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>Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in sectors like biopharma.</li><li>The company reported $1.578 billion in revenues and an earnings per share (EPS) of $1.32, surpassing the upper end of its guidance by $0.04.</li><li>This performance highlights robust operational management and strategic agility in an environment where many sectors are facing budget constraints.</li></ul>

Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in sectors like biopharma.The company reported $1.578 billion in revenues and an earnings per share (EPS) of $1.32, surpassing the upper end of its guidance by $0.04.This performance highlights robust operational management and strategic agility in an environment where many sectors are facing budget constraints.

Agilent Technologies: A Tale Of Geographic Diversification and Emerging Market Growth! - Major Drivers

<ul><li>Agilent Technologies was found to have declining earnings in Quarter 2 of 2024.</li><li>Despite a drop in revenue, orders grew compared to the previous seven quarters, and earnings per share did surpass expectations.</li><li>The company faced a difficult market environment but showed signs of future recovery at a slower pace than initially predicted.</li></ul>

Agilent Technologies was found to have declining earnings in Quarter 2 of 2024.Despite a drop in revenue, orders grew compared to the previous seven quarters, and earnings per share did surpass expectations.The company faced a difficult market environment but showed signs of future recovery at a slower pace than initially predicted.

Agilent Technologies Inc.: Can They Capitalize On Emerging Workflow Opportunities? - Major Drivers

<ul><li>Agilent Technologies Q1 2024 earnings were decent.</li><li>Mike McMullen, the outgoing President and CEO of Agilent, announced his retirement and new CEO-elect, Padraig McDonnell took charge of the company.</li><li>Agilent reported Q1 revenue of $1.66 billion, which represents a decrease of 6.4% against the same period the previous year.</li></ul>

Agilent Technologies Q1 2024 earnings were decent.Mike McMullen, the outgoing President and CEO of Agilent, announced his retirement and new CEO-elect, Padraig McDonnell took charge of the company.Agilent reported Q1 revenue of $1.66 billion, which represents a decrease of 6.4% against the same period the previous year.

Agilent Technologies: Stabilization Of Demand In China & 5 Other Major Drivers

<ul><li>Agilent Technologies, Inc. delivered a solid result and managed an all-around beat in the quarter.</li><li>Despite a 9.7% decline in revenue to $1.69 billion, the team managed to surpass expectations by maintaining a robust fourth-quarter operating margin of 27.8%.</li><li>Despite an 18% core decline in the Life Science and Applied Markets Group, there is optimism about sustained growth in PFAS solutions and Advanced Materials.</li></ul>

Agilent Technologies, Inc. delivered a solid result and managed an all-around beat in the quarter.Despite a 9.7% decline in revenue to $1.69 billion, the team managed to surpass expectations by maintaining a robust fourth-quarter operating margin of 27.8%.Despite an 18% core decline in the Life Science and Applied Markets Group, there is optimism about sustained growth in PFAS solutions and Advanced Materials.

Agilent Technologies Inc.: Key Strategies Fueling Their Industry Breakthrough! - Major Drivers

Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>Innovation data suggests that <a href="https://www.smartkarma.com/entities/bayer-ag" target="_blank" data-smartkarma-citation="entities:26881:1" rel="noopener">Bayer AG (BAYN GY)</a> has an almost monopoly stake in agriculture-related microbial, followed by <a href="https://www.smartkarma.com/entities/dupont-de-nemours-inc" target="_blank" data-smartkarma-citation="entities:9239:1" rel="noopener">DuPont (DD US)</a> </li>
<li>In non-ag microbial space <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a>,  <a href="https://www.smartkarma.com/entities/codexis-inc" target="_blank" data-smartkarma-citation="entities:26400:1" rel="noopener">Codexis Inc (CDXS US)</a>,  <a href="https://www.smartkarma.com/entities/regeneron-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:9167:1" rel="noopener">Regeneron Pharmaceuticals (REGN US),</a><a href="https://www.smartkarma.com/entities/immatics-nv" target="_blank" data-smartkarma-citation="entities:33092:1" rel="noopener">Immatics NV (IMTX US)</a> lead the field</li>
<li>In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, <a href="https://www.smartkarma.com/entities/johnson-johnson" target="_blank" data-smartkarma-citation="entities:1132:1" rel="noopener">Johnson &amp; Johnson (JNJ US)</a>, and <a href="https://www.smartkarma.com/entities/pfizer-inc" target="_blank" data-smartkarma-citation="entities:1131:1" rel="noopener">Pfizer Inc (PFE US) </a>lead</li>
</ul>


Innovation data suggests that Bayer AG (BAYN GY) has an almost monopoly stake in agriculture-related microbial, followed by DuPont (DD US) 
In non-ag microbial space Moderna Inc (MRNA US),  Codexis Inc (CDXS US),  Regeneron Pharmaceuticals (REGN US),Immatics NV (IMTX US) lead the field
In the nascent area of bacteriophages which could be a game-changer to fight against antibiotic-resistant bacteria BOEHRINGER INGELHEIM, Johnson &amp; Johnson (JNJ US), and Pfizer Inc (PFE US) lead


Insights from Data Mining Technical Publications - Microbes - Bacteriophages

United States

Agilent Technologies, Inc. provides core bio-analytical and electronic measurement solutions to the communications, electronics, life sciences, and chemical analysis industries. The Company offers electronic and bio-analytical measurement, semiconductor, and board testing.

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Agilent Technologies (A US)

Agilent Technologies: A Tale Of Geographic Diversification and Emerging Market Growth! - Major Drivers

Agilent Technologies showed resilience in its Q3 2024 earnings, despite facing challenges with a 4.4% revenue decline and continued pressure in...

Baptista Research

Agilent Technologies Inc.: Can They Capitalize On Emerging Workflow Opportunities? - Major Drivers

Agilent Technologies was found to have declining earnings in Quarter 2 of 2024. Despite a drop in revenue, orders grew compared to the previous...

Baptista Research

Agilent Technologies: Stabilization Of Demand In China & 5 Other Major Drivers

Agilent Technologies Q1 2024 earnings were decent. Mike McMullen, the outgoing President and CEO of Agilent, announced his retirement and new...

Baptista Research

Agilent Technologies Inc.: Key Strategies Fueling Their Industry Breakthrough! - Major Drivers

Agilent Technologies, Inc. delivered a solid result and managed an all-around beat in the quarter. Despite a 9.7% decline in revenue to $1.69...

Baptista Research

Insights from Data Mining Technical Publications - Microbes - Bacteriophages

Innovations are modifying and harnessing microbes for new uses in agriculture, industry, and as potential new therapeutics to replace or...

Pyari Menon

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