Elastic N.V.

Elastic N.V.

ESTCยทNYSE

$64.11

-0.30%
TechnologySoftware - Application

Elastic N.V., a search company, delivers technology solutions designed to run in public or private clouds in multi-cloud environments. It primarily offers Elastic Stack, a set of software products that ingest and store data from various sources and formats, as well as perform search, analysis, and visualization. The company's Elastic Stack product portfolio comprises Elasticsearch, a distributed, real-time search and analytics engine, and data store for various types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the Elastic Stack; Beats, a single-purpose data shippers for sending data from edge machines to Elasticsearch or Logstash; Elastic Agent that offers integrated host protection and central management services; and Logstash, a data processing pipeline for ingesting data into Elasticsearch or other storage systems. It also provides software solutions on the Elastic Stack that address cases, including app search, workplace search, logging, metrics, application performance management, and synthetic monitoring. The company's platform solutions provide new capabilities that helps users to combine the benefits of the Elastic Stack. The company was incorporated in 2012 and is headquartered in Mountain View, California.

At a Glance

Live Snapshot
Market Cap$6.64B
EPS3.4900
P/E Ratio18.37
Earnings Date06/04/2026
estc

Elastic N.V. Street Expectations Map

ESTC ยท NYSE

Wall Street analysts project that ESTC stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 62.88, with estimates ranging from a low of 49.00 to a high of 85.00.

Lowest Target
49.00
-23.57%
Consensus Target
62.88
-1.92%
Highest Target
85.00
32.58%

The consensus 1-year price target stands at 62.88, with estimates ranging from a low of 49.00 to a high of 85.00.

Analyst Consensus Analysis

Upside Potential

-1.9%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

57.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

1.38x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Elastic N.V. Forward Estimates of Revenue

ESTC ยท NYSE
Latest Revenue
1.74B
FY 2026
Avg Estimate
1.99B
FY 2027
Estimate Range
1.98B - 2.01B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Elastic N.V. Forward Estimates of Net Income

ESTC ยท NYSE
Latest Net Income
367.77M
FY 2026
Avg Estimate
346.59M
FY 2027
Estimate Range
318.84M - 374.34M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Elastic N.V. Forward Estimates of EPS

ESTC ยท NYSE
Latest EPS
3.49
FY 2026
Avg Estimate
$3.18
FY 2027
Estimate Range
$2.97 - $3.49
Analyst Spread

Forward Growth Analysis

Projected Growth-8.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Elastic N.V. Forward Estimates of EBIT

ESTC ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
406.85M
FY 2027
Estimate Range
404.80M - 411.52M
Analyst Spread

Forward Growth Analysis

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Elastic N.V. Forward Estimates of EBITDA

ESTC ยท NYSE
Latest EBITDA
-33.48M
FY 2026
Avg Estimate
391.43M
FY 2027
Estimate Range
389.46M - 395.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+1269.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Elastic N.V. Forward Estimates of SG&A Expense

ESTC ยท NYSE
Latest SG&A Expense
904.61M
FY 2026
Avg Estimate
1.13B
FY 2027
Estimate Range
1.12B - 1.14B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Elastic N.V. Insider Positioning

ESTC ยท NYSE

During the last 12 months, insiders have purchased $284K and sold $22.23M worth of ESTC shares, resulting in $21.95M of net selling activity.

3 Months

Bought

0

0.00

Sold

38.2K

2.00M

Net Activity

-2.0M

-$2.00M

3-6 Months

Bought

0

0.00

Sold

54.2K

4.07M

Net Activity

-4.1M

-$4.07M

6-9 Months

Bought

4.0K

284.16K

Sold

60.2K

5.33M

Net Activity

-5.0M

-$5.05M

9-12 Months

Bought

0

0.00

Sold

125.5K

10.83M

Net Activity

-10.8M

-$10.83M

Top Buyers

1
APRI

Auvil Paul R. Iii

Director

4.0K sharesโ€ข1 transactions

$284K

Top Sellers

1
KA

Kulkarni Ashutosh

Director, Officer: Chief Executive Officer

112.3K sharesโ€ข8 transactions

$8.90M

2
BS

Banon Shay

Director, Officer: Chief Technology Officer

53.7K sharesโ€ข8 transactions

$4.47M

3
DME

Dodds Mark Eugene

Officer: Chief Revenue Officer

33.3K sharesโ€ข7 transactions

$2.64M

4
EK

Exner Ken

Officer: Chief Product Officer

31.0K sharesโ€ข5 transactions

$2.49M

5
HC

Herzog Carolyn

Officer: Chief Legal Officer

25.9K sharesโ€ข5 transactions

$2.06M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $21.95M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.01:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.00M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.