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>NetApp's latest financial performance in the third quarter of fiscal year 2026 paints a mixed picture, balancing solid growth drivers with industry challenges.</li><li>On the one hand, the company reported a 4% year-over-year increase in revenue, reaching $1.71 billion, with operating income and non-GAAP earnings per share hitting record highs.</li><li>Excluding the divested Spot business, revenue grew by 6%, highlighting a promising trajectory in core operations.</li></ul>

NetApp's latest financial performance in the third quarter of fiscal year 2026 paints a mixed picture, balancing solid growth drivers with industry challenges.On the one hand, the company reported a 4% year-over-year increase in revenue, reaching $1.71 billion, with operating income and non-GAAP earnings per share hitting record highs.Excluding the divested Spot business, revenue grew by 6%, highlighting a promising trajectory in core operations.

넷앱의 고수익 퍼블릭 클라우드 사업이 빠르게 성장하고 있다. 이것이 미래 수익 성장의 숨겨진 원동력일까?

Netapp Inc

넷앱의 고수익 퍼블릭 클라우드 사업이 빠르게 성장하고 있다. 이것이 미래 수익 성장의 숨겨진 원동력일까?