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>Cognex is making one of its most consequential strategic moves in years after agreeing to acquire robotic-perception specialist RealSense for approximately $500 million in cash.</li><li>Originally established within Intel in 2014 and spun out in 2025, RealSense has developed a leading position in 3D depth sensing for fixed-arm robots, autonomous mobile robots, quadrupeds, and emerging humanoid platforms.</li><li>The company expects to generate $80 million to $90 million of revenue in 2026, representing growth of more than 50% year-over-year, while Cognex expects the broader robotic-perception market to expand at more than 25% annually.</li></ul>

Cognex is making one of its most consequential strategic moves in years after agreeing to acquire robotic-perception specialist RealSense for approximately $500 million in cash.Originally established within Intel in 2014 and spun out in 2025, RealSense has developed a leading position in 3D depth sensing for fixed-arm robots, autonomous mobile robots, quadrupeds, and emerging humanoid platforms.The company expects to generate $80 million to $90 million of revenue in 2026, representing growth of more than 50% year-over-year, while Cognex expects the broader robotic-perception market to expand at more than 25% annually.

Cognex’s $500 Million RealSense Takeover Could Redefine Machine Vision!

Cognex Corp

Cognex’s $500 Million RealSense Takeover Could Redefine Machine Vision!