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>Snowflake Inc. reported a first quarter fiscal 2027 marked by accelerating product revenue growth and increasing integration of AI-driven capabilities within its platform.</li><li>Product revenue reached $1.334 billion, growing 34% year-over-year, up from 30% in the prior quarter and 26% a year ago.</li><li>This growth reflects both momentum in Snowflake’s core data platform business and rapid adoption of AI products like Snowflake Intelligence and Cortex Code (CoCo).</li></ul>

Snowflake Inc. reported a first quarter fiscal 2027 marked by accelerating product revenue growth and increasing integration of AI-driven capabilities within its platform.Product revenue reached $1.334 billion, growing 34% year-over-year, up from 30% in the prior quarter and 26% a year ago.This growth reflects both momentum in Snowflake’s core data platform business and rapid adoption of AI products like Snowflake Intelligence and Cortex Code (CoCo).

Snowflake’s $6 Billion AWS Deal: Is The AI Data Cloud Entering A New Phase?

<ul><li>Snowflake Inc has suddenly become one of the more closely watched names in the enterprise AI race after signing a five-year, $6 billion agreement with Amazon Web Services for access to AWS Graviton CPUs. The deal places Snowflake among AWS’s largest customers for CPU-based computing, alongside major technology buyers such as Apple and Meta.</li><li>The market reaction was immediate, with Snowflake shares jumping as much as 35% after the announcement.</li><li>But the bigger story is not just the size of the contract.</li></ul>

Snowflake Inc has suddenly become one of the more closely watched names in the enterprise AI race after signing a five-year, $6 billion agreement with Amazon Web Services for access to AWS Graviton CPUs. The deal places Snowflake among AWS’s largest customers for CPU-based computing, alongside major technology buyers such as Apple and Meta.The market reaction was immediate, with Snowflake shares jumping as much as 35% after the announcement.But the bigger story is not just the size of the contract.

Snowflake’s $6 Billion AI Bet: The Agent Economy Just Got Real!

<ul><li>Snowflake Inc.'s latest financial results reveal a mix of strengths and challenges for investors to consider.</li><li>A key highlight is the company's strong product revenue growth, which increased by 30% year-over-year, reaching $1.23 billion for the quarter.</li><li>This growth underscores the robust demand for Snowflake's offerings, particularly in the AI-driven data analytics space.</li></ul>

Snowflake Inc.'s latest financial results reveal a mix of strengths and challenges for investors to consider.A key highlight is the company's strong product revenue growth, which increased by 30% year-over-year, reaching $1.23 billion for the quarter.This growth underscores the robust demand for Snowflake's offerings, particularly in the AI-driven data analytics space.

Snowflake: Cortex Code Is Supercharging Data Pipelines—But Can It Become the Bulldozer of the AI Data Economy?

<ul><li>Snowflake just made a quiet but intriguing move that could reshape how enterprises handle observability at scale.</li><li>On January 8, 2026, the cloud data giant announced its plan to acquire Observe, a startup specializing in AI-powered observability.</li><li>The deal terms haven’t been disclosed, but the implications are already sparking debate in tech circles.</li></ul>

Snowflake just made a quiet but intriguing move that could reshape how enterprises handle observability at scale.On January 8, 2026, the cloud data giant announced its plan to acquire Observe, a startup specializing in AI-powered observability.The deal terms haven’t been disclosed, but the implications are already sparking debate in tech circles.

Snowflake Acquires Observe AI: What It Means for Datadog, Splunk & the Rest!

<ul><li>Snowflake Inc. reported its financial results for Q3 Fiscal Year 2026, showcasing continued robust performance with product revenue reaching $1.16 billion, a 29% increase year-over-year.</li><li>The company added a record 615 new customers this quarter and maintained a healthy net revenue retention rate of 125%.</li><li>A key highlight was the achievement of a $100 million AI revenue run rate, one quarter earlier than anticipated, indicating strong momentum and adoption of Snowflake's AI-driven data cloud solutions.</li></ul>

Snowflake Inc. reported its financial results for Q3 Fiscal Year 2026, showcasing continued robust performance with product revenue reaching $1.16 billion, a 29% increase year-over-year.The company added a record 615 new customers this quarter and maintained a healthy net revenue retention rate of 125%.A key highlight was the achievement of a $100 million AI revenue run rate, one quarter earlier than anticipated, indicating strong momentum and adoption of Snowflake's AI-driven data cloud solutions.

Snowflake Is Becoming the Control Plane for Enterprise Data—But Can It Defend the Moat?

United States

Snowflake Inc. provides software solutions. The Company develops database architecture, data warehouses, query optimization, and parallelization solutions. Snowflake serves customers worldwide.

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Snowflake (SNOW US)

Snowflake’s $6 Billion AWS Deal: Is The AI Data Cloud Entering A New Phase?

Snowflake Inc. reported a first quarter fiscal 2027 marked by accelerating product revenue growth and increasing integration of AI-driven...

Baptista Research

Snowflake’s $6 Billion AI Bet: The Agent Economy Just Got Real!

Snowflake Inc has suddenly become one of the more closely watched names in the enterprise AI race after signing a five-year, $6 billion agreement...

Baptista Research

Snowflake: Cortex Code Is Supercharging Data Pipelines—But Can It Become the Bulldozer of the AI Data Economy?

Snowflake Inc.'s latest financial results reveal a mix of strengths and challenges for investors to consider. A key highlight is the company's...

Baptista Research

Snowflake Acquires Observe AI: What It Means for Datadog, Splunk & the Rest!

Snowflake just made a quiet but intriguing move that could reshape how enterprises handle observability at scale. On January 8, 2026, the cloud...

Baptista Research

Snowflake Is Becoming the Control Plane for Enterprise Data—But Can It Defend the Moat?

Snowflake Inc. reported its financial results for Q3 Fiscal Year 2026, showcasing continued robust performance with product revenue reaching $1.16...

Baptista Research

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