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>Box, Inc. reported its fiscal 2026 fourth quarter and full-year results with revenue reaching $306 million in Q4, marking a 9% year-over-year increase (8% in constant currency).</li><li>For the full fiscal year, revenue grew 8% to $1.18 billion.</li><li>The company’s operating margin expanded slightly to 28.3% in FY ’26, and earnings per share (EPS) in Q4 came in at $0.49, surpassing the guidance of $0.33, partly due to favorable tax items.</li></ul>

Box, Inc. reported its fiscal 2026 fourth quarter and full-year results with revenue reaching $306 million in Q4, marking a 9% year-over-year increase (8% in constant currency).For the full fiscal year, revenue grew 8% to $1.18 billion.The company’s operating margin expanded slightly to 28.3% in FY ’26, and earnings per share (EPS) in Q4 came in at $0.49, surpassing the guidance of $0.33, partly due to favorable tax items.

Box: AI를 뒷받침하는 플랫폼 전략 - Box가 보안 콘텐츠 워크플로우를 장악할 수 있는 이유!

Box Inc Class A

Box: AI를 뒷받침하는 플랫폼 전략 - Box가 보안 콘텐츠 워크플로우를 장악할 수 있는 이유!