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

SNPS, CDNS. Babies Out With SaaSpocalypse Bathwater Or Fair Game?

Now that S&P and Nasdaq Are Back to Positive Territory, What to Do (In Tech)?

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>Synopsys, a leader in Electronics Design Automation (EDA) and semiconductor IP, reported strong fiscal Q1 2026 results, reflecting a mix of strategic progress and operating challenges.</li><li>Revenue reached the high end of guidance at $2.41 billion, buoyed by a strong performance from the Ansys segment, while non-GAAP earnings per share exceeded expectations, indicating effective financial discipline.</li><li>Ansys, an acquisition made in 2025, contributed significantly with $886 million in revenue, reflecting strong demand for simulation and analysis solutions.</li></ul>

Synopsys, a leader in Electronics Design Automation (EDA) and semiconductor IP, reported strong fiscal Q1 2026 results, reflecting a mix of strategic progress and operating challenges.Revenue reached the high end of guidance at $2.41 billion, buoyed by a strong performance from the Ansys segment, while non-GAAP earnings per share exceeded expectations, indicating effective financial discipline.Ansys, an acquisition made in 2025, contributed significantly with $886 million in revenue, reflecting strong demand for simulation and analysis solutions.

Synopsys: AI Silicon Complexity Is Exploding—Why Its Verification & Simulation Tools Are Becoming Essential!

Synopsys Inc

Synopsys: AI Silicon Complexity Is Exploding—Why Its Verification & Simulation Tools Are Becoming Essential!