Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>Methodology. We reviewed 50 under-covered, AI-involved public companies (~$2.7 billion average market cap; about five analysts each) and their respective one-year market-cap changes.</li><li>We then mapped them to one or more of 11 AI application areas.</li><li>We also assigned each company a subjective “AI Centricity” score (1 to 10 scale) based on each company’s level of focus on AI. </li></ul>

Methodology. We reviewed 50 under-covered, AI-involved public companies (~$2.7 billion average market cap; about five analysts each) and their respective one-year market-cap changes.We then mapped them to one or more of 11 AI application areas.We also assigned each company a subjective “AI Centricity” score (1 to 10 scale) based on each company’s level of focus on AI. 

AI Industry Primer A Survey of 50 Under-Covered Companies in Artificial Intelligence (AI)

<ul><li>There are no new SPAC IPOs to report for month of June so far, nor any new IPO registrations. </li><li>YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far. </li><li>The SPAC IPO pipeline stands at just 45 versus a number that peaked at 310 in September 2021.</li></ul>

There are no new SPAC IPOs to report for month of June so far, nor any new IPO registrations. YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far. The SPAC IPO pipeline stands at just 45 versus a number that peaked at 310 in September 2021.

United States

BigBear.ai Holdings, Inc. operates as a software company. The Company develops artificial intelligence and machine learning technology to support its customer's decision-making processes and deliver practical solutions that work in complex, realistic, and imperfect data environments.

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BigBear.ai Holdings (BBAI US)

AI Industry Primer A Survey of 50 Under-Covered Companies in Artificial Intelligence (AI)

Methodology. We reviewed 50 under-covered, AI-involved public companies (~$2.7 billion average market cap; about five analysts each) and their...

Water Tower Research

SPAC Talk : SPACs and the AI Wave

YTD, there have been only 15 IPO pricings, of which six came in February, and only nine new S-1 registrations have been filed thus far.

Water Tower Research

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