Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Health Catalyst (NASDAQ: HCAT) and the best and worst performers in the data analytics industry.

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 7.5% on average since the latest earnings results.

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. This print exceeded analysts’ expectations by 0.9%. Despite the top-line beat, it was still a slower quarter for the company with revenue and EBITDA guidance for next quarter missing analysts’ expectations.

“We closed 2025 with solid performance across our business, including total revenue of $311.1 million and Adjusted EBITDA of $41.4 million,” said Ben Albert, CEO of Health Catalyst “In 2026, we are focused on the future and on positioning Health Catalyst for long‑term success.

Health Catalyst delivered the slowest revenue growth of the whole group. Unsurprisingly, the stock is down 28.8% since reporting and currently trades at $1.27.

Read our full report on Health Catalyst here, it’s free.

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, outperforming analysts’ expectations by 4.9%. The business had a stunning quarter with a solid beat of analysts’ billings and EBITDA estimates.

Palantir Technologies pulled off the fastest revenue growth among its peers. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 6.3% since reporting. It currently trades at $138.39.

Is now the time to buy Palantir Technologies? Access our full analysis of the earnings results 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 $91.43 million, up 17% year on year, exceeding analysts’ expectations by 1.2%. Still, it was a slower quarter as it posted full-year EPS guidance missing analysts’ expectations.

The stock is flat since the results and currently trades at $7.16.

Read our full analysis of Amplitude’s results here.

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 number beat 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 scored the biggest analyst estimates beat and highest full-year guidance raise among its peers. The stock is down 2% since reporting and currently trades at $29.00.

Read our full, actionable report on Samsara here, it’s free.

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. This print surpassed analysts’ expectations by 0.6%. More broadly, it was a satisfactory quarter as it also logged a solid beat of analysts’ billings estimates but a miss of analysts’ EBITDA estimates.

Strategy had the weakest performance against analyst estimates among its peers. The stock is up 49% since reporting and currently trades at $159.41.

Read our full, actionable report on Strategy 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.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.