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>Sprout Social delivered a quarter that reflects a business balancing steady top-line expansion with ongoing structural adjustments across its customer base and go-to-market approach.</li><li>Revenue growth remained in the low-teens range, supported by continued traction in enterprise and higher-value customer cohorts, while profitability improved meaningfully, with operating margins expanding and free cash flow showing strong year-over-year growth.</li><li>The company’s increasing mix of multiyear contracts and higher annual contract value deals contributed to improved visibility, as reflected in remaining performance obligations growth and a larger portion of revenue tied to longer-term commitments.</li></ul>

Sprout Social delivered a quarter that reflects a business balancing steady top-line expansion with ongoing structural adjustments across its customer base and go-to-market approach.Revenue growth remained in the low-teens range, supported by continued traction in enterprise and higher-value customer cohorts, while profitability improved meaningfully, with operating margins expanding and free cash flow showing strong year-over-year growth.The company’s increasing mix of multiyear contracts and higher annual contract value deals contributed to improved visibility, as reflected in remaining performance obligations growth and a larger portion of revenue tied to longer-term commitments.

Sprout Social And The $30K+ Customer Shift—A Margin Goldmine Or A Growth Trade-Off?

Sprout Social Inc

Sprout Social And The $30K+ Customer Shift—A Margin Goldmine Or A Growth Trade-Off?