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>Cadence Design Systems delivered a robust performance for the fourth quarter and fiscal year 2025, showcasing solid revenue and earnings growth driven by strong demand and an expanding product portfolio.</li><li>The company reported a 14% increase in annual revenue, reaching $5.297 billion, and a 20% growth in EPS, with the non-GAAP EPS at $7.14 for the year.</li><li>One of the standout aspects of Cadence's performance in 2025 was the significant momentum across various business lines, particularly in its AI-driven EDA (Electronic Design Automation) and IP (Intellectual Property) portfolios.</li></ul>

Cadence Design Systems delivered a robust performance for the fourth quarter and fiscal year 2025, showcasing solid revenue and earnings growth driven by strong demand and an expanding product portfolio.The company reported a 14% increase in annual revenue, reaching $5.297 billion, and a 20% growth in EPS, with the non-GAAP EPS at $7.14 for the year.One of the standout aspects of Cadence's performance in 2025 was the significant momentum across various business lines, particularly in its AI-driven EDA (Electronic Design Automation) and IP (Intellectual Property) portfolios.

Cadence Design Systems는 글로벌 설계 트렌드를 활용하고 있습니다. 하이퍼스케일, AI, 그리고 중국이 만나는 이유는 무엇일까요?