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>Synaptics Incorporated's recent earnings call provided a detailed overview of their first-quarter fiscal year 2025 performance, highlighting both positive and challenging aspects of their operations.</li><li>A positive takeaway from the call is the company's solid financial performance in the quarter.</li><li>Revenue increased by 8% year-over-year to $257.7 million, surpassing the midpoint of guidance.</li></ul>

Synaptics Incorporated's recent earnings call provided a detailed overview of their first-quarter fiscal year 2025 performance, highlighting both positive and challenging aspects of their operations.A positive takeaway from the call is the company's solid financial performance in the quarter.Revenue increased by 8% year-over-year to $257.7 million, surpassing the midpoint of guidance.

Synaptics Incorporated: Can Its Core IoT Growth & Pipeline Expansion Give Them A Competitive Edge? - Major Drivers

<ul><li>Synaptics, Inc. recently revealed its financial results for the fourth quarter of fiscal year 2024, outlining its performance with a mix of achievements and challenges amid an evolving market condition.</li><li>As regular updates were provided regarding both GAAP and non-GAAP financial results, the company underscored key aspects that shaped its operational and financial landscape over the period.</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>

Synaptics, Inc. recently revealed its financial results for the fourth quarter of fiscal year 2024, outlining its performance with a mix of achievements and challenges amid an evolving market condition.As regular updates were provided regarding both GAAP and non-GAAP financial results, the company underscored key aspects that shaped its operational and financial landscape over the period.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.

Synaptics Incorporated: Will Its Expansion into IoT & Automotive Sectors Pay Off? - Major Drivers

<ul><li>Synaptics, Inc. presented its financial results for the third quarter of the fiscal year 2024, illustrating a mixed landscape of achievements and challenges in line with its projections.</li><li>Celebrated for its innovative strides in core IoT predominantly due to its new embedded AI IoT processors under the Astra program, the company outlined its strategic directions and financial standing.</li><li>The company’s core IoT segment saw significant growth, largely propelled by its entrance into embedded AI technology with the launch of the Astra processor platform.</li></ul>

Synaptics, Inc. presented its financial results for the third quarter of the fiscal year 2024, illustrating a mixed landscape of achievements and challenges in line with its projections.Celebrated for its innovative strides in core IoT predominantly due to its new embedded AI IoT processors under the Astra program, the company outlined its strategic directions and financial standing.The company’s core IoT segment saw significant growth, largely propelled by its entrance into embedded AI technology with the launch of the Astra processor platform.

Synaptics Incorporated: Diversification in Core Internet of Things (IoT) Catalyzing Growth! - Major Drivers

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

<ul>
<li>We hosted a conference call with Elan Microelectronics management; We view the company as a Structural Long position for the AI PC upgrade cycle.</li>
<li>From the company's perspective, significant impact from AI PC demand will come but not until 4Q24E or 1H25E. However, supply chain excess inventory improved and prepping for upcycle.</li>
<li>An estimated 90% of AI PC models launched at CES 2024 use Elan's products in their design; Elan well positioned for the upcycle and entrenching its position. Maintain Structural Long.</li>
</ul>


We hosted a conference call with Elan Microelectronics management; We view the company as a Structural Long position for the AI PC upgrade cycle.
From the company's perspective, significant impact from AI PC demand will come but not until 4Q24E or 1H25E. However, supply chain excess inventory improved and prepping for upcycle.
An estimated 90% of AI PC models launched at CES 2024 use Elan's products in their design; Elan well positioned for the upcycle and entrenching its position. Maintain Structural Long.


TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing

<ul><li>This is our first report on intuitive human interface solutions provider, Synaptics Incorporated.</li><li>In its First Quarter 2024 Financial Results , the management addressed the current standing of the company and projected future expectations.</li><li>Despite the challenging market conditions, Synaptics remains optimistic about its business and expects to see improvements in 2024.</li></ul>

This is our first report on intuitive human interface solutions provider, Synaptics Incorporated.In its First Quarter 2024 Financial Results , the management addressed the current standing of the company and projected future expectations.Despite the challenging market conditions, Synaptics remains optimistic about its business and expects to see improvements in 2024.

Synaptics Inc: Initiation of Coverage – Revolutionize Your Audio Experience! Discover How SYNA's AI-Powered Headset is Changing the Game! - Major Drivers

United States

Synaptics Incorporated develops custom-designed user interface solutions.  The Company's solutions enable people to interact with a variety of mobile computing and communications devices.  Synaptics offers a touch-sensitive pad that senses the position of a person's finger on its surface to provide screen navigation, cursor movement, and a platform of interactive input.

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Synaptics Inc (SYNA US)

Synaptics Incorporated: Can Its Core IoT Growth & Pipeline Expansion Give Them A Competitive Edge? - Major Drivers

Synaptics Incorporated's recent earnings call provided a detailed overview of their first-quarter fiscal year 2025 performance, highlighting both...

Baptista Research

Synaptics Incorporated: Will Its Expansion into IoT & Automotive Sectors Pay Off? - Major Drivers

Synaptics, Inc. recently revealed its financial results for the fourth quarter of fiscal year 2024, outlining its performance with a mix of...

Baptista Research

Synaptics Incorporated: Diversification in Core Internet of Things (IoT) Catalyzing Growth! - Major Drivers

Synaptics, Inc. presented its financial results for the third quarter of the fiscal year 2024, illustrating a mixed landscape of achievements and...

Baptista Research

TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing

Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...

Vincent Fernando, CFA

Synaptics Inc: Initiation of Coverage – Revolutionize Your Audio Experience! Discover How SYNA's AI-Powered Headset is Changing the Game! - Major Drivers

This is our first report on intuitive human interface solutions provider, Synaptics Incorporated. In its First Quarter 2024 Financial Results ,...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Synaptics Incorporated: Can Its Core IoT Growth & Pipeline Expansion Give Them A Competitive Edge? - Major Drivers

Synaptics Incorporated's recent earnings call provided a detailed overview of their first-quarter fiscal year 2025 performance, highlighting both...

Baptista Research

Synaptics Incorporated: Will Its Expansion into IoT & Automotive Sectors Pay Off? - Major Drivers

Synaptics, Inc. recently revealed its financial results for the fourth quarter of fiscal year 2024, outlining its performance with a mix of...

Baptista Research

Synaptics Incorporated: Diversification in Core Internet of Things (IoT) Catalyzing Growth! - Major Drivers

Synaptics, Inc. presented its financial results for the third quarter of the fiscal year 2024, illustrating a mixed landscape of achievements and...

Baptista Research

TechChain Insights: Call with Elan Micro; AI PC Significant Uptake 4Q24/1H25; Supply Chain Preparing

​Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...

Vincent Fernando, CFA

Synaptics Inc: Initiation of Coverage – Revolutionize Your Audio Experience! Discover How SYNA's AI-Powered Headset is Changing the Game! - Major Drivers

This is our first report on intuitive human interface solutions provider, Synaptics Incorporated. In its First Quarter 2024 Financial Results ,...

Baptista Research

Elan Microelectronics is poised for growth in the AI PC upgrade cycle, with a strong position in the market and potential impact expected in late...