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>Guidewire Software Inc. concluded its fiscal fourth quarter and full year 2024 financials with robust performance, spearheaded by a successful shift towards cloud-based services.</li><li>The transition to a vertical software-as-a service (SaaS) model from an on-premise system appears to capture significant market interest, marked by an annual recurring revenue (ARR) growth of 14% and fully-ramped ARR acceleration of 19%.</li><li>This transition underscores the company's strategic realignment towards offering more scalable and efficient cloud solutions.</li></ul>

Guidewire Software Inc. concluded its fiscal fourth quarter and full year 2024 financials with robust performance, spearheaded by a successful shift towards cloud-based services.The transition to a vertical software-as-a service (SaaS) model from an on-premise system appears to capture significant market interest, marked by an annual recurring revenue (ARR) growth of 14% and fully-ramped ARR acceleration of 19%.This transition underscores the company's strategic realignment towards offering more scalable and efficient cloud solutions.

Guidewire Software: A Bear's Perspective/ 4 Reasons Why We Are Not Too Optimistic! - Major Drivers

<ul><li>Guidewire recently disclosed its results for the third quarter of fiscal year 2024, which exhibited a strong operational performance and positive strategic developments.</li><li>The company, which provides insurance software, expressed confidence in its cloud-based offerings and reported significant progress in both customer traction and financial metrics.</li><li>During this quarter, Guidewire saw substantial customer adoption, evidenced by the closure of eight InsuranceSuite Cloud deals, bringing the year-to-date tally to 24—an increase of 33% year-over-year.</li></ul>

Guidewire recently disclosed its results for the third quarter of fiscal year 2024, which exhibited a strong operational performance and positive strategic developments.The company, which provides insurance software, expressed confidence in its cloud-based offerings and reported significant progress in both customer traction and financial metrics.During this quarter, Guidewire saw substantial customer adoption, evidenced by the closure of eight InsuranceSuite Cloud deals, bringing the year-to-date tally to 24—an increase of 33% year-over-year.

Guidewire Software Inc.: A Tale Of Strategic Focus on Modernization and Generative AI! - Major Drivers

<ul><li>Guidewire Software Inc.</li><li>reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call.</li><li>The company reported continued sales momentum and operational performance.</li></ul>

Guidewire Software Inc.reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call.The company reported continued sales momentum and operational performance.

Guidewire Software: Increasing Demand for Its InsuranceSuite Applications & 5 Factors Driving Growth! - Financial Forecasts

<ul><li>Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and operational aspects.</li><li>The sustained growth is evidence of Guidewire's commitment to establishing a lasting and positive impact on the P&C insurance industry.</li><li>The company is steadily constructing a franchise that promises durable, profitable, long-term growth befitting a vertical market leader.</li></ul>

Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and operational aspects.The sustained growth is evidence of Guidewire's commitment to establishing a lasting and positive impact on the P&C insurance industry.The company is steadily constructing a franchise that promises durable, profitable, long-term growth befitting a vertical market leader.

Guidewire Software Inc.: Data and Analytics Offering Long-Term Opportunity - How? - Major Drivers

Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.</li>
<li>Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.</li>
<li>This bottom-up analysis also pointed to bullish macro conclusions about the economy.</li>
</ul>


A bottom-up driven scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases with strong potential upsides.
Bullish patterns are broadly based, primarily concentrated in technology and cyclicals, which argue for a continuation of the AI-related bull and an economic rebound.
This bottom-up analysis also pointed to bullish macro conclusions about the economy.


United States

Guidewire Software Inc. develops and publishes enterprise software for the property and casualty insurance industry. The Company's software supports the workflow, collaboration with external partners, and rule-based decision-making that characterize modern underwriting and claims operations.

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Guidewire Software (GWRE US)

Guidewire Software: A Bear's Perspective/ 4 Reasons Why We Are Not Too Optimistic! - Major Drivers

Guidewire Software Inc. concluded its fiscal fourth quarter and full year 2024 financials with robust performance, spearheaded by a successful...

Baptista Research

Guidewire Software Inc.: A Tale Of Strategic Focus on Modernization and Generative AI! - Major Drivers

Guidewire recently disclosed its results for the third quarter of fiscal year 2024, which exhibited a strong operational performance and positive...

Baptista Research

Guidewire Software: Increasing Demand for Its InsuranceSuite Applications & 5 Factors Driving Growth! - Financial Forecasts

Guidewire Software Inc. reported on the financial results of its second quarter of fiscal 2024 during its most recent earnings call. The company...

Baptista Research

Guidewire Software Inc.: Data and Analytics Offering Long-Term Opportunity - How? - Major Drivers

Guidewire Software delivered an all-around beat in the fourth quarter, driven by solid execution, reflecting progress on both the deal front and...

Baptista Research

29 Reasons to Be Bullish

A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...

Cam Hui

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