Looking back on data analytics stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including CLEAR Secure (NYSE: YOU) and its peers.
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 5 data analytics stocks we track reported a mixed Q3. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was 4.2% above.
In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.
CLEAR Secure (NYSE: YOU)
Recognized by its signature blue lanes and biometric pods at airport checkpoints across America, CLEAR Secure (NYSE: YOU) provides biometric identity verification technology that allows subscribers to bypass regular security lines at airports and access secure experiences at various venues.
CLEAR Secure reported revenues of $292.9 million, up 27.8% year on year. This print exceeded analysts’ expectations by 2.1%. Overall, it was a solid quarter for the company with revenue guidance for next quarter topping analysts’ expectations.
"CLEAR's secure identity platform extends from homeland security to cybersecurity. With nearly 50 million Members and a network of partners, we are bringing safer and easier experiences to more people in more places. Our strong third quarter results show the value Members and partners see in CLEAR. Identity is security and in today's environment, that is more important than ever," said Caryn Seidman Becker, CLEAR's CEO.
CLEAR Secure delivered the weakest guidance update among its peers. Interestingly, the stock is up 17.2% since reporting and currently trades at $55.96.
Best Q3: 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 $2.31 billion, up 95.9% year on year, outperforming analysts’ expectations by 5.9%. The business had an impressive quarter with a solid beat of analysts’ billings estimates and a solid beat of analysts’ adjusted operating income 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 5.1% since reporting. It currently trades at $169.22.
Is now the time to buy Palantir Technologies? Access our full analysis of the earnings results here, it’s free.
Weakest Q3: 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 $125.4 million, down 2.5% year on year, falling short of analysts’ expectations by 1.4%. It was an underwhelming quarter as it posted a significant miss of analysts’ billings estimates.
Strategy delivered the weakest performance against analyst estimates of the whole group. As expected, the stock is down 11.2% since the results and currently trades at $125.82.
Read our full analysis of Strategy’s results here.
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 $110.6 million, up 24.9% year on year. This print beat analysts’ expectations by 3.4%. Overall, it was a solid quarter as it also produced a solid beat of analysts’ billings estimates and a solid beat of analysts’ adjusted operating income estimates.
The company added 31 enterprise customers paying more than $100,000 annually to reach a total of 855. The stock is up 3.5% since reporting and currently trades at $17.80.
Read our full, actionable report on Amplitude here, it’s free.
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 $56.28 million, down 26.3% year on year. This number surpassed analysts’ expectations by 1.5%. Taking a step back, it was a mixed quarter as it logged full-year EBITDA guidance slightly missing analysts’ expectations.
Health Catalyst had the slowest revenue growth and weakest full-year guidance update among its peers. The stock is flat since reporting and currently trades at $1.52.
Read our full, actionable report on Health Catalyst 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 Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
