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>Workday has suddenly become one of the most closely watched names in enterprise software after its shares gained roughly 7% on reports that financing efforts for a potential take-private transaction were continuing.</li><li>No acquisition has been announced, and management declined to comment on private-equity interest when directly asked during its latest earnings call.</li><li>Yet the renewed takeover speculation arrives at an intriguing moment for the company.</li></ul>

Workday has suddenly become one of the most closely watched names in enterprise software after its shares gained roughly 7% on reports that financing efforts for a potential take-private transaction were continuing.No acquisition has been announced, and management declined to comment on private-equity interest when directly asked during its latest earnings call.Yet the renewed takeover speculation arrives at an intriguing moment for the company.

Workday May Be Sitting On An AI Goldmine Private Equity Wants First!

<ul><li>Workday Incorporated reported another quarter of solid growth, supported by increasing artificial intelligence adoption across its platform.</li><li>Second-quarter fiscal 2027 subscription revenue reached $2.471 billion, up 14% year-over-year, while total revenue increased 13% to $2.649 billion.</li><li>International revenue grew 17%, compared with 12% growth in the U.S. The 12-month subscription revenue backlog reached $9.03 billion, up 14.2%, supported by new customer wins and existing customer expansion.</li></ul>

Workday Incorporated reported another quarter of solid growth, supported by increasing artificial intelligence adoption across its platform.Second-quarter fiscal 2027 subscription revenue reached $2.471 billion, up 14% year-over-year, while total revenue increased 13% to $2.649 billion.International revenue grew 17%, compared with 12% growth in the U.S. The 12-month subscription revenue backlog reached $9.03 billion, up 14.2%, supported by new customer wins and existing customer expansion.

Workday's Hidden AI Story — 5,500 Customers Are Already Using Agents!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

<ul><li>Workday has suddenly moved from an AI-disruption debate into one of the biggest potential software take-private stories in years.</li><li>Reuters reported that Silver Lake is in talks to acquire the enterprise software company, sending the shares nearly 18% higher to $206.45 and lifting its market value from roughly $43 billion to about $51.1 billion.</li><li>Yet the situation remains unresolved.</li></ul>

Workday has suddenly moved from an AI-disruption debate into one of the biggest potential software take-private stories in years.Reuters reported that Silver Lake is in talks to acquire the enterprise software company, sending the shares nearly 18% higher to $206.45 and lifting its market value from roughly $43 billion to about $51.1 billion.Yet the situation remains unresolved.

Workday Takeover Talks Put A $50 Billion Question In Front Of Investors!

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>Workday is a leader in the cloud-based Human Capital Management (HCM) market, with a strong, recurring revenue model and a high percentage of the Fortune 500 as customers.</li>
  <li>The company's key growth vectors are cross-selling its Financial Management suite to its existing HCM customer base, expanding its international footprint, and driving adoption of new AI-powered features and platform extensions.</li>
  <li>While facing intense competition from legacy giants like Oracle and SAP, Workday's native cloud architecture, unified data model, and high customer satisfaction rates provide a durable competitive advantage, though its premium valuation reflects these strengths.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Workday is a leader in the cloud-based Human Capital Management (HCM) market, with a strong, recurring revenue model and a high percentage of the Fortune 500 as customers.
  The company's key growth vectors are cross-selling its Financial Management suite to its existing HCM customer base, expanding its international footprint, and driving adoption of new AI-powered features and platform extensions.
  While facing intense competition from legacy giants like Oracle and SAP, Workday's native cloud architecture, unified data model, and high customer satisfaction rates provide a durable competitive advantage, though its premium valuation reflects these strengths.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Workday Inc Class A (WDAY US) - Aug 2026

United States

Workday, Inc. provides enterprise cloud-based applications. The Company offers human capital, spend, and financial management, as well as payroll, initiatives and higher education solutions. Workday serves the finance, healthcare, manufacturing, education, and technology industries worldwide.

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Workday Inc Class A (WDAY US)

Workday May Be Sitting On An AI Goldmine Private Equity Wants First!

Workday has suddenly become one of the most closely watched names in enterprise software after its shares gained roughly 7% on reports that...

Baptista Research

Workday's Hidden AI Story — 5,500 Customers Are Already Using Agents!

Workday Incorporated reported another quarter of solid growth, supported by increasing artificial intelligence adoption across its...

Baptista Research

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

Workday Takeover Talks Put A $50 Billion Question In Front Of Investors!

Workday has suddenly moved from an AI-disruption debate into one of the biggest potential software take-private stories in years. Reuters reported...

Baptista Research

Primer: Workday Inc Class A (WDAY US) - Aug 2026

Workday is a leader in the cloud-based Human Capital Management (HCM) market, with a strong, recurring revenue model and a high percentage of...

αSK Primers

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)