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>Synopsys reported a strong performance for its fourth quarter and fiscal year 2024, achieving record revenue and earnings.</li><li>The company crossed the $6 billion revenue mark, with a 15% year over-year increase, driven by its strategic focus on high-growth segments like AI, silicon proliferation, and software-defined systems.</li><li>Synopsys has expanded its bottom line significantly, with EPS growing at a 24% CAGR over the past five years.</li></ul>

Synopsys reported a strong performance for its fourth quarter and fiscal year 2024, achieving record revenue and earnings.The company crossed the $6 billion revenue mark, with a 15% year over-year increase, driven by its strategic focus on high-growth segments like AI, silicon proliferation, and software-defined systems.Synopsys has expanded its bottom line significantly, with EPS growing at a 24% CAGR over the past five years.

Synopsys Inc.: How Is It Tackling The China Market & Dealing With Macro Uncertainties? - Major Drivers

<ul><li>Synopsys, Inc. (Synopsys) reported robust financial results for the third quarter of the fiscal year 2024, surpassing the midpoint of all guidance targets and achieving a quarterly revenue record.</li><li>The company’s revenue increased by 13% year-over-year, aligning with the upper range of their projections.</li><li>Non-GAAP operating margin improved by 3.6 points year-over-year to 40%, and non-GAAP EPS rose by 27% year-over year, also exceeding guidance.</li></ul>

Synopsys, Inc. (Synopsys) reported robust financial results for the third quarter of the fiscal year 2024, surpassing the midpoint of all guidance targets and achieving a quarterly revenue record.The company’s revenue increased by 13% year-over-year, aligning with the upper range of their projections.Non-GAAP operating margin improved by 3.6 points year-over-year to 40%, and non-GAAP EPS rose by 27% year-over year, also exceeding guidance.

Synopsys Inc.: How Are They Becoming A Comprehensive Silicon-To-Software-To-Systems Provider! - 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>Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.</li>
<li>Today it’s one of the best places to present cutting-edge research in circuit technology.</li>
<li>The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.</li>
</ul>


Hello from Kyoto! If there was a single big story from VLSI this year, it had to be Backside Power Delivery (BSPDN). VLSI is one of the premier conferences for semiconductor design and has been held since the 1980s.
Today it’s one of the best places to present cutting-edge research in circuit technology.
The key revolutionary announcement at VLSI this year was BSPDN. Let’s discuss.


VLSI Japan : It’s Better on the Backside

<ul><li>In Q2 2024, Synopsys's revenue increased by 15% year over year, aligning it with the high-end expectations of its guided range.</li><li>The non-GAAP operating margin also rose by roughly three points to 37.3%, with non-GAAP EPS increasing by 26% year over year.</li><li>These exceeding outcomes have prompted Synopsys to raise its full-year revenue and non-GAAP EPS guidance.</li></ul>

In Q2 2024, Synopsys's revenue increased by 15% year over year, aligning it with the high-end expectations of its guided range.The non-GAAP operating margin also rose by roughly three points to 37.3%, with non-GAAP EPS increasing by 26% year over year.These exceeding outcomes have prompted Synopsys to raise its full-year revenue and non-GAAP EPS guidance.

Synopsys Inc.:  Continued Momentum in Core Business & AI Investments Paying Off? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Synopsys (SNPS) is recommended as a good long-term holding</li><li>Software Integrity business likely to be divested to improve overall profitability</li><li>EDA and IP divisions of the company have been performing well with adjusted operating margins of over 30%</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Synopsys (SNPS) is recommended as a good long-term holdingSoftware Integrity business likely to be divested to improve overall profitabilityEDA and IP divisions of the company have been performing well with adjusted operating margins of over 30%This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Synopsys Inc (SNPS) - Tuesday, Dec 19, 2023

United States

Synopsys, Inc. supplies electronic design automation solutions to the global electronics market.  The Company provides design technologies to creators of advanced integrated circuits, electronic systems, and systems on a chip. Synopsys also provides consulting services and support to its customers to streamline the overall design process and accelerate time to market.

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Synopsys Inc (SNPS US)

Synopsys Inc.: How Is It Tackling The China Market & Dealing With Macro Uncertainties? - Major Drivers

Synopsys reported a strong performance for its fourth quarter and fiscal year 2024, achieving record revenue and earnings. The company crossed the...

Baptista Research

Synopsys Inc.: How Are They Becoming A Comprehensive Silicon-To-Software-To-Systems Provider! - Major Drivers

Synopsys, Inc. (Synopsys) reported robust financial results for the third quarter of the fiscal year 2024, surpassing the midpoint of all guidance...

Baptista Research

VLSI Japan : It’s Better on the Backside

If there was a single big story from VLSI this year, it had to be BSPDN. Intel announces its PowerVia technology, and scaling the backside is the...

Fabricated Knowledge

Synopsys Inc.: Continued Momentum in Core Business & AI Investments Paying Off? - Major Drivers

In Q2 2024, Synopsys's revenue increased by 15% year over year, aligning it with the high-end expectations of its guided range. The non-GAAP...

Baptista Research

Synopsys Inc (SNPS) - Tuesday, Dec 19, 2023

Synopsys (SNPS) is recommended as a good long-term holding. Software Integrity business likely to be divested to improve overall profitability

Value Investors Club

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