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>Gartner's third-quarter 2025 financial results surpassed expectations amidst a dynamic macroeconomic environment.</li><li>The company navigated challenges like changes in the federal government and evolving tariff policies through operational adaptations that contributed to increased client retention and improved contract renewal rates.</li><li>Gartner's client engagement indicators have shown positive trends, signaling potential future growth.</li></ul>

Gartner's third-quarter 2025 financial results surpassed expectations amidst a dynamic macroeconomic environment.The company navigated challenges like changes in the federal government and evolving tariff policies through operational adaptations that contributed to increased client retention and improved contract renewal rates.Gartner's client engagement indicators have shown positive trends, signaling potential future growth.

Gartner Inc: Setting the Stage for Breakthrough Revenue Growth With Smart Expansion!

<ul><li>Gartner's latest financial results and strategic initiatives offer a comprehensive view of the company's current standing and potential future trajectory.</li><li>On one hand, the company reported several areas of growth and strategic adaptation, while on the other, it faced some significant headwinds that are impacting near-term performance.</li><li>Gartner's second-quarter revenue came in at $1.7 billion, reflecting a 6% year-over-year increase.</li></ul>

Gartner's latest financial results and strategic initiatives offer a comprehensive view of the company's current standing and potential future trajectory.On one hand, the company reported several areas of growth and strategic adaptation, while on the other, it faced some significant headwinds that are impacting near-term performance.Gartner's second-quarter revenue came in at $1.7 billion, reflecting a 6% year-over-year increase.

Gartner Deploys 50 AI Apps—Will This Revolutionize Efficiency & Margins?

<ul><li>Gartner Inc.'s first-quarter 2025 financial results showcased a resilient performance amidst a complex macroeconomic environment, reflecting both positive strides and significant challenges.</li><li>The company reported revenue of $1.5 billion, marking a 4% increase year-over-year or 6% when factoring in FX-neutral growth.</li><li>Despite a dynamic environment, notable contributions to revenue growth came from Gartner's research and conferences segments, with consulting also delivering growth albeit at a modest pace.</li></ul>

Gartner Inc.'s first-quarter 2025 financial results showcased a resilient performance amidst a complex macroeconomic environment, reflecting both positive strides and significant challenges.The company reported revenue of $1.5 billion, marking a 4% increase year-over-year or 6% when factoring in FX-neutral growth.Despite a dynamic environment, notable contributions to revenue growth came from Gartner's research and conferences segments, with consulting also delivering growth albeit at a modest pace.

Gartner Inc.: These Are The Biggest Challenges It Is Facing With Scaling Operational Capacity & Diversification!

<ul><li>WillScot Holdings Corp reported its fourth-quarter and full-year 2024 financial and operational results, highlighting both achievements and challenges faced during the year.</li><li>The company, recognized as the largest provider of modular space and portable storage solutions in North America, undertook strategic initiatives aimed at strengthening its market position and driving long-term growth.</li><li>In 2024, WillScot successfully integrated key components of its operations, notably the merger of its Mobile Mini and WillScot field sales and operations teams.</li></ul>

WillScot Holdings Corp reported its fourth-quarter and full-year 2024 financial and operational results, highlighting both achievements and challenges faced during the year.The company, recognized as the largest provider of modular space and portable storage solutions in North America, undertook strategic initiatives aimed at strengthening its market position and driving long-term growth.In 2024, WillScot successfully integrated key components of its operations, notably the merger of its Mobile Mini and WillScot field sales and operations teams.

Gartner Inc: Why We Are Confident Of Its Ongoing Growth In Subscription Revenue!

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<ul>
<li>Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return</li>
<li>While employees are likely using LLMs in a personal capacity, this mostly isn't feeding into the KPI's that are being used to monitor the success of GenAI projects</li>
<li>The harsh reality is that integrating GenAI tools into existing workflows is time consuming, needs careful planning and likely best done with help from the professionals. </li>
</ul>


Despite $30–40 billion in enterprise investment into GenAI, this report uncovers a surprising result in that 95% of organizations are getting zero return
While employees are likely using LLMs in a personal capacity, this mostly isn't feeding into the KPI's that are being used to monitor the success of GenAI projects
The harsh reality is that integrating GenAI tools into existing workflows is time consuming, needs careful planning and likely best done with help from the professionals. 


MIT Report Claims 95% of GenAI Projects Fail. How Is This Possible?

United States

Gartner, Inc. provides research and analysis on the computer hardware, software, communications, and related information technology industries.  The Company's business segments include research, consulting, measurement, events and executive programs.

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Gartner Inc (IT US)

Gartner Inc: Setting the Stage for Breakthrough Revenue Growth With Smart Expansion!

Gartner's third-quarter 2025 financial results surpassed expectations amidst a dynamic macroeconomic environment. The company navigated challenges...

Baptista Research

Gartner Deploys 50 AI Apps—Will This Revolutionize Efficiency & Margins?

Gartner's latest financial results and strategic initiatives offer a comprehensive view of the company's current standing and potential future...

Baptista Research

Gartner Inc.: These Are The Biggest Challenges It Is Facing With Scaling Operational Capacity & Diversification!

Gartner Inc.'s first-quarter 2025 financial results showcased a resilient performance amidst a complex macroeconomic environment, reflecting both...

Baptista Research

Gartner Inc: Why We Are Confident Of Its Ongoing Growth In Subscription Revenue!

WillScot Holdings Corp reported its fourth-quarter and full-year 2024 financial and operational results, highlighting both achievements and...

Baptista Research

MIT Report Claims 95% of GenAI Projects Fail. How Is This Possible?

The harsh reality is that integrating GenAI tools into existing workflows is time consuming, needs careful planning and likely best done with help...

William Keating

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