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>Mobileye delivered a solid first quarter in 2026 with revenue increasing 27% year-over-year to $558 million, driven by higher volumes and expanded market share, particularly within Chinese OEM exports.</li><li>Adjusted operating income rose 61% to $95 million, supported by strong margins in the Advanced Driver-Assistance Systems (ADAS) segment and effective cost management.</li><li>Operating cash flow remained strong at $75 million despite some working capital timing impacts.</li></ul>

Mobileye delivered a solid first quarter in 2026 with revenue increasing 27% year-over-year to $558 million, driven by higher volumes and expanded market share, particularly within Chinese OEM exports.Adjusted operating income rose 61% to $95 million, supported by strong margins in the Advanced Driver-Assistance Systems (ADAS) segment and effective cost management.Operating cash flow remained strong at $75 million despite some working capital timing impacts.

모빌아이: 폭스바겐, MOIA, 그리고 유럽의 엄격한 규제가 로보택시 시장에서 모빌아이의 경쟁 우위를 어떻게 강화할 수 있을까?

Mobileye Global

모빌아이: 폭스바겐, MOIA, 그리고 유럽의 엄격한 규제가 로보택시 시장에서 모빌아이의 경쟁 우위를 어떻게 강화할 수 있을까?