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>Sprout Social, Inc.'s Q3 2024 earnings revealed mixed results in the current challenging macroeconomic environment.</li><li>The company reported a notable revenue increase of 20% year-over-year, reaching $102.6 million, marking its first quarter exceeding $100 million in revenue.</li><li>The current remaining performance obligations grew by 31% year-over-year, highlighting Sprout Social’s forward-looking revenue potential.</li></ul>

Sprout Social, Inc.'s Q3 2024 earnings revealed mixed results in the current challenging macroeconomic environment.The company reported a notable revenue increase of 20% year-over-year, reaching $102.6 million, marking its first quarter exceeding $100 million in revenue.The current remaining performance obligations grew by 31% year-over-year, highlighting Sprout Social’s forward-looking revenue potential.

Sprout Social Inc.: Can Its Integration with Key Partners Up Their Game? - Major Drivers

<ul><li>Sprout Social, Inc., with its robust Q2 2024 earnings results, continues to demonstrate significant progress even amidst a challenging environment.</li><li>As Ryan Barretto, the President poised to become CEO, noted, the company remains a leading software platform, especially recognized in social media management—an assertion supported by continued acknowledgment from G2 rankings.</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>

Sprout Social, Inc., with its robust Q2 2024 earnings results, continues to demonstrate significant progress even amidst a challenging environment.As Ryan Barretto, the President poised to become CEO, noted, the company remains a leading software platform, especially recognized in social media management—an assertion supported by continued acknowledgment from G2 rankings.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.

Sprout Social Inc.: Expansion into New Markets and Customer Segments & Other Major Drivers

<ul><li>Sprout Social, a prominent provider in the social media management software sector, reported its First Quarter 2024 financial results and announced significant shifts in leadership and operational strategy designed to better position the company for future growth.</li><li>Despite the ambitious long-term vision articulated by incoming CEO Ryan Barretto, the quarter itself was met with challenges that resulted in failure to meet revenue targets.</li><li>While the company achieved a revenue of $96.8 million, representing a 29% year-over-year growth, it fell short of its own expectations.</li></ul>

Sprout Social, a prominent provider in the social media management software sector, reported its First Quarter 2024 financial results and announced significant shifts in leadership and operational strategy designed to better position the company for future growth.Despite the ambitious long-term vision articulated by incoming CEO Ryan Barretto, the quarter itself was met with challenges that resulted in failure to meet revenue targets.While the company achieved a revenue of $96.8 million, representing a 29% year-over-year growth, it fell short of its own expectations.

Sprout Social Inc.: Does The Crash After Its Denial Of Exploring A Sale Process Imply A Buying Opportunity? - Major Drivers

<ul><li>This is our first report on web-based social media management solution provider, Sprout Social.</li><li>In its most recent quarter, a comprehensive social media management software company, delivered positive Q3 results reflecting good progress in meeting their objectives.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

This is our first report on web-based social media management solution provider, Sprout Social.In its most recent quarter, a comprehensive social media management software company, delivered positive Q3 results reflecting good progress in meeting their objectives.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Sprout Social: Initiation of Coverage - AI Revolution in Social Media! Sneak Peek into Their Groundbreaking 2024 Features! - Major Drivers

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bigtincan-holdings-ltd" target="_blank" data-smartkarma-citation="entities:29067:1" rel="noopener">Bigtincan Holdings Ltd (BTH AU)</a> disclosed a non-binding indicative offer of A$0.80 per share offer from SQN, a skinny 17.6% premium to the undisturbed price.</li>
<li>The offer is unattractive on several fronts and is the latest beaten-down ASX tech stock to be subject to a PE bid. Expect the Board to reject the offer.</li>
<li>Bigtincan also revealed other non-binding expressions of interest. This offer could flush out other potential bidders. At the last close, the gross spread is 6.0%.</li>
</ul>



Bigtincan Holdings Ltd (BTH AU) disclosed a non-binding indicative offer of A$0.80 per share offer from SQN, a skinny 17.6% premium to the undisturbed price.
The offer is unattractive on several fronts and is the latest beaten-down ASX tech stock to be subject to a PE bid. Expect the Board to reject the offer.
Bigtincan also revealed other non-binding expressions of interest. This offer could flush out other potential bidders. At the last close, the gross spread is 6.0%.


Bigtincan (BTH AU)’s Lightweight A$0.80 Offer from SQN

United States

Sprout Social, Inc. provides online social media management tools for businesses. The Company offers communication tools, contact management, and lead generation, as well as reporting and analytics services. Sprout Social serves customers worldwide.

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Sprout Social Inc (SPT US)

Bigtincan (BTH AU)’s Lightweight A$0.80 Offer from SQN

Expect the Board to reject the offer as it is light. The indicative offer could spark other interested parties to show their hand. We would be...

Arun George

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Sprout Social Inc.: Can Its Integration with Key Partners Up Their Game? - Major Drivers

Sprout Social, Inc.'s Q3 2024 earnings revealed mixed results in the current challenging macroeconomic environment. The company reported a notable...

Baptista Research

Sprout Social Inc.: Expansion into New Markets and Customer Segments & Other Major Drivers

Sprout Social, Inc., with its robust Q2 2024 earnings results, continues to demonstrate significant progress even amidst a challenging...

Baptista Research

Sprout Social Inc.: Does The Crash After Its Denial Of Exploring A Sale Process Imply A Buying Opportunity? - Major Drivers

Sprout Social, a prominent provider in the social media management software sector, reported its First Quarter 2024 financial results and...

Baptista Research

Sprout Social: Initiation of Coverage - AI Revolution in Social Media! Sneak Peek into Their Groundbreaking 2024 Features! - Major Drivers

This is our first report on web-based social media management solution provider, Sprout Social. In its most recent quarter, a comprehensive social...

Baptista Research

Bigtincan (BTH AU)’s Lightweight A$0.80 Offer from SQN

Expect the Board to reject the offer as it is light. The indicative offer could spark other interested parties to show their hand. We would be...

Arun George