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

USA Compression Partners LP / Equity Bottom-Up

<ul><li>USA Compression Partners is charging ahead with a bold $860 million acquisition of privately-held compression services provider J-W Power, a move poised to reshape the U.S. gas compression landscape.</li><li>Announced on December 1, 2025, this cash-and-equity deal will combine the two companies’ fleets into a 4.4 million active horsepower behemoth, positioning USA Compression as a heavyweight in mid-to-large horsepower segments across strategic basins such as the Northeast, Mid-Con, Rockies, Gulf Coast, Bakken, and the Permian.</li><li>The structure of the deal includes $430bmillion in cash and approximately 18.3 million USAC common units—leveraging both liquidity and equity flexibility.</li></ul>

USA Compression Partners is charging ahead with a bold $860 million acquisition of privately-held compression services provider J-W Power, a move poised to reshape the U.S. gas compression landscape.Announced on December 1, 2025, this cash-and-equity deal will combine the two companies’ fleets into a 4.4 million active horsepower behemoth, positioning USA Compression as a heavyweight in mid-to-large horsepower segments across strategic basins such as the Northeast, Mid-Con, Rockies, Gulf Coast, Bakken, and the Permian.The structure of the deal includes $430bmillion in cash and approximately 18.3 million USAC common units—leveraging both liquidity and equity flexibility.

USA Compression’s Bold J-W Power Buy: The Untold Upside (And Risks)!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>The Fed injected some volatility into the market after their December meeting, as they noted an uncertain inflation outlook and the SEP less expected rate cuts for 2025.</li>
<li>We discussed in our latest report (12/23/24 ETF Pathfinder), and continue to believe, that this is a buying opportunity.</li>
<li>Market dynamics remain risk-on, the SPX remains above 5850 (a key support level we have discussed since late-November), mid-caps (IJH) and small-caps (IWM) are above supports at $61.50 and $218</li>
</ul>


The Fed injected some volatility into the market after their December meeting, as they noted an uncertain inflation outlook and the SEP less expected rate cuts for 2025.
We discussed in our latest report (12/23/24 ETF Pathfinder), and continue to believe, that this is a buying opportunity.
Market dynamics remain risk-on, the SPX remains above 5850 (a key support level we have discussed since late-November), mid-caps (IJH) and small-caps (IWM) are above supports at $61.50 and $218


Semiconductors Re-Emerge as Leadership; $SPX $QQQ $IWM Outlook Remains Bullish

United States

USA Compression Partners, LP provides compression services. The Company engineers, designs, operates, services, and repairs its compression units, as well as maintains related support inventory and equipment. USA Compression Partners serves customers in the United States.

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USA Compression Partners LP (USAC US)

USA Compression’s Bold J-W Power Buy: The Untold Upside (And Risks)!

USA Compression Partners is charging ahead with a bold $860 million acquisition of privately-held compression services provider J-W Power, a move...

Baptista Research

Semiconductors Re-Emerge as Leadership; $SPX $QQQ $IWM Outlook Remains Bullish

Semiconductors Re-Emerge as Leadership $SMH $TSM $NVDA; $SPX $QQQ $IWM Outlook Remains Bullish Despite Recent Consolidation. Market Dynamics Remain...

Vermilion Research

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