Independent research on the U.S. markets, Baptista Research

Baptista Research

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>Workday Inc. reported its Q3 fiscal 2026 results with a solid performance, underscored by a 15% increase in subscription revenue, reaching $2.244 billion, and a notable non-GAAP operating margin of 28.5%.</li><li>The company's comprehensive strategy to unify HR and finance platforms is resonating across industries, despite ongoing global economic uncertainty.</li><li>This alignment is reflected in strong customer adoption and expansion, particularly in the areas of AI and platform innovations.</li></ul>

Workday Inc. reported its Q3 fiscal 2026 results with a solid performance, underscored by a 15% increase in subscription revenue, reaching $2.244 billion, and a notable non-GAAP operating margin of 28.5%.The company's comprehensive strategy to unify HR and finance platforms is resonating across industries, despite ongoing global economic uncertainty.This alignment is reflected in strong customer adoption and expansion, particularly in the areas of AI and platform innovations.

Workday: The Game-Changing AI Deals That Are Rewriting Its Product Roadmap!

Workday Inc Class A

Workday: The Game-Changing AI Deals That Are Rewriting Its Product Roadmap!