Elastic management to stream Morgan Stanley tech conference talk live
Elastic (NYSE: ESTC) announced that its management will be presenting at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026, at 1:50 p.m. PT / 4:50 p.m. ET. The presentation will be webcast live and a replay will be available on their investor relations website. Elastic, known as the Search AI Company, specializes in integrating search technology with AI to help companies transform data into actionable insights using its Search AI Platform.
Elastic to Present at Upcoming Investor Conference
Elastic (NYSE: ESTC) announced that its management will present at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2, 2026, at 1:50 p.m. PT / 4:50 p.m. ET. The presentation will be webcast live and available for replay on Elastic's investor relations website. The company, known as the Search AI Company, helps users transform data into answers and actions through its Search AI Platform.
Why Elastic NV (ESTC) remains a high-growth stock in the AI-driven cybersecurity market
This article will likely discuss Elastic NV's strong position as a high-growth stock, particularly highlighting its relevance and contributions within the rapidly expanding AI-driven cybersecurity market. It will probably delve into the company's technology, market strategies, and how its offerings are aligned with the increasing demand for advanced security solutions. The analysis will likely present reasons for its continued growth potential in this competitive sector.
Elastic to Present at Upcoming Investor Conference
Elastic N.V. (NYSE: ESTC) announced that its management will be presenting at the Morgan Stanley Technology, Media & Telecom Conference on March 2, 2026. The presentation is scheduled for 1:50 p.m. PT / 4:50 p.m. ET and will be available via webcast on Elastic'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 its clients.
TimesSquare Capital Management LLC Purchases 35,255 Shares of Elastic N.V. $ESTC
TimesSquare Capital Management LLC increased its stake in Elastic N.V. (NYSE:ESTC) by 5.5% in the third quarter, purchasing 35,255 additional shares to hold a total of 672,175 shares valued at approximately $56.79 million. Despite some price target reductions from banks, the consensus analyst rating for Elastic remains a "Moderate Buy" with an average price target of $104.88. Over the last quarter, company insiders sold 61,828 shares, with insiders now owning 12.7% of the stock.
Responsive Playbooks and the ESTC Inflection
This article analyzes Elastic N.v. (NASDAQ: ESTC), noting mixed sentiment with strong near-term interest but persistent mid and long-term weakness. It provides AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis indicating elevated downside risk. The report suggests that no clear price positioning signal has been identified despite the varied sentiment.
Elastic Q3 FY26 earnings and outlook coming Feb. 26 after close
Elastic (NYSE: ESTC) has announced that it will release its financial results for the third quarter of fiscal year 2026, which ended January 31, 2026, after the U.S. market closes on Thursday, February 26, 2026. The company will also host a conference call on the same day at 2:00 p.m. PT / 5:00 p.m. ET to discuss its financial results and business outlook. A live webcast will be available on Elastic's investor relations website.
Elastic to Announce Third Quarter Fiscal 2026 Earnings Results on Thursday, February 26, 2026
Elastic (NYSE: ESTC) will release its financial results for the third quarter fiscal 2026 on Thursday, February 26, 2026, after the U.S. market close. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET to discuss the results and business outlook. A live webcast of the call will be available on the Elastic investor relations website.
Why Elastic N.V. (ESTC) Remains a High-Growth Stock in the AI-Driven Cybersecurity Market
Elastic N.V. (ESTC) is highlighted as a high-growth stock in the AI-driven cybersecurity market, particularly due to its Elastic Inference Service which provides cloud-hosted GPU inference capabilities to self-managed customers. Despite a recent price target cut by Rosenblatt Securities, the company's new Agent Builder and Elastic Workflows are expected to enhance its offerings in secure data analysis and AI agent development. Elastic's focus on search AI for security, observability, and search use cases positions it as a significant player for organizational data management.
Elastic NV (ESTC) Stock Price Down 3.01% on Feb 11
Shares of Elastic NV (ESTC) fell 3.01% on February 11, trading at $61.47, which is 48.11% below its 52-week high but 8.42% above its 52-week low. Wall Street analysts provide an average target price of $101.55, suggesting a 65.20% upside, and the stock holds an "Outperform" status based on analyst recommendations. GuruFocus estimates a one-year GF Value of $114.37, indicating an 86.06% upside from the current price.
Top Application Performance Monitoring (APM) Tools in 2026
This article reviews the top Application Performance Monitoring (APM) tools available in 2026, highlighting their strengths, weaknesses, and ideal use cases. It provides a detailed comparison of platforms like CubeAPM, Datadog, New Relic, and others, focusing on features such as OpenTelemetry support, deployment options, and AI capabilities. The guide aims to help engineering leaders, DevOps teams, and CTOs select the best APM solution for their specific performance, cost, and observability goals.
ING Groep NV Raises Holdings in Elastic N.V. $ESTC
ING Groep NV significantly increased its stake in Elastic N.V. ($ESTC) by 37.5% in the third quarter, bringing its total holdings to 369,100 shares valued at over $31 million. Other institutional investors also adjusted their positions in Elastic, with a strong consensus among analysts for a "Moderate Buy" rating. The article also details recent insider stock sales, financial performance metrics, and shifts in analyst price targets for Elastic N.V.
3 Reasons to Avoid ESTC and 1 Stock to Buy Instead
Elastic (ESTC) shares have underperformed the S&P 500, leading investors to question its potential. The article identifies three key reasons to avoid ESTC: weak billings suggesting soft demand, slim projected revenue growth, and a still-negative operating margin despite recent improvements. Instead of ESTC, the article recommends exploring high-quality market-beating stocks, highlighting a curated list that has significantly outperformed the market.
Penserra Capital Management LLC Buys 100,851 Shares of Elastic N.V. $ESTC
Penserra Capital Management LLC has increased its stake in Elastic N.V. (NYSE:ESTC) by 43.4%, acquiring an additional 100,851 shares, bringing its total holdings to 333,369 shares valued at approximately $28.17 million. Despite Elastic beating Q3 earnings and revenue expectations, the company reported negative net margin and return on equity. Analysts have a "Moderate Buy" consensus rating for ESTC with a target price of $104.88, and the company has authorized a share repurchase program.
Elastic NV stock hits 52-week low at $57.26 By Investing.com
Elastic NV stock has dropped to a new 52-week low of $57.26, reflecting a significant 49.55% decrease over the past year. Despite the downturn and broader tech sector challenges, the company maintains a strong balance sheet and is considered undervalued by InvestingPro analysts, with 21 analysts recently revising earnings expectations upward. Elastic is also actively enhancing its AI capabilities with new tools like Agent Builder and upgrades to its Cloud Serverless service, while an analyst from Rosenblatt Securities lowered its price target but maintained a Buy rating due to macroeconomic concerns.
Elastic NV stock hits 52-week low at $57.26
Elastic NV stock has fallen to a new 52-week low of $57.26, representing a nearly 50% decrease over the past year and indicating the stock is oversold according to its RSI. Despite this downturn, the company has a strong balance sheet with substantial cash reserves and liquid assets, and analysts project it to be undervalued with upward revised earnings expectations. Elastic is also actively developing new AI tools and upgrading its cloud services, including achieving AWS Agentic AI Specialization.
New York State Common Retirement Fund Lowers Holdings in Elastic N.V. $ESTC
The New York State Common Retirement Fund reduced its stake in Elastic N.V. by 31.4% in Q3 2025, selling 61,130 shares to hold 133,663 shares valued at approximately $11.29 million. Despite this, institutional and hedge fund ownership of Elastic remains high at around 97.03%, with several other major institutions significantly increasing their positions. Analysts maintain a "Moderate Buy" consensus rating for Elastic, with an average price target of $104.88, even though recent price targets have been trimmed.
Down 42% In Last 12 Months, Can Elastic Stock Recover in 2026?
Elastic N.V. (ESTC) shows strong Q2 performance with 16% revenue growth, driven by AI infrastructure and platform consolidation, particularly in GenAI applications. Despite being down 42% in the last 12 months, TIKR's valuation model projects Elastic stock could reach $85 by April 2028, implying a 30% total return, based on sustained GenAI adoption and expanding platform consolidation. The analysis highlights Elastic's competitive advantages in AI-powered search, security, and observability, but acknowledges near-term execution risk as GenAI projects transition from pilot to production.
Run AI search on your own servers, Elastic handles the GPUs in the cloud
Elastic (NYSE: ESTC) has introduced the Elastic Inference Service (EIS) via Cloud Connect, enabling self-managed Elasticsearch users to access cloud-hosted GPU-powered inference capabilities without needing to manage the hardware themselves. This service allows organizations to perform modern semantic search utilizing vector embeddings and Jina.ai models, while keeping their core infrastructure and data on-premises. The new offering aims to simplify the adoption of semantic search by providing immediate access to leading embedding and reranking models through Elastic Cloud's managed GPU fleet.
Down 42% In Last 12 Months, Can Elastic Stock Recover in 2026?
Elastic N.V. (ESTC) delivered a strong second quarter, with revenue up 16% and operating margins at 16.5%, driven by significant adoption of its platform for generative AI applications across search, security, and observability. Despite a 42% drop over the last 12 months, TIKR's valuation model projects Elastic stock could reach $85 by April 2028, offering a potential 30% return from its current $65 price, based on continued sales-led subscription growth and expansion into AI infrastructure. The company's unique position in context engineering and vector search, along with large deals like the one with CISA, suggests strong future growth, though execution on GenAI monetization and platform consolidation will be key.
Why Elastic could be the next AI winner in 2026
The article discusses the potential of Elastic (ESTC) to be a significant AI winner in 2026. It highlights the company's strong position in search and data analysis, which are crucial components for AI development and deployment. The analysis suggests that Elastic's technology could be leveraged to power future AI applications and derive insights from vast datasets.
Elastic N.V. (ESTC): A Bull Case Theory
This article summarizes a bullish thesis on Elastic N.V. (ESTC), highlighting its strong recent quarter with 16% YoY revenue growth and 75% gross margin, driven by Elastic Cloud and AI-search momentum. Despite GAAP losses and a recent stock pullback, the company shows improving operating efficiency, strong cash flow, and significant enterprise adoption, with management raising guidance due to confidence in mid-teens revenue growth and expanding non-GAAP operating margins. The article emphasizes Elastic's strategic focus on GenAI and its potential for continued upside.
Why Elastic could be the next AI winner in 2026
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Elastic Delivers GPU Infrastructure to Self-Managed Elasticsearch Customers via Cloud Connect
Elastic (NYSE: ESTC) has announced the availability of its Elastic Inference Service (EIS) via Cloud Connect, providing self-managed Elasticsearch customers with GPU infrastructure for AI inference tasks. This service allows organizations to access cloud-hosted inference capabilities, including models from Jina.ai for semantic search, without managing GPU hardware or moving their data from on-premises. It aims to simplify the adoption of semantic search and AI inference for self-managed deployments.
Elastic Adds High-Precision Multilingual Reranking to Elastic Inference Service with Jina Models
Elastic (NYSE: ESTC) has integrated two Jina Reranker models into its Elastic Inference Service (EIS), providing GPU-accelerated, high-precision multilingual reranking capabilities. These rerankers are designed to enhance search quality and relevance for hybrid search and RAG workloads, particularly in multilingual contexts, without requiring extensive infrastructure management. The available models, Jina Reranker v2 and v3, offer distinct optimizations for scalable agentic workflows and high-precision shortlist reranking, respectively.
Elastic (ESTC) Positioned to Benefit from AI Use Cases and Tool Consolidation
Elastic N.V. (ESTC) is seen as benefiting from tool consolidation and AI-led use cases, despite a lowered price target of $110.00 by Rosenblatt analyst Blair Abernethy who maintains a "Buy" rating. The company's recent product advancements and sales realignment for high-value customers are expected to drive growth, especially in Elastic Cloud. While there are macro pressures, the firm anticipates in-line to marginal beat in Q3/FY26 results.
Elastic (ESTC) positioned to benefit from AI use cases and tool consolidation
This article discusses how Elastic (ESTC) is well-positioned to benefit from emerging AI use cases and the ongoing trend of tool consolidation within the technology sector. The company's offerings are expected to find increased demand as businesses integrate AI into their operations and seek more unified solutions.
Why Elastic Could Be the Next AI Winner in 2026
Elastic N.V. (NYSE: ESTC), known for its AI-powered search and analytics tools, is positioned for a strong comeback in 2026 despite a recent share price decline. The company has launched key product upgrades like Elastic Cloud Serverless and Agent Builder, demonstrating strong fundamentals with increased revenue and subscription growth, and analysts are generally bullish with significant price target upside. Despite competition and potential volatility, Elastic's valuation discount and strategic advancements suggest it could emerge as an AI search leader.
Elastic (ESTC) Positioned to Benefit from AI Use Cases and Tool Consolidation
Elastic N.V. (ESTC) is expected to benefit from tool consolidation and AI-led use cases, despite recent multiple compression and macro pressures. Rosenblatt analyst Blair Abernethy maintained a "Buy" rating on ESTC but lowered the price target to $110, acknowledging potential macro concerns in enterprise software. The company's recent product advancements, such as the Agent Builder, and sales realignment are seen as factors positioning it well for log management, SIEM modernization, and new AI applications.
Understanding the Setup: (ESTC) and Scalable Risk
This article analyzes Elastic N.v. (NASDAQ: ESTC), highlighting weak market sentiment across all time horizons. It details a mid-channel oscillation pattern and presents an exceptional 58.2:1 risk-reward setup targeting a 16.5% gain with only 0.3% risk. The analysis includes three distinct AI-generated trading strategies—position trading, momentum breakout, and risk hedging—tailored for different risk profiles.
16,300 Shares in Elastic N.V. $ESTC Acquired by Jackson Creek Investment Advisors LLC
Jackson Creek Investment Advisors LLC initiated a new stake in Elastic N.V. (NYSE:ESTC) during the third quarter, acquiring 16,300 shares valued at approximately $1.38 million. Elastic reported strong Q3 earnings, exceeding analyst expectations with $0.64 EPS and $423.5 million in revenue, despite remaining unprofitable. Insider transactions show mixed signals, with a director purchasing shares while other insiders sold a larger volume, and the company's board approved a share repurchase plan with no current buybacks listed.
Why Elastic Could Be the Next AI Winner in 2026
Elastic N.V. (ESTC) is positioned to be a significant AI player in 2026, despite a recent 37% share price drop. The company has launched key product upgrades like Elastic Cloud Serverless and Agent Builder, enhancing its AI capabilities and software-as-a-service model. With strong fundamentals, including revenue growth and solid cash reserves, and a potentially undervalued stock based on its P/S ratio and analyst targets, Elastic is poised for a rebound as an AI search leader.
Rosenblatt lowers Elastic stock price target to $110 on multiple compression
Rosenblatt Securities has lowered its price target for Elastic N.V. (NYSE:ESTC) to $110 from $130, while maintaining a Buy rating, primarily due to recent multiple compression and macroeconomic concerns. Despite the reduced target, Elastic is expected to report in-line to slightly better-than-expected Q3 fiscal 2026 results and is well-positioned for growth through tool consolidation and AI integration. The company has also introduced new developments like Agent Builder and enhanced its Cloud Serverless service, though another analyst, DA Davidson, issued a lower price target of $80 with a Neutral rating due to mixed growth trends.
Elastic NV stock hits 52-week low at 67.96 USD
Elastic NV (ESTC) has fallen to a new 52-week low of $67.96, representing a significant year-over-year decline. Despite this, the company shows financial stability with ample cash and a healthy current ratio, and analysts expect it to become profitable this year. Elastic is also actively enhancing its AI and cloud offerings, including new tools like Agent Builder and strengthened AWS collaborations.
Elastic NV stock hits 52-week low at 67.96 USD By Investing.com
Elastic NV (ESTC) stock has reached a new 52-week low of $67.96, representing a significant decline over the past year. Despite this, the company exhibits financial stability with more cash than debt and a healthy current ratio. Analysts anticipate the company will become profitable this year, with an average price target 47% above current levels, while Elastic continues to innovate with new AI and cloud solutions.
Elastic Announces General Availability of Agent Builder with Expanded Capabilities
Elastic has announced the general availability of Agent Builder, a tool designed to help developers build secure, reliable, and context-driven AI agents using Elasticsearch. The company also introduced Elastic Workflows (tech preview), which expands Agent Builder's capabilities by enabling agents to reliably take actions across systems. These new offerings aim to provide a robust solution for developing AI agents that can accurately reason and predictably execute tasks by leveraging enterprise data.
New Elastic tools let companies build AI agents on their own data
Elastic has announced the general availability of Agent Builder, a new set of tools designed to help developers build secure, reliable, and context-driven AI agents using enterprise data. Crucially, Elastic also introduced Workflows (currently in tech preview), which allows these AI agents to reliably take actions across various systems, addressing the challenge of AI planning complex automations. These offerings aim to bridge the gap between AI's intelligent reasoning and the need for dependable, rules-based automation in enterprise environments, moving AI agents from pilot projects to practical, real-world applications.
Elastic (NYSE:ESTC) Launches Agent Builder for Enterprise AI Agent Development
Elastic (NYSE:ESTC) has launched Agent Builder, a new tool designed to help enterprises develop secure, reliable, and context-driven AI agents more quickly. Built on Elasticsearch, Agent Builder is aimed at improving the efficiency and accuracy of enterprise data processing and business decisions by extracting context from unstructured data. The company also introduced Elastic Workflows to enable these agents to execute actions across various systems, addressing a critical reliability gap in AI automation.
Elastic Announces General Availability of Agent Builder with Expanded Capabilities
Elastic has announced the general availability of Agent Builder, a new tool designed to help developers create secure, reliable, and context-driven AI agents. Built on Elasticsearch, Agent Builder focuses on context engineering to accurately perform complex tasks, streamlining the agent workflow from data preparation to conversational experience. Additionally, Elastic introduced Workflows (tech preview) to enable agents to take reliable actions across systems, combining intelligent reasoning with dependable automation.
The Technical Signals Behind (ESTC) That Institutions Follow
This article from Stock Traders Daily analyzes technical signals for Elastic N.v. (NASDAQ: ESTC), indicating a weak sentiment across all horizons that supports a short bias. It details an exceptional 48.9:1 risk-reward short setup and outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis highlights near, mid, and long-term support and resistance levels for ESTC.
Elastic NV stock hits 52-week low at $68.06
Elastic NV stock has fallen to a new 52-week low of $68.06, representing a 32.3% decline over the past year due to a challenging market despite solid fundamentals and revenue growth. InvestingPro analysis suggests the stock is undervalued, with analysts maintaining a bullish outlook, while recent company developments include enhanced cloud services and new AI integrations. However, some analysts have lowered price targets due to mixed growth trends and competitive concerns.
New Elastic serverless tech on AWS cuts search lag by 37%
Elastic announced an upgrade to its Cloud Serverless offering on Amazon Web Services (AWS), delivering up to 50% higher indexing throughput and 37% lower search latency. This enhancement is achieved through the use of new AWS Graviton instances at no extra cost, boosting performance for search, observability, and security applications. The fully managed service allows for independent scaling of indexing and search workloads with negligible operational complexity and no configuration changes required for existing users.
Elastic Supercharges Performance for Serverless Offering on AWS
Elastic has significantly enhanced the performance of its Cloud Serverless offering on Amazon Web Services (AWS), providing up to 50% higher indexing throughput and 37% lower search latency. This improvement, utilizing new AWS Graviton instances, comes at no additional cost to users and is designed to boost search, observability, and security applications. The enhancement offers near-instantaneous query response times, faster indexing, and improved handling of resource spikes for all AWS-based serverless projects automatically.
Here is Why Elastic N.V. is One of Hedge Funds’ Top Picks
Elastic N.V. (NYSE: ESTC) is a top pick among hedge funds, with 16 out of 26 analysts assigning Buy ratings and a 1-year median price target of $101.14, indicating a 39% upside potential. RBC Capital maintained an Outperform rating, noting the company's strong position to benefit from AI adoption, despite a revised price target of $95. Elastic N.V. provides an AI-powered search platform for various cloud environments, making it a key player in the evolving software landscape.
Elastic NV Stock Sheds 12% After-Hours On Cautious Guidance, But Retail Braces For Breakout After ‘Great’ Earnings
Elastic NV (ESTC) stock dropped 12% after hours due to cautious guidance despite exceeding Q2 earnings expectations. While analysts reacted negatively to the outlook and price target cuts, retail investors are anticipating a potential breakout, citing strong Q3 projections and increased customer adoption for the search AI company.
Insider Sell Alert: Jane Bone Sells Shares of Elastic NV (ESTC)
Jane Bone, Group Vice President & Chief Accounting Officer at Elastic NV, sold 1,187 shares of ESTC on January 9, 2026, reducing her holdings to 43,171 shares. This transaction is part of a trend of 42 insider sells versus 1 insider buy for Elastic NV over the past year. The stock traded at $80.31 during the sale, suggesting it is modestly undervalued with a GF Value of $99.38.
Elastic (NYSE:ESTC) CAO Sells $95,327.97 in Stock
Elastic N.V. (NYSE:ESTC) Chief Accounting Officer Jane Bone sold 1,187 shares of company stock for $95,327.97 on January 9th, reducing her position by 2.68%. Following the sale, Bone directly owns 43,171 shares valued at over $3.4 million. The company recently reported better-than-expected earnings but still has negative net margins and a negative P/E, while analysts maintain a "Moderate Buy" consensus rating with a price target of $105.71.
Barclays Adjusts Elastic (ESTC) Price Target to $100 | ESTC Stoc
Barclays analyst Raimo Lenschow has lowered the price target for Elastic (ESTC) from $107.00 to $100.00, while maintaining an 'Overweight' rating. This adjustment follows several other analysts who have also reduced their price targets for ESTC, reflecting varied expectations on its market performance and future growth. Despite these target reductions, the average target price from 25 analysts is $101.36, implying a 32.40% upside from its current price, and the consensus recommendation remains "Outperform."
Barclays Cuts Elastic (NYSE:ESTC) Price Target to $100.00
Barclays has reduced its price target for Elastic (NYSE:ESTC) to $100.00 from $107.00, while maintaining an "overweight" rating, suggesting a potential upside of 30.43%. Despite a recent earnings beat, the company exhibits a negative net margin and return on equity, with insiders being net sellers of the stock. The consensus rating from analysts remains a "Moderate Buy" with an average price target of $105.71.
Did Elastic’s CISA SIEM Partnership and Bedrock Tie-Up Just Reframe Elastic’s (ESTC) AI-Security Narrative?
Elastic N.V. recently announced a significant partnership with CISA for a SIEM-as-a-Service platform for federal agencies, with potential contract value up to US$130 million, and new monitoring features for Amazon Bedrock AgentCore. These collaborations highlight Elastic's strategy to integrate its AI and search capabilities into federal cybersecurity and AI ecosystems. While these developments reinforce Elastic's security use cases and potential for revenue stickiness, the article also advises investors to consider the growing competition from hyperscalers that could impact Elastic’s pricing power and margins.
