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

<ul><li>Arm Holdings has demonstrated significant growth and momentum in the second quarter of fiscal year 2026, driven largely by increased demand for artificial intelligence (AI) computing across multiple sectors.</li><li>The company reported a revenue of $1.14 billion, representing a 34% increase compared to the previous year, marking its third consecutive quarter surpassing the billion-dollar mark.</li><li>This growth has been primarily attributed to record-high royalty revenues, which surged 21% year-over-year to $620 million, bolstered by demand in key markets such as data centers, smartphones, automotive, and IoT.</li></ul>

Arm Holdings has demonstrated significant growth and momentum in the second quarter of fiscal year 2026, driven largely by increased demand for artificial intelligence (AI) computing across multiple sectors.The company reported a revenue of $1.14 billion, representing a 34% increase compared to the previous year, marking its third consecutive quarter surpassing the billion-dollar mark.This growth has been primarily attributed to record-high royalty revenues, which surged 21% year-over-year to $620 million, bolstered by demand in key markets such as data centers, smartphones, automotive, and IoT.

Arm Holdings: From Meta to Hyperscalers—How Strategic Partnerships Are Expanding Its AI Footprint!

ARM Holdings

Arm Holdings: From Meta to Hyperscalers—How Strategic Partnerships Are Expanding Its AI Footprint!