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>NXP Semiconductors reported second quarter 2026 results that surpassed guidance, driven by broad-based revenue growth across all end markets and geographic regions.</li><li>The company posted revenue of $3.5 billion, marking a 19% increase year-over-year, with a non-GAAP operating margin of 35.1% and non-GAAP earnings per share of $3.61.</li><li>This performance was supported by growth in both the company-specific growth drivers, such as software-defined vehicles (SDVs), electrification, and industrial edge processing, which expanded in the mid-20% range and represented approximately one-third of total revenue, as well as the core business, which grew in the high teens year-over-year.</li></ul>

NXP Semiconductors reported second quarter 2026 results that surpassed guidance, driven by broad-based revenue growth across all end markets and geographic regions.The company posted revenue of $3.5 billion, marking a 19% increase year-over-year, with a non-GAAP operating margin of 35.1% and non-GAAP earnings per share of $3.61.This performance was supported by growth in both the company-specific growth drivers, such as software-defined vehicles (SDVs), electrification, and industrial edge processing, which expanded in the mid-20% range and represented approximately one-third of total revenue, as well as the core business, which grew in the high teens year-over-year.

NXP Semiconductors' Hidden Catalyst: Communications Revenue Surges 41%!

Nxp Semiconductors Nv

NXP Semiconductors' Hidden Catalyst: Communications Revenue Surges 41%!