As the Q2 earnings season comes to a close, it’s time to take stock of 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 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 6.8% since the latest earnings results.

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. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with full-year revenue guidance missing analysts’ expectations and revenue guidance for next quarter missing analysts’ expectations.

“For the second quarter of 2025, I am pleased by our strong financial results, including total revenue of $80.7 million and Adjusted EBITDA of $9.3 million, with these results beating our quarterly guidance on each metric.” said Dan Burton, CEO of Health Catalyst.

Health Catalyst delivered the weakest performance against analyst estimates and weakest full-year guidance update of the whole group. Unsurprisingly, the stock is down 5.9% since reporting and currently trades at $3.48.

Read our full report on Health Catalyst here, it’s free for active Edge members.

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 stunning quarter with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.

Palantir Technologies pulled off the biggest analyst estimates beat and fastest revenue growth among its peers. The market seems happy with the results as the stock is up 17.8% since reporting. It currently trades at $189.36.

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

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 $114.5 million, up 2.7% year on year, exceeding analysts’ expectations by 1.2%. Still, it was a mixed quarter as it posted a significant miss of analysts’ EBITDA estimates.

As expected, the stock is down 26.6% since the results and currently trades at $294.75.

Read our full analysis of Strategy’s results here.

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 $79.72 million, up 1.7% year on year. This result beat analysts’ expectations by 2.1%. Zooming out, it was a satisfactory quarter as it also produced an impressive beat of analysts’ EBITDA estimates but a miss of analysts’ billings estimates.

Domo had the slowest revenue growth among its peers. The stock is down 20.6% since reporting and currently trades at $13.95.

Read our full, actionable report on Domo here, it’s free for active Edge members.

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 topped analysts’ expectations by 5.2%. It was an exceptional quarter as it also put up EPS guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

Samsara pulled off the highest full-year guidance raise among its peers. The company added 133 enterprise customers paying more than $100,000 annually to reach a total of 2,771. The stock is up 11.4% since reporting and currently trades at $39.92.

Read our full, actionable report on Samsara here, it’s free for active Edge members.

Market Update

Thanks to the Fed’s rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn’t send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump’s November win lit a fire under major indices and sent them to all-time highs. However, there’s still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy.

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