NYSE:IE 2 February 2026

July 1, 2026, 1:04 PM EDT. Palantir Technologies (NASDAQ:PLTR) led its data analytics peers in the first quarter, with revenue up 84.7% from a year ago and beating estimates by 6.1%. Still, Palantir shares slid 19.7% after results as investors looked for more than what analysts had projected. Across the sector, seven tracked names topped consensus revenue by an average of 2.7%, but their stocks lost 4.7% on average. CLEAR Secure (NYSE:YOU) revenue gained 19.7% and beat estimates by 3.5%, while its stock declined 3.4%. Despite earnings beats and higher outlooks, the group is seeing investors pull back, showing a disconnect between Wall Street numbers and sentiment.