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 Capital Markets

Agilent Technologies / Equity Capital Markets

<ul><li>Agilent Technologies delivered a mixed result and failed to meet Wall Street expectations on the revenue front but delivered an earnings beat.</li><li>The lower-than-expected revenue growth was due to the lockdowns and the fact that the company closed its operations in Shanghai.</li><li>The momentum in the energy and chemical business continued to deliver 9% growth, overcoming the conflict in Ukraine and the shutdown of its primary GC facility.</li></ul>

Agilent Technologies delivered a mixed result and failed to meet Wall Street expectations on the revenue front but delivered an earnings beat.The lower-than-expected revenue growth was due to the lockdowns and the fact that the company closed its operations in Shanghai.The momentum in the energy and chemical business continued to deliver 9% growth, overcoming the conflict in Ukraine and the shutdown of its primary GC facility.

Agilent Technologies Inc.: Momentum From Cancer Diagnostics

Credit

<ul><li>Agilent ended the year 2021 on a highly positive note with a top-line of $6.32 billion and revenues growing by as much as $1 billion (around 15%).</li><li>The company provided analytical informatics and instruments to a wide customer range along with consumables and related services that ensure strong revenue stickiness.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Agilent ended the year 2021 on a highly positive note with a top-line of $6.32 billion and revenues growing by as much as $1 billion (around 15%).The company provided analytical informatics and instruments to a wide customer range along with consumables and related services that ensure strong revenue stickiness.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Agilent Technologies: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>Agilent had a particularly strong 2021 with revenues growing by as much as $1 billion (nearly 15%).</li><li>Agilent supplied analytical informatics and instruments to a wide customer range along with consumables and related services that ensure strong revenue stickiness.</li><li>Agilent is well-positioned to continue its momentum in 2022 and we give the stock a ‘Hold’ rating with a revised target price.</li></ul>

Agilent had a particularly strong 2021 with revenues growing by as much as $1 billion (nearly 15%).Agilent supplied analytical informatics and instruments to a wide customer range along with consumables and related services that ensure strong revenue stickiness.Agilent is well-positioned to continue its momentum in 2022 and we give the stock a ‘Hold’ rating with a revised target price.

Agilent Technologies Inc.: Financial & Price Forecasts

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

<ul><li>Agilent had another strong quarter to close out an exceptional 2021.</li><li>At $6.32 billion for fiscal 2021, its revenues are over $1 billion higher than last year.</li><li>The company has been supplying analytical instruments and informatics to a vast customer base followed by providing related services and consumables ensuring a strong revenue stickiness.</li></ul>

Agilent had another strong quarter to close out an exceptional 2021.At $6.32 billion for fiscal 2021, its revenues are over $1 billion higher than last year.The company has been supplying analytical instruments and informatics to a vast customer base followed by providing related services and consumables ensuring a strong revenue stickiness.

Agilent Technologies Inc. - Investment Thesis

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 Inc.: Momentum From Cancer Diagnostics

Agilent Technologies delivered a mixed result and failed to meet Wall Street expectations on the revenue front but delivered an earnings beat. The...

Baptista Research

Agilent Technologies: Detailed Credit Analysis & Financial Strength Evaluation Report

Agilent ended the year 2021 on a highly positive note with a top-line of $6.32 billion and revenues growing by as much as $1 billion (around...

Baptista Research

Agilent Technologies Inc.: Financial & Price Forecasts

Agilent had a particularly strong 2021 with revenues growing by as much as $1 billion (nearly 15%). Agilent supplied analytical informatics and...

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

Agilent Technologies Inc. - Investment Thesis

Agilent had another strong quarter to close out an exceptional 2021. At $6.32 billion for fiscal 2021, its revenues are over $1 billion higher...

Baptista Research

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