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

Palantir Technologies Inc:  Rotation Signals Momentum Shift

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

Palantir Technologies  / Equity Bottom-Up

<ul><li>Palantir Technologies recently reported an exceptionally robust third quarter for 2024, emphasizing the role of AI in its growth narrative.</li><li>The company's revenue surged by 30% year-over-year, fueled primarily by its U.S. operations, where government and commercial sectors grew by 40% and 54%, respectively.On the positive side, Palantir achieved significant traction in both government and commercial sectors largely due to its prowess in deploying artificial intelligence (AI) solutions.</li><li>In the U.S. government sector, Palantir has significantly extended its capabilities, as highlighted by its success in enhancing targeting and operational efficiency for the Department of Defense (DoD) and other military branches.</li></ul>

Palantir Technologies recently reported an exceptionally robust third quarter for 2024, emphasizing the role of AI in its growth narrative.The company's revenue surged by 30% year-over-year, fueled primarily by its U.S. operations, where government and commercial sectors grew by 40% and 54%, respectively.On the positive side, Palantir achieved significant traction in both government and commercial sectors largely due to its prowess in deploying artificial intelligence (AI) solutions.In the U.S. government sector, Palantir has significantly extended its capabilities, as highlighted by its success in enhancing targeting and operational efficiency for the Department of Defense (DoD) and other military branches.

Palantir Technologies は、多様な分野にわたる AI プラットフォームのユースケースの拡大をどのように活用しているのでしょうか。