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>Marvell Technology, Inc. reported first-quarter fiscal 2027 results showing record revenue of $2.418 billion, representing 28% year-over-year and 9% sequential growth, primarily driven by strength in its data center segment, which accounted for 76% of total revenue.</li><li>The company’s non-GAAP earnings per share of $0.80 slightly exceeded guidance.</li><li>Marvell projects continued acceleration in growth throughout fiscal 2027, with second-quarter revenue expected at approximately $2.7 billion, marking a 12% sequential and 35% year-over-year increase, and anticipates surpassing $3 billion in quarterly revenue by the third quarter—one quarter ahead of prior guidance.</li></ul>

Marvell Technology, Inc. reported first-quarter fiscal 2027 results showing record revenue of $2.418 billion, representing 28% year-over-year and 9% sequential growth, primarily driven by strength in its data center segment, which accounted for 76% of total revenue.The company’s non-GAAP earnings per share of $0.80 slightly exceeded guidance.Marvell projects continued acceleration in growth throughout fiscal 2027, with second-quarter revenue expected at approximately $2.7 billion, marking a 12% sequential and 35% year-over-year increase, and anticipates surpassing $3 billion in quarterly revenue by the third quarter—one quarter ahead of prior guidance.

Marvell Technology Is Not Just A Chip Story Anymore — Here’s Why Interconnect Matters!