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>Natera’s second quarter of 2026 results demonstrate continued growth and operational progress across its key business segments: oncology, women’s health, and organ health.</li><li>The company processed a record 1,044,000 tests during the quarter, with clinical Minimal Residual Disease (MRD) oncology tests increasing approximately 56% year-over-year to 283,000 units, including the largest sequential increase recorded at 34,000 units above the prior quarter.</li><li>These volumes contributed to approximately $753 million in revenue, representing a 38% increase compared to Q2 2025, or 40% excluding revenue true-ups.</li></ul>

Natera’s second quarter of 2026 results demonstrate continued growth and operational progress across its key business segments: oncology, women’s health, and organ health.The company processed a record 1,044,000 tests during the quarter, with clinical Minimal Residual Disease (MRD) oncology tests increasing approximately 56% year-over-year to 283,000 units, including the largest sequential increase recorded at 34,000 units above the prior quarter.These volumes contributed to approximately $753 million in revenue, representing a 38% increase compared to Q2 2025, or 40% excluding revenue true-ups.

Natera’s $100 Million Early Cancer Detection Bet Opens A Much Bigger Long-Term Market!

Natera Inc

Natera’s $100 Million Early Cancer Detection Bet Opens A Much Bigger Long-Term Market!