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>Lattice Semiconductor delivered strong financial and operational results for the first quarter of 2026, reporting revenue of $170.9 million—a 42% increase year-over-year—and earnings per share (EPS) growth of approximately 86% year-over-year to $0.41.</li><li>This revenue growth was supported by robust contributions across its two primary end markets: Compute and Communications, which accounted for 62% of revenue and saw record performance fueled notably by data center AI applications, and Industrial and Embedded, which grew over 20% sequentially.</li><li>Channel inventory reduction to close to two months indicates improved supply chain management, which supports the company’s outlook for continued momentum.</li></ul>

Lattice Semiconductor delivered strong financial and operational results for the first quarter of 2026, reporting revenue of $170.9 million—a 42% increase year-over-year—and earnings per share (EPS) growth of approximately 86% year-over-year to $0.41.This revenue growth was supported by robust contributions across its two primary end markets: Compute and Communications, which accounted for 62% of revenue and saw record performance fueled notably by data center AI applications, and Industrial and Embedded, which grew over 20% sequentially.Channel inventory reduction to close to two months indicates improved supply chain management, which supports the company’s outlook for continued momentum.

Lattice Semiconductor: AMI 인수로 120억 달러 규모의 강력한 시장 기회를 창출할 수 있을까?