Data Analytics Stocks Q2 Teardown: MicroStrategy (NASDAQ:MSTR) Vs The Rest

September 17, 2025 at 23:35 PM EDT

MSTR Cover Image

Looking back on data analytics stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including 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 strong Q2. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.4% since the latest earnings results.

MicroStrategy (NASDAQ: MSTR)

Once a traditional business intelligence software provider, MicroStrategy (NASDAQ: MSTR) develops AI-powered enterprise analytics software while also functioning as a major corporate holder of Bitcoin cryptocurrency.

MicroStrategy reported revenues of $114.5 million, up 2.7% year on year. This print exceeded analysts’ expectations by 1.2%. Despite the top-line beat, it was still a mixed quarter for the company with full-year EPS guidance exceeding analysts’ expectations but a significant miss of analysts’ EBITDA estimates.

“In the second quarter and into July, Strategy delivered another period of exceptional execution and growth. We expanded our bitcoin holdings to 628,791 bitcoins, raised over $10 billion through our ATM programs and IPOs, and saw growing institutional and retail demand for our securities. STRC, our short duration, high yield credit instrument, which was our largest ever IPO, demonstrates how we amplify our bitcoin holdings through intelligent leverage. Our overall capital raising activities have resulted in our Bitcoin per Share ('BPS') increasing by 25% year-to-date and as a result we are raising our full year BTC Yield and BTC $ Gain KPI targets to 30% and $20 billion, respectively. These achievements underscore the scale of our Bitcoin treasury strategy and the strength of our capital markets platform. In this release, we are also publishing a capital markets framework, which provides a clear structure for how we intend to raise capital to increase our bitcoin balance sheet and grow long-term shareholder value,” said Phong Le, President and Chief Executive Officer.

Unsurprisingly, the stock is down 17% since reporting and currently trades at $333.50.

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

Best Q2: 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 $1.00 billion, up 48% year on year, outperforming analysts’ expectations by 6.8%. The business had a very strong quarter with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.

Palantir Technologies achieved the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems content with the results as the stock is up 4.9% since reporting. It currently trades at $168.72.

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

Weakest Q2: 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 $80.72 million, up 6.3% year on year, in line with analysts’ expectations. It was a slower quarter as it posted revenue guidance for the full year missing analysts’ expectations.

Health Catalyst delivered the weakest performance against analyst estimates and weakest full-year guidance update in the group. As expected, the stock is down 24.1% since the results and currently trades at $2.81.

Read our full analysis of Health Catalyst’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 $391.5 million, up 30.4% year on year. This number surpassed analysts’ expectations by 5.2%. Overall, it was a very strong quarter as it also logged EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

The company added 133 enterprise customers paying more than $100,000 annually to reach a total of 2,771. The stock is up 8.8% since reporting and currently trades at $39.00.

Read our full, actionable report on Samsara 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 $83.27 million, up 13.6% year on year. This print topped analysts’ expectations by 2.4%. It was a very strong quarter as it also produced accelerating customer growth and an impressive beat of analysts’ EBITDA estimates.

The company added 17 enterprise customers paying more than $100,000 annually to reach a total of 634. The stock is down 4.8% since reporting and currently trades at $11.64.

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

Market Update

In response to the Fed’s rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed’s 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump’s presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025.

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

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