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>In Q1 2024, Gartner delivered strong profitability and free cash flow, which both surpassed expectations, leading the company to increase its guidance for the year.</li><li>The company proved its resilience in what's described as a "complex environment", with contract value growth in the high single digits.</li><li>However, there remain several challenges to face.</li></ul>

In Q1 2024, Gartner delivered strong profitability and free cash flow, which both surpassed expectations, leading the company to increase its guidance for the year.The company proved its resilience in what's described as a "complex environment", with contract value growth in the high single digits.However, there remain several challenges to face.

Gartner Inc.:  Increasing Interest In Artificial Intelligence (AI) & Its Expected Impact On The Top-Line! - Major Drivers

<ul><li>Gartner announced positive results in the fourth quarter of 2023 and offered insights on future prospects.</li><li>In terms of performance, Gartner demonstrated high single-digit growth in contract value during Q4, with revenue, EBITDA, adjusted EPS, and free cash flow surpassing expectations.</li><li>Notably, the company weathered several disruptions in 2023 owing to macroeconomic conditions.</li></ul>

Gartner announced positive results in the fourth quarter of 2023 and offered insights on future prospects.In terms of performance, Gartner demonstrated high single-digit growth in contract value during Q4, with revenue, EBITDA, adjusted EPS, and free cash flow surpassing expectations.Notably, the company weathered several disruptions in 2023 owing to macroeconomic conditions.

Gartner Inc: Is The Enterprise New Business Growth Catalyzing Growth? - Major Drivers

<ul><li>Gartner Inc. reported robust performance in Q3, achieving high single-digit growth in contract value, with revenue, EBITDA, and adjusted EPS surpassing expectations.</li><li>Research revenue grew by 5%, and subscription revenue saw an 8% organic growth.</li><li>The company's Consulting segment, an extension of Gartner Research, achieved a 23% growth in revenue, notably excelling in contract optimization.</li></ul>

Gartner Inc. reported robust performance in Q3, achieving high single-digit growth in contract value, with revenue, EBITDA, and adjusted EPS surpassing expectations.Research revenue grew by 5%, and subscription revenue saw an 8% organic growth.The company's Consulting segment, an extension of Gartner Research, achieved a 23% growth in revenue, notably excelling in contract optimization.

Gartner Inc: Expansion Of Sales Capabilities To Capitalize On The Huge Market Opportunity! - Major Drivers

<ul><li>Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high single-digit growth in contract value.</li><li>Additionally, Gartner reported excellent free cash flow during the quarter.</li><li>The company's focus on research as its primary revenue segment was highlighted, with significant growth in research revenue during the quarter.</li></ul>

Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high single-digit growth in contract value.Additionally, Gartner reported excellent free cash flow during the quarter.The company's focus on research as its primary revenue segment was highlighted, with significant growth in research revenue during the quarter.

Gartner Inc.: Why Enterprise Leaders Can't Get Enough of Gartner's Insights! - Major Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Gartner Inc (IT US)

Gartner Inc.: Increasing Interest In Artificial Intelligence (AI) & Its Expected Impact On The Top-Line! - Major Drivers

In Q1 2024, Gartner delivered strong profitability and free cash flow, which both surpassed expectations, leading the company to increase its...

Baptista Research

Gartner Inc: Is The Enterprise New Business Growth Catalyzing Growth? - Major Drivers

Gartner announced positive results in the fourth quarter of 2023 and offered insights on future prospects. In terms of performance, Gartner...

Baptista Research

Gartner Inc: Expansion Of Sales Capabilities To Capitalize On The Huge Market Opportunity! - Major Drivers

Gartner Inc. reported robust performance in Q3, achieving high single-digit growth in contract value, with revenue, EBITDA, and adjusted EPS...

Baptista Research

Gartner Inc.: Why Enterprise Leaders Can't Get Enough of Gartner's Insights! - Major Drivers

Gartner delivered a strong result and managed an all-around beat in the last quarter, marked by double-digit growth in revenue, along with high...

Baptista Research

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)