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>Onsemi’s second quarter results for 2026 illustrate ongoing progress in its strategic reshaping and portfolio repositioning, with revenue reaching $1.6 billion—a 9% increase year-over-year—and non-GAAP diluted earnings per share of $0.74, both above midpoint guidance.</li><li>The company reported a non-GAAP gross margin of 39.3%, marking the fourth consecutive quarter of margin expansion, driven by improved manufacturing performance, favorable product mix, and operating leverage amid recovering demand across multiple markets.</li><li>A key highlight is the continued strength and rapid growth of the AI data center segment, expected to more than double revenue in 2026.</li></ul>

Onsemi’s second quarter results for 2026 illustrate ongoing progress in its strategic reshaping and portfolio repositioning, with revenue reaching $1.6 billion—a 9% increase year-over-year—and non-GAAP diluted earnings per share of $0.74, both above midpoint guidance.The company reported a non-GAAP gross margin of 39.3%, marking the fourth consecutive quarter of margin expansion, driven by improved manufacturing performance, favorable product mix, and operating leverage amid recovering demand across multiple markets.A key highlight is the continued strength and rapid growth of the AI data center segment, expected to more than double revenue in 2026.

ON Semiconductor Is Not Just An Auto Chip Play — NVIDIA MGX & AWS Change The Story!

On Semiconductor

ON Semiconductor Is Not Just An Auto Chip Play — NVIDIA MGX & AWS Change The Story!