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Baptista Research

Baptista Research
Independent research on the U.S. markets

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United States • Equity Bottom-Up • Equity Capital Markets
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bullish•Lululemon Athletica
•22 Dec 2025 18:01

Lululemon Athletica: Inside Its China Expansion

Lululemon Athletica Inc. reported a mixed set of results for the third quarter of 2025. The company achieved a revenue increase of 7%, recording...

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bullish•Rubrik
•22 Dec 2025 18:01

Rubrik Inc.: Is Its Rapid Expansion Into Identity Security a Game-Changing Move?

Rubrik's third quarter fiscal year 2026 financial results reflect a period of substantial growth and ambitious strategic initiatives. The company...

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bullish•Formfactor Inc
•22 Dec 2025 18:01

FormFactor Goes All-In on Photonics—Will Keystone Pay Off?

FormFactor has been making strategic headlines this December with its announcement to acquire Keystone Photonics, a move that could reshape its...

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bullish•Paypal Holdings
•22 Dec 2025 18:01

PayPal Wants to Become a Bank—Here’s Why Incumbents Should Care

PayPal Holdings Inc. has officially submitted applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial...

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bullish•SentinelOne
•22 Dec 2025 18:01

SentinelOne: Inside the Financial Turnaround Fueling Its Path to Profitable Growth!

SentinelOne's third-quarter financial results for fiscal year 2026 illustrate a combination of robust growth and strategic challenges. The company...

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