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>Marvell Technology, Inc. has moved to strengthen its optical connectivity roadmap through the acquisition of Polariton Technologies, a specialist in high-speed, low-power plasmonics-based silicon photonics devices.</li><li>The deal, announced on April 22, 2026, comes as AI workloads continue to push data center bandwidth requirements higher, forcing cloud and infrastructure customers to look beyond today’s 1.6T optical connectivity standards toward 3.2T and beyond.</li><li>Polariton brings advanced modulation technology designed for compact, energy-efficient optical signaling across coherent, ZR, ZR+, scale-across, and data center interconnect applications.</li></ul>

Marvell Technology, Inc. has moved to strengthen its optical connectivity roadmap through the acquisition of Polariton Technologies, a specialist in high-speed, low-power plasmonics-based silicon photonics devices.The deal, announced on April 22, 2026, comes as AI workloads continue to push data center bandwidth requirements higher, forcing cloud and infrastructure customers to look beyond today’s 1.6T optical connectivity standards toward 3.2T and beyond.Polariton brings advanced modulation technology designed for compact, energy-efficient optical signaling across coherent, ZR, ZR+, scale-across, and data center interconnect applications.

マーベル・テクノロジーズの買収戦略は、光学分野における大規模な変革の到来を予感させる！