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>Pegasystems has positioned itself robustly in the first quarter of 2024 by leveraging its advanced Gen AI technologies and cloud-based solutions.</li><li>The company's strategy to enhance client engagement and optimize business outcomes using Gen AI has shown promising results, with CEO Alan Trefler expressing notable optimism regarding the long-term potential of this technology.</li><li>The positive notes from Pegasystems' quarter include the strengthening of Pega Cloud, which roughly approached $600 million in Annual Contract Value (ACV).</li></ul>

Pegasystems has positioned itself robustly in the first quarter of 2024 by leveraging its advanced Gen AI technologies and cloud-based solutions.The company's strategy to enhance client engagement and optimize business outcomes using Gen AI has shown promising results, with CEO Alan Trefler expressing notable optimism regarding the long-term potential of this technology.The positive notes from Pegasystems' quarter include the strengthening of Pega Cloud, which roughly approached $600 million in Annual Contract Value (ACV).

Pegasystems Inc.: Cloud migration and Continuous Improvement in Pega Cloud & Major Drivers

<ul><li>Pegasystems Inc. has noted robust cash flow growth and value delivered to its clients in Q4 of 2023.</li><li>The company has adopted a new go-to-market strategy that has been received well by the team, leading to strong customer relationships.</li><li>The company has focused on AI utilization to introduce industry-changing technologies, which has resulted in increased growth and cash flow.</li></ul>

Pegasystems Inc. has noted robust cash flow growth and value delivered to its clients in Q4 of 2023.The company has adopted a new go-to-market strategy that has been received well by the team, leading to strong customer relationships.The company has focused on AI utilization to introduce industry-changing technologies, which has resulted in increased growth and cash flow.

<ul><li>Pegasystems Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>Despite macroeconomic difficulties, Q3 saw commendable performance, driven notably by EMEA and financial services clients, resulting in a 12% year-over-year growth in ACV.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Pegasystems Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street.Despite macroeconomic difficulties, Q3 saw commendable performance, driven notably by EMEA and financial services clients, resulting in a 12% year-over-year growth in ACV.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Pegasystems Inc.: Balancing Growth with a Lucrative Free Cash Flow! - Major Drivers

<ul><li>Pegasystems delivered disappointing results as the company could not meet Wall Street's revenue and earnings expectations.</li><li>Pega achieved a remarkable feat in the first half of 2023 by producing $114 million in cash flow from operations and $123 million in free cash flow.</li><li>The free cash flow dollars produced in the first half of the year was $123 million.</li></ul>

Pegasystems delivered disappointing results as the company could not meet Wall Street's revenue and earnings expectations.Pega achieved a remarkable feat in the first half of 2023 by producing $114 million in cash flow from operations and $123 million in free cash flow.The free cash flow dollars produced in the first half of the year was $123 million.

Pegasystems Inc.: Their Focus on Pega Cloud ACV is Rewriting the Rulebook! - Major Drivers

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Thematic (Sector/Industry)

<ul><li>Earnings Season Thus Far- Meanwhile Mixed Economic Messages Earnings season picks up this week with the technology heavyweights like Alphabet, Microsoft, Amazon, and Meta are all set to report their results.</li><li>During the upcoming week, 180 S&amp;P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.</li><li>Overall, 18% of the companies in the S&amp;P 500 have reported actual results for Q1 2023 to date.</li></ul>

Earnings Season Thus Far- Meanwhile Mixed Economic Messages Earnings season picks up this week with the technology heavyweights like Alphabet, Microsoft, Amazon, and Meta are all set to report their results.During the upcoming week, 180 S&amp;P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.Overall, 18% of the companies in the S&amp;P 500 have reported actual results for Q1 2023 to date.

United States

Pegasystems Inc. develops customer relationship management software.  The software automates customer interactions across transaction-intensive enterprises. The Company provides its products to customers in the banking, mutual funds and securities, mortgage services, card services, insurance, healthcare management, and telecommunications industries.

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Pegasystems Inc (PEGA US)

Pegasystems Inc.: Cloud migration and Continuous Improvement in Pega Cloud & Major Drivers

Pegasystems has positioned itself robustly in the first quarter of 2024 by leveraging its advanced Gen AI technologies and cloud-based...

Baptista Research

Pegasystems Inc: Generative AI

Pegasystems Inc. has noted robust cash flow growth and value delivered to its clients in Q4 of 2023. The company has adopted a new go-to-market...

Baptista Research

Pegasystems Inc.: Balancing Growth with a Lucrative Free Cash Flow! - Major Drivers

Pegasystems Inc. surpassed the revenue expectations as well as the earnings expectations of Wall Street. Despite macroeconomic difficulties, Q3...

Baptista Research

Pegasystems Inc.: Their Focus on Pega Cloud ACV is Rewriting the Rulebook! - Major Drivers

Pegasystems delivered disappointing results as the company could not meet Wall Street's revenue and earnings expectations. Pega achieved a...

Baptista Research

Weekly Stock Bullfinder - Week of 4/24

During the upcoming week, 180 S&P 500 companies (including 14 Dow 30 components) are scheduled to report results for the first quarter.

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