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.

Credit

<ul><li>Visa and Mastercard have agreed to a landmark settlement that could end a decades-long legal standoff with U.S. merchants over credit card processing fees.</li><li>Filed in the Eastern District Court of New York, the settlement would cut interchange fees—typically between 2% and 2.5%—by 0.1 percentage points for five years and allow merchants more freedom in rejecting high-fee rewards cards.</li><li>If approved by the court, the settlement would end litigation dating back to 2005, resolving antitrust claims from merchants about the networks' "honor-all-cards" rules and alleged anti-competitive practices.</li></ul>

Visa and Mastercard have agreed to a landmark settlement that could end a decades-long legal standoff with U.S. merchants over credit card processing fees.Filed in the Eastern District Court of New York, the settlement would cut interchange fees—typically between 2% and 2.5%—by 0.1 percentage points for five years and allow merchants more freedom in rejecting high-fee rewards cards.If approved by the court, the settlement would end litigation dating back to 2005, resolving antitrust claims from merchants about the networks' "honor-all-cards" rules and alleged anti-competitive practices.

Visa’s Fee Shake-Up Could Crush Credit Card Points Programs; What's The Impact?

Equity Bottom-Up

<ul><li>Visa Inc. reported strong financial performance for its fiscal fourth quarter and full year 2025, illustrating a robust growth trajectory across its various business segments.</li><li>The company announced a 12% year-over-year increase in net revenue for the fourth quarter, reaching $10.7 billion, and an EPS growth of 10%.</li><li>Full-year net revenue rose by 11% with a parallel EPS increase of 14%, underlining Visa's effective management and operational strategies.</li></ul>

Visa Inc. reported strong financial performance for its fiscal fourth quarter and full year 2025, illustrating a robust growth trajectory across its various business segments.The company announced a 12% year-over-year increase in net revenue for the fourth quarter, reaching $10.7 billion, and an EPS growth of 10%.Full-year net revenue rose by 11% with a parallel EPS increase of 14%, underlining Visa's effective management and operational strategies.

Visa Inc. Takes on Stablecoins: Is This the Future of Cross-Border Payments?

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

<ul><li>AI is becoming more integrated into daily life, including potential use for planning holidays and making payments</li><li>Visa is focusing on innovation to redefine the future of payments, with a history of adapting to new technologies and consumer expectations</li><li>Visa's chief Product officer discusses the company's vision for the future of consumer payments and the opportunities they see in the market</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

AI is becoming more integrated into daily life, including potential use for planning holidays and making paymentsVisa is focusing on innovation to redefine the future of payments, with a history of adapting to new technologies and consumer expectationsVisa's chief Product officer discusses the company's vision for the future of consumer payments and the opportunities they see in the marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The next wave: Visa’s critical role in AI powered commerce

<ul><li>Visa's fiscal third-quarter financial results for 2025 revealed both strengths and challenges, offering insights for potential investors.</li><li>The company reported net revenue of $10.2 billion, marking a 14% increase year-over-year, alongside a 23% rise in earnings per share (EPS).</li><li>This growth reflects Visa's robust business model characterized by global scale and technological innovation, particularly in areas like artificial intelligence and digital payments.</li></ul>

Visa's fiscal third-quarter financial results for 2025 revealed both strengths and challenges, offering insights for potential investors.The company reported net revenue of $10.2 billion, marking a 14% increase year-over-year, alongside a 23% rise in earnings per share (EPS).This growth reflects Visa's robust business model characterized by global scale and technological innovation, particularly in areas like artificial intelligence and digital payments.

<ul><li>Visa's latest earnings provided valuable insights into the company's current performance and strategic outlook.</li><li>The results from Visa's Fiscal Second Quarter 2025 reveal a robust financial performance amidst a turbulent macroeconomic environment.</li><li>Notably, the company reported $9.6 billion in net revenue, marking a 9% year-over-year increase, with earnings per share (EPS) climbing by 10%.</li></ul>

Visa's latest earnings provided valuable insights into the company's current performance and strategic outlook.The results from Visa's Fiscal Second Quarter 2025 reveal a robust financial performance amidst a turbulent macroeconomic environment.Notably, the company reported $9.6 billion in net revenue, marking a 9% year-over-year increase, with earnings per share (EPS) climbing by 10%.

Visa Inc.: Will Its Stablecoin & Crypto Integration Pay Off Big?

United States

Visa Inc. operates a retail electronic payments network and manages global financial services.  The Company also offers global commerce through the transfer of value and information among financial institutions, merchants, consumers, businesses and government entities.

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Visa (V US)

Visa’s Fee Shake-Up Could Crush Credit Card Points Programs; What's The Impact?

Visa and Mastercard have agreed to a landmark settlement that could end a decades-long legal standoff with U.S. merchants over credit card...

Baptista Research

Visa Inc. Takes on Stablecoins: Is This the Future of Cross-Border Payments?

Visa Inc. reported strong financial performance for its fiscal fourth quarter and full year 2025, illustrating a robust growth trajectory across...

Baptista Research

The next wave: Visa’s critical role in AI powered commerce

AI is becoming more integrated into daily life, including potential use for planning holidays and making payments Visa is focusing on innovation...

MAGELLAN - IN THE KNOW

Visa Inc: How Are They Turning Pix

Visa's fiscal third-quarter financial results for 2025 revealed both strengths and challenges, offering insights for potential investors. The...

Baptista Research

Visa Inc.: Will Its Stablecoin & Crypto Integration Pay Off Big?

Visa's latest earnings provided valuable insights into the company's current performance and strategic outlook. The results from Visa's Fiscal...

Baptista Research

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