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 Amplitude (NASDAQ: AMPL) 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 Q2. As a group, revenues beat analysts’ consensus estimates by 3.3% while next quarter’s revenue guidance was 1.3% above.
Luckily, data analytics stocks have performed well with share prices up 15.6% on average since the latest earnings results.
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 $100.9 million, up 21.2% year on year. This print exceeded analysts’ expectations by 2.8%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ adjusted operating income estimates.
Interestingly, the stock is up 38.1% since reporting and currently trades at $13.82.
Is now the time to buy Amplitude? 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 $1.94 billion, up 92.8% year on year, outperforming analysts’ expectations by 6.7%. The business had a stunning quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ adjusted operating income estimates.
Palantir Technologies pulled off the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth of the whole group. The market seems happy with the results as the stock is up 49.2% since reporting. It currently trades at $187.41.
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 $70.49 million, down 12.7% year on year, exceeding analysts’ expectations by 2.1%. Still, it was a disappointing quarter as it posted full-year EBITDA guidance missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations significantly.
Health Catalyst delivered the weakest guidance update, slowest revenue growth, and weakest full-year guidance update among its peers. As expected, the stock is down 24% since the results and currently trades at $1.76.
Read our full analysis of Health Catalyst’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 $277.8 million, up 26.6% year on year. This number surpassed analysts’ expectations by 3.1%. It was a very strong quarter as it also produced revenue guidance for next quarter beating analysts’ expectations.
The stock is down 26% since reporting and currently trades at $41.22.
Read our full, actionable report on CLEAR Secure here, it’s free.
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 $508.4 million, up 29.9% year on year. This result topped analysts’ expectations by 5.2%. Overall, it was a very strong quarter as it also recorded an impressive beat of analysts’ adjusted operating income estimates and full-year EPS guidance exceeding analysts’ expectations.
The stock is down 2.8% since reporting and currently trades at $37.65.
Read our full, actionable report on Samsara 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 Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
