Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

Equity Research Firm

Equity Bottom-Up

<div><ul><li style="list-style-type: square;">We discussed Shield, the company’s reputation-based cybersecurity platform that inspects allowed network traffic in real time and blocks high-risk communications across Cloud, Endpoint, and on-prem.</li><li style="list-style-type: square;">From there, we covered Shield’s AWS Marketplace GA (with Azure targeted for late 4Q25), go-to-market through MSPs/MSSPs, financial posture and margins, and use cases spanning K-12 school safety and critical-infrastructure protection.</li><li style="list-style-type: square;">Five consecutive quarters of sequential revenue growth demonstrate market traction. </li></ul></div>

We discussed Shield, the company’s reputation-based cybersecurity platform that inspects allowed network traffic in real time and blocks high-risk communications across Cloud, Endpoint, and on-prem.From there, we covered Shield’s AWS Marketplace GA (with Azure targeted for late 4Q25), go-to-market through MSPs/MSSPs, financial posture and margins, and use cases spanning K-12 school safety and critical-infrastructure protection.Five consecutive quarters of sequential revenue growth demonstrate market traction. 

INTZ: Real-Time Reputation Defense Drives Five Quarters of Sequential Growth

Intrusion

INTZ: Real-Time Reputation Defense Drives Five Quarters of Sequential Growth