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>IPG Photonics' recent earnings for the third quarter of 2024 highlighted several key developments, financial metrics, and strategic initiatives that offer insights into the company's current position and future prospects.</li><li>The revenue for the quarter was $233 million, marking a significant year-over-year decline of 23% and an 8% decrease sequentially when adjusted for the sale of its Russian operations.</li><li>Despite this, adjusted earnings per share were at the top end of the guidance, reflecting some operational resilience amid a challenging demand environment.</li></ul>

IPG Photonics' recent earnings for the third quarter of 2024 highlighted several key developments, financial metrics, and strategic initiatives that offer insights into the company's current position and future prospects.The revenue for the quarter was $233 million, marking a significant year-over-year decline of 23% and an 8% decrease sequentially when adjusted for the sale of its Russian operations.Despite this, adjusted earnings per share were at the top end of the guidance, reflecting some operational resilience amid a challenging demand environment.

IPG Photonics: Can Its Welding Solutions Expansion Bring A Shift In The Competitive Dynamics? - Major Drivers

<ul><li>IPG Photonics' first quarter of 2024 financial results and business updates reflect a mix of challenges and strategic advancements amid an evolving market landscape.</li><li>The company, a leader in high-performance fiber lasers and amplifiers, reported a decline in revenue, largely attributed to softening demand in key industrial sectors, particularly e-mobility and general industrial manufacturing.</li><li>These sectors represent a significant portion of IPG Photonics' sales, translating revenue impacts across various applications.</li></ul>

IPG Photonics' first quarter of 2024 financial results and business updates reflect a mix of challenges and strategic advancements amid an evolving market landscape.The company, a leader in high-performance fiber lasers and amplifiers, reported a decline in revenue, largely attributed to softening demand in key industrial sectors, particularly e-mobility and general industrial manufacturing.These sectors represent a significant portion of IPG Photonics' sales, translating revenue impacts across various applications.

IPG Photonics Corporation: Expansion In The Electric Vehicle (EV) Market As A Key Growth Catalyst! - Major Drivers

<ul><li>IPG Photonics Corp's recent earnings showed mixed results for the company's Q4, 2023.</li><li>The company reported that revenue growth was seen in multiple areas including welding, cleaning, 3D printing, and medical applications.</li><li>The strategic plan to diversify revenue away from cutting and reducing sales from China reflected success.</li></ul>

IPG Photonics Corp's recent earnings showed mixed results for the company's Q4, 2023.The company reported that revenue growth was seen in multiple areas including welding, cleaning, 3D printing, and medical applications.The strategic plan to diversify revenue away from cutting and reducing sales from China reflected success.

IPG Photonics Corporation: Is There A Real Upside From The Industrial And Medical Demand? - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>On 3 June 2022, the S&amp;P DJI Global Index team announced changes to the S&amp;P500, S&amp;P Midcap 400, and S&amp;P SmallCap 600 indices (and a number of other smaller indices).</li>
<li>
<a href="https://www.smartkarma.com/entities/vici-properties-inc" target="_blank" data-smartkarma-citation="entities:28786:1" rel="noopener"></a>VICI Properties (VICI) will replace Cerner (CERN) in S&amp;P500 at close of 7 June. Keurig DrPepper and ON Semiconductor will replace UnderArmour and IPG Photonics at close 17 June.</li>
<li>This set of rebalances is particularly interesting in terms of non-offsetting flows, unlike many rebals which are just a game of musical shares between the three top indices.</li>
</ul>


On 3 June 2022, the S&amp;P DJI Global Index team announced changes to the S&amp;P500, S&amp;P Midcap 400, and S&amp;P SmallCap 600 indices (and a number of other smaller indices).

VICI Properties (VICI) will replace Cerner (CERN) in S&amp;P500 at close of 7 June. Keurig DrPepper and ON Semiconductor will replace UnderArmour and IPG Photonics at close 17 June.
This set of rebalances is particularly interesting in terms of non-offsetting flows, unlike many rebals which are just a game of musical shares between the three top indices.


S&P500, S&PMid400, and S&PSmall600 Index Changes for June 2022 - More Interesting Than Usual

<ul><li>IPG Photonics Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>Reduced industrial customer demand and decreased e-mobility applications adversely affected revenue from cutting, welding, and marking applications.</li><li>Additionally, laser technology is gaining traction in automotive and general industrial markets worldwide, especially in welding applications.</li></ul>

IPG Photonics Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but above-par earnings.Reduced industrial customer demand and decreased e-mobility applications adversely affected revenue from cutting, welding, and marking applications.Additionally, laser technology is gaining traction in automotive and general industrial markets worldwide, especially in welding applications.

IPG Photonics Corporation: Unveiling the Impact Of Its Miller Electric Collaboration & Other Major Drivers

United States

IPG Photonics Corporation produces high-power fiber lasers and amplifiers. The Company develops and commercializes optical fiber-based lasers used in a wide range of applications such as materials processing, telecommunications and medical applications.

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Ipg Photonics (IPGP US)

IPG Photonics: Can Its Welding Solutions Expansion Bring A Shift In The Competitive Dynamics? - Major Drivers

IPG Photonics' recent earnings for the third quarter of 2024 highlighted several key developments, financial metrics, and strategic initiatives...

Baptista Research

IPG Photonics Corporation: Expansion In The Electric Vehicle (EV) Market As A Key Growth Catalyst! - Major Drivers

IPG Photonics' first quarter of 2024 financial results and business updates reflect a mix of challenges and strategic advancements amid an...

Baptista Research

IPG Photonics Corporation: Is There A Real Upside From The Industrial And Medical Demand? - Major Drivers

IPG Photonics Corp's recent earnings showed mixed results for the company's Q4, 2023. The company reported that revenue growth was seen in...

Baptista Research

S&P500, S&PMid400, and S&PSmall600 Index Changes for June 2022 - More Interesting Than Usual

The June 2022 S&P500, S&P Midcap 400 and S&P SmallCap 600 Rebalance was announced on 3 June 2022. VICI will replace CERN at the close of 7 June,...

Travis Lundy

IPG Photonics Corporation: Unveiling the Impact Of Its Miller Electric Collaboration & Other Major Drivers

IPG Photonics Corporation delivered a mixed set of results in its most recent result, with revenues falling short of Wall Street expectations but...

Baptista Research

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