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>Ford Motor Company reported first-quarter 2026 revenue of $43.3 billion and an adjusted EBIT of $3.5 billion, excluding a one-time $1.3 billion benefit related to the International Emergency Economic Powers Act (IEEPA) tariffs.</li><li>The company raised its full-year adjusted EBIT guidance to between $8.5 billion and $10.5 billion, reflecting operational momentum and cost improvements, amid ongoing investments in electrification and software development.</li><li>A key strategic focus is the integration of an end-to-end organization combining product creation, advanced technology, digital, design, and global industrial operations.</li></ul>

Ford Motor Company reported first-quarter 2026 revenue of $43.3 billion and an adjusted EBIT of $3.5 billion, excluding a one-time $1.3 billion benefit related to the International Emergency Economic Powers Act (IEEPA) tariffs.The company raised its full-year adjusted EBIT guidance to between $8.5 billion and $10.5 billion, reflecting operational momentum and cost improvements, amid ongoing investments in electrification and software development.A key strategic focus is the integration of an end-to-end organization combining product creation, advanced technology, digital, design, and global industrial operations.

Ford Motor Company: The $2 Billion Aluminum Headwind Is The Cost Pressure The Raised Guidance Cannot Hide!