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

<ul><li>Accenture’s latest move to acquire Australian cybersecurity firm CyberCX for over A$1 billion (approximately $650 million) marks a significant inflection point in its Asia-Pacific strategy and cybersecurity ambitions.</li><li>The deal, reported on August 15, 2025, is set to become the largest cybersecurity acquisition in the firm’s history.</li><li>CyberCX, backed by BGH Capital, operates one of the region’s most comprehensive cybersecurity networks, with operations centers in Australia and New Zealand and offices in London and New York.</li></ul>

Accenture’s latest move to acquire Australian cybersecurity firm CyberCX for over A$1 billion (approximately $650 million) marks a significant inflection point in its Asia-Pacific strategy and cybersecurity ambitions.The deal, reported on August 15, 2025, is set to become the largest cybersecurity acquisition in the firm’s history.CyberCX, backed by BGH Capital, operates one of the region’s most comprehensive cybersecurity networks, with operations centers in Australia and New Zealand and offices in London and New York.

Accenture’s $650 Million Cyber Grab: What’s Behind The CyberCX Deal?

<ul><li>Accenture reported a strong third-quarter performance in fiscal 2025, surpassing revenue guidance with $17.7 billion, marking a 7% growth in local currency.</li><li>The company maintained its role as a leader in generative AI (Gen AI), securing $1.5 billion in Gen AI bookings and generating over $700 million in related revenue.</li><li>Accenture also expanded its operating margin by 40 basis points, with EPS growing by 12% to $3.49, reflecting robust financial health.</li></ul>

Accenture reported a strong third-quarter performance in fiscal 2025, surpassing revenue guidance with $17.7 billion, marking a 7% growth in local currency.The company maintained its role as a leader in generative AI (Gen AI), securing $1.5 billion in Gen AI bookings and generating over $700 million in related revenue.Accenture also expanded its operating margin by 40 basis points, with EPS growing by 12% to $3.49, reflecting robust financial health.

Accenture plc: A Billion-Dollar Acquisition Blitz For A Much-Needed Push In Tech Services!

<ul><li>Accenture delivered better-than-expected results for the second quarter of fiscal 2025, but the stock took a steep hit as investor concerns mounted over potential fallout from U.S. federal cost-cutting initiatives.</li><li>The consulting giant posted earnings of $2.82 per share, just above the analyst consensus of $2.81, and reported revenue of $16.7 billion, surpassing expectations of $16.6 billion and marking a 5% year-over-year increase.</li><li>However, despite this beat, the company’s shares plunged 9.4% to $292.72, logging their worst single-day performance since June 2013 and becoming the S&P 500’s worst performer on the day.</li></ul>

Accenture delivered better-than-expected results for the second quarter of fiscal 2025, but the stock took a steep hit as investor concerns mounted over potential fallout from U.S. federal cost-cutting initiatives.The consulting giant posted earnings of $2.82 per share, just above the analyst consensus of $2.81, and reported revenue of $16.7 billion, surpassing expectations of $16.6 billion and marking a 5% year-over-year increase.However, despite this beat, the company’s shares plunged 9.4% to $292.72, logging their worst single-day performance since June 2013 and becoming the S&P 500’s worst performer on the day.

Accenture Just Crushed Earnings — But DOGE Could Be Its Worst Nightmare Yet!

<ul><li>Accenture's recent first-quarter fiscal 2025 performance indicates a strong financial position, propelled by strategic positioning and execution.</li><li>The company reported revenue growth of 8% in local currency, reaching $17.7 billion, which exceeded the top end of their guidance range.</li><li>This revenue helped Accenture continue to capture market share among its closest global competitors.</li></ul>

Accenture's recent first-quarter fiscal 2025 performance indicates a strong financial position, propelled by strategic positioning and execution.The company reported revenue growth of 8% in local currency, reaching $17.7 billion, which exceeded the top end of their guidance range.This revenue helped Accenture continue to capture market share among its closest global competitors.

Accenture plc: Why Are They Pursuing Large Reinvention Deals & Will It Work? - Major Drivers

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>Nicola Tangen interviews CEO and Chair of Accenture, Judy Sweet, discussing digital transformation and innovation.</li><li>Accenture focuses on helping companies harness the power of technology and AI to be more efficient and grow.</li><li>Sweet emphasizes the importance of leadership, storytelling, and communication skills in guiding companies through change and fostering a culture of continuous reinvention.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Nicola Tangen interviews CEO and Chair of Accenture, Judy Sweet, discussing digital transformation and innovation.Accenture focuses on helping companies harness the power of technology and AI to be more efficient and grow.Sweet emphasizes the importance of leadership, storytelling, and communication skills in guiding companies through change and fostering a culture of continuous reinvention.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Accenture CEO: Innovation, Leadership and Effective Communication

Ireland

Accenture PLC provides management and technology consulting services and solutions.  The Company delivers a range of specialized capabilities and solutions to clients across all industries on a worldwide basis.  Accenture's network of businesses provides consulting, technology, outsourcing, and alliances.

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Accenture Plc Cl A (ACN US)

Accenture’s $650 Million Cyber Grab: What’s Behind The CyberCX Deal?

Accenture’s latest move to acquire Australian cybersecurity firm CyberCX for over A$1 billion (approximately $650 million) marks a significant...

Baptista Research

Accenture plc: A Billion-Dollar Acquisition Blitz For A Much-Needed Push In Tech Services!

Accenture reported a strong third-quarter performance in fiscal 2025, surpassing revenue guidance with $17.7 billion, marking a 7% growth in local...

Baptista Research

Accenture Just Crushed Earnings — But DOGE Could Be Its Worst Nightmare Yet!

Accenture delivered better-than-expected results for the second quarter of fiscal 2025, but the stock took a steep hit as investor concerns...

Baptista Research

Accenture plc: Why Are They Pursuing Large Reinvention Deals & Will It Work? - Major Drivers

Accenture's recent first-quarter fiscal 2025 performance indicates a strong financial position, propelled by strategic positioning and...

Baptista Research

Accenture CEO: Innovation, Leadership and Effective Communication

Nicola Tangen and Judy Sweet share insights on digital transformation, innovation, and leadership in professional services at Accenture,...

In Good Company with Nicolai Tangen

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