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>Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential investors.</li><li>Vertiv demonstrated strong financial growth, highlighted by a 34% increase in organic sales year-on-year.</li><li>This robust expansion was most notable in the Americas and APAC regions, with respective growth rates in the mid-40% and mid-30% ranges.</li></ul>

Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential investors.Vertiv demonstrated strong financial growth, highlighted by a 34% increase in organic sales year-on-year.This robust expansion was most notable in the Americas and APAC regions, with respective growth rates in the mid-40% and mid-30% ranges.

Vertiv’s Game-Changing Collaborations With CoreWeave & Oklo Could Truly Up Its Game; What’s Next?

<ul><li>Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy.</li><li>In terms of financial performance, Vertiv reported an adjusted diluted earnings per share (EPS) of $0.95, representing a substantial 42% increase from the second quarter of 2024.</li><li>This growth was primarily driven by higher adjusted operating profits and strong performance across regions — notably, sales growth was robust in the Americas and Asia-Pacific (APAC), with respective increases in the mid-40s and mid30s percentages.</li></ul>

Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy.In terms of financial performance, Vertiv reported an adjusted diluted earnings per share (EPS) of $0.95, representing a substantial 42% increase from the second quarter of 2024.This growth was primarily driven by higher adjusted operating profits and strong performance across regions — notably, sales growth was robust in the Americas and Asia-Pacific (APAC), with respective increases in the mid-40s and mid30s percentages.

Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.</li><li>As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.</li><li>This impacted results and the outlook.</li></ul>

Nvidia’s quarter was surprising to me because it was boring. There were a few incremental pieces, but the big news was everything to do with China.As you know, there was another round of export restrictions with a myopic focus on AI Accelerators.This impacted results and the outlook.

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

SPAC Deep Dive, subSPAC

subSPAC

SPAC Deep Dive

Each week we’ll identify and break down for you SPACs that are capturing market share and making an impact.

<ul><li>The evolution of the digital age over the last two decades has seen an uninterrupted growth trajectory for the data center market, with demand being driven by increasing storage and computing requirements, as well as the widespread shift from on-premises infrastructure to cloud solutions.</li><li>Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center inventory.</li><li>As the wheel of progress spins inexorably forward, Fortune 500 companies are turning their gaze toward the vast and uncharted frontier of Artificial Intelligence (AI) and its applications. </li></ul>

The evolution of the digital age over the last two decades has seen an uninterrupted growth trajectory for the data center market, with demand being driven by increasing storage and computing requirements, as well as the widespread shift from on-premises infrastructure to cloud solutions.Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center inventory.As the wheel of progress spins inexorably forward, Fortune 500 companies are turning their gaze toward the vast and uncharted frontier of Artificial Intelligence (AI) and its applications. 

United States

Vertiv Holdings Co operates as a holding company. The Company, through its subsidiaries, provides electrical power equipment, thermal management, racks and enclosures, monitoring and management, tools, and other services. Vertiv Holdings serves data centers, communication networks, commercial, and industrial environments worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Vertiv Holdings Co (VRT US)

Vertiv’s Game-Changing Collaborations With CoreWeave & Oklo Could Truly Up Its Game; What’s Next?

Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential...

Baptista Research

Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!

Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy. In terms...

Baptista Research

Nvidia's China Problems, Applied Materials, and Microsoft's Accelerators

Nvidia surprised everyone with a boring result! Applied Materials is an overreaction. Nvidia’s quarter was surprising to me because it was boring.

Fabricated Knowledge

From Bottlenecks to Breakthroughs

Developments in software applications and IT have reshaped the way clients interact with data, instigating a significant expansion of data center...

subSPAC

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)