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>ANSYS Inc. delivered a mixed result in the recent quarter, with revenues below market expectations, but it surpassed the analyst consensus regarding earnings.</li><li>These restrictions included incremental approval processes and export restrictions on selling certain ANSYS products and services to entities in China.</li><li>Despite these challenges, ANSYS delivered a robust quarter marked by double-digit growth in Annual Contract Value (ACV).</li></ul>

ANSYS Inc. delivered a mixed result in the recent quarter, with revenues below market expectations, but it surpassed the analyst consensus regarding earnings.These restrictions included incremental approval processes and export restrictions on selling certain ANSYS products and services to entities in China.Despite these challenges, ANSYS delivered a robust quarter marked by double-digit growth in Annual Contract Value (ACV).

ANSYS Inc.: Impact Of Export Controls On China Operations! - Major Drivers

<ul><li>ANSYS Inc. delivered a solid result and managed an all-around beat in the last quarter, surpassing its financial guidance across all key metrics.</li><li>During Q2, the company reported reliable performance, beating its ACV, revenue, operating margin, and EPS guidance.</li><li>Total revenue for the quarter exceeded expectations, reflecting the positive impact of ACV outperformance and the mix of license types sold.</li></ul>

ANSYS Inc. delivered a solid result and managed an all-around beat in the last quarter, surpassing its financial guidance across all key metrics.During Q2, the company reported reliable performance, beating its ACV, revenue, operating margin, and EPS guidance.Total revenue for the quarter exceeded expectations, reflecting the positive impact of ACV outperformance and the mix of license types sold.

ANSYS Inc.: The Role of SMBs in Driving Growth! - Major Drivers

<ul><li>Ansys managed an all-around beat in Q1 and its results exceeded expectations across all key metrics.</li><li>ANSYS invests in five technology pillars: numerics, high-performance computing (HPC), artificial intelligence (AI), 3D design, and system-level simulation.</li><li>In addition to its investment in numerics, HPC, AI, 3D design, and system-level simulation, ANSYS has been working with key partners to develop new technologies to enhance its capabilities further and bring value to its customers.</li></ul>

Ansys managed an all-around beat in Q1 and its results exceeded expectations across all key metrics.ANSYS invests in five technology pillars: numerics, high-performance computing (HPC), artificial intelligence (AI), 3D design, and system-level simulation.In addition to its investment in numerics, HPC, AI, 3D design, and system-level simulation, ANSYS has been working with key partners to develop new technologies to enhance its capabilities further and bring value to its customers.

<ul><li>Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including earnings per share, operating margin, revenue, and ACV.</li><li>Operating margin was impacted positively by outperforming revenue.</li><li>The company's new safety workflow in ANSYS LS Dyna simulates the comprehensive structural thermal and electrochemical responses of damaged batteries.</li></ul>

Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including earnings per share, operating margin, revenue, and ACV.Operating margin was impacted positively by outperforming revenue.The company's new safety workflow in ANSYS LS Dyna simulates the comprehensive structural thermal and electrochemical responses of damaged batteries.

ANSYS Inc.: Acquisition Of Leading Particle Dynamics Simulation Software & Other Drivers

Selected Quarterly & Annual Newsletters from Funds, Fund Newsletters

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Selected Quarterly & Annual Newsletters from Funds

Thematic (Sector/Industry)

<ul>
<li>Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.</li>
<li>We expect additional, substantial appreciation for Tesla and SpaceX.</li>
<li>84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.</li>
<li>We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.</li>
<li>Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.</li>
</ul>


Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to growth investing.
We expect additional, substantial appreciation for Tesla and SpaceX.
84.3% of our assets are NOT invested in Tesla and SpaceX, but rather are invested in other exceptionally attractive growth companies.
We have always believed that any recessions or declines in the value of our growth business holdings would not be long-lasting.
Think long term about everything, guard your reputation zealously, make sure your balance sheet is as close to impregnable as possible.


Baron Funds Q3 2022 Report - Letter From Ron

United States

ANSYS, Inc. develops, markets, and supports software solutions for design analysis and optimization.  The Company's software accelerates product time to market, reduces production costs, improves engineering processes, and optimizes product quality and safety for a variety of manufactured products.  ANSYS's product family features open, flexible architecture for easy integration.

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Ansys Inc (ANSS US)

ANSYS Inc.: Impact Of Export Controls On China Operations! - Major Drivers

ANSYS Inc. delivered a mixed result in the recent quarter, with revenues below market expectations, but it surpassed the analyst consensus...

Baptista Research

ANSYS Inc.: The Role of SMBs in Driving Growth! - Major Drivers

ANSYS Inc. delivered a solid result and managed an all-around beat in the last quarter, surpassing its financial guidance across all key...

Baptista Research

ANSYS Inc.: Investments In AI & HPC

Ansys managed an all-around beat in Q1 and its results exceeded expectations across all key metrics. ANSYS invests in five technology pillars:...

Baptista Research

ANSYS Inc.: Acquisition Of Leading Particle Dynamics Simulation Software & Other Drivers

Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including...

Baptista Research

Baron Funds Q3 2022 Report - Letter From Ron

Baron is an asset management firm focused on delivering growth equity investment solutions known for long-term, fundamental, active approach to...

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