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

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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>Bloom Energy is no longer just a story about fuel cells, clean power, or a single headline-driven customer win.</li><li>The sharper read is that the company has moved into the middle of a bottleneck the broader market is only beginning to price in: electricity availability for the AI era.</li><li>The immediate catalyst was the stock’s roughly 14% after-hours jump after the expanded Oracle deal, under which Oracle plans to procure up to 2.8 gigawatts of Bloom fuel cell capacity, with an initial 1.2 gigawatts already contracted and deployment underway into next year.</li></ul>

Bloom Energy is no longer just a story about fuel cells, clean power, or a single headline-driven customer win.The sharper read is that the company has moved into the middle of a bottleneck the broader market is only beginning to price in: electricity availability for the AI era.The immediate catalyst was the stock’s roughly 14% after-hours jump after the expanded Oracle deal, under which Oracle plans to procure up to 2.8 gigawatts of Bloom fuel cell capacity, with an initial 1.2 gigawatts already contracted and deployment underway into next year.

Bloom Energy At The Center Of AI’s Power Crisis: Oracle’s 2.8 GW Bet Changes The Game!

Bloom Energy Corp

Bloom Energy At The Center Of AI’s Power Crisis: Oracle’s 2.8 GW Bet Changes The Game!