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>UiPath saw a near-10% spike in its share price after unveiling high-profile partnerships with OpenAI, Nvidia, and Snowflake, signaling a renewed push into AI-driven enterprise automation.</li><li>The automation software provider announced it will integrate OpenAI’s cutting-edge GPT models, including GPT-5, into enterprise workflows.</li><li>With Nvidia, the collaboration centers on fraud detection and healthcare solutions, while Snowflake will support UiPath’s Agentic Automation platform with its Cortex AI tools.</li></ul>

UiPath saw a near-10% spike in its share price after unveiling high-profile partnerships with OpenAI, Nvidia, and Snowflake, signaling a renewed push into AI-driven enterprise automation.The automation software provider announced it will integrate OpenAI’s cutting-edge GPT models, including GPT-5, into enterprise workflows.With Nvidia, the collaboration centers on fraud detection and healthcare solutions, while Snowflake will support UiPath’s Agentic Automation platform with its Cortex AI tools.

UiPath Rockets After OpenAI & Nvidia Deal—Is This the Future Of AI Automation?

<ul><li>UiPath's second-quarter fiscal 2026 financial performance reflects a mix of positive results and challenges.</li><li>The company exceeded the high end of its guidance across key financial metrics, indicating robust execution.</li><li>With an annual recurring revenue (ARR) increase of 11% to $1.723 billion and revenue growth to $362 million, UiPath illustrates strong market demand and operational efficiency.</li></ul>

UiPath's second-quarter fiscal 2026 financial performance reflects a mix of positive results and challenges.The company exceeded the high end of its guidance across key financial metrics, indicating robust execution.With an annual recurring revenue (ARR) increase of 11% to $1.723 billion and revenue growth to $362 million, UiPath illustrates strong market demand and operational efficiency.

UiPath’s Agentic Automation Surge – Will 450+ Customers Spark the Next Automation Boom?

<ul><li>UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and challenges amidst a variable macroeconomic environment.</li><li>The company announced revenue of $357 million, a modest year-over-year increase of 6%, and an annual recurring revenue (ARR) of $1.693 billion, reflecting a 12% increase.</li><li>While these figures exceeded expectations, it's important to dive deeper into the dynamics driving these results.</li></ul>

UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and challenges amidst a variable macroeconomic environment.The company announced revenue of $357 million, a modest year-over-year increase of 6%, and an annual recurring revenue (ARR) of $1.693 billion, reflecting a 12% increase.While these figures exceeded expectations, it's important to dive deeper into the dynamics driving these results.

UiPath Inc.: Expansion in Vertical & Public Sector Markets to Diversify Revenue Streams!

<ul><li>UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for investors to examine as they consider their future involvement with the company.</li><li>On the positive side, UiPath achieved a quarterly revenue of $424 million, with only a slight impact from foreign exchange fluctuations.</li><li>For the full fiscal year, revenue increased to $1.43 billion, reflecting a 9% improvement year-over-year.</li></ul>

UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for investors to examine as they consider their future involvement with the company.On the positive side, UiPath achieved a quarterly revenue of $424 million, with only a slight impact from foreign exchange fluctuations.For the full fiscal year, revenue increased to $1.43 billion, reflecting a 9% improvement year-over-year.

UiPath: A Tale Of Cloud Transition & SaaS Growth With An Astounding 98% Retention!

<ul><li>UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics.</li><li>The company concluded the quarter with an Annual Recurring Revenue (ARR) of $1.607 billion, marking a 17% increase driven by a net new ARR of $56 million.</li><li>Quarterly revenue reached $355 million, and the company achieved a non-GAAP operating income of $50 million.</li></ul>

UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics.The company concluded the quarter with an Annual Recurring Revenue (ARR) of $1.607 billion, marking a 17% increase driven by a net new ARR of $56 million.Quarterly revenue reached $355 million, and the company achieved a non-GAAP operating income of $50 million.

UiPath Inc.: These Are The 5 Biggest Challenges In Its Path! - Major Drivers

United States

UiPath, Inc. provides software solutions. The Company designs and develops robotic process automation software to build, manage, run, engage, measure, and govern automations across departments within an organization. UiPath serves customers worldwide.

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UiPath Inc (PATH US)

UiPath Rockets After OpenAI & Nvidia Deal—Is This the Future Of AI Automation?

UiPath saw a near-10% spike in its share price after unveiling high-profile partnerships with OpenAI, Nvidia, and Snowflake, signaling a renewed...

Baptista Research

UiPath’s Agentic Automation Surge – Will 450+ Customers Spark the Next Automation Boom?

UiPath's second-quarter fiscal 2026 financial performance reflects a mix of positive results and challenges. The company exceeded the high end of...

Baptista Research

UiPath Inc.: Expansion in Vertical & Public Sector Markets to Diversify Revenue Streams!

UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and...

Baptista Research

UiPath: A Tale Of Cloud Transition & SaaS Growth With An Astounding 98% Retention!

UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for...

Baptista Research

UiPath Inc.: These Are The 5 Biggest Challenges In Its Path! - Major Drivers

UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics. The company...

Baptista Research

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