As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data analytics industry, including Health Catalyst (NASDAQ: HCAT) 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 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.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 13.5% since the latest earnings results.

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 print exceeded analysts’ expectations by 2.3%. Despite the top-line beat, it was still a slower quarter for the company with full-year EBITDA guidance missing analysts’ expectations and revenue guidance for next quarter missing analysts’ expectations significantly.

“We delivered solid first quarter results, with revenue and adjusted EBITDA exceeding expectations,” said Ben Albert, Chief Executive Officer of Health Catalyst.

Health Catalyst delivered the weakest guidance update, slowest revenue growth, and weakest full-year guidance update of the whole group. Interestingly, the stock is up 24.3% since reporting and currently trades at $1.72.

Read our full report on Health Catalyst here, it’s 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 pulled off the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 18.2% since reporting. It currently trades at $119.42.

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 in the group. As expected, the stock is down 22.6% since the results and currently trades at $2.29.

Read our full analysis of Domo’s results here.

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 $124.3 million, up 11.9% year on year. This result topped analysts’ expectations by 2%. Zooming out, it was a softer quarter as it recorded a significant miss of analysts’ billings estimates.

The stock is down 41% since reporting and currently trades at $110.33.

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

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 $253 million, up 19.7% year on year. This number beat analysts’ expectations by 3.5%. It was an exceptional quarter as it also produced a solid beat of analysts’ EBITDA estimates and revenue guidance for next quarter exceeding analysts’ expectations.

The stock is down 11.6% since reporting and currently trades at $51.96.

Read our full, actionable report on CLEAR Secure 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.

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