As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at data analytics stocks, starting with Samsara (NYSE: IOT).
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 satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was 2.6% above.
Thankfully, share prices of the companies have been resilient as they are up 7.9% on average since the latest earnings results.
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 $478.8 million, up 30.5% year on year. This print exceeded analysts’ expectations by 5.2%. Overall, it was a very strong quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and full-year EPS guidance exceeding analysts’ expectations.
Interestingly, the stock is up 9% since reporting and currently trades at $38.38.
Read why we think that Samsara is one of the best data analytics stocks, our full report is free.
Best Q1: 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 $1.63 billion, up 84.7% year on year, outperforming analysts’ expectations by 6.1%. The business had a stunning quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.
Palantir Technologies delivered the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth in the group. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 9.9% since reporting. It currently trades at $131.64.
Is now the time to buy Palantir Technologies? Access our full analysis of the earnings results here, it’s free.
Weakest Q1: 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 $79.4 million, flat year on year, falling short of analysts’ expectations by 0.6%. It was a disappointing quarter as it posted a significant miss of analysts’ billings estimates.
Domo delivered the weakest performance against analyst estimates of the whole group. Interestingly, the stock is up 17.4% since the results and currently trades at $3.48.
Read our full analysis of Domo’s results here.
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 $70.76 million, down 10.9% year on year. This number topped analysts’ expectations by 2.3%. Aside from that, it was a slower quarter as it produced full-year EBITDA guidance missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations.
Health Catalyst had the weakest guidance update, slowest revenue growth, and weakest full-year guidance update among its peers. The stock is up 63% since reporting and currently trades at $2.25.
Read our full, actionable report on Health Catalyst here, it’s free.
Amplitude (NASDAQ: AMPL)
Born from the realization that companies were flying blind when it came to understanding user behavior in their digital products, Amplitude (NASDAQ: AMPL) provides a digital analytics platform that helps businesses understand how people use their digital products to improve user experiences and drive revenue growth.
Amplitude reported revenues of $93.49 million, up 16.9% year on year. This print surpassed analysts’ expectations by 0.6%. More broadly, it was a mixed quarter as it also produced an impressive beat of analysts’ billings estimates but full-year EPS guidance missing analysts’ expectations significantly.
The company added 29 enterprise customers paying more than $100,000 annually to reach a total of 727. The stock is up 28.9% since reporting and currently trades at $9.70.
Read our full, actionable report on Amplitude here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
