Elastic ve fiskálním roce 2026 přešla do zisku podle GAAP a vykázala čistý zisk 368 milionů USD. Integrace AI, včetně Search AI, pomáhá udržet firemní zákazníky v ekosystému.
When a developer needs to make sense of a chaotic mountain of telemetry data, they call on Elastic (ESTC -3.69%). The company provides an essential search-driven platform that powers observability, security, and enterprise search workflows, essentially acting as the digital librarian for modern infrastructure. With the stock trading around $88.42 as of Sept. 8, 2026, and having climbed roughly 17% year-to-date, Elastic has shifted its focus from burning cash for growth to building a profitable, AI-integrated software engine.
Our proprietary Hidden Gems scoring system assigns Elastic an overall Superscore of 80 out of 100, placing it in the Strong category. The Superscore is an AI-powered score that evaluates a company's overall strength by combining financial performance, product market position, technological capabilities, leadership quality, and relative valuation. It represents the unification of all our scores into a single score for public companies, with five rating bands: Exceptional (90-100), Strong (75-89), Above Average (60-74), Average (40-59), and Cautious (0-39). This 80 places the company in the Top ~10% of every company we score. This analysis serves as one data-driven signal to guide your research, pairing the core strengths against the persistent risks to help you weigh the investment case for yourself.
Why Elastic Has an 80 SuperscoreStrong profitability pivot: The company successfully transitioned to GAAP profitability in fiscal 2026, reporting $368 million in net income and demonstrating that its platform can generate significant cash as it scales.AI product momentum: Rapid integration of generative AI tools like 'Search AI' and agentic workflows has deepened its utility, keeping enterprise customers locked into its ecosystem.Operational scale gains: Expanding gross margins to 76% in fiscal 2026 proves that the company is effectively managing the infrastructure costs of its cloud-first, consumption-based subscription model.Market relevance: Its status as a leader in observability and security keeps the platform essential to large enterprises, with over 1,720 customers now paying more than $100k in annual recurring revenue.Why Is Elastic's Superscore Not Higher?Stretched valuation multiples: An EV-to-EBITDA ratio of 502x prices in massive growth, leaving little room for error if expansion slows or if guidance slips.Intense competitive environment: The company competes for market share against well-funded hyperscalers and specialized rivals, preventing it from establishing an unassailable data moat.Normalization of growth: While healthy, the current mid-teen revenue growth represents a maturation phase compared to the hyper-growth periods of the company's earlier history.AI execution risk: Much of its AI-driven revenue is tied to upselling within its existing base, so it still faces the challenge of capturing entirely new segments to maintain its trajectory.Elastic's high capital efficiency -- ranking in the Top ~1% -- means it generates substantial profits relative to its small base of tangible assets. This allows the business to turn each point of revenue growth into outsize returns, a factor that helps justify the current premium investors pay for the stock.
ScoreScore (out of 100)RankSupporting Data PointProduct 1Y87Top ~8%Strong AI innovation like 'Agent Builder' is driving high-value enterprise adoption.Product 5Y71Top ~29%Consistent 23% revenue CAGR from 2022 to 2026 shows successful cloud-native transformation.Financial 1Y84Top ~8%Fiscal 2026 saw a pivotal shift to profitability with $368 million in net income.Financial 5Y75Top ~16%Disciplined cost management reduced the debt-to-equity ratio from 1.43 in 2022 to 0.46 in 2026.Leaders63Bottom ~40%Management provides granular visibility into key SaaS metrics like cRPO and cloud expansion.AI43Top ~20%The company is effectively embedding AI into its core tools but lacks a proprietary data moat.Valuation Risk70Top ~20%The stock trades at a trailing P/E of 27.83, reflecting investor expectations for future growth.Is Elastic Right For Your Portfolio?This stock warrants a closer look if...
You are looking for the best small-cap tech stocks that have successfully matured into profitable, cloud-native platforms.You believe that AI-driven search and observability will remain critical infrastructure for the modern enterprise.You may want to keep researching before buying if...
You are concerned about valuation risk given the high EV-to-EBITDA ratio.You are uncomfortable with the intense competition from cloud giants that could limit long-term pricing power.The Superscore provides a data-driven signal to help organize your research, but it is not a buy recommendation. Please weigh these points against your own risk tolerance and financial objectives before making any investment decisions.
Image source: The Motley Fool.
My Five-year prediction for Elastic stockElastic posted robust Q1 2027 results at the end of August, and the stock rose 48% last month. It's not the only provider of enterprise search services, but most of its rivals are open-source software packages managed by global communities. It's a promising position in the AI boom, as Elastic's tools can help data-rich companies organize and clean up large quantities of messy data before feeding it into proprietary AI and machine learning systems.
That said, I'm looking at a turnaround story in progress. Elastic's revenues have grown consistently in recent years, but I can't say the same for its cash flows and EBITDA. An EV-to-EBITDA ratio above 500 results from close-to-breakeven profits.
On the upside, Elastic is no longer just a search box for websites. Its vector database and Search AI platform have turned it into a context layer for the generative AI era, helping enterprises retrieve and ground data in real time as they rush to build proprietary AI agents.
Over the next five years, I expect Elastic to complete its transition from a high-growth disruptor to a cornerstone of the enterprise software stack. If it can sustain mid-teens revenue growth while pushing non-GAAP operating margins toward 20%, the company could top $3 billion in annual revenue by 2031. Paired with a stable price-to-sales ratio over the same period, Elastic's stock might double by 2031. Just don't expect a smooth ride.
The Hidden Gems Superscore reflects The Motley Fool's proprietary AI-driven evaluation of a company across product, financial, leadership, and valuation pillars as of the article date and may change over time. Performance figures are point-in-time. Past performance does not guarantee future results.
Elastic (ESTC) těží z prudce vyšších odhadů zisku: konsensus EPS pro příští čtvrtletí je 0,81 USD a za rok 3,33 USD. Akcie za poslední čtyři týdny přidaly 30 %.
Elastic (ESTC - Free Report) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.
Analysts' growing optimism on the earnings prospects of this software developer is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
Consensus earnings estimates for the next quarter and full year have moved considerably higher for Elastic, as there has been strong agreement among the covering analysts in raising estimates.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe company is expected to earn $0.81 per share for the current quarter, which represents a year-over-year change of +26.6%.
Over the last 30 days, the Zacks Consensus Estimate for Elastic has increased 91.13% because two estimates have moved higher while three have gone lower.
Current-Year Estimate RevisionsThe company is expected to earn $3.33 per share for the full year, which represents a change of +29.6% from the prior-year number.
The revisions trend for the current year also appears quite promising for Elastic, with eight estimates moving higher over the past month compared to no negative revisions. The consensus estimate has also received a boost over this time frame, increasing 155.4%.
Favorable Zacks RankThanks to promising estimate revisions, Elastic currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineInvestors have been betting on Elastic because of its solid estimate revisions, as evident from the stock's 30% gain over the past four weeks. As its earnings growth prospects might push the stock higher, you may consider adding it to your portfolio right away.
Elastic (ESTC - Free Report) came out with quarterly earnings of $0.7 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +20.69%. A quarter ago, it was expected that this software developer would post earnings of $0.56 per share when it actually produced earnings of $0.61, delivering a surprise of +8.93%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Elastic, which belongs to the Zacks Internet - Software industry, posted revenues of $478.11 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 1.82%. This compares to year-ago revenues of $415.29 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Elastic shares have added about 5.1% since the beginning of the year versus the S&P 500's gain of 12.1%.
What's Next for Elastic?While Elastic has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Elastic was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.83 on $483.02 million in revenues for the coming quarter and $3.25 on $1.99 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
DocuSign (DOCU - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026. The results are expected to be released on September 3.
This provider of electronic signature technology is expected to post quarterly earnings of $1.08 per share in its upcoming report, which represents a year-over-year change of +17.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
DocuSign's revenues are expected to be $868.04 million, up 8.4% from the year-ago quarter.
Elastic zvýšil výhled tržeb pro FY27 na 1,998–2,010 miliardy USD po silném Q1 a lepším výhledu na Q2. Firma zároveň schválila nový program zpětného odkupu akcií za 500 milionů USD.
Elastic ESTC is experiencing a surge following a robust Q1 performance, exceeding expectations for Q2 guidance and raising its FY27 outlook. This reflects improved sales execution leading to faster growth. Investors are encouraged by strong forward-demand indicators, record additions of large customers, increasing adoption of AI, and a new $500 million share repurchase authorization, despite net expansion metrics not yet showing improvement.
Sales-led subscription revenue grew by 18% to $399 million, up from 16% constant-currency growth in Q4. The current Remaining Performance Obligations (cRPO) rose 21% to $1.2 billion, while total RPO increased by 27% to $1.9 billion, indicating a trend towards larger, longer-term customer commitments to ESTC’s platform. ESTC welcomed over 80 new customers spending more than $100,000 annually, marking the largest quarterly increase and bringing the total to over 1,800. This group now accounts for 90% of sales-led subscription revenue. Notably, over 670 of these customers are utilizing ESTC's AI solutions, increasing AI penetration from around 21% last year to 37%, with AI users expanding slightly faster than non-AI customers. For Q2, ESTC anticipates a non-GAAP EPS of $0.80-$0.82 and revenue of $486-$487 million, slightly above FactSet consensus. The FY27 revenue guidance has been raised to $1.998-$2.010 billion, with sales-led subscription revenue projected between $1.682-$1.694 billion and adjusted EPS between $3.29-$3.37, driven by a stronger pipeline and improved sales productivity. Despite a slight decline in Net Expansion Rate (NER) to 111% from 112%, indicating that increased bookings and AI adoption have yet to enhance overall customer expansion, ESTC expects growth in total and sales-led subscriptions to accelerate in the second half of the year. The company aims for Q4 to deliver the fastest growth of the year while maintaining a 19.4% non-GAAP operating margin and a 21.5% adjusted free cash flow margin for FY27. In Q1, ESTC repurchased approximately $40 million in shares and has utilized $380 million of its initial $500 million repurchase program. The newly authorized $500 million indicates confidence in cash generation and expands future repurchase capacity, although the timing of purchases remains unspecified.The significant takeaway is that ESTC's quarterly success is complemented by improving forward indicators and a heightened annual outlook, rather than solely relying on expense management. The growth in cRPO and RPO, record enterprise additions, and enhanced AI adoption bolster management's expectations for acceleration in the second half. However, the decline in NER to 111% indicates that recent activity has not yet translated into overall customer expansion. ESTC must now convert long-term commitments and AI adoption into sustained consumption while maintaining its improving margins. Key upcoming focuses include Q2 execution, stabilization of NER, continued growth of high-spending customers, and progress towards achieving over 20% sales-led subscription growth in the medium term.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
Elastic po lepších než očekávaných výsledcích za 1. fiskální čtvrtletí a zvýšení celoročního výhledu vyskočil v premarketu téměř o 30 % na nové 52týdenní maximum. Paul Tudor Jones mezitím otevřel novou pozici během 2. čtvrtletí, zatímco Steve Cohen přes Point72 podíl snížil o zhruba 42 %.
Elastic N.V.‘s (NYSE:ESTC) blowout fiscal first-quarter earnings didn’t just reward shareholders—it also put a spotlight on a split among prominent hedge funds.
While Paul Tudor Jones‘ firm initiated a new position ahead of the quarter, Steven Cohen‘s Point72 reduced its exposure before shares surged nearly 30% in pre-market trading on Friday, after the results.
The contrasting moves emerged as Elastic delivered a stronger-than-expected fiscal first-quarter report, raised full-year guidance, and highlighted accelerating adoption of its AI-powered search platform, sending the stock to fresh 52-week highs in pre-market trading.
Paul Tudor Jones And Steve Cohen Took Different Approaches To ElasticQuarterly institutional filings show Tudor Investment, led by Paul Tudor Jones, established a new position in Elastic during the second quarter, purchasing roughly 204,000 shares.
Meanwhile, Point72 Asset Management, Steve Cohen’s hedge fund, reduced its holding by about 42%, trimming roughly 474,000 shares during the same period. Other notable managers were similarly divided. DE Shaw and Gotham Asset Management added to their positions, while AQR Capital Management, Millennium Management and Goldentree Asset Management pared theirs.
Read Next
Those filings capture positioning ahead of Elastic’s earnings report—meaning investors were expressing differing views on the company’s AI trajectory before management delivered its latest update.
Elastic Gave Investors Plenty to LikeThe company reported adjusted earnings of 70 cents per share on $478 million in revenue, comfortably ahead of Wall Street expectations. Management also raised its full-year outlook after describing record additions of large enterprise customers and growing momentum across Search & AI, Security and Observability.
Chief Executive Ash Kulkarni said the company is benefiting from a shift in how enterprises are adopting artificial intelligence. “AI is reshaping the enterprise technology stack.”
Elastic also disclosed that more than 37% of customers generating over $100,000 in annual contract value now use the platform for AI workloads, up from about 21% a year earlier. The company completed its acquisition of Deductive AI earlier this week, strengthening its AI-powered observability capabilities.
Beyond the Earnings: Elastic’s Technical Picture StrengthensChart created using Benzinga Pro
The stock recently formed a Golden Cross, a widely watched bullish signal that occurs when the 50-day moving average rises above the 200-day moving average, often indicating improving long-term momentum. Friday’s earnings-driven rally pushed the shares decisively above that crossover, while trading volume expanded sharply as the stock broke out to new 52-week highs.
Momentum indicators also remain elevated. The Relative Strength Index (RSI) has climbed toward overbought territory, reflecting the intensity of the post-earnings buying, while the stock is trading above its upper Bollinger Band—a sign of strong momentum that can sometimes precede increased volatility.
Institutional Investors Were Far From UnanimousTudor Jones’ decision to establish a position contrasts with Point72’s reduction, but the quarter ultimately reinforced management’s argument that AI is becoming a durable growth driver rather than a short-lived catalyst.
For investors, the next question is whether Elastic can sustain that momentum. Record additions of large enterprise customers, rising AI adoption across its installed base and a higher full-year outlook suggest demand remains healthy.
After a nearly 30% post-earnings rally, however, the focus will shift from beating expectations to proving that AI-led growth can continue at this pace.
Elastic dokončil akvizici společnosti Deductive AI. Cílem je posílit Elastic Observability o více automatizace s využitím AI pro rychlejší vyšetřování a řešení provozních incidentů.
Elastic (NYSE: ESTC) has completed the acquisition of Deductive AI, an AI-powered investigation platform that helps engineering teams identify and resolve production issues faster. The acquisition advances Elastic's goal to set the standard for production incident investigation by bringing more AI-powered investigation and automation to Elastic Observability.
As modern applications grow more distributed, interconnected and complex, engineers have more telemetry than ever, but spend too much time manually piecing together information across tools to understand what happened, why it happened, and what to do next. Deductive AI moves beyond simply summarizing alerts or suggesting where to look. Its technology is designed to take on more of the investigation itself while keeping engineers in control.
"Engineering teams today are drowning in telemetry but starved for answers," said Ash Kulkarni, chief executive officer, Elastic. "We have been building AI into Elastic Observability to move teams from detection to resolution faster. Deductive AI brings a sophisticated reinforcement learning harness for root cause analysis that accelerates this work. Together with the depth of telemetry and context in Elastic, it brings us closer to fundamentally changing how production incidents are investigated."
Deductive AI adds an AI SRE agent that gathers evidence, forms and tests hypotheses, and reasons across code, telemetry, and organizational knowledge to determine root cause. Its investigation engine learns which paths lead to useful evidence and successful outcomes, so every investigation can improve the next. Combined with Elastic’s ability to infer meaningful entities, relationships, and significant operational events from telemetry, these capabilities will help engineering teams investigate and resolve production issues faster.
"We've always believed that engineering teams deserve better than hours spent manually tracing the root cause of every incident," said Rakesh Kothari, former chief executive officer and cofounder, Deductive AI. "Joining Elastic lets us bring that conviction to a much larger audience and dramatically accelerate the development of AI-powered investigation capabilities. The opportunity ahead is unlike anything we could have built on our own."
Existing Deductive AI customers will continue to receive support while integration plans are developed. Additional product roadmap details will be shared in the coming months.
Read the blog to learn more.
About Elastic
Elastic (NYSE: ESTC) integrates its deep expertise in search technology with artificial intelligence to help everyone transform all of their data into answers, actions, and outcomes. The Elasticsearch Platform, which is the foundation for its search, observability, and security solutions, is used by thousands of companies, including more than 50% of the Fortune 500. Learn more at elastic.co.
Elastic and associated marks are trademarks or registered trademarks of elasticsearch B.V. and its subsidiaries. All other company and product names may be trademarks of their respective owners.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260824863894/en/
Elastic (ESTC - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 27. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis software developer is expected to post quarterly earnings of $0.58 per share in its upcoming report, which represents a year-over-year change of -3.3%.
Revenues are expected to be $469.49 million, up 13.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 34.45% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Elastic?For Elastic, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Elastic will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Elastic would post earnings of $0.56 per share when it actually produced earnings of $0.61, delivering a surprise of +8.93%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Elastic doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsAnother stock from the Zacks Internet - Software industry, Salesforce (CRM - Free Report) , is soon expected to post earnings of $3.27 per share for the quarter ended July 2026. This estimate indicates a year-over-year change of +12.4%. Revenues for the quarter are expected to be $11.3 billion, up 10.4% from the year-ago quarter.
The consensus EPS estimate for Salesforce has been revised 0.3% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.65%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Salesforce will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Amundi grew its stake in shares of Elastic N.V. (NYSE:ESTC – Free Report) by 37.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 296,604 shares of the company’s stock after acquiring an additional 80,441 shares during the quarter. Amundi owned about 0.29% of Elastic worth $14,827,000 at the end of the most recent quarter.
Several other large investors have also modified their holdings of ESTC. Sound Income Strategies LLC acquired a new position in Elastic during the 4th quarter worth approximately $25,000. Bessemer Group Inc. acquired a new stake in Elastic during the first quarter valued at approximately $25,000. Geneos Wealth Management Inc. acquired a new stake in Elastic during the second quarter valued at approximately $31,000. Activest Wealth Management lifted its holdings in Elastic by 3,181.2% during the 4th quarter. Activest Wealth Management now owns 525 shares of the company’s stock worth $40,000 after buying an additional 509 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd grew its position in shares of Elastic by 206.1% in the 4th quarter. Aster Capital Management DIFC Ltd now owns 551 shares of the company’s stock worth $42,000 after acquiring an additional 371 shares in the last quarter. 97.03% of the stock is currently owned by hedge funds and other institutional investors.
Elastic Stock Up 3.5% Shares of Elastic stock opened at $71.14 on Wednesday. The stock has a 50-day moving average price of $60.94 and a 200 day moving average price of $57.25. The company has a market cap of $7.39 billion, a P/E ratio of 20.33, a P/E/G ratio of 15.56 and a beta of 0.98. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.45. Elastic N.V. has a 1 year low of $42.05 and a 1 year high of $96.07.
Elastic (NYSE:ESTC – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The company reported $0.61 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.05. Elastic had a net margin of 21.14% and a negative return on equity of 1.82%. The firm had revenue of $450.68 million for the quarter, compared to the consensus estimate of $446.66 million. During the same period in the previous year, the firm posted $0.47 earnings per share. The firm’s revenue was up 16.0% on a year-over-year basis. Elastic has set its FY 2027 guidance at 3.210-3.290 EPS and its Q1 2027 guidance at 0.570-0.590 EPS. As a group, analysts expect that Elastic N.V. will post 0.26 EPS for the current fiscal year.
Insider Transactions at Elastic In related news, insider Carolyn Herzog sold 9,485 shares of Elastic stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $60.61, for a total value of $574,885.85. Following the transaction, the insider owned 128,439 shares in the company, valued at $7,784,687.79. This trade represents a 6.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Ashutosh Kulkarni sold 40,373 shares of the company’s stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $60.61, for a total transaction of $2,447,007.53. Following the sale, the chief executive officer owned 628,752 shares of the company’s stock, valued at $38,108,658.72. This trade represents a 6.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 110,099 shares of company stock worth $6,673,100. Corporate insiders own 12.70% of the company’s stock.
Analysts Set New Price Targets Several analysts recently weighed in on ESTC shares. Wolfe Research set a $55.00 price objective on shares of Elastic in a research report on Friday, May 29th. Rothschild & Co Redburn assumed coverage on shares of Elastic in a research note on Thursday, April 23rd. They issued a “neutral” rating and a $49.00 price target on the stock. Barclays cut their price target on Elastic from $76.00 to $68.00 and set an “overweight” rating on the stock in a report on Friday, May 29th. Canaccord Genuity Group reduced their price objective on Elastic from $90.00 to $80.00 and set a “buy” rating for the company in a research report on Friday, May 29th. Finally, Weiss Ratings raised Elastic from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, July 15th. Seventeen research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $78.78.
View Our Latest Stock Analysis on Elastic
About Elastic (Free Report)
Elastic N.V. operates as a search and analytics company, offering a suite of open source and subscription-based solutions for search, observability and security use cases. Its flagship product, Elasticsearch, enables fast and scalable full-text search and analytics across large volumes of structured and unstructured data. Complementary tools such as Kibana provide visualization capabilities, while Beats and Logstash serve as lightweight data shippers and data processing pipelines, respectively.
The company was founded in 2012 by Shay Banon, who serves as chief technology officer, and Steven Schuurman.
Featured Articles Five stocks we like better than Elastic System Upgrade: First Internet Bancorp Options Surge AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push The AI Chip Blockade Is Creating a Shadow Market Grab Holdings Stock Forms Bottom After Strong Beat-and-Raise Quarter
Receive News & Ratings for Elastic Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Elastic and related companies with MarketBeat.com's FREE daily email newsletter.
« PREVIOUS HEADLINEAmundi Has $12.53 Million Position in QuantumScape Corporation $QS
NEXT HEADLINE »Amundi Buys Shares of 367,394 SPDR Blackstone Senior Loan ETF $SRLN
Elastic Security jako jediná ze 16 dodavatelů získala v testu AV-Comparatives 2026 100% skóre ochrany proti malwaru. V testu Real-World Protection dosáhla 99,8 % a získala ocenění AV-Comparatives Approved Business Product Award.
Independent testing across 16 security vendors confirms Elastic Security leads on prevention, accuracy, and performance
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced that Elastic Security earned the only 100% malware protection score among 16 security vendors in the AV-Comparatives 2026 Business Security Test, covering the March–June 2026 test period. Elastic Security also tied for the highest score in the Real-World Protection Test with a 99.8% protection rate and earned the AV-Comparatives Approved Business Product Award.
The AV-Comparatives Business Security Test is one of the industry's most rigorous independent evaluations, running on fully patched Windows 11 across two distinct test disciplines. The Malware Protection Test simulates on-disk and LAN-delivered threats across 1,000 recent malware samples, while the Real-World Protection Test replicates active browsing-based threats such as malicious URLs, drive-by exploits, and socially engineered downloads across 400 test cases run continuously over four months. Together, they measure whether enterprise security products can catch threats at every stage without generating noise that buries security teams.
Elastic Security blocked all 1,000 malware samples in the Malware Protection Test (the only vendor in the field to do so) and stopped 399 of 400 threats in the Real-World Protection Test, tying with Kaspersky and Bitdefender for the highest score in that test. Both results were achieved with zero false alarms on common business software, the accuracy threshold AV-Comparatives requires for certification.
"Security teams are measured against the impossible standard to stop everything, slow nothing, alert only on what matters," said Mike Nichols, general manager, Security at Elastic. "These results from AV-Comparatives confirm that Elastic meets that standard in independent, unfiltered testing. It achieved the only perfect malware protection score in the field, top-tier real-world coverage, and zero false alarms on the software businesses actually run."
At the core of these results is Elastic Defend, the native endpoint protection layer inside Elastic Security. Elastic Security unifies endpoint protection, SIEM, investigation, response, and automation on a single platform and can ingest telemetry from third-party tools already in use across an organization. It deploys in connected, restricted-network, and fully air-gapped environments, with security content distributed over internal infrastructure where direct internet access is unavailable. For organizations that run unusual internal tooling, Elastic's centralized policy management, trusted application lists, and endpoint exceptions provide the controls to tune detection to their environment.
Additional Materials
Blog: Elastic leads the latest AV-Comparatives Malware Protection Test with a perfect scoreReport: AV-Comparatives 2026 Business Security TestElastic Security product page: elastic.co/securityAbout Elastic
Elastic (NYSE: ESTC), the Search AI Company, integrates its deep expertise in search technology with artificial intelligence to help everyone transform all of their data into answers, actions, and outcomes. Elastic's Search AI Platform — the foundation for its search, observability, and security solutions — is used by thousands of companies, including more than 50% of the Fortune 500. Learn more at elastic.co.
Elastic and associated marks are trademarks or registered trademarks of elasticsearch B.V. and its subsidiaries. All other company and product names may be trademarks of their respective owners.
Elastic představil nativní podporu Promethea a PromQL, která má zrychlit dotazy na metriky až 30× a zjednodušit observabilitu v jednom backendu s logy. Součástí jsou i automatické migrace z Datadogu a Grafany.
Elastic Delivers Best-in-Class Metrics With Native Prometheus Support and Agentic Investigation Experiences Elastic (NYSE: ESTC), the Search AI Company, today announced new capabilities that bring the same scale, performance, and operational simplicity that have made Elastic a trusted platform for logs to metrics. With native Prometheus and PromQL support, out-of-the-box Kubernetes investigation workflows, and automated migration from Datadog and Grafana, Elastic now delivers a unified platform for metrics and logs. Built on Elasticsearch's columnar metrics engine, the platform can query metrics up to 30x faster than Prometheus and store data up to 2.5x more efficiently, without cardinality limits or custom metric penalties.
The metrics landscape has changed dramatically. Kubernetes and microservices have already pushed observability systems from thousands to millions of time series. Now AI workloads are accelerating that growth, making metrics not only a scale challenge but also a strategic cost and reliability problem. Most platforms make that growth expensive: premium vendors increase costs as cardinality grows, while lower-cost alternatives fragment metrics and logs across separate backends and query languages. The result is that teams often reduce data collection to control costs, leaving engineers with less context when incidents occur.
Elastic Observability addresses both problems in a single platform that stores OpenTelemetry, Prometheus-native, and application-defined metrics at full resolution alongside logs and traces, with no separate backends and no retention trade-offs. The release spans the metrics engine and the capabilities built on it:
Native PromQL and Prometheus Remote Write: PromQL queries run natively in Kibana and Prometheus metrics arrive via Remote Write, so existing dashboards, alert rules, and scrape configs work without modification.
Out-of-the-box Kubernetes workflows and content: SREs now go straight from an alert to the root cause through out-of-the-box agentic workflows, alert templates, ML anomaly detection jobs, and pre-built dashboards that activate at ingest for Kubernetes. SRE teams do not need to configure infrastructure from scratch before they get value.
Agentic investigations: When an alert fires, Elastic correlates metrics, logs, and traces that already share a single backend, using workflows with ML anomaly detection to surface what changed and how severe the deviation is before anyone is paged. The Observability MCP App and agent skills bring the same investigation capabilities to Claude, Cursor, VS Code, and any MCP-compatible tool.
Automated migration from Datadog and Grafana: The Observability Migration Platform converts dashboards, alert rules, and PromQL queries into Kibana equivalents automatically, so teams move what they've already built rather than rebuilding it.
"Elastic was already the platform many SREs trusted for logs at scale. Now we're bringing that same impressive scale, performance, and operational simplicity to metrics, delivering up to 30x faster metric queries than Prometheus, native Prometheus compatibility, and a more predictable cost model for high-cardinality metrics," said Baha Azarmi, general manager, Observability at Elastic. "With a single backend for every signal, a single query language, and investigations that start before anyone is paged, SREs get complete context at the moment they need it most — without the bills that have forced teams to compromise on the data they keep."
“As we’ve moved more applications into Kubernetes and expanded our cloud footprint, data is growing rapidly and our need for granular, high-cardinality metrics is increasing," said Jeff Beagley, manager of DevOps, SRE, and Cloud Engineering, Bass Pro Shops. “Elastic’s new metrics capabilities let us handle that volume and surface the insights we need. Coupled with Elastic’s OpenTelemetry support, we get visibility into an increasingly complex architecture — all while keeping performance up and costs down.”
“At Eurowings, the improved metrics performance, native Prometheus support, logsdb and incident-handling workflows in Elasticsearch have helped our teams achieve faster incident response times and a more unified view across signals without jumping between systems,” said Iosif Tournas, Cyber Security & Elastic Platform Lead, Eurowings Aviation. “These new metrics capabilities complement the millions of log events per minute and APM traces we’re already handling in Elastic Observability. This unified view reduces operational friction, breaks the silos between teams and the time it takes to detect and respond to issues.”
Availability
The columnar metrics engine (TSDS), ES|QL time series support, PromQL in Kibana, and Prometheus Remote Write ingest are generally available. Out-of-the-box Kubernetes infrastructure content including dashboards, alert templates, SLO and ML anomaly detection jobs are also generally available. The Observability MCP App, Agent Skills, and the Observability Migration Platform are available in tech preview. All capabilities run across Elastic Cloud, serverless, and self-managed deployments.
While Datadog does not offer an on-premises option and Grafana limits its highest-value features to hosted deployments, Elastic gives organizations the flexibility to run observability workloads where their data and operational requirements demand.
Additional Resources
Read the blogs:
[url="]Elasticsearch: best-in-class for logs, now best-in-class for metrics [/url]
[url="]Elasticsearch’s Columnar Store, 160x Faster and 6.6x more storage efficient [/url]
Elastic Observability Metrics Pricing Updates
Elastic (NYSE: ESTC), the Search AI Company, integrates its deep expertise in search technology with artificial intelligence to help everyone transform all of their data into answers, actions, and outcomes. Elastic's Search AI Platform — the foundation for its search, observability, and security solutions — is used by thousands of companies, including more than 50% of the Fortune 500. Learn more at elastic.co.
Elastic and associated marks are trademarks or registered trademarks of elasticsearch B.V. and its subsidiaries. All other company and product names may be trademarks of their respective owners.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260630816603/en/
