As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at data analytics stocks, starting with Palantir Technologies (NASDAQ:PLTR).
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.
While some data analytics stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 1.4% since the latest earnings results.
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. This print exceeded analysts’ expectations by 5.9%. Overall, it was an impressive quarter for the company with a solid beat of analysts’ billings estimates and a solid beat of analysts’ adjusted operating income estimates.
Palantir Technologies scored the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth among its peers. Investor expectations, however, were likely higher than Wall Street’s published projections, leaving some wishing for even better results (analysts’ consensus estimates are those published by big banks and advisory firms, not the investors who make buy and sell decisions). The stock is down 9.9% since reporting and currently trades at $160.74.
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, outperforming analysts’ expectations by 3.4%. The business had a solid quarter with a solid beat of analysts’ billings estimates and a solid beat of analysts’ adjusted operating income estimates.
Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 2.2% since reporting. It currently trades at $16.81.
Is now the time to buy Amplitude? 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 8.8% since the results and currently trades at $129.20.
Read our full analysis of Strategy’s results here.
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 result beat analysts’ expectations by 2.1%. Overall, it was a solid quarter as it also logged revenue guidance for next quarter topping analysts’ expectations.
CLEAR Secure had the weakest guidance update in the group. The stock is up 16.8% since reporting and currently trades at $55.77.
Read our full, actionable report on CLEAR Secure 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 topped analysts’ expectations by 1.5%. Taking a step back, it was a mixed quarter as it produced 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 down 3% since reporting and currently trades at $1.47.
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 Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.