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>Sunrun Inc. recently presented its first-quarter earnings with a mixed set of results, highlighting both opportunities and potential challenges ahead.</li><li>The company reported impressive results in cash generation and market share gains over the quarter.</li><li>One clear takeaway was Sunrun's consistent focus on maintaining financial discipline while navigating a dynamic energy market landscape, underscored by its fourth consecutive quarter of positive cash flow with $56 million in cash generated.</li></ul>

Sunrun Inc. recently presented its first-quarter earnings with a mixed set of results, highlighting both opportunities and potential challenges ahead.The company reported impressive results in cash generation and market share gains over the quarter.One clear takeaway was Sunrun's consistent focus on maintaining financial discipline while navigating a dynamic energy market landscape, underscored by its fourth consecutive quarter of positive cash flow with $56 million in cash generated.

Sunrun: How Are They Moving Forward With Subscriber Growth & Strategic Market Expansion!

<ul><li>Sunrun's earnings for the fourth quarter and full year of 2024 presents a complex blend of progress and challenges, demonstrating the company's navigational agility within a dynamic industry landscape.</li><li>The company reported strong quarterly performance, implementing strategic measures to enhance its operational and financial standing while managing market uncertainties.</li><li>The positives highlight Sunrun's ability to adapt and innovate amid a rising interest rate environment and evolving state regulations.</li></ul>

Sunrun's earnings for the fourth quarter and full year of 2024 presents a complex blend of progress and challenges, demonstrating the company's navigational agility within a dynamic industry landscape.The company reported strong quarterly performance, implementing strategic measures to enhance its operational and financial standing while managing market uncertainties.The positives highlight Sunrun's ability to adapt and innovate amid a rising interest rate environment and evolving state regulations.

Sunrun Inc.: Growth in Storage & Solar Markets Driving Our Bullishness!

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The WTR Sustainable Index was up 0.5% W/W versus the S&amp;P 500 Index (up 1.7%), the Russell 2000 Index (up 3.5%), and the Nasdaq Index (up 1.5%).</li><li>Energy Technology (13.9% of the index) was up 6.8%, while Industrial Climate and Ag Technology (49.3% of the index) was up 2.7%, ClimateTech Mining was down 10.7%, and Advanced Transportation Solutions (20.9% of the index) was up 0.9%.</li><li>Top 10 Performers: HCNWF, GWH, RUN, FLNC, LIS, STEM, FLUX, GRB, NRGV, AMTX</li></ul>

The WTR Sustainable Index was up 0.5% W/W versus the S&amp;P 500 Index (up 1.7%), the Russell 2000 Index (up 3.5%), and the Nasdaq Index (up 1.5%).Energy Technology (13.9% of the index) was up 6.8%, while Industrial Climate and Ag Technology (49.3% of the index) was up 2.7%, ClimateTech Mining was down 10.7%, and Advanced Transportation Solutions (20.9% of the index) was up 0.9%.Top 10 Performers: HCNWF, GWH, RUN, FLNC, LIS, STEM, FLUX, GRB, NRGV, AMTX

Sustainable Investing Surveyor Focus on CRC

<ul><li>The WTR Sustainable Index was up 1.3% W/W versus the S&amp;P 500 Index (down 0.5%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 0.2%).</li><li>Energy Technology (12.1% of the index) was up 4.2%, while Industrial Climate and Ag Technology (47.6% of the index) was up 0.5%, ClimateTech Mining was up 1.7%, and Advanced Transportation Solutions (21.5% of the index) was up 1.3%.</li><li>Top 10 Performers: AZRE, AEVA, GCEH, HLGN, ALLIF, PEV, SHLS, EAF, RUN, EVGO</li></ul>

The WTR Sustainable Index was up 1.3% W/W versus the S&amp;P 500 Index (down 0.5%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 0.2%).Energy Technology (12.1% of the index) was up 4.2%, while Industrial Climate and Ag Technology (47.6% of the index) was up 0.5%, ClimateTech Mining was up 1.7%, and Advanced Transportation Solutions (21.5% of the index) was up 1.3%.Top 10 Performers: AZRE, AEVA, GCEH, HLGN, ALLIF, PEV, SHLS, EAF, RUN, EVGO

Sustainable Investing Surveyor Focus on Neste Corporation

<ul><li>Sunrun's third-quarter earnings report for 2024 presents an intricate picture of the company's operational and financial landscape amid both progress and challenges in the renewable energy sector.</li><li>On the positive side, Sunrun achieved a significant milestone by reaching over one million customers, marking a substantial increase in its customer base.</li><li>The company's focus on expanding its storage offerings is noteworthy, with 60% of new customers opting for storage packages, a notable rise from the previous year's 33%.</li></ul>

Sunrun's third-quarter earnings report for 2024 presents an intricate picture of the company's operational and financial landscape amid both progress and challenges in the renewable energy sector.On the positive side, Sunrun achieved a significant milestone by reaching over one million customers, marking a substantial increase in its customer base.The company's focus on expanding its storage offerings is noteworthy, with 60% of new customers opting for storage packages, a notable rise from the previous year's 33%.

Sunrun Inc.: An Insight Into Its Inflation Reduction Act & Bipartisan Support & Other Major Drivers

United States

Sunrun Inc. provides solar energy solutions. The Company installs, monitors, and maintains solar panels on homeowners' roofs to supply solar electricity. Sunrun serves customers in the United States.

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Sunrun Inc (RUN US)

Sunrun: How Are They Moving Forward With Subscriber Growth & Strategic Market Expansion!

Sunrun Inc. recently presented its first-quarter earnings with a mixed set of results, highlighting both opportunities and potential challenges...

Baptista Research

Sunrun Inc.: Growth in Storage & Solar Markets Driving Our Bullishness!

Sunrun's earnings for the fourth quarter and full year of 2024 presents a complex blend of progress and challenges, demonstrating the company's...

Baptista Research

Sustainable Investing Surveyor Focus on CRC

The WTR Sustainable Index was up 0.5% W/W versus the S&P 500 Index (up 1.7%), the Russell 2000 Index (up 3.5%), and the Nasdaq Index (up 1.5%).

Water Tower Research

Sustainable Investing Surveyor Focus on Neste Corporation

The WTR Sustainable Index was up 1.3% W/W versus the S&P 500 Index (down 0.5%), the Russell 2000 Index (up 0.1%), and the Nasdaq Index (down 0.2%).

Water Tower Research

Sunrun Inc.: An Insight Into Its Inflation Reduction Act & Bipartisan Support & Other Major Drivers

Sunrun's third-quarter earnings report for 2024 presents an intricate picture of the company's operational and financial landscape amid both...

Baptista Research

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