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>Nutanix has moved to deepen its enterprise AI infrastructure strategy through the acquisition of France-based Ryax Technologies, announced on September 22, 2026.</li><li>Ryax brings AI-driven compute orchestration, GPU optimization, and smart scheduling capabilities that Nutanix plans to integrate into Nutanix Kubernetes Platform and Nutanix Enterprise AI.</li><li>The deal arrives just weeks after Nutanix reported a strong fiscal 2026 finish, with $2.85 billion in revenue, $2.55 billion in ARR, and $841 million in free cash flow, while management highlighted growing traction in AI, cloud-native workloads, external storage, and Nutanix Cloud Clusters.</li></ul>

Nutanix has moved to deepen its enterprise AI infrastructure strategy through the acquisition of France-based Ryax Technologies, announced on September 22, 2026.Ryax brings AI-driven compute orchestration, GPU optimization, and smart scheduling capabilities that Nutanix plans to integrate into Nutanix Kubernetes Platform and Nutanix Enterprise AI.The deal arrives just weeks after Nutanix reported a strong fiscal 2026 finish, with $2.85 billion in revenue, $2.55 billion in ARR, and $841 million in free cash flow, while management highlighted growing traction in AI, cloud-native workloads, external storage, and Nutanix Cloud Clusters.

Nutanix’s Ryax Buyout Could Supercharge Its AI Ambitions!

Nutanix Inc

Nutanix’s Ryax Buyout Could Supercharge Its AI Ambitions!