17% of total revenue.</li></ul>

SiTime Corporation's third-quarter 2024 financial performance showcased robust growth, demonstrating the company's strong position in the precision timing semiconductor market.SiTime reported a 62% year-over-year increase in revenue, totaling $57.7 million.Net income also saw an impressive rise, equating to 17% of total revenue.

SiTime Corporation: Expansion in the AI & Data Center Market As A Key Growth Catalyst! - 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.

<ul><li><a href="https://www.smartkarma.com/entities/entegris-inc" target="_blank" data-smartkarma-citation="entities:12493" rel="noopener">Entegris Inc (ENTG US)</a> - Memory spending is happening next year, but MSI remains weak.</li><li><a href="https://www.smartkarma.com/entities/astera-labs-inc" target="_blank" data-smartkarma-citation="entities:40921" rel="noopener">Astera Labs (ALAB US)</a> - This is now the second way to play a levered Trainium ramp, as they have extensive content with <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409" rel="noopener">Amazon.com Inc (AMZN US)</a>.</li><li><a href="https://www.smartkarma.com/entities/lattice-semiconductor-corp" target="_blank" data-smartkarma-citation="entities:7855" rel="noopener">Lattice Semiconductor (LSCC US)</a> - Standard kitchen sink; I like the stock long-term.</li></ul>

Entegris Inc (ENTG US) - Memory spending is happening next year, but MSI remains weak.Astera Labs (ALAB US) - This is now the second way to play a levered Trainium ramp, as they have extensive content with Amazon.com Inc (AMZN US).Lattice Semiconductor (LSCC US) - Standard kitchen sink; I like the stock long-term.

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

United States

Sitime Corporation develops silicon-based timing solutions. The Company manufacturers oscillators, clock generators, and embedded resonators used for ethernet switches, computing devices, graphics cards, disk drives, mobile phones, and subscriber identity module cards. Sitime serves customers worldwide.

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Sitime Corporation (SITM US)

SiTime’s $2 Billion Timing Bet? Why Renesas’s Clock Unit Could Be A Game-Changer!

SiTime Corporation reported a notably strong financial performance for the third quarter of 2025, marked by significant revenue growth and...

Baptista Research

How SiTime’s Integrated Clocking Systems Are Disrupting Data Centers & Automotive Tech!

SiTime Corporation's latest financial results indicate a positive trajectory bolstered by substantial revenue growth and promising advancement in...

Baptista Research

SiTime Corporation Strikes Gold With Game-Changing Aura Deal—$100M Revenue Boost Incoming!

SiTime Corporation reported a robust performance in its fourth quarter of 2024, signaling significant progress in financial outcomes and market...

Baptista Research

SiTime Corporation: Expansion in the AI & Data Center Market As A Key Growth Catalyst! - Major Drivers

SiTime Corporation's third-quarter 2024 financial performance showcased robust growth, demonstrating the company's strong position in the...

Baptista Research

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

What a week (I’m a bit late on this)! I wanted to give a quick overview of all the companies that reported last week. Lattice Semiconductor -...

Fabricated Knowledge

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