Independent research on the U.S. markets, Baptista Research

Baptista Research

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

IonQ, Inc. operates as a computing hardware and software company. The Company develops a general-purpose trapped ion quantum computer and software to generate, optimize, and execute quantum circuits. IonQ serves customers worldwide.

<ul><li>IonQ, Inc., a leading company in the quantum computing space, reported its results for the third quarter of 2024, showing considerable progress both financially and operationally.</li><li>The company recognized $12.4 million in revenue for the quarter, surpassing its guidance range of $9 million to $12 million.</li><li>This marks a year-over-year doubling of third-quarter revenue, highlighting robust growth and demand for IonQ's quantum computing services.</li></ul>

IonQ, Inc., a leading company in the quantum computing space, reported its results for the third quarter of 2024, showing considerable progress both financially and operationally.The company recognized $12.4 million in revenue for the quarter, surpassing its guidance range of $9 million to $12 million.This marks a year-over-year doubling of third-quarter revenue, highlighting robust growth and demand for IonQ's quantum computing services.

IonQ Inc.: Strategic Partnerships & Technology Collaborations As A Critical Factor Driving Growth! - Major Drivers

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

ASE Technology Holding   / Equity Bottom-Up

ASE Technology Holding Co., Ltd. offers assembly and testing services. The Company provides outsourced assembly, semiconductor testing, semiconductor packaging, and other related services. ASE Technology Holding operates in Taiwan.

<ul><li>CoWoS packaging meets global demand for advanced technology, with efficient design for integration.</li><li>Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.</li><li>LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.</li></ul>

CoWoS packaging meets global demand for advanced technology, with efficient design for integration.Taiwan reveals breakthrough in tiny quantum computer technology, impacting the tech industry.LGES secures multi-billion deal with Mercedes-Benz for EV batteries, boosting electric vehicle industry.

Tech Supply Chain Tracker (18-Oct-2024): CoWoS packaging global capacity

Keysight Technologies In / Equity Bottom-Up

Keysight Technologies, Inc. offers electronic measurement services using wireless, modular, and software solutions.

<ul><li>Keysight Technologies, Inc. recently released its fiscal third-quarter earnings for 2024, providing detailed insights into its financial and operational performance.</li><li>The company reported a revenue of $1.2 billion and an earnings per share of $1.57, surpassing its own expectations.</li><li>Orders amounted to $1.25 billion, indicating a slight increase above expectations and aligning with the figures from the previous year, marking growth on a sequential basis.</li></ul>

Keysight Technologies, Inc. recently released its fiscal third-quarter earnings for 2024, providing detailed insights into its financial and operational performance.The company reported a revenue of $1.2 billion and an earnings per share of $1.57, surpassing its own expectations.Orders amounted to $1.25 billion, indicating a slight increase above expectations and aligning with the figures from the previous year, marking growth on a sequential basis.

Keysight Technologies Inc.: Expansion into Quantum Computing and AI Networks & Other Major Drivers

<ul><li>IonQ's second quarter financial and operational performance for 2024 reveals a mix of significant technological advancements and robust commercial progress, underscoring both opportunities and challenges as the company advances in the quantum computing sector.</li><li>Starting with the financial metrics, IonQ reported a revenue of $11.4 million, surpassing the upper range of its guidance.</li><li>This indicates effective contract execution and perhaps a growing demand for their quantum computing solutions.</li></ul>

IonQ's second quarter financial and operational performance for 2024 reveals a mix of significant technological advancements and robust commercial progress, underscoring both opportunities and challenges as the company advances in the quantum computing sector.Starting with the financial metrics, IonQ reported a revenue of $11.4 million, surpassing the upper range of its guidance.This indicates effective contract execution and perhaps a growing demand for their quantum computing solutions.

IonQ Inc.: Acceleration of Quantum Computing Milestones Driving Our Optimism! - Major Drivers

<ul><li>IonQ, a prominent player in the quantum computing industry, has recently shared its performance details for the first quarter of 2024, reflecting significant progress and setting a constructive outlook for the future.</li><li>This analysis delves into both the positive developments and the challenges facing the company as it forges ahead.</li><li>Starting with the positives, IonQ has outstripped its revenue expectations for the quarter, reporting $7.6 million, which surpasses the higher end of its forecasted range.</li></ul>

IonQ, a prominent player in the quantum computing industry, has recently shared its performance details for the first quarter of 2024, reflecting significant progress and setting a constructive outlook for the future.This analysis delves into both the positive developments and the challenges facing the company as it forges ahead.Starting with the positives, IonQ has outstripped its revenue expectations for the quarter, reporting $7.6 million, which surpasses the higher end of its forecasted range.

IonQ Inc.: Expansion Into New Applications & Industries Can Propel Their Growth! - Major Drivers