Winners And Losers Of Q1: Amplitude (NASDAQ:AMPL) Vs The Rest Of The Data Analytics Stocks

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the data analytics stocks, 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 7 data analytics stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was 2.6% above.

In light of this news, share prices of the companies have held steady as they are up 3.2% 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 $93.49 million, up 16.9% year on year. This print exceeded analysts’ expectations by 0.6%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ billings estimates but full-year EPS guidance missing analysts’ expectations significantly.

Amplitude Total Revenue

Interestingly, the stock is up 17% since reporting and currently trades at $8.80.

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

Best Q1: 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 $1.63 billion, up 84.7% year on year, outperforming analysts’ expectations by 6.1%. The business had a stunning quarter with a solid beat of analysts’ billings estimates and an impressive beat of analysts’ EBITDA estimates.

Palantir Technologies Total Revenue

Palantir Technologies pulled off the biggest analyst estimate beat, highest guidance raise, and fastest revenue growth among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 11.1% since reporting. It currently trades at $129.80.

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

Weakest Q1: Domo (NASDAQ:DOMO)

Story Continues

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 $79.4 million, flat year on year, falling short of analysts’ expectations by 0.6%. It was a disappointing quarter as it posted a significant miss of analysts’ billings estimates.

Domo delivered the weakest performance against analyst estimates in the group. Interestingly, the stock is up 18.2% since the results and currently trades at $3.50.

Read our full analysis of Domo’s results here.

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 $478.8 million, up 30.5% year on year. This result surpassed analysts’ expectations by 5.2%. Overall, it was a very strong quarter as it also logged EPS guidance for next quarter exceeding analysts’ expectations and full-year EPS guidance exceeding analysts’ expectations.

The stock is up 2.1% since reporting and currently trades at $35.96.

Read our full, actionable report on Samsara 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 $124.3 million, up 11.9% year on year. This print topped analysts’ expectations by 2%. Aside from that, it was a softer quarter as it recorded a significant miss of analysts’ billings estimates.

The stock is down 45.5% since reporting and currently trades at $101.88.

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

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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.

Winners And Losers Of Q1: Amplitude (NASDAQ:AMPL) Vs The Rest Of The Data Analytics Stocks

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