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>Arm Holdings, a prominent player in the semiconductor industry, reported an optimistic set of results for the third quarter of fiscal year 2025, ending December 31, 2024.</li><li>The company achieved record revenue and a significant increase in royalty revenues, driven primarily by robust demand for AI technologies and the adoption of its latest Armv9 architecture and Compute Subsystem Solutions (CSS).</li><li>On the financial front, Arm's total revenue reached an all-time high of $983 million, marking a year-on-year increase of 19% and surpassing the high end of company guidance.</li></ul>

Arm Holdings, a prominent player in the semiconductor industry, reported an optimistic set of results for the third quarter of fiscal year 2025, ending December 31, 2024.The company achieved record revenue and a significant increase in royalty revenues, driven primarily by robust demand for AI technologies and the adoption of its latest Armv9 architecture and Compute Subsystem Solutions (CSS).On the financial front, Arm's total revenue reached an all-time high of $983 million, marking a year-on-year increase of 19% and surpassing the high end of company guidance.

ARM Holdings Plc.: 에이전트 AI 도입 및 칩렛 기반 아키텍처로의 전환이 이 회사를 해당 분야에서 강력한 플레이어로 만들 수 있을까?