Wrapping up Q2 earnings, we look at the numbers and key takeaways for the data analytics stocks, including Palantir Technologies (NASDAQ:PLTR) 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 mixed Q2. As a group, revenues beat analysts’ consensus estimates by 2.6% while next quarter’s revenue guidance was 1.3% above.
Thankfully, share prices of the companies have been resilient as they are up 8.1% on average since the latest earnings results.
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. This print exceeded analysts’ expectations by 6.7%. Overall, it was a stunning quarter for the company with an impressive 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 of the whole group. Unsurprisingly, the stock is up 35.8% since reporting and currently trades at $170.63.
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, outperforming analysts’ expectations by 5.2%. The business had a very strong quarter with a solid beat of analysts’ adjusted operating income estimates and full-year EPS guidance exceeding analysts’ expectations.
The market seems content with the results as the stock is up 3.2% since reporting. It currently trades at $40.01.
Is now the time to buy Samsara? Access our full analysis of the earnings results here, it’s free.
Slowest Q2: 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 $76.78 million, down 3.7% year on year, falling short of analysts’ expectations by 1.5%. It was a disappointing quarter as it posted a significant miss of analysts’ billings estimates.
Domo delivered the weakest performance against analyst estimates among its peers. Interestingly, the stock is up 1.1% since the results and currently trades at $3.83.
Read our full analysis of Domo’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 result beat analysts’ expectations by 3.1%. Overall, it was a very strong quarter as it also put up revenue guidance for next quarter beating analysts’ expectations.
The stock is down 21.9% since reporting and currently trades at $43.55.
Read our full, actionable report on CLEAR Secure here, it’s free.
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 $122.4 million, up 6.9% year on year. This print was in line with analysts’ expectations. Aside from that, it was a softer quarter as it produced a significant miss of analysts’ billings estimates.
The stock is up 40% since reporting and currently trades at $136.80.
Read our full, actionable report on Strategy 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 Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.