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>EPAM Systems reported its first-quarter 2025 financial performance, showing stronger-than-expected revenue growth despite a challenging economic environment.</li><li>Key highlights include the announcement of a planned leadership transition with Arkadiy Dobkin stepping down as CEO in favor of Balazs Fejes, who has been with the company for over two decades and played a crucial role in its expansion.</li><li>This transition is a strategic move, aimed at continuing the company's trajectory as a leader in AI-driven transformation.</li></ul>

EPAM Systems reported its first-quarter 2025 financial performance, showing stronger-than-expected revenue growth despite a challenging economic environment.Key highlights include the announcement of a planned leadership transition with Arkadiy Dobkin stepping down as CEO in favor of Balazs Fejes, who has been with the company for over two decades and played a crucial role in its expansion.This transition is a strategic move, aimed at continuing the company's trajectory as a leader in AI-driven transformation.

EPAM Systems が 2 つの収益エンジンを解き放つ - 有機的および無機的戦略で目標の 14.5% の成長を達成できるか?

Epam Systems

EPAM Systems が 2 つの収益エンジンを解き放つ - 有機的および無機的戦略で目標の 14.5% の成長を達成できるか?