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>The company reported its second quarter and first half of 2026 financial results, observing that while quarter-to-quarter fluctuations are expected due to the timing of deliveries and project activities, the overall business fundamentals remain intact.</li><li>The leadership reaffirmed their strategy is focused on long-term value creation amid an improving market for nuclear energy and uranium.</li><li>Positive developments include increasing global recognition of nuclear energy’s role in energy security, decarbonization, and economic competitiveness, exemplified by supportive government policies such as Canada’s nuclear energy strategy and the U.S. Department of Energy's conditional commitment backing new AP1000 reactor deployments.</li></ul>

The company reported its second quarter and first half of 2026 financial results, observing that while quarter-to-quarter fluctuations are expected due to the timing of deliveries and project activities, the overall business fundamentals remain intact.The leadership reaffirmed their strategy is focused on long-term value creation amid an improving market for nuclear energy and uranium.Positive developments include increasing global recognition of nuclear energy’s role in energy security, decarbonization, and economic competitiveness, exemplified by supportive government policies such as Canada’s nuclear energy strategy and the U.S. Department of Energy's conditional commitment backing new AP1000 reactor deployments.

Cameco Corporation Unlocks A New Nuclear Chapter With Westinghouse’s $17.5 Billion Backing!