Water Tower Research to Host Fireside Chat with Cloudastructure Leadership Highlighting 270% Year-Over-Year Growth and AI Surveillance Innovation
Rhea-AI Summary
Cloudastructure (Nasdaq: CSAI) will appear in a Water Tower Research fireside chat on Feb 19, 2026 at 2:00 PM ET with CEO James McCormick, CFO Greg Smitherman and CRO Lauren O’Brien.
Cloudastructure reported 270% year-over-year revenue growth (unaudited) in 2025, driven by new customer acquisition, expanding deployments, and rising high‑margin recurring services across multifamily, commercial, and infrastructure markets.
Topics include AI‑powered video surveillance differentiation, powered enclosures, proprietary video compression, autonomous drone integration, growing recurring revenue mix, improving gross margins, and near‑term growth catalysts.
Positive
- Revenue +270% YoY in 2025 (unaudited)
- Expanding recurring revenue mix and high‑margin services
- Broad market adoption across multifamily, commercial, and infrastructure
Negative
- Unaudited growth figure introduces verification risk for investors
- No audited financials or guidance disclosed with the event announcement
News Market Reaction
On the day this news was published, CSAI gained 1.11%, reflecting a mild positive market reaction. Argus tracked a trough of -9.5% from its starting point during tracking. Our momentum scanner triggered 3 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $147K to the company's valuation, bringing the market cap to $13M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
CSAI is down 11.78% while momentum scanner peers like VRAR, MSAI, and CISO show gains around the 3–5% range, pointing to stock-specific pressure despite some strength in related AI/security names.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 12 | AI deployment win | Positive | -1.1% | Deployment for Top-15 NMHC operator with 98% incident deterrence rate. |
| Jan 21 | Drone integration | Positive | -1.4% | Integration of autonomous drones into AI-powered mobile surveillance platform. |
| Jan 09 | AI enclosure launch | Positive | +15.4% | Launch of AI-powered security enclosure and first multi-site deployment. |
| Dec 17 | AI patent news | Positive | +0.9% | USPTO Notice of Allowance for cloud-based computer vision AI patent. |
| Jul 08 | AI performance data | Positive | -7.8% | Report of >98% crime prevention rate and millions of AI-driven alerts. |
Positive AI-focused announcements have often been followed by mixed-to-negative next-day moves, suggesting a tendency for the stock to sell off on good AI news.
Recent AI-related updates for Cloudastructure show steady progress: patent protection for its cloud-based computer vision platform on Dec 17, 2025, launch of an AI-powered security enclosure with a strong 15.39% reaction, integration of autonomous drones announced on Jan 21, 2026, and deployments with Top-15 NMHC operators showing a 98% incident deterrence rate. Despite generally constructive AI headlines, three of the last five AI-tagged events produced negative next-day price moves, framing today’s growth-focused fireside chat in a context of prior sell-the-news behavior.
Historical Comparison
Past AI news for CSAI moved the stock by an average of 1.21%. Today’s double‑digit decline on a growth-focused AI fireside chat stands out versus those more modest reactions.
AI-tagged news shows a progression from performance metrics (crime prevention rates) to IP protection (patent allowance), followed by product launches (AI enclosures), drone-integrated platforms, and large-operator deployments, illustrating a deepening AI security stack.
Regulatory & Risk Context
An effective Form S-3 shelf filed on Feb 2, 2026 allows Cloudastructure to offer up to $150,000,000 in various securities, including an at-the-market program of up to $9,000,000 of Class A common stock through Maxim Group LLC. Usage count is 0, so no takedowns have been disclosed yet under this shelf.
Market Pulse Summary
This announcement highlights Cloudastructure’s AI-driven physical security platform and preliminary 270% year-over-year revenue growth in 2025, showcased via a Water Tower Research fireside chat. Recent AI-related milestones span drone integration, patent protection, and large-operator deployments, but past market reactions to similar news have been mixed. Alongside growth, regulatory filings show an effective $150,000,000 shelf and $9,000,000 ATM program, making capital-raising activity and subsequent usage key metrics to watch.
Key Terms
remote guarding technical
video compression technical
autonomous drone integration technical
recurring revenue financial
AI-generated analysis. Not financial advice.
PALO ALTO, CA, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Water Tower Research will host an exclusive fireside chat with the executive team of Cloudastructure (Nasdaq: CSAI) (“Cloudastructure” or the “Company”) on Thursday, February 19, 2026, at 2:00 PM ET, spotlighting the Company’s accelerating growth, expanding recurring revenue base, and leadership in AI-powered physical security.
The event will feature:
- James McCormick, Chief Executive Officer
- Greg Smitherman, Chief Financial Officer
- Lauren O’Brien, Chief Revenue Officer
Cloudastructure delivered exceptional operating momentum in 2025, achieving
Fireside chat topics will include:
- Cloudastructure’s competitive differentiation and durable advantages in AI-powered video surveillance and real-time crime prevention
- Breakthrough innovations including powered enclosures, proprietary video compression, and autonomous drone integration
- The company’s scalable go-to-market strategy fueling rapid customer and revenue expansion
- The accelerating mix of recurring revenue, improving gross margins, and progress toward operating leverage
- Key milestones and growth catalysts anticipated over the next year
The session will provide investors with a behind-the-scenes look at how Cloudastructure is transforming physical security into a proactive, cloud-driven service — while building a fast-scaling, capital-efficient recurring revenue business.
The event is free and open to the public. Register here.
ABOUT CLOUDASTRUCTURE
Headquartered in Palo Alto, California, Cloudastructure’s patented, advanced, award-winning security platform utilizes a scalable cloud-based architecture that features cloud video surveillance with proprietary, state-of-the-art AI/ML analytics, and a seamless remote guarding solution. The combination enables enterprise businesses to achieve proactive, end-to-end security, and pairs that platform with an attractive value proposition that eschews proprietary hardware and offers contract-free, month-to-month pricing and unlimited 24/7 support. With Cloudastructure, companies can achieve unparalleled situational awareness in real time and thereby stop crime as it is happening, while simultaneously achieving up to a
Forward-Looking Statements
Certain statements in this press release may be considered forward-looking, such as statements containing estimates, projections, and other forward-looking information. Forward-looking statements are typically identified by words and phrases such as “anticipate,” “estimate,” “believe,” “continue,” “could,” “intend,” “may,” “plan,” “potential,” “predict,” “seek,” “should,” “will,” “would,” “expect,” “objective,” “projection,” “forecast,” “goal,” “guidance,” “outlook,” “effort,” “target” or the negative of such words and other comparable terminology. However, the absence of these words does not mean that a statement is not forward-looking. Any forward-looking statement expressing an expectation or belief as to future events is expressed in good faith and believed to be reasonable at the time such forward-looking statement is made. However, these statements are not guarantees of future events and involve risks, uncertainties, and other factors beyond our control. Therefore, we caution you against relying on any of these forward-looking statements. Factors that could cause or contribute to such differences include the risks and uncertainties discussed in the reports that the Company has filed with the SEC, such as its Annual Report on Form 10-K. Actual outcomes and results may differ materially from what is expressed in any forward-looking statement. Except as required by applicable law, including U.S. federal securities laws, we do not intend to update any of the forward-looking statements to conform them to actual results or revised expectations.
Media Contact:
Kathleen Hannon
Sr. Communications Director
Cloudastructure, Inc.
Kathleen@cloudastructure.com
(704) 574-3732
Investor Contact:
Crescendo Communications, LLC
212-671-1020
CSAI@crescendo-ir.com
FAQ
What did Cloudastructure (CSAI) report for 2025 revenue growth and is it audited?
When is the Water Tower Research fireside chat with Cloudastructure (CSAI) and who will speak?
How is Cloudastructure (CSAI) describing its competitive advantage in AI surveillance?
What investor topics will Cloudastructure (CSAI) address about margins and recurring revenue?
Does the fireside chat provide insight into Cloudastructure's near‑term growth catalysts for CSAI shareholders?
