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

Marvell Technology (MRVL US): Heroic Earnings Unlock S&P500 Eligibility

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>Marvell Technology Inc.'s second quarter of fiscal year 2026 demonstrated notable progress, with record revenue of $2.006 billion—an increase of 6% sequentially and 58% year-over-year.</li><li>The company's significant growth was fueled by the data center end market, which represented 74% of the total revenue and saw a 69% year-over-year increase, largely driven by strong AI demand.</li><li>This demonstrates the company's successful pivot to focus on data centers and AI, a strategy underscored by the recent divestiture of its automotive ethernet business for $2.5 billion, allowing for concentrated investments in the data center sector.</li></ul>

Marvell Technology Inc.'s second quarter of fiscal year 2026 demonstrated notable progress, with record revenue of $2.006 billion—an increase of 6% sequentially and 58% year-over-year.The company's significant growth was fueled by the data center end market, which represented 74% of the total revenue and saw a 69% year-over-year increase, largely driven by strong AI demand.This demonstrates the company's successful pivot to focus on data centers and AI, a strategy underscored by the recent divestiture of its automotive ethernet business for $2.5 billion, allowing for concentrated investments in the data center sector.

Marvell Technology in SoftBank’s Sights—Is a Mega AI Merger Coming?