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>JFrog Ltd., a key player in the software development tools industry, is currently generating buzz with reports of preliminary takeover interest from major private equity firms, including Permira and Hellman & Friedman.</li><li>The Israeli-American company, known for its DevOps platform and advanced security solutions, has positioned itself as a prime acquisition target for strategic acquirers and financial firms alike.</li><li>This attention stems from its unique offerings that streamline software development and security, in addition to recent collaborations with GitHub and NVIDIA, which have enhanced its product portfolio.</li></ul>

JFrog Ltd., a key player in the software development tools industry, is currently generating buzz with reports of preliminary takeover interest from major private equity firms, including Permira and Hellman & Friedman.The Israeli-American company, known for its DevOps platform and advanced security solutions, has positioned itself as a prime acquisition target for strategic acquirers and financial firms alike.This attention stems from its unique offerings that streamline software development and security, in addition to recent collaborations with GitHub and NVIDIA, which have enhanced its product portfolio.

JFrog Ltd. Attracts Takeover Interest: Why Private Equity Firms Like Permira and Hellman & Friedman Are Interested

<ul><li>JFrog's second quarter 2024 financial results highlight a scenario of mixed outcomes that underscore the robust yet challenging aspects of its operational and financial maneuvers.</li><li>JFrog's CEO, Shlomi Ben Haim, and CFO, Ed Grabscheid provided detailed insights into the company's performance and strategic pivots intended to harness emerging market opportunities and address existing challenges.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

JFrog's second quarter 2024 financial results highlight a scenario of mixed outcomes that underscore the robust yet challenging aspects of its operational and financial maneuvers.JFrog's CEO, Shlomi Ben Haim, and CFO, Ed Grabscheid provided detailed insights into the company's performance and strategic pivots intended to harness emerging market opportunities and address existing challenges.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

JFrog Ltd.: Dealing With The Market Competition Intensification Risk & Other Challenges? - Major Drivers

<ul><li>JFrog's First Quarter 2024 financial report showcases a strong financial position with notable overall growth and a positive outlook, marked by significant developments and strategic initiatives across the company.</li><li>Total revenue reached $100.3 million, reflecting a 26% year-over-year increase, driven by robust cloud revenue and growing enterprise subscriptions.</li><li>Cloud revenue notably increased to $36.9 million, marking a 47% growth from the previous year.</li></ul>

JFrog's First Quarter 2024 financial report showcases a strong financial position with notable overall growth and a positive outlook, marked by significant developments and strategic initiatives across the company.Total revenue reached $100.3 million, reflecting a 26% year-over-year increase, driven by robust cloud revenue and growing enterprise subscriptions.Cloud revenue notably increased to $36.9 million, marking a 47% growth from the previous year.

JFrog Ltd.: How Are They Successfully Expanding Cloud Services Revenue? - Major Drivers

<ul><li>This is our first report on DevOps platform provider, JFrog.</li><li>Most importantly, the year-over-year growth of JFrog's cloud business rose by 46%, contributing $30.6 million to the total revenue.</li><li>Non-GAAP profit stood at $16.6 million, generating a free cash flow of $25.4 million.</li></ul>

This is our first report on DevOps platform provider, JFrog.Most importantly, the year-over-year growth of JFrog's cloud business rose by 46%, contributing $30.6 million to the total revenue.Non-GAAP profit stood at $16.6 million, generating a free cash flow of $25.4 million.

JFrog Ltd.: Initiation of Coverage - Unleashing the Power of AI in DevOps – A Game-Changer You Can't Afford to Miss! - Major Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

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Thematic (Sector/Industry)

<ul><li>Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li><li>As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.</li><li>Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.</li></ul>

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.As of last Friday’s close, the S&amp;P 500 is up about 2% YTD. However, without the contribution of chip maker Nvidia (NVDA) it would be flat YTD.Since the end of 2022, few and fewer big cap tech names are now carrying the overall S&amp;P 500 index performance.

United States

JFrog Ltd operates as a software development company. The Company provides technologies and tools for the everyday use and to increase the effectiveness. JFrog serves customers worldwide.

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JFrog (FROG US)

JFrog Ltd. Attracts Takeover Interest: Why Private Equity Firms Like Permira and Hellman & Friedman Are Interested

JFrog Ltd., a key player in the software development tools industry, is currently generating buzz with reports of preliminary takeover interest...

Baptista Research

JFrog Ltd.: Dealing With The Market Competition Intensification Risk & Other Challenges? - Major Drivers

JFrog's second quarter 2024 financial results highlight a scenario of mixed outcomes that underscore the robust yet challenging aspects of its...

Baptista Research

JFrog Ltd.: How Are They Successfully Expanding Cloud Services Revenue? - Major Drivers

JFrog's First Quarter 2024 financial report showcases a strong financial position with notable overall growth and a positive outlook, marked by...

Baptista Research

JFrog Ltd.: Initiation of Coverage - Unleashing the Power of AI in DevOps – A Game-Changer You Can't Afford to Miss! - Major Drivers

This is our first report on DevOps platform provider, JFrog. Most importantly, the year-over-year growth of JFrog's cloud business rose by 46%,...

Baptista Research

Weekly Stock Bullfinder - Week of 3/27

Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...

Weekly Stock Bull Finder

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