As the Q4 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 Strategy (NASDAQ: MSTR) 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 strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.3% while next quarter’s revenue guidance was in line.

Thankfully, share prices of the companies have been resilient as they are up 8.5% on average since the latest earnings results.

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 $123 million, up 1.9% year on year. This print exceeded analysts’ expectations by 0.6%. Overall, it was an exceptional quarter for the company with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.

“We raised $25.3 billion of capital in 2025 to advance our Bitcoin treasury strategy, making us the largest equity issuer among U.S. public companies for a second consecutive year. We increased our holdings to 713,502 bitcoins, including 41,002 bitcoins acquired in January 2026 alone. STRC (Stretch), our flagship Digital Credit instrument, has grown to $3.4 billion in size, supported by increasing liquidity and declining volatility. Our variable dividend rate mechanism for STRC, currently set at 11.25%, has helped maintain STRC price stability near the $100 stated amount despite a weaker bitcoin price environment. In 2026, we remain focused on expanding STRC to generate amplification and drive growth in Bitcoin Per Share (BPS) for MSTR common stock investors,” said Phong Le, President and Chief Executive Officer.

Strategy delivered the weakest performance against analyst estimates of the whole group. Interestingly, the stock is up 39.9% since reporting and currently trades at $149.67.

Is now the time to buy Strategy? Access our full analysis of the earnings results here, it’s free.

Best Q4: 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 $1.41 billion, up 70% year on year, outperforming analysts’ expectations by 4.9%. The business had a stunning quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.

Palantir Technologies scored the fastest revenue growth among its peers. The market seems content with the results as the stock is up 4.8% since reporting. It currently trades at $154.91.

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

Weakest Q4: 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 $74.68 million, down 6.2% year on year, exceeding analysts’ expectations by 0.9%. Still, it was a slower quarter as it posted revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly.

Health Catalyst delivered the slowest revenue growth in the group. As expected, the stock is down 34% since the results and currently trades at $1.18.

Read our full analysis of Health Catalyst’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 $79.63 million, up 1.1% year on year. This number topped analysts’ expectations by 1.3%. It was a very strong quarter as it also produced a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ billings estimates.

The stock is down 10.3% since reporting and currently trades at $3.93.

Read our full, actionable report on Domo 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 $444.3 million, up 28.3% year on year. This print surpassed analysts’ expectations by 5.2%. Overall, it was a very strong quarter as it also put up an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.

Samsara pulled off the biggest analyst estimates beat and highest full-year guidance raise among its peers. The stock is up 13.2% since reporting and currently trades at $33.50.

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

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