INSIGHT PROVIDER
Water Tower Research

Water Tower Research
Research from Water Tower Research
Water Tower Research

1.5k
Insights
550.0k
Views
28
Followers
Equity Bottom-Up • Thematic (Sector/Industry)
Refresh
bullish•C3.ai Inc
•05 Dec 2025 05:13•Issuer-paid

C3.ai, Inc. - IPDs and the Gross Margin Squeeze

2QFY26 revenue of $75.1 million was essentially on target and cost controls drove a better-than-expected bottom line with EBIT of...

Share
•04 Dec 2025 08:13•Issuer-paid

WTR Consumer Index Edges Out S&P SmallCap 600 in Nov; Apparel & Accessories Lead Again

Relative earnings favored our index, with its 12-month prospective increasing 1.4% versus a decline of 0.3% for the S&P SmallCap 600.

Share
bullish•HighPeak Energy Inc
•04 Dec 2025 08:11•Issuer-paid

HPK: Adapting Operating Philosophy to Concentrate on Debt Reduction

HighPeak’s long-term focus is on responsibly managing capital outlays in tandem with a goal of reducing absolute debt levels over time.

Share
•03 Dec 2025 04:36•Issuer-paid

AI Flow Newsletter : Monitoring The "Currents" Of AI

This month’s AI landscape reveals a market at an inflection point, with record infrastructure commitments colliding with growing bubble anxiety.

Share
•03 Dec 2025 04:29•Issuer-paid

AI Flow Index : Sailing a Sea of Companies in AI

Last month (ending 11/30), the WTR AI Index was down 7.0% M/M versus the S&P 500 Index (up 0.1%), the Russell 2000 Index (up 0.8%), and the Nasdaq...

Share
x