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>Viavi Solutions has reported its fiscal first-quarter results for 2026, demonstrating robust performance and several key strategic developments.</li><li>The company's net revenue for the quarter came in at $299.1 million, which exceeded the high end of the expected guidance range.</li><li>This represents a sequential growth of 3% and a significant year-over-year increase of 25.6%.</li></ul>

Viavi Solutions has reported its fiscal first-quarter results for 2026, demonstrating robust performance and several key strategic developments.The company's net revenue for the quarter came in at $299.1 million, which exceeded the high end of the expected guidance range.This represents a sequential growth of 3% and a significant year-over-year increase of 25.6%.

VIAVI Solutions’ Spirent Buyout Signals a Data Center Takeover—What You Need to Know!

<ul><li>Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution.</li><li>The company's net revenue reached $284.8 million, which is slightly above their expected guidance range.</li><li>This revenue represents a sequential growth of 5.2% and a year-over-year increase of 15.8%.</li></ul>

Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution.The company's net revenue reached $284.8 million, which is slightly above their expected guidance range.This revenue represents a sequential growth of 5.2% and a year-over-year increase of 15.8%.

Viavi Solutions Rides High-Capacity Wave with 800G & 1.6T Demand Surge in Data Centers; What’s The Expected Revenue Impact?

<ul><li>Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance overall.</li><li>The company's net revenue amounted to $270.8 million, surpassing the high end of the guidance range.</li><li>This represented a 13.7% sequential increase and a 6.4% year-over-year growth.</li></ul>

Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance overall.The company's net revenue amounted to $270.8 million, surpassing the high end of the guidance range.This represented a 13.7% sequential increase and a 6.4% year-over-year growth.

Viavi Solutions: Can Its Fiber Monitoring Expansion Drive Substantial Growth In Long-Run?

<ul><li>Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments.</li><li>Total revenue for the quarter was $238.2 million, aligning closely with its guidance of $235 million to $245 million.</li><li>However, this represents a 5.5% sequential decline and a year-over-year decrease of 3.9%.</li></ul>

Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments.Total revenue for the quarter was $238.2 million, aligning closely with its guidance of $235 million to $245 million.However, this represents a 5.5% sequential decline and a year-over-year decrease of 3.9%.

Viavi Solutions’ Ultimate Market Surge: The Surprising Initiatives Powering Global Expansion! - Major Drivers

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>We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).</li>
<li>We have discussed weekly since 10/14/25 how our near-term bullish outlook remains intact as long as SPX holds above the 3-month uptrend, coinciding with the 50-day MA; this remains true.</li>
<li>Gold (GLD) and silver (SLV) held above $358-$361 and $41.70 supports and appear ready to resume their long-term uptrends. Recently discussed we were buyers in our October 29th report</li>
</ul>


We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass).
We have discussed weekly since 10/14/25 how our near-term bullish outlook remains intact as long as SPX holds above the 3-month uptrend, coinciding with the 50-day MA; this remains true.
Gold (GLD) and silver (SLV) held above $358-$361 and $41.70 supports and appear ready to resume their long-term uptrends. Recently discussed we were buyers in our October 29th report


Upside Ahead for Gold and Silver; DXY Below $100.25; SPX Holding at 3+ Month Uptrend Support

United States

Viavi Solutions Inc. provides network and service enabling solutions and optical products. The Company offers installation, commissioning, scripting, custom analytics, integration, business intelligence consulting, operational assistance, field and lab testing, technical training, maintenance, and support services. Viavi Solutions serves customers worldwide.

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Viavi Solutions (VIAV US)

VIAVI Solutions’ Spirent Buyout Signals a Data Center Takeover—What You Need to Know!

Viavi Solutions has reported its fiscal first-quarter results for 2026, demonstrating robust performance and several key strategic...

Baptista Research

Viavi Solutions Rides High-Capacity Wave with 800G & 1.6T Demand Surge in Data Centers; What’s The Expected Revenue Impact?

Viavi Solutions recently released its fiscal third-quarter 2025 financial results, which showed both positive strides and areas of caution. The...

Baptista Research

Viavi Solutions: Can Its Fiber Monitoring Expansion Drive Substantial Growth In Long-Run?

Viavi Solutions' fiscal second quarter of 2025 showed stronger than anticipated results across several areas, leading to a solid performance...

Baptista Research

Viavi Solutions’ Ultimate Market Surge: The Surprising Initiatives Powering Global Expansion! - Major Drivers

Viavi Solutions, Inc. has reported its fiscal first quarter 2025 results, revealing a mixed performance across its business segments. Total...

Baptista Research

Upside Ahead for Gold and Silver; DXY Below $100.25; SPX Holding at 3+ Month Uptrend Support

More Upside Ahead for Gold $GLD and Silver $SLV Following Oct. 29 Buys; $DXY Below $100.25 a Risk-On Signal; Downgrading Services to Market Weight;...

Vermilion Research

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