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>SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and strategic execution.</li><li>The company announced revenues of $33 million for the quarter, a figure at the high end of their projected outlook and encapsulating a downward trend in customer inventories that surprisingly has catalyzed an upsurge in order activity.</li><li>Their non-GAAP gross margins stood at 57.9%, indicating a slight decrease, primarily influenced by the mix of sales and operational dynamics.</li></ul>

SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and strategic execution.The company announced revenues of $33 million for the quarter, a figure at the high end of their projected outlook and encapsulating a downward trend in customer inventories that surprisingly has catalyzed an upsurge in order activity.Their non-GAAP gross margins stood at 57.9%, indicating a slight decrease, primarily influenced by the mix of sales and operational dynamics.

SiTime Corporation: How Are They Executing The Market Expansion in Communications

<ul><li>This is our first report on silicon timing systems provider, SiTime Corporation.</li><li>The company's fourth quarter revenue figures were $42.4 million, with non-GAAP gross margins at 58.3%.</li><li>The increase in non-GAAP EPS to $0.24 per share (from $0.06 in Q3) suggests that SiTime continues to see profit growth.</li></ul>

This is our first report on silicon timing systems provider, SiTime Corporation.The company's fourth quarter revenue figures were $42.4 million, with non-GAAP gross margins at 58.3%.The increase in non-GAAP EPS to $0.24 per share (from $0.06 in Q3) suggests that SiTime continues to see profit growth.

SiTime Corporation: Initiation Of Coverage - Is The Growth From AI & Data Center Markets Here To Stay? - 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.

<ul><li>This week, Rajesh Vashist of SiTime came to talk about SiTime’s new product launch, Epoch. </li><li>SiTime is still the least understood story in semiconductors because timing is one of the least understood products or applications in semiconductors.</li><li>Timing chips. They are the heartbeat of any system in any communications, processing, computing, or all of the above.</li></ul>

This week, Rajesh Vashist of SiTime came to talk about SiTime’s new product launch, Epoch. SiTime is still the least understood story in semiconductors because timing is one of the least understood products or applications in semiconductors.Timing chips. They are the heartbeat of any system in any communications, processing, computing, or all of the above.

Thematic (Sector/Industry)

<ul><li>The year 2023 began with a significant downturn in the semiconductor market.</li><li>Significant capacity additions were brought on after the historic shortages due to COVID-19, and then demand wobbled as interest rates quickly rose.</li><li>Supply outpaced demand, and the market turned into a period of oversupply.</li></ul>

The year 2023 began with a significant downturn in the semiconductor market.Significant capacity additions were brought on after the historic shortages due to COVID-19, and then demand wobbled as interest rates quickly rose.Supply outpaced demand, and the market turned into a period of oversupply.

Semiconductor Outlook 2024: AI's Adolescence

<ul><li>Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise!</li><li>I wrote about this in “<a href="https://www.fabricatedknowledge.com/p/is-this-the-intel-inflection" target="_blank" rel="noopener">Is this the Intel Inflection</a>,” noting that, for once, they had low enough hurdles to jump over.</li><li>Most of this quarter’s strength came from Client computing, while Datacenter looked better than feared. There is a slight restocking event with the back-to-school season, which implies that the worst is done for PC CPU inventories.</li></ul>

Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise!I wrote about this in “Is this the Intel Inflection,” noting that, for once, they had low enough hurdles to jump over.Most of this quarter’s strength came from Client computing, while Datacenter looked better than feared. There is a slight restocking event with the back-to-school season, which implies that the worst is done for PC CPU inventories.

Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO

United States

Sitime Corporation develops silicon-based timing solutions. The Company manufacturers oscillators, clock generators, and embedded resonators used for ethernet switches, computing devices, graphics cards, disk drives, mobile phones, and subscriber identity module cards. Sitime serves customers worldwide.

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Sitime Corporation (SITM US)

SiTime Corporation: How Are They Executing The Market Expansion in Communications

SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and...

Baptista Research

SiTime Corporation: Initiation Of Coverage - Is The Growth From AI & Data Center Markets Here To Stay? - Major Drivers

This is our first report on silicon timing systems provider, SiTime Corporation. The company's fourth quarter revenue figures were $42.4 million,...

Baptista Research

An Update with Rajesh Vashist of SiTime

This week, Rajesh Vashist of SiTime came to talk about SiTime’s new product launch, Epoch. SiTime is still the least understood story in...

Fabricated Knowledge

Semiconductor Outlook 2024: AI's Adolescence

Its time to jog your memory. We've gone through the downturn, what does an upturn look like? The year 2023 began with a significant downturn in the...

Fabricated Knowledge

Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO

Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise! I wrote about this in...

Fabricated Knowledge

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