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

Advanced Energy Industries / Equity Bottom-Up

<ul><li>Advanced Energy Industries, Inc. reported its fourth quarter and full-year 2024 financial results, demonstrating a strong finish to the year after a rocky start.</li><li>The company achieved notable highlights, with Q4 revenue reaching $450 million, an 11% increase sequentially and 3% year-over-year, driven by strong performance in semiconductor and data center computing markets.</li><li>Advanced Energy's semiconductor revenue, at $227 million, marked a 15% sequential increase and 19% year-over-year growth.</li></ul>

Advanced Energy Industries, Inc. reported its fourth quarter and full-year 2024 financial results, demonstrating a strong finish to the year after a rocky start.The company achieved notable highlights, with Q4 revenue reaching $450 million, an 11% increase sequentially and 3% year-over-year, driven by strong performance in semiconductor and data center computing markets.Advanced Energy's semiconductor revenue, at $227 million, marked a 15% sequential increase and 19% year-over-year growth.

Advanced Energy Industries: The 5 Major Challenges That Can Hinder Growth In 2025! Major Drivers

<ul><li>Advanced Energy's third quarter 2024 earnings reveal a mixed performance across its key market segments.</li><li>The company reported revenues of $374 million, slightly exceeding midpoint guidance, but this marked a year over-year decrease of 9%.</li><li>The quarter benefited from robust demand in the Semiconductor and Data Center markets but faced challenges in the Industrial & Medical and Telecom & Networking segments.</li></ul>

Advanced Energy's third quarter 2024 earnings reveal a mixed performance across its key market segments.The company reported revenues of $374 million, slightly exceeding midpoint guidance, but this marked a year over-year decrease of 9%.The quarter benefited from robust demand in the Semiconductor and Data Center markets but faced challenges in the Industrial & Medical and Telecom & Networking segments.

Advanced Energy Industries Drives Semiconductor Revenue Boom: Next-Gen Platforms Set for 2025! - Major Drivers

<ul><li>Advanced Energy's second quarter of 2024 earnings report depicted a complex but progressive landscape for the company.</li><li>The earnings call, led by key executives including President and CEO Steve Kelley and Executive Vice President and CFO Paul Oldham, detailed aspects of financial performance, strategic initiatives, market- specific dynamics, and forward-looking expectations with a clear resonance on the ongoing and future strategies meant to streamline operations and leverage market opportunities.</li><li>Revenue for the quarter stood at $365 million, an 11% increase sequentially, exceeding the company's guidance.</li></ul>

Advanced Energy's second quarter of 2024 earnings report depicted a complex but progressive landscape for the company.The earnings call, led by key executives including President and CEO Steve Kelley and Executive Vice President and CFO Paul Oldham, detailed aspects of financial performance, strategic initiatives, market- specific dynamics, and forward-looking expectations with a clear resonance on the ongoing and future strategies meant to streamline operations and leverage market opportunities.Revenue for the quarter stood at $365 million, an 11% increase sequentially, exceeding the company's guidance.

Advanced Energy Industries: Initiation Of Coverage - An Anticipated Market and Economic Recovery In 2025 & Its Impact On Growth! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our Manufacturing, Transportation, Materials, Technology, &amp; Consumer Discretionary Sectors.

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight actionable opportunities within our Manufacturing, Transportation, Materials, Technology, &amp; Consumer Discretionary Sectors.

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight attractive Groups and stocks within Technology: Semiconductor, Mid-Cap, Semiconductor Equip., Large/Mid-Cap, Semiconductor Equip., Small-Cap, and Software, Internet.

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

United States

Advanced Energy Industries, Inc. manufactures power conversion, solar inverters and control systems used in plasma-based thin film production equipment. The Company's systems are integrated in semiconductor, data storage, flat panel display, and other industrial manufacturing equipment that use gaseous  plasmas to depositor etch thin film layers on materials such as silicon and glass.

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Advanced Energy Industries (AEIS US)

Advanced Energy Industries: The 5 Major Challenges That Can Hinder Growth In 2025! Major Drivers

Advanced Energy Industries, Inc. reported its fourth quarter and full-year 2024 financial results, demonstrating a strong finish to the year after...

Baptista Research

Advanced Energy Industries Drives Semiconductor Revenue Boom: Next-Gen Platforms Set for 2025! - Major Drivers

Advanced Energy's third quarter 2024 earnings reveal a mixed performance across its key market segments. The company reported revenues of $374...

Baptista Research

Advanced Energy Industries: Initiation Of Coverage - An Anticipated Market and Economic Recovery In 2025 & Its Impact On Growth! - Major Drivers

Advanced Energy's second quarter of 2024 earnings report depicted a complex but progressive landscape for the company. The earnings call, led by...

Baptista Research

U.S. Equity Strategy: Remain Bullish

In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...

Vermilion Research

U. S. Equity Strategy: Status Quo: Bullish Outlook Intact

Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...

Vermilion Research

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