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>Schlumberger Limited’s first quarter 2026 results were notably influenced by geopolitical disruption in the Middle East, which led to operational shutdowns and production curtailments.</li><li>The conflict’s impact was most severe in Qatar and Iraq, affecting offshore operations and contributing to a sequential revenue decline of over 10%, exceeding prior expectations.</li><li>This region accounted for a significant portion of the company’s Middle East and Asia business, and the ongoing disruption is expected to continue to pressure earnings into the second quarter, with an estimated sequential earnings per share impact of $0.06 to $0.08.</li></ul>

Schlumberger Limited’s first quarter 2026 results were notably influenced by geopolitical disruption in the Middle East, which led to operational shutdowns and production curtailments.The conflict’s impact was most severe in Qatar and Iraq, affecting offshore operations and contributing to a sequential revenue decline of over 10%, exceeding prior expectations.This region accounted for a significant portion of the company’s Middle East and Asia business, and the ongoing disruption is expected to continue to pressure earnings into the second quarter, with an estimated sequential earnings per share impact of $0.06 to $0.08.

Schlumberger (SLB) The Stress Test Is Middle East Recovery Timing Not The 87% Digital Surge!

Schlumberger Ltd

Schlumberger (SLB) The Stress Test Is Middle East Recovery Timing Not The 87% Digital Surge!