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>Uber Technologies, Inc. recently reported its third-quarter 2025 earnings, highlighting solid growth in its operations, both in Mobility and Delivery sectors.</li><li>The company recorded a marked increase in trips by 22%, the fastest growth since 2023, driven predominantly by enhancements in innovation and execution strategies.</li><li>As a result of strong audience engagement and operational efficiency, gross bookings grew by 21% while maintaining relatively stable pricing.</li></ul>

Uber Technologies, Inc. recently reported its third-quarter 2025 earnings, highlighting solid growth in its operations, both in Mobility and Delivery sectors.The company recorded a marked increase in trips by 22%, the fastest growth since 2023, driven predominantly by enhancements in innovation and execution strategies.As a result of strong audience engagement and operational efficiency, gross bookings grew by 21% while maintaining relatively stable pricing.

Uber Technologies Pushes a Powerful Growth Flywheel Driven by AI

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Uber has experienced over 50% year-to-date growth and has significant potential for future returns.</li><li>The company connects drivers and riders, merchants and customers, and shippers and carriers, serving over 170 million monthly active users.</li><li>Strategic initiatives like service integration, new product introductions, and effective pricing are expected to enhance growth and profitability.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Uber has experienced over 50% year-to-date growth and has significant potential for future returns.The company connects drivers and riders, merchants and customers, and shippers and carriers, serving over 170 million monthly active users.Strategic initiatives like service integration, new product introductions, and effective pricing are expected to enhance growth and profitability.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Uber Technologies Inc (UBER) - Friday, Jun 27, 2025

<ul><li>Uber Technologies Inc. has reported robust earnings for the second quarter of 2025, setting several new records.</li><li>The company saw significant growth in its key metrics, with trips and gross bookings both increasing by 18%.</li><li>This performance was underpinned by achieving all-time highs in adjusted EBITDA, GAAP operating income, and free cash flow.</li></ul>

Uber Technologies Inc. has reported robust earnings for the second quarter of 2025, setting several new records.The company saw significant growth in its key metrics, with trips and gross bookings both increasing by 18%.This performance was underpinned by achieving all-time highs in adjusted EBITDA, GAAP operating income, and free cash flow.

Uber Is Reinventing Its Ecosystem With High-Impact Innovation & Capital Discipline; What’s The Future Revenue Impact?

<ul><li>Uber Technologies' Q1 2025 earnings call provided insights into the company's performance, operations, and strategic outlook.</li><li>The results reflected robust growth across key metrics, albeit in a competitive and dynamic environment.</li><li>Here’s a synopsis of the key points from the call, reflecting both strengths and challenges faced by the company.</li></ul>

Uber Technologies' Q1 2025 earnings call provided insights into the company's performance, operations, and strategic outlook.The results reflected robust growth across key metrics, albeit in a competitive and dynamic environment.Here’s a synopsis of the key points from the call, reflecting both strengths and challenges faced by the company.

Uber Technologies: Adoption & Integration of Autonomous Vehicles In An Attempt To Build A Unique Competitive Edge In Mobility!

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<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>, <a href="https://www.smartkarma.com/entities/jabil-circuit-inc" target="_blank" data-smartkarma-citation="entities:16674:1" rel="noopener">Jabil Circuit (JBL US)</a> and <a href="https://www.smartkarma.com/entities/builders-firstsource-inc" target="_blank" data-smartkarma-citation="entities:4720:1" rel="noopener">Builders Firstsource (BLDR US)</a> will be added to the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a> at the close on 15 December.</li>
<li>There are a bunch of inclusions. deletions and migrations across the <a href="https://www.smartkarma.com/entities/s-p-500-index" target="_blank" data-smartkarma-citation="entities:22886:1" rel="noopener">S&amp;P 500 INDEX (SPX INDEX)</a>, the S&amp;P Midcap 400 Index, and the S&amp;P SmallCap 600 Index.</li>
<li>We estimate passive trackers will need to buy around US$18bn of <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>. There has been positioning in the stock for just over a month now. </li>
</ul>



Uber Technologies (UBER US), Jabil Circuit (JBL US) and Builders Firstsource (BLDR US) will be added to the S&amp;P 500 INDEX (SPX INDEX) at the close on 15 December.
There are a bunch of inclusions. deletions and migrations across the S&amp;P 500 INDEX (SPX INDEX), the S&amp;P Midcap 400 Index, and the S&amp;P SmallCap 600 Index.
We estimate passive trackers will need to buy around US$18bn of Uber Technologies (UBER US). There has been positioning in the stock for just over a month now. 


United States

Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.

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Uber Technologies (UBER US)

Uber Technologies Pushes a Powerful Growth Flywheel Driven by AI

Uber Technologies, Inc. recently reported its third-quarter 2025 earnings, highlighting solid growth in its operations, both in Mobility and...

Baptista Research

Uber Technologies Inc (UBER) - Friday, Jun 27, 2025

Uber's strong growth and strategic initiatives in Mobility, Delivery, and Freight suggest significant potential for future returns, with 30 million...

Value Investors Club (VIC)

Uber Is Reinventing Its Ecosystem With High-Impact Innovation & Capital Discipline; What’s The Future Revenue Impact?

Uber Technologies Inc. has reported robust earnings for the second quarter of 2025, setting several new records. The company saw significant...

Baptista Research

Uber Technologies: Adoption & Integration of Autonomous Vehicles In An Attempt To Build A Unique Competitive Edge In Mobility!

Uber Technologies' Q1 2025 earnings call provided insights into the company's performance, operations, and strategic outlook. The results...

Baptista Research

S&P500 Index Rebalance: Calling an UBER

Passive S&P500 index trackers will need to buy around US$18bn of Uber in two weeks. Positioning in the stock began a month ago and just ahead of Q3...

Brian Freitas

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