Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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

Advanced Micro Devices / Equity Bottom-Up

<ul><li>Advanced Micro Devices, Inc. reported its first quarter fiscal 2026 results exhibiting strong revenue growth and improved profitability driven by broad-based demand across its product portfolio, particularly within its Data Center segment.</li><li>Revenue increased 38% year-over-year to $10.3 billion, fueled by a 57% rise in data center sales to a record $5.8 billion, attributed to robust adoption of EPYC server CPUs and Instinct GPUs. The server CPU business grew over 50% annually, supported by both Cloud and Enterprise customers expanding their consumption, particularly for AI workloads that require high-performance CPUs to manage orchestration and inferencing tasks.</li><li>This segment delivered operating income of $1.6 billion or 28% of revenue, up from $932 million a year prior.</li></ul>

Advanced Micro Devices, Inc. reported its first quarter fiscal 2026 results exhibiting strong revenue growth and improved profitability driven by broad-based demand across its product portfolio, particularly within its Data Center segment.Revenue increased 38% year-over-year to $10.3 billion, fueled by a 57% rise in data center sales to a record $5.8 billion, attributed to robust adoption of EPYC server CPUs and Instinct GPUs. The server CPU business grew over 50% annually, supported by both Cloud and Enterprise customers expanding their consumption, particularly for AI workloads that require high-performance CPUs to manage orchestration and inferencing tasks.This segment delivered operating income of $1.6 billion or 28% of revenue, up from $932 million a year prior.

Advanced Micro Devices (AMD): Can 57% Data Center Growth Outrun Gaming Pressure?