Elastic (NYSE:ESTC) Coverage Initiated by Analysts at William Blair
William Blair initiated coverage on Elastic (NYSE:ESTC) with an "outperform" rating, contributing to a generally positive outlook among Wall Street analysts despite some recent price target cuts. The consensus rating for Elastic is now a "Moderate Buy" with an average price target of $89.80. The company recently exceeded quarterly earnings expectations, reporting EPS of $0.73 against a $0.64 estimate, with revenue up 17.7% year over year.
Elastic to Present at Upcoming Investor Conferences
Elastic (NYSE: ESTC) has announced that its management will be presenting at the BofA Securities Global Technology Conference 2026 and Rosenblatt’s 6th Annual Technology Summit in June 2026. The presentations will be webcast live and available for replay on the company's investor relations website. Elastic, known as the Search AI Company, specializes in integrating search technology with AI to transform data into actionable insights for various solutions.
Elastic (ESTC) to Release Quarterly Earnings on Thursday
Elastic (ESTC) is scheduled to release its Q4 2026 earnings on Thursday, May 28th, with analysts projecting earnings of $0.56 per share and revenue of $446.62 million. The company recently exceeded expectations in its last quarter, reporting $0.73 EPS against an estimated $0.64, and revenue of $449.88 million, marking a 17.7% year-over-year increase. Despite recent insider selling, analysts maintain a "Moderate Buy" consensus with an average price target of $89.80 for Elastic.
Guggenheim lowers Elastic stock price target to $106 on guidance risk
Guggenheim has reduced its price target for Elastic NV (NYSE:ESTC) to $106 from $116 while keeping a Buy rating, citing potential guidance risk, despite the stock trading down 39% over the last six months. The firm anticipates cloud revenue acceleration and stable total revenue growth for Elastic's Q4 2026, with strong demand noted in generative AI search, observability, and security. Elastic has also recently launched new multimodal embedding models, native Prometheus support, and integrated its security platform with Google Distributed Cloud air-gapped environments.
TimesSquare Capital Management LLC Lowers Stake in Elastic N.V. $ESTC
TimesSquare Capital Management LLC reduced its stake in Elastic N.V. (NYSE:ESTC) by 4.8% in the fourth quarter, selling 32,513 shares to hold 639,662 shares valued at approximately $48.3 million. Despite Elastic reporting stronger-than-expected quarterly results with EPS of $0.73 and revenue of $449.9 million, insider selling and some analyst price target cuts were noted. The stock maintains an overall "Moderate Buy" analyst rating with an average target price of $90.77.
Elastic to Announce Fourth Quarter and Fiscal 2026 Earnings Results on Thursday, May 28, 2026
Elastic (NYSE: ESTC) has announced that it will release its financial results for the fourth quarter and fiscal year 2026 on Thursday, May 28, 2026, after the U.S. market closes. The company will host a conference call to discuss these results and its business outlook at 2:00 p.m. PT / 5:00 p.m. ET, with a live webcast available on its investor relations website. Elastic, known as the Search AI Company, provides a Search AI Platform used by thousands of companies globally.
Elastic to Announce Fourth Quarter and Fiscal 2026 Earnings Results on Thursday, May 28, 2026
Elastic (NYSE: ESTC) is scheduled to release its financial results for the fourth quarter and fiscal year ended April 30, 2026, after the U.S. market closes on Thursday, May 28, 2026. The company will host a conference call on the same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial performance and future business outlook. A live webcast of the call will be available on the Elastic investor relations website, with a replay accessible for two months.
Elastic to Announce Fourth Quarter and Fiscal 2026 Earnings Results on Thursday, May 28, 2026
Elastic (NYSE: ESTC) has announced that it will release its fourth quarter and fiscal year 2026 financial results on Thursday, May 28, 2026, after the U.S. market closes. The company will also host a conference call to discuss its financial results and business outlook. A live webcast of the call will be available on the Elastic investor relations website.
Elastic Insiders Sell US$50m Of Stock, Possibly Signalling Caution
Insiders at Elastic N.V. have sold a substantial US$50 million worth of stock in the last year, with the Co-Founder making the largest sale of US$18 million. While insider selling can have multiple interpretations, the volume of sales by multiple insiders over a specific period, especially US$2.0 million in the past three months with no purchases, suggests caution. Despite a high insider ownership of 13%, the consistent selling activity warrants a closer look by shareholders.
Elastic Introduces Jina v5 Omni Family: Two Models to Power Text, Image, Video, and Audio Search
Elastic has introduced the Jina v5 Omni Family, consisting of two new models designed to enhance search capabilities across various data types including text, image, video, and audio. These models aim to provide more comprehensive and powerful search functionalities for Elastic's users. The announcement was made via a press release, with alerts sent to Quantisnow Plus members shortly after publication.
Is Elastic N.V. (ESTC) Positioned to Win in the AI Era
Elastic N.V. (ESTC) is positioning itself as "The Search AI Company" with a broad platform for search, observability, and security, increasingly leveraged for AI workloads. Despite competitive pressures and a weakened open-source moat, the company has shown improving profitability and strong backlog growth, particularly in sales-led subscriptions. Wall Street analysts maintain a bullish outlook, with significant implied upside from current stock levels, driven by AI adoption and platform consolidation.
Why Analysts Are Watching Elastic N.V. (ESTC) Closely
Analysts are closely watching Elastic N.V. (ESTC), with Rothschild Redburn initiating coverage with a Neutral rating and a $49 price target. While 63% of analysts are bullish on the stock, the firm noted the unpredictability of its growth and market positioning. Despite past S&P 500 underperformance, Elastic N.V. shows strong 17.70% YoY revenue growth and is considered a high-return technology stock due to its enterprise opportunities and platform adoption.
Elastic Introduces Jina v5 Omni Family: Two Models to Power Text, Image, Video, and Audio Search
Elastic has introduced the jina-embeddings-v5-omni family, new multimodal embedding models capable of representing text, images, video, and audio as vectors for AI search. These models allow developers to conduct search, classification, clustering, and deduplication across various media types within a single index. Available in small and nano sizes, they ensure compatibility with existing v5-text embeddings, offering a practical and efficient way to expand into multimedia search without re-indexing data.
New Elastic AI model lets one search text, images, video and audio together
Elastic (NYSE: ESTC) has launched jina-embeddings-v5-omni, a new family of multimodal embedding models that can represent text, images, video, and audio as vectors. These models allow for unified search, classification, clustering, and deduplication across various media types. Available in small and nano sizes, they are designed for compatibility with existing v5-text indexes, enabling easy integration for developers to expand into multimedia search without rebuilding systems.
Elastic (NYSE:ESTC) - Stock Analysis
This article provides a detailed stock analysis of Elastic (NYSE:ESTC), an AI-search company, highlighting its current valuation as undervalued by 47.6% compared to analysts' consensus target. It covers recent financial performance, including Q3 FY26 revenue growth of 18%, and strategic developments such as expansion into AI capabilities and FedRAMP High authorization, which open new market opportunities. The analysis also touches on insider transactions, noting significant selling activity balanced by a recent buyback program, and discusses how the company's focus on AI and cloud migration is expected to drive future growth despite some cautious analyst sentiment.
Elastic Stock Is Down 49% From Its 52-Week High. Is ESTC a Buy Now?
Elastic (ESTC) stock has dropped 49% from its 52-week high, but the company shows strong growth with 18% Q3 FY2026 revenue growth and solid operational results. A valuation model suggests ESTC could reach $73 per share by mid-2028, offering a 49% total return or 22.3% annualized return, driven by subscription growth, AI integration, and a path to profitability. Investors are encouraged to analyze the company's consistent execution and margin improvement.
Elastic N.V. (ESTC) Bullish Thesis Summary
This article summarizes a bullish thesis on Elastic N.V. (ESTC), an AI search company. Despite recent stock declines and market skepticism towards software companies, Elastic is seen as a strong investment due to its solid Q3 FY26 performance, consistent revenue growth, improving profitability, and crucial role as an AI infrastructure layer for contextual data retrieval. The thesis suggests Elastic is well-positioned for a significant re-rating once cash flow stabilizes and AI skepticism subsides.
Elastic Stock Jumps as Investors Bet on AI Revival
Elastic N.V. (ESTC) shares are rising as investors return to undervalued enterprise software companies expected to benefit from AI adoption. The stock is also recovering from recent 52-week lows ahead of its Q4 fiscal 2026 earnings report, with bullish technical signals and institutional buying reinforcing confidence in its rally. Investors anticipate stronger growth signals and a potential durable bottom for the stock.
Vanguard Portfolio Management holds 5.36% of Elastic NV (NYSE: ESTC) reported 3/31/2026
Vanguard Portfolio Management has reported a 5.36% stake in Elastic NV (NYSE: ESTC) through a Schedule 13G SEC filing. This passive ownership amounts to 5,551,364 shares as of March 31, 2026, with Vanguard possessing sole voting power over 24,160 shares and sole dispositive power over all reported shares. The filing indicates that Vanguard holds these shares as a passive investor, typically for index or fund positions managed for clients.
Elastic NV (ESTC) Stock Up 3.1% and Still Undervalued -- GF Scor
Elastic NV (ESTC) shares rose 3.1% to $47.83, trading significantly below its GF Value™ estimate of $104.01, indicating it is 54.0% undervalued. Despite an above-average GF Score™ of 65/100, insider selling of $2.0 million and weak valuation and momentum scores (both 2/10) suggest caution for investors. The company's current forward P/E of 16.8x is also considerably lower than its 5-year median of 198.5x, reinforcing the undervaluation but highlighting potential concerns regarding market sentiment and insider confidence.
10 Best Dip Stocks to Invest In According to Billionaires
Elastic N.V. (NYSE: ESTC) is highlighted as one of the best "dip stocks" to invest in according to billionaires, with $1.50 billion in investment and 60% analyst support despite a 36% decline in the past year. RBC Capital reiterated an "Outperform" rating, seeing strong positioning due to its ties to enterprise data and flexible deployment, even while cutting its price target from $80 to $70. Management for Elastic N.V. (NYSE: ESTC) projects optimistic revenue guidance of $1.734 billion to $1.736 billion for fiscal 2026, indicating 17% annual growth.
Elastic (NYSE:ESTC) Stock Forecast & Analyst Predictions
Elastic (NYSE:ESTC) is forecast to grow earnings and revenue by 51.7% and 10.4% per annum respectively, with EPS expected to grow by 52.5% annually. Analysts have updated their price targets, often trimming them while acknowledging solid execution and ongoing interest in AI use cases and self-managed demand. The company is expected to become profitable within the next three years, with a forecast return on equity of 27.4%.
Elastic NV (MEX:ESTCN) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for Elastic NV (MEX:ESTCN) from GuruFocus. It details various financial metrics, including growth rates for revenue, EPS, EBIT, and free cash flow, alongside market capitalization and valuation ratios. The page also outlines how GuruFocus calculates these metrics and offers tools for financial analysis.
Prometheus users can bring metrics into Elastic without rewrites
Elastic (NYSE: ESTC) has announced native Prometheus support, including direct ingestion via Remote Write and full PromQL support in Kibana. This integration allows Site Reliability Engineers (SREs) to analyze Prometheus metrics alongside logs and traces on a single platform, eliminating the need for query rewrites or rebuilding pipelines. The update aims to reduce tool sprawl and data fragmentation, speeding up incident response and cutting operational costs for organizations scaling Kubernetes environments.
New Google Cloud option keeps AI search data inside company VPCs
Elastic has announced that its Jina Embeddings v3 is now available as a self-deployable model in Google Cloud's Gemini Enterprise Agent Platform Model Garden. This integration allows organizations to run high-performance AI retrieval models directly within their own Virtual Private Clouds (VPCs), ensuring data sovereignty and predictable pricing. It is particularly beneficial for regulated industries as it keeps sensitive data within the company's security perimeter.
Elastic NV (ESTC) Shares Fall 7.1% -- What GF Score of 68 Tells Investors
Elastic NV (ESTC) shares dropped 7.1% on April 23, 2026, and are significantly undervalued according to GuruFocus's GF Value™, trading 56.0% below its intrinsic value. Despite an "Above Average" GF Score™ of 68/100, indicating strong growth potential, the company faces cautionary signals including an "Undervalued" GF Valuation label and recent insider selling totaling $2.0M with no purchases. Investors are advised to consider both the undervaluation and insider sentiment.
Elastic Jina Embeddings v3 Now Available in Gemini Enterprise Agent Platform Model Garden
Elastic (NYSE: ESTC) has announced that Jina Embeddings v3 is now available as a self-deployable partner model in Gemini Enterprise Agent Platform Model Garden. This enables organizations to deploy high-performance retrieval models directly within their own cloud environments, ensuring total data sovereignty, predictable pricing, and native integration with Google Cloud services. The model supports multilingual semantic search and RAG pipelines, offering a secure and cost-effective solution for enterprises.
Elastic shares initiated at Neutral by Rothschild Redburn with $49 target
Rothschild Redburn initiated coverage on Elastic NV (NYSE:ESTC) with a Neutral rating and a $49 price target, expressing caution regarding the company's market positioning and growth given its open-source foundations and transition to a sales-led model. While the stock currently trades near the target and is down 44% in six months, InvestingPro data suggests it may be undervalued. Other analysts like Goldman Sachs and RBC Capital have also offered varied perspectives on Elastic's market position and growth potential.
Google air-gapped cloud adds Elastic tools for sensitive data
Elastic (NYSE: ESTC) has partnered with Google Cloud to integrate its agentic security operations platform into Google Distributed Cloud (GDC) air-gapped environments. This collaboration provides advanced security analytics, automation, and XDR capabilities for organizations handling highly sensitive, regulated workloads, allowing them to combat AI-driven cyber threats while maintaining strict data sovereignty and compliance. The integrated solution is designed to simplify security across complex environments and enhance SOC analyst operations with native AI, and will be generally available to customers in May 2026.
Elastic Collaborates with Google Cloud to Bring Embedded Security Layer to Google Distributed Cloud
Elastic announced a deep integration with Google Distributed Cloud air-gapped to provide an embedded security layer for customers handling highly sensitive, regulated workloads. This collaboration combines Google's cloud services and AI capabilities with Elastic's agentic security operations platform, which unifies SIEM, XDR, and native automation with embedded AI. The solution, which will be generally available in May 2026, aims to enhance data sovereignty, simplify security across complex environments, and improve SOC analyst operations through agentic AI, helping organizations combat modern AI-driven cyber threats and meet strict regulatory requirements.
Elastic (ESTC) Partners with Google to Enhance Security Operations
Elastic (ESTC) has announced a partnership with Google to integrate its agentic security operations platform into Google Distributed Cloud. This collaboration aims to provide enhanced security analytics and automation, particularly for sensitive sectors like finance and healthcare, by addressing AI-driven cyber threats and regulatory compliance. Despite promising growth potential, insider selling activity and moderate financial strength metrics warrant careful consideration for investors.
Elastic Adds Native Prometheus and PromQL Support to Elastic Observability
Elastic has announced native Prometheus and PromQL support for its Observability platform, allowing Site Reliability Engineers (SREs) to analyze Prometheus metrics alongside logs and traces in a single environment. This integration aims to reduce tool sprawl, eliminate data fragmentation, and speed up incident response by enabling direct ingestion of Prometheus metrics and the use of existing PromQL queries within Kibana. These features are currently available in technical preview.
Elastic Collaborates with Google Cloud to Bring its Embedded Security Layer to Google Distributed Cloud Air-Gapped Environments
Elastic and Google Cloud have partnered to integrate Elastic's agentic security operations platform into Google Distributed Cloud (GDC) air-gapped environments. This collaboration provides an embedded security layer with analytics, automation, and XDR capabilities to help organizations, particularly those with highly sensitive and regulated data, combat AI-driven cyber threats in disconnected settings. The solution aims to enhance data sovereignty, simplify security across complex environments, and improve SOC analyst efficiency with native AI, and will be generally available in May 2026.
Elastic shares initiated at Neutral by Rothschild Redburn with $49 target
Rothschild Redburn initiated coverage on Elastic NV (NYSE:ESTC) with a Neutral rating and a $49 price target. The firm expressed caution due to Elastic's market positioning, platform scale, growth story uncertainty, and transition to a sales-led model, noting these factors are reflected in the current share price. While long-term fundamentals are supported by enterprise opportunities and platform adoption, Rothschild Redburn seeks clearer investor communication and improved execution before taking a more positive stance.
Rothschild & Co initiates coverage of Elastic NV (ESTC) with neutral recommendation
Rothschild & Co has initiated coverage of Elastic NV (ESTC) with a neutral recommendation. This indicates that the firm does not have a strong bullish or bearish stance on the stock at this time. Investors will likely monitor further reports for more detailed analysis.
Elastic shares initiated at Neutral by Goldman Sachs on cloud concerns
Goldman Sachs initiated coverage on Elastic NV (NYSE:ESTC) with a Neutral rating and a $50.00 price target, citing concerns about its cloud growth despite its platform's strategic relevance. The investment bank noted that Elastic Cloud's deceleration contrasts with accelerating consumption among peers, and intensifying competition across its markets. While Elastic's platform is considered undervalued by InvestingPro, a more constructive stance would require greater confidence in stabilized and inflecting cloud growth.
Elastic Wins 2026 Google Cloud Partner of the Year Award for Marketplace Category for Data Management & AI
Elastic (NYSE: ESTC) has received the 2026 Google Cloud Partner of the Year Award in the Marketplace category for Data Management & AI, marking their fifth consecutive year of recognition. This award highlights the ongoing collaboration between Elastic and Google Cloud to provide Generative AI solutions for joint customers, focusing on faster development, improved performance, and reduced operational costs. The partnership leverages Elastic's unified data platform as a grounding engine for Gemini and Vertex AI, facilitating the creation and deployment of AI-powered applications on Google Cloud.
Elastic Delivers First Embedded AI Experiences for Observability and Security Inside Third-Party AI Tools
Elastic (NYSE: ESTC) has launched MCP Apps for Elastic, which integrate the company's security and observability workflows directly into third-party AI tools like Claude, VS Code, and GitHub Copilot. These apps allow users to investigate threats and diagnose system issues within their existing AI environments without needing to switch applications. Built on the Model Context Protocol (MCP) apps spec, this innovation provides interactive UI experiences for tasks like alert triage, threat hunting, and incident investigation.
Elastic shares initiated at Neutral by Goldman Sachs on cloud concerns
Goldman Sachs initiated coverage on Elastic NV (NYSE:ESTC) with a Neutral rating and a $50 price target, citing concerns about the company's ability to convert strategic relevance into sustained growth acceleration, particularly regarding the deceleration of Elastic Cloud. While acknowledging improvements in go-to-market execution, the investment bank emphasized that a more constructive stance would require greater confidence in stabilizing and inflecting cloud growth. This initiation comes amidst intensifying competition and recent mixed analyst reactions to Elastic's financial performance.
How many employees work at Elastic?
Elastic N.V. currently has 3,408 employees, according to Revelio Labs data, showing a year-over-year growth rate of 28.2%. The company specializes in data analytics with its Elastic Stack product portfolio and has seen its employee count grow significantly in recent years, reaching 3,401 employees in 2025. This article provides detailed workforce metrics, including historical employee counts, job postings, and compensation data.
Elastic NV (MEX:ESTCN) Stock Forecast, Price Targets and Analysts Predictions
This article from GuruFocus provides a stock forecast and analyst predictions for Elastic NV (MEX:ESTCN). It details various financial metrics for the company, including market cap, enterprise value, and GF Score. The article also mentions the availability of 12-month price targets and analyst ratings, accessible to subscribers.
Elastic NV (MEX:ESTCN) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for Elastic NV (MEX:ESTCN), including stock price, market capitalization, enterprise value, and various growth rates. It details annual and quarterly financial metrics such as revenue, EPS, EBIT, EBITDA, and free cash flow, alongside historical performance and various display options for financial data.
RBC cuts Elastic stock price target on valuation, keeps Outperform
RBC Capital has lowered its price target for Elastic NV (NYSE:ESTC) to $70 from $80, while maintaining an Outperform rating. This decision follows meetings with Elastic's management, with RBC viewing the company as well-positioned in the AI era's infrastructure stack due to its data proximity and flexible deployment options. Despite a 41% drop in stock value over six months, InvestingPro data suggests the shares remain undervalued, and Elastic continues to hit its mid-term financial targets.
RBC cuts Elastic stock price target on valuation, keeps Outperform By Investing.com
RBC Capital has lowered its price target for Elastic NV (NYSE:ESTC) to $70 from $80, while maintaining an Outperform rating. The adjustment is due to valuation concerns, despite the firm viewing Elastic as well-positioned in the infrastructure stack within the AI era. Elastic also recently surpassed Q3 FY2026 earnings expectations and achieved FedRAMP High authorization for its cloud service.
Elastic NV (ESTC) Shares Surge 4.7% -- What GF Score of 66 Tells Investors
Elastic NV (ESTC) shares surged 4.7% on April 15, 2026, closing at $47.51, despite being significantly undervalued by 54.1% according to the GF Value™ estimate of $103.40. The company holds an above-average GF Score™ of 66/100, driven by strong growth prospects (8/10), but insiders have sold $2.0 million in stock recently, raising some caution for investors. Its current forward P/E ratio of 16.7x is also much lower than its 5-year median, suggesting it trades below historical valuation.
Elastic Stock Hits a 52-Week Low as Wall Street’s Mean Target Implies 90% Upside in 2026
Elastic N.V. (ESTC) is currently trading near a 52-week low despite strong Q3 2026 results, including accelerating sales-led subscription revenue and record deal volume, driven by its Search AI platform. Wall Street analysts maintain a "buy" or "outperform" rating with a mean target price implying a 90% upside, suggesting the stock is undervalued compared to its peers. The company's financial health shows improving margins and strong RPO, positioning it as a key player in enterprise AI infrastructure, though Q4 consumption recognition presents a near-term risk.
Elastic NV (ESTC) Stock Down 7.6% -- Now Undervalued? GF Score: 65/100
Elastic NV (ESTC) shares dropped 7.6% to $45.00, trading significantly below its GF Value of $103.19, suggesting it is 56.4% undervalued. Despite a strong growth rank, the company faces challenges in profitability and momentum, alongside recent insider selling activity totalling $2.1 million. Investors are advised to exercise caution due to mixed financial metrics and insider sentiment.
Elastic NV (ESTC) Stock Price Down 5.6% on Apr 9
Elastic NV (ESTC) stock dropped 5.6% on April 9th, reaching an intraday low of $45.57 before closing at $45.99. This price is significantly below its 52-week high, although slightly above its 52-week low. Analysts have an average target price of $82.19, indicating a potential upside of over 78%.
(ESTC) Movement Within Algorithmic Entry Frameworks
Elastic N.v. (NASDAQ: ESTC) is showing weak sentiment across all horizons, supporting a short bias. The article provides three AI-generated trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, each tailored to different risk profiles. Institutional-grade analysis and real-time signals are offered to subscribers for optimized position sizing and risk management.
Elastic NV stock hits 52-week low at $47.27 By Investing.com
Elastic NV (ESTC) stock has recently reached a 52-week low of $47.27, representing a significant 42% decline over the past year and 40% over six months. Despite strong fundamentals like 17% revenue growth and a 76% gross profit margin, and exceeding Q3 2026 financial expectations, the company faces cloud-related concerns leading analysts to lower price targets. InvestingPro suggests the stock is undervalued at current levels.
