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>Halliburton Company has moved to deepen its digital oilfield capabilities through the acquisition of InformatiQ AS, a Norway-based software developer focused on cloud-native applications for subsurface, drilling, well, and logistics data.</li><li>The deal converts a long-standing collaboration into full ownership and strengthens Landmark’s Agile Asset Management offering at a time when Halliburton is also emphasizing technology-led differentiation across offshore, international, and unconventional markets.</li><li>In its Q1 2026 earnings call, management highlighted $5.4 billion in revenue, 13% operating margin, 3% international revenue growth, and ongoing momentum in digital drilling automation, offshore collaboration, and electrified fracturing platforms such as ZEUS.</li></ul>

Halliburton Company has moved to deepen its digital oilfield capabilities through the acquisition of InformatiQ AS, a Norway-based software developer focused on cloud-native applications for subsurface, drilling, well, and logistics data.The deal converts a long-standing collaboration into full ownership and strengthens Landmark’s Agile Asset Management offering at a time when Halliburton is also emphasizing technology-led differentiation across offshore, international, and unconventional markets.In its Q1 2026 earnings call, management highlighted $5.4 billion in revenue, 13% operating margin, 3% international revenue growth, and ongoing momentum in digital drilling automation, offshore collaboration, and electrified fracturing platforms such as ZEUS.

Halliburton Takeover Of InformatiQ May Redefine Landmark’s Future!