Q4 Earnings Outperformers: Health Catalyst (NASDAQ:HCAT) And The Rest Of The Data Analytics Stocks
April 25, 2025
As the Q4 earnings season wraps, let’s dig into 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 5 data analytics stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line.
While some data analytics stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 3% since the latest earnings results.
Weakest Q4: Health Catalyst (NASDAQ:HCAT)
Founded by healthcare professionals Tom Burton and Steve Barlow in 2008, Health Catalyst (NASDAQ:HCAT) provides data and analytics technology to healthcare organizations, enabling them to improve care and lower costs.
Health Catalyst reported revenues of $79.61 million, up 6% year on year. This print was in line with analysts’ expectations, but overall, it was a mixed quarter for the company with full-year EBITDA guidance exceeding analysts’ expectations.
“For the full year 2024, I am pleased to share that we achieved strong performance across our business, including total revenue of $307 million and Adjusted EBITDA of $26 million. Additionally, I am encouraged with our Technology segment, which had revenue of $195 million for full-year 2024 and $52 million for the fourth quarter of 2024, which represents 10% growth year-over-year. I am pleased with this progress and excited that we anticipate a continued reacceleration of topline growth for full year 2025, with our Tech segment growing faster than the total business. Likewise, I am pleased with our profitability progress and excited that we have raised our target for 2025 Adjusted EBITDA by $2 million, to approximately $41 million.” 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. The stock is down 19.4% since reporting and currently trades at $3.98.
Started by Peter Thiel after seeing US defence agencies struggle in the aftermath of the 2001 terrorist attacks, Palantir (NYSE:PLTR) offers software as a service platform that helps government agencies and large enterprises use data to make better decisions.
Palantir reported revenues of $827.5 million, up 36% year on year, outperforming analysts’ expectations by 6.8%. The business had an exceptional quarter with an impressive beat of analysts’ billings estimates and a solid beat of analysts’ EBITDA estimates.
Palantir pulled off the biggest analyst estimates beat, fastest revenue growth, and highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 30.5% since reporting. It currently trades at $109.50.
One of the few public companies where Marc Andreessen is a Board member, Samsara (NYSE:IOT) provides software and hardware to track industrial equipment, assets, and fleets.
Samsara reported revenues of $346.3 million, up 25.3% year on year, exceeding analysts’ expectations by 2.9%. It may have had the worst quarter among its peers, but its results were still good as it also locked in EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates.
As expected, the stock is down 5.9% since the results and currently trades at $39.39.
Founded by Josh James after selling his former business Omniture to Adobe, Domo (NASDAQ:DOMO) provides business intelligence software that allows managers to access and visualize critical business metrics in real-time, using their smartphones.
Domo reported revenues of $78.77 million, down 1.8% year on year. This print surpassed analysts’ expectations by 1%. Overall, it was a very strong quarter as it also logged a solid beat of analysts’ billings estimates and EPS guidance for next quarter exceeding analysts’ expectations.
Domo had the slowest revenue growth among its peers. The stock is up 5% since reporting and currently trades at $7.41.
Born out of a failed voice recognition startup by founder Spenser Skates, Amplitude (NASDAQ:AMPL) is data analytics software helping companies improve and optimize their digital products.
Amplitude reported revenues of $78.13 million, up 9.4% year on year. This number beat analysts’ expectations by 1.9%. It was a strong quarter as it also put up a solid beat of analysts’ EBITDA estimates and full-year guidance of accelerating revenue growth.
The company added 24 enterprise customers paying more than $100,000 annually to reach a total of 591. The stock is down 25.2% since reporting and currently trades at $8.87.
Thanks to the Fed’s series of rate hikes in 2022 and 2023, inflation has cooled significantly from its post-pandemic highs, drawing closer to the 2% goal. This disinflation has occurred without severely impacting economic growth, suggesting the success of a soft landing. The stock market thrived in 2024, spurred by recent rate cuts (0.5% in September and 0.25% in November), and a notable surge followed Donald Trump’s presidential election win in November, propelling indices to historic highs. Nonetheless, the outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. The path forward holds both optimism and caution as new policies take shape.
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