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 has taken a bold strategic leap in its battle for AI supremacy by acquiring Crunchy Data, a leading PostgreSQL-based database company, for approximately $250 million.</li><li>Coming shortly after Databricks' $1 billion acquisition of Neon, this move signals an intensifying war for enterprise customers who want to build AI agents using their own data.</li><li>Crunchy Data’s roughly 100 employees are set to join Snowflake as the company integrates Crunchy into a new product offering called Snowflake Postgres.</li></ul>

Snowflake has taken a bold strategic leap in its battle for AI supremacy by acquiring Crunchy Data, a leading PostgreSQL-based database company, for approximately $250 million.Coming shortly after Databricks' $1 billion acquisition of Neon, this move signals an intensifying war for enterprise customers who want to build AI agents using their own data.Crunchy Data’s roughly 100 employees are set to join Snowflake as the company integrates Crunchy into a new product offering called Snowflake Postgres.

Snowflake's $250M “Crunchy” Bet: How Two Smart Acquisitions Are Fueling Its AI War With Databricks!

<ul><li>Snowflake Inc., a leading data cloud company, reported its Q1 Fiscal Year 2026 results, highlighting robust revenue growth and strategic advancements across its portfolio.</li><li>The company continues to position itself at the intersection of data management and artificial intelligence, driven by its mission to empower enterprise transformation through data-centric solutions.</li><li>In Q1 Fiscal 2026, Snowflake achieved product revenue of $997 million, reflecting a 26% year-over-year increase.</li></ul>

Snowflake Inc., a leading data cloud company, reported its Q1 Fiscal Year 2026 results, highlighting robust revenue growth and strategic advancements across its portfolio.The company continues to position itself at the intersection of data management and artificial intelligence, driven by its mission to empower enterprise transformation through data-centric solutions.In Q1 Fiscal 2026, Snowflake achieved product revenue of $997 million, reflecting a 26% year-over-year increase.

Snowflake Inc.: Expansion in the Federal Government Sector & Critical Developments!

<ul><li>Snowflake Inc. reported its fourth-quarter financial results for fiscal year 2025, delivering strong growth in key areas while navigating several challenges.</li><li>The company posted $943 million in product revenue for the quarter, reflecting a 28% year-over-year increase and surpassing analyst estimates of $914 million.</li><li>Total revenue reached $986.8 million, exceeding projections of $957 million.</li></ul>

Snowflake Inc. reported its fourth-quarter financial results for fiscal year 2025, delivering strong growth in key areas while navigating several challenges.The company posted $943 million in product revenue for the quarter, reflecting a 28% year-over-year increase and surpassing analyst estimates of $914 million.Total revenue reached $986.8 million, exceeding projections of $957 million.

Snowflake’s $6.9 Billion Growth and AI Moves Shake Up the Market—But Is a Slowdown Coming?

<ul><li>Snowflake Inc. reported a solid financial performance for the fiscal second quarter of 2024, with product revenue increasing by 30% year-over-year to $829 million, surpassing analyst expectations.</li><li>The company raised its full-year revenue outlook to $3.36 billion, reflecting its continued focus on innovation and product development.</li><li>Despite this growth, Snowflake's stock faced pressure, dropping by 7% in extended trading as concerns over its ability to fully capitalize on AI-related opportunities persisted.</li></ul>

Snowflake Inc. reported a solid financial performance for the fiscal second quarter of 2024, with product revenue increasing by 30% year-over-year to $829 million, surpassing analyst expectations.The company raised its full-year revenue outlook to $3.36 billion, reflecting its continued focus on innovation and product development.Despite this growth, Snowflake's stock faced pressure, dropping by 7% in extended trading as concerns over its ability to fully capitalize on AI-related opportunities persisted.

Can Snowflake Truly Capitalize On The AI-Linked Opportunities That Lie Ahead? - Major Drivers

US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Event-Driven

<ul>
<li>The 'Financial Viability' (GAAP earnings) criterion is the main obstacle that keeps companies out of the S&amp;P 500 and overall S&amp;P 1500.</li>
<li>
<a href="https://www.smartkarma.com/entities/uber-technologies-inc" target="_blank" data-smartkarma-citation="entities:430:1" rel="noopener">Uber Technologies (UBER US)</a> and <a href="https://www.smartkarma.com/entities/crowdstrike-holdings-inc" target="_blank" data-smartkarma-citation="entities:28117:1" rel="noopener">Crowdstrike Holdings (CRWD US)</a> are past examples of companies that got added to S&amp;P 500 after passing the GAAP Earnings criterion.</li>
<li>
<a href="https://www.smartkarma.com/entities/marvell-technology-inc" target="_blank" data-smartkarma-citation="entities:15837:1" rel="noopener">Marvell Technology (MRVL US)</a> and <a href="https://www.smartkarma.com/entities/snowflake-inc" target="_blank" data-smartkarma-citation="entities:29254:1" rel="noopener">Snowflake (SNOW US)</a> are currently ineligible for S&amp;P 500 inclusion due to failing the GAAP Earnings eligibility requirement. </li>
</ul>


The 'Financial Viability' (GAAP earnings) criterion is the main obstacle that keeps companies out of the S&amp;P 500 and overall S&amp;P 1500.

Uber Technologies (UBER US) and Crowdstrike Holdings (CRWD US) are past examples of companies that got added to S&amp;P 500 after passing the GAAP Earnings criterion.

Marvell Technology (MRVL US) and Snowflake (SNOW US) are currently ineligible for S&amp;P 500 inclusion due to failing the GAAP Earnings eligibility requirement. 


S&P 500 / S&P 1500: Exclusion by Earnings

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 $250M “Crunchy” Bet: How Two Smart Acquisitions Are Fueling Its AI War With Databricks!

Snowflake has taken a bold strategic leap in its battle for AI supremacy by acquiring Crunchy Data, a leading PostgreSQL-based database company,...

Baptista Research

Snowflake Inc.: Expansion in the Federal Government Sector & Critical Developments!

Snowflake Inc., a leading data cloud company, reported its Q1 Fiscal Year 2026 results, highlighting robust revenue growth and strategic...

Baptista Research

Snowflake’s $6.9 Billion Growth and AI Moves Shake Up the Market—But Is a Slowdown Coming?

Snowflake Inc. reported its fourth-quarter financial results for fiscal year 2025, delivering strong growth in key areas while navigating several...

Baptista Research

Can Snowflake Truly Capitalize On The AI-Linked Opportunities That Lie Ahead? - Major Drivers

Snowflake Inc. reported a solid financial performance for the fiscal second quarter of 2024, with product revenue increasing by 30% year-over-year...

Baptista Research

S&P 500 / S&P 1500: Exclusion by Earnings

GAAP earnings is the key factor determining final eligibility of large companies for the S&P 500 with Uber and CrowdStrike getting added after...

Dimitris Ioannidis

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