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>SentinelOne shares surged as much as 18% on Monday, July 21, 2025, amid speculation that cybersecurity heavyweight Palo Alto Networks may be eyeing the smaller player for acquisition.</li><li>Although the stock pared its gains later in the day, the buzz remained strong after Israeli media outlets, including Calcalist and Globes, reported that Palo Alto was in advanced discussions to purchase SentinelOne in a deal potentially valued at around $7 billion.</li><li>Both companies declined to comment on market speculation, but investors took notice — especially as SentinelOne’s market cap hovers near $6 billion, while Palo Alto commands a significantly larger valuation of approximately $131 billion.</li></ul>

SentinelOne shares surged as much as 18% on Monday, July 21, 2025, amid speculation that cybersecurity heavyweight Palo Alto Networks may be eyeing the smaller player for acquisition.Although the stock pared its gains later in the day, the buzz remained strong after Israeli media outlets, including Calcalist and Globes, reported that Palo Alto was in advanced discussions to purchase SentinelOne in a deal potentially valued at around $7 billion.Both companies declined to comment on market speculation, but investors took notice — especially as SentinelOne’s market cap hovers near $6 billion, while Palo Alto commands a significantly larger valuation of approximately $131 billion.

SentinelOne Skyrockets Amid Palo Alto Acquisition Buzz — What’s Driving The Deal Talk?