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

Sailpoint Technologies Holdings / Equity Bottom-Up

Sailpoint Technologies Holdings (SAIL US)

<ul><li>SailPoint has moved to strengthen its position in enterprise identity security by announcing its intent to acquire Tel Aviv-based Entro, a specialist in non-human identity and credentials security.</li><li>The announcement follows the recent launch of SailPoint Agentic Fabric, a platform initiative aimed at governing autonomous AI agents, machine identities, cloud resources, and human users within one identity control plane.</li><li>The timing is notable because SailPoint’s Q1 FY2027 results already showed rising customer urgency around agentic AI governance, with non-human identities accounting for 40% of identity growth and 14% of all identities managed in its cloud offering.</li></ul>

SailPoint has moved to strengthen its position in enterprise identity security by announcing its intent to acquire Tel Aviv-based Entro, a specialist in non-human identity and credentials security.The announcement follows the recent launch of SailPoint Agentic Fabric, a platform initiative aimed at governing autonomous AI agents, machine identities, cloud resources, and human users within one identity control plane.The timing is notable because SailPoint’s Q1 FY2027 results already showed rising customer urgency around agentic AI governance, with non-human identities accounting for 40% of identity growth and 14% of all identities managed in its cloud offering.

SailPoint Acquisition Watch: Can Entro Accelerate Its AI Security Ambitions?