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Consumer Cyclical

Baptista Research is a financial research house focused on the U.S. markets. We cover 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.

Company

Headlines

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

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When you look past the headlines, the story around...

Walmart Earnings Are Strong, But The Real Risk Isn’t In The Numbers

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Walmart reports earnings on February 19, and few large-cap...

U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

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U.S. natural gas prices have slipped into a different...

BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?

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BorgWarner has quietly engineered one of the more dramatic...

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