Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at MicroStrategy (NASDAQ: MSTR) 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 6 data analytics stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1% while next quarter’s revenue guidance was in line.

Luckily, data analytics stocks have performed well with share prices up 20.6% on average since the latest earnings results.

Slowest Q1: MicroStrategy (NASDAQ: MSTR)

Founded in 1989 with an initial contract with DuPoint, MicroStrategy (NASDAQ: MSTR) started as a data mining and business intelligence software platform, but in 2020, the company made waves by investing heavily in Bitcoin.

MicroStrategy reported revenues of $111.1 million, down 3.6% year on year. This print fell short of analysts’ expectations by 4.6%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ EBITDA and billings estimates.

“We successfully executed our record $21 billion common stock ATM, adding 301,335 BTC to our balance sheet while simultaneously achieving a 50% increase in MSTR share price during the same period. In Q1, we also broadened our capital base with two of the most successful preferred stock IPOs in a decade. Our capital markets strategy continues to grow our Bitcoin holdings while delivering superior shareholder value. With over 70 public companies worldwide now adopting a Bitcoin treasury standard, we are proud to be at the forefront in pioneering this space,” said Phong Le, President and Chief Executive Officer.

MicroStrategy delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. Interestingly, the stock is up 19% since reporting and currently trades at $454.46.

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

Best Q1: Domo (NASDAQ: DOMO)

Founded by Josh James after selling his former business Omniture to Adobe, Domo (NASDAQ: DOMO) provides business intelligence software that allows managers to access and visualize critical business metrics in real-time, using their smartphones.

Domo reported revenues of $80.11 million, flat year on year, outperforming analysts’ expectations by 3.1%. The business had a very strong quarter with EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

The market seems happy with the results as the stock is up 68.4% since reporting. It currently trades at $14.40.

Is now the time to buy Domo? Access our full analysis of the earnings results here, it’s free.

Health Catalyst (NASDAQ: HCAT)

Founded by healthcare professionals Tom Burton and Steve Barlow in 2008, Health Catalyst (NASDAQ: HCAT) provides data and analytics technology to healthcare organizations, enabling them to improve care and lower costs.

Health Catalyst reported revenues of $79.41 million, up 6.3% year on year, in line with analysts’ expectations. Still, it was a satisfactory quarter as it posted a solid beat of analysts’ EBITDA estimates.

Health Catalyst delivered the weakest full-year guidance update in the group. As expected, the stock is down 5.8% since the results and currently trades at $3.75.

Read our full analysis of Health Catalyst’s results here.

Samsara (NYSE: IOT)

One of the few public companies where famed investor Marc Andreessen is a Board member, Samsara (NYSE: IOT) provides software and hardware to track industrial equipment, assets, and fleets.

Samsara reported revenues of $366.9 million, up 30.7% year on year. This result surpassed analysts’ expectations by 4.4%. It was a very strong quarter as it also produced EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

Samsara achieved the biggest analyst estimates beat among its peers. The company added 132 enterprise customers paying more than $100,000 annually to reach a total of 2,638. The stock is down 19.5% since reporting and currently trades at $38.10.

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

Palantir (NASDAQ: PLTR)

Started by Peter Thiel after seeing US defence agencies struggle in the aftermath of the 2001 terrorist attacks, Palantir (NYSE: PLTR) offers software as a service platform that helps government agencies and large enterprises use data to make better decisions.

Palantir reported revenues of $883.9 million, up 39.3% year on year. This number topped analysts’ expectations by 2.5%. Overall, it was a very strong quarter as it also recorded a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.

Palantir scored the fastest revenue growth and highest full-year guidance raise among its peers. The stock is up 24.4% since reporting and currently trades at $154.25.

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

Market Update

The Fed’s interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump’s presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025.

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