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!

<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

<ul><li>Sunrun Inc.'s second quarter 2024 earnings displayed a strategic dedication to a storage-first approach, reflective of broader transitions and consumer preferences within the solar power industry.</li><li>The company achieved significant progress toward their goal of becoming the trusted provider of renewable energy solutions across America.</li><li>This focus has led to record storage installation rates and a robust increase in customer growth, specifically in adding battery systems to existing setups.</li></ul>

Sunrun Inc.'s second quarter 2024 earnings displayed a strategic dedication to a storage-first approach, reflective of broader transitions and consumer preferences within the solar power industry.The company achieved significant progress toward their goal of becoming the trusted provider of renewable energy solutions across America.This focus has led to record storage installation rates and a robust increase in customer growth, specifically in adding battery systems to existing setups.

Sunrun Inc.: Adopting A Strategic Approach to Market Expansion and Customer Acquisition! - Major Drivers

<ul><li>Sunrun reported a dynamic first quarter of 2024, marked by a strategic emphasis on storage installations complemented by solar capacity, reflecting a broader company transformation towards a storage-first business approach.</li><li>During the period, Sunrun surpassed its guidance expectations for both solar and storage installations, with storage systems installed on 50% of new residential customers, a significant increase from the prior year.</li><li>This surge in storage adoption has notably bolstered the company's margin profile since storage installations tend to carry higher margins compared to traditional solar-only setups.</li></ul>

Sunrun reported a dynamic first quarter of 2024, marked by a strategic emphasis on storage installations complemented by solar capacity, reflecting a broader company transformation towards a storage-first business approach.During the period, Sunrun surpassed its guidance expectations for both solar and storage installations, with storage systems installed on 50% of new residential customers, a significant increase from the prior year.This surge in storage adoption has notably bolstered the company's margin profile since storage installations tend to carry higher margins compared to traditional solar-only setups.

Sunrun Inc.: How Are They Expanding Storage Solutions? - 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

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

Sunrun Inc.: Adopting A Strategic Approach to Market Expansion and Customer Acquisition! - Major Drivers

Sunrun Inc.'s second quarter 2024 earnings displayed a strategic dedication to a storage-first approach, reflective of broader transitions and...

Baptista Research

Sunrun Inc.: How Are They Expanding Storage Solutions? - Major Drivers

Sunrun reported a dynamic first quarter of 2024, marked by a strategic emphasis on storage installations complemented by solar capacity,...

Baptista Research

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