The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how SS&C (NASDAQ: SSNC) and the rest of the data & business process services stocks fared in Q1.

A combination of increasing reliance on data and analytics across various industries and the desire for cost efficiency through outsourcing could mean that companies in this space gain. As functions such as payroll, HR, and credit risk assessment rely on more digitization, key players in the data & business process services industry could be increased demand. On the other hand, the sector faces headwinds from growing regulatory scrutiny on data privacy and security, with laws like GDPR and evolving U.S. regulations potentially limiting data collection and monetization strategies. Additionally, rising cyber threats pose risks to firms handling sensitive personal and financial information, creating outsized headline risk when things go wrong in this area.

The 10 data & business process services stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.7% while next quarter’s revenue guidance was in line.

While some data & business process services stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.9% since the latest earnings results.

SS&C (NASDAQ: SSNC)

Founded in 1986 as a bridge between technology and financial services, SS&C Technologies (NASDAQ: SSNC) provides software and software-enabled services that help financial firms and healthcare organizations automate complex business processes.

SS&C reported revenues of $1.65 billion, up 8.8% year on year. This print exceeded analysts’ expectations by 1.1%. Overall, it was a satisfactory quarter for the company with a narrow beat of analysts’ billings estimates.

“As we mark 40 years of delivering mission-critical systems and processing, SS&C's strong first quarter results of $1,648 million adjusted revenues and $651 million adjusted consolidated EBITDA reflect our deeply embedded infrastructure and long-standing client relationships,” says Bill Stone, Chairman and Chief Executive Officer.

The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $69.44.

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

Best Q1: Planet Labs (NYSE: PL)

Pioneering the concept of "agile aerospace" with hundreds of small but powerful satellites, Planet Labs (NYSE: PL) operates the world's largest fleet of Earth observation satellites, capturing daily images of our planet to provide insights on deforestation, agriculture, and climate change.

Planet Labs reported revenues of $94.15 million, up 42.1% year on year, outperforming analysts’ expectations by 4.3%. The business had an exceptional quarter with a beat of analysts’ EPS estimates and revenue guidance for next quarter exceeding analysts’ expectations.

Planet Labs achieved the fastest revenue growth and highest full-year guidance raise 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 26.9% since reporting. It currently trades at $31.81.

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

Weakest Q1: TransUnion (NYSE: TRU)

One of the three major credit bureaus in the United States alongside Equifax and Experian, TransUnion (NYSE: TRU) is a global information and insights company that provides credit reports, fraud prevention tools, and data analytics to help businesses make decisions and consumers manage their financial health.

TransUnion reported revenues of $1.25 billion, up 13.7% year on year, exceeding analysts’ expectations by 2.7%. Still, it was a mixed quarter as it posted a miss of analysts’ full-year EPS guidance estimates.

The stock is flat since the results and currently trades at $70.67.

Read our full analysis of TransUnion’s results here.

Fair Isaac Corporation (NYSE: FICO)

Creator of the three-digit number that can determine whether you get a mortgage or credit card, Fair Isaac Corporation (NYSE: FICO) develops analytics software and the widely used FICO Score, which is the standard measure of consumer credit risk in the United States.

Fair Isaac Corporation reported revenues of $691.7 million, up 38.7% year on year. This print topped analysts’ expectations by 9.1%. It was a very strong quarter as it also recorded a solid beat of analysts’ ARR and revenue estimates.

Fair Isaac Corporation scored the biggest analyst estimate beat but had the weakest full-year guidance update among its peers. The stock is up 12.3% since reporting and currently trades at $1,135.

Read our full, actionable report on Fair Isaac Corporation here, it’s free.

Verisk (NASDAQ: VRSK)

Processing over 2.8 billion insurance transaction records annually through one of the world's largest private databases, Verisk Analytics (NASDAQ: VRSK) provides data, analytics, and technology solutions that help insurance companies assess risk, detect fraud, and make better business decisions.

Verisk reported revenues of $782.6 million, up 3.9% year on year. This number surpassed analysts’ expectations by 1.3%. Aside from that, it was a satisfactory quarter as it also produced a beat of analysts’ EPS estimates but full-year EPS guidance in line with analysts’ estimates.

Verisk had the slowest revenue growth among its peers. The stock is up 1.1% since reporting and currently trades at $178.65.

Read our full, actionable report on Verisk 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 Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.