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>NetApp has commenced Fiscal Year 2025 on a positive note, demonstrating strong financial performance and sound strategic execution despite a challenging economic landscape.</li><li>During the first quarter, the company delivered a commendable 8% year-over-year growth in revenue, coupled with record figures for first quarter operating margin and earnings per share (EPS).</li><li>In light of these results, NetApp has revised its fiscal year outlook upward, signaling confidence in both revenue and profitability.</li></ul>

NetApp has commenced Fiscal Year 2025 on a positive note, demonstrating strong financial performance and sound strategic execution despite a challenging economic landscape.During the first quarter, the company delivered a commendable 8% year-over-year growth in revenue, coupled with record figures for first quarter operating margin and earnings per share (EPS).In light of these results, NetApp has revised its fiscal year outlook upward, signaling confidence in both revenue and profitability.

NetApp Inc.: A Story Of Cloud Storage Portfolio Growth & All-Flash Array Market Expansion! - Major Drivers

<ul><li>NetApp concluded its fiscal year 2024 on a high note, demonstrating robust performance in the fourth quarter.</li><li>The company's revenue for the fourth quarter and the full fiscal year surpassed the midpoint of their guidance, a result of the strong growth from their expanded all-flash portfolio.</li><li>They also achieved company records for annual gross margin operating margin, earnings per share, operating cash flow, and free cash flow.</li></ul>

NetApp concluded its fiscal year 2024 on a high note, demonstrating robust performance in the fourth quarter.The company's revenue for the fourth quarter and the full fiscal year surpassed the midpoint of their guidance, a result of the strong growth from their expanded all-flash portfolio.They also achieved company records for annual gross margin operating margin, earnings per share, operating cash flow, and free cash flow.

NetApp Inc.: Investment In Artificial Intelligence (AI) Yielding Results? - Major Drivers

<ul><li>NetApp Inc.</li><li>reported a decent performance in Q3 FY '24.</li><li>During this quarter, revenue grew above the company's guidance, driven by the momentum of their expanded all-flash product portfolio.</li></ul>

NetApp Inc.reported a decent performance in Q3 FY '24.During this quarter, revenue grew above the company's guidance, driven by the momentum of their expanded all-flash product portfolio.

NetApp Inc.: Will Their Investment In AI Technology Pay Off? - Key Drivers

<ul><li>NetApp, Inc. delivered a strong result and managed an all-around beat in the last quarter.</li><li>The management's strategic focus on controlling controllable factors, enhancing storage business performance, and refining the approach to the Public Cloud business yielded positive results.</li><li>The quarter's results reflected robust growth in the hybrid cloud segment, with a 10% quarter-over-quarter increase in revenue to $1.4 billion.</li></ul>

NetApp, Inc. delivered a strong result and managed an all-around beat in the last quarter.The management's strategic focus on controlling controllable factors, enhancing storage business performance, and refining the approach to the Public Cloud business yielded positive results.The quarter's results reflected robust growth in the hybrid cloud segment, with a 10% quarter-over-quarter increase in revenue to $1.4 billion.

NetApp Inc.: Can Its New Hybrid Cloud Solution Help Catalyze Growth? - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Thematic (Sector/Industry)

<ul><li>Markets always act erratically, but I thought I would highlight one aspect that disproportionately impacts semiconductors.</li><li>Factor investing is not new, but we are in a unique period where Momentum has quite a period of outperformance and short-term outperformance.</li><li>This matters because semiconductors are (as far as my memory holds) the most significant weight in Momentum I’ve ever witnessed. </li></ul>

Markets always act erratically, but I thought I would highlight one aspect that disproportionately impacts semiconductors.Factor investing is not new, but we are in a unique period where Momentum has quite a period of outperformance and short-term outperformance.This matters because semiconductors are (as far as my memory holds) the most significant weight in Momentum I’ve ever witnessed. 

United States

NetApp, Inc. provides storage and data management solutions. The Company's storage solutions include specialized hardware, software, and services that provide storage management for open network environments. NetApp  serves enterprises, government agencies, and universities worldwide.

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Netapp Inc (NTAP US)

NetApp Inc.: A Story Of Cloud Storage Portfolio Growth & All-Flash Array Market Expansion! - Major Drivers

NetApp has commenced Fiscal Year 2025 on a positive note, demonstrating strong financial performance and sound strategic execution despite a...

Baptista Research

NetApp Inc.: Investment In Artificial Intelligence (AI) Yielding Results? - Major Drivers

NetApp concluded its fiscal year 2024 on a high note, demonstrating robust performance in the fourth quarter. The company's revenue for the fourth...

Baptista Research

NetApp Inc.: Will Their Investment In AI Technology Pay Off? - Key Drivers

NetApp Inc. reported a decent performance in Q3 FY '24. During this quarter, revenue grew above the company's guidance, driven by the momentum of...

Baptista Research

NetApp Inc.: Can Its New Hybrid Cloud Solution Help Catalyze Growth? - Major Drivers

NetApp, Inc. delivered a strong result and managed an all-around beat in the last quarter. The management's strategic focus on controlling...

Baptista Research

Factors and Semiconductors

A friendly warning. Momentum is outperforming all factors this year, and Semiconductors are a large part of that. Markets always act erratically,...

Fabricated Knowledge

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