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>Pure Storage, now rebranded as Everpure, reported its fourth-quarter and full-year fiscal 2026 results, reflecting notable achievements in revenue growth and strategic initiatives but also facing challenges particularly due to supply chain disruptions and component cost volatility.</li><li>On the positive side, Everpure achieved its first billion-dollar revenue quarter, with Q4 revenues of $1.01 billion representing a 20% year-over-year growth, and full-year fiscal 2026 revenue of $3.7 billion, a 16% increase from the previous year.</li><li>The company recorded a solid operating profit of $226 million in Q4, with an operating margin of 21.3%.</li></ul>

Pure Storage, now rebranded as Everpure, reported its fourth-quarter and full-year fiscal 2026 results, reflecting notable achievements in revenue growth and strategic initiatives but also facing challenges particularly due to supply chain disruptions and component cost volatility.On the positive side, Everpure achieved its first billion-dollar revenue quarter, with Q4 revenues of $1.01 billion representing a 20% year-over-year growth, and full-year fiscal 2026 revenue of $3.7 billion, a 16% increase from the previous year.The company recorded a solid operating profit of $226 million in Q4, with an operating margin of 21.3%.

Pure Storage Is Quietly Winning The Hyperscaler War And Wall Street May Be Missing It!