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

Ma Com Technology Solutions / Equity Bottom-Up

<ul><li>MACOM Technology Solutions Holdings, Inc. reported financial results for the second fiscal quarter of 2026 reflecting sequential growth across its three core end markets: Data Center, Industrial and Defense (I&D), and Telecom.</li><li>Revenue totaled $289 million, an increase of 6.4% sequentially and over 22% year-over-year, supported by a backlog at record levels and a book-to-bill ratio of 1.5:1, indicating strong demand momentum.</li><li>The Data Center segment drove much of the growth with sequential revenue rising approximately 14.5%, reaching record levels alongside the I&D business, which grew 2.5% sequentially.</li></ul>

MACOM Technology Solutions Holdings, Inc. reported financial results for the second fiscal quarter of 2026 reflecting sequential growth across its three core end markets: Data Center, Industrial and Defense (I&D), and Telecom.Revenue totaled $289 million, an increase of 6.4% sequentially and over 22% year-over-year, supported by a backlog at record levels and a book-to-bill ratio of 1.5:1, indicating strong demand momentum.The Data Center segment drove much of the growth with sequential revenue rising approximately 14.5%, reaching record levels alongside the I&D business, which grew 2.5% sequentially.

MACOM의 코히런트 광 기술 혁신이 차세대 대규모 데이터 센터 물결을 일으킬 수 있을까?