Let’s dig into the relative performance of Palantir Technologies (NASDAQ: PLTR) and its peers as we unravel the now-completed Q4 data analytics earnings season.
Organizations generate a lot of data that is stored in silos, often in incompatible formats, making it slow and costly to extract actionable insights, which in turn drives demand for modern cloud-based data analysis platforms that can efficiently analyze the siloed data.
The 7 data analytics stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was in line.
Thankfully, share prices of the companies have been resilient as they are up 6.2% on average since the latest earnings results.
Best Q4: Palantir Technologies (NASDAQ: PLTR)
Named after the all-seeing stones in "Lord of the Rings," Palantir Technologies (NASDAQ: PLTR) develops software platforms that help government agencies and enterprises integrate, analyze, and operationalize their data for decision-making.
Palantir Technologies reported revenues of $1.41 billion, up 70% year on year. This print exceeded analysts’ expectations by 4.9%. Overall, it was a stunning quarter for the company with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.
Palantir Technologies achieved the fastest revenue growth but had the weakest full-year guidance update of the whole group. Unsurprisingly, the stock is up 3.1% since reporting and currently trades at $152.28.
Strategy (NASDAQ: MSTR)
Once a traditional business intelligence software provider, Strategy (NASDAQ: MSTR) develops AI-powered enterprise analytics software while also functioning as a major corporate holder of Bitcoin cryptocurrency.
Strategy reported revenues of $123 million, up 1.9% year on year, outperforming analysts’ expectations by 0.6%. The business had an exceptional quarter with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.
The market seems happy with the results as the stock is up 31.4% since reporting. It currently trades at $140.55.
Is now the time to buy Strategy? Access our full analysis of the earnings results here, it’s free.
Weakest Q4: Health Catalyst (NASDAQ: HCAT)
Built on its "Health Catalyst Flywheel" methodology that emphasizes measurable outcomes, Health Catalyst (NASDAQ: HCAT) provides data and analytics technology and services that help healthcare organizations manage their data and drive measurable clinical, financial, and operational improvements.
Health Catalyst reported revenues of $74.68 million, down 6.2% year on year, exceeding analysts’ expectations by 0.9%. Still, it was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly.
Health Catalyst delivered the slowest revenue growth in the group. As expected, the stock is down 33.6% since the results and currently trades at $1.19.
Read our full analysis of Health Catalyst’s results here.
Domo (NASDAQ: DOMO)
Named for the Japanese word meaning "thank you very much," Domo (NASDAQ: DOMO) provides a cloud-based business intelligence platform that connects people with real-time data and insights across organizations.
Domo reported revenues of $79.63 million, up 1.1% year on year. This result beat analysts’ expectations by 1.3%. It was a very strong quarter as it also logged a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.
The stock is down 18.6% since reporting and currently trades at $3.57.
Read our full, actionable report on Domo here, it’s free.
Samsara (NYSE: IOT)
From sensors on vehicles to AI-powered cameras that help prevent accidents, Samsara (NYSE: IOT) is a cloud-based Internet of Things platform that helps businesses improve the safety, efficiency, and sustainability of their physical operations.
Samsara reported revenues of $444.3 million, up 28.3% year on year. This print topped analysts’ expectations by 5.2%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.
Samsara achieved the biggest analyst estimates beat and highest full-year guidance raise among its peers. The stock is up 13.5% since reporting and currently trades at $33.56.
Read our full, actionable report on Samsara here, it’s free.
Market Update
Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?
These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.
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