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Elastic Community
NYSE:ESTC Community
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Elastic
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Enterprise AI And Cloud Partnerships Will Shape Future Markets
Key Takeaways Leadership in AI-driven search, analytics, and security, paired with innovative product launches, strengthens differentiation and drives growth through automation and digital transformation demand. Expansion of cloud-native offerings and deep partnerships with leading cloud providers increases recurring revenues, customer retention, and market reach, supporting margin and cash flow improvements.
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US$110.48
FV
27.5% undervalued
intrinsic discount
13.29%
Revenue growth p.a.
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6 days ago
author updated this narrative
Elastic
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
Cloud Migration And AI Integration Will Expand Data Markets
Key Takeaways Expanding GenAI capabilities and a unified platform drive demand for AI-powered analytics, increasing contract values and boosting long-term customer engagement. Strategic cloud migration, platform consolidation, and major partnerships enhance recurring revenues, scalability, and profitability across enterprise markets.
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US$141.05
FV
43.2% undervalued
intrinsic discount
15.84%
Revenue growth p.a.
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1
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13 days ago
author updated this narrative
Elastic
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
We Will Unlock New Opportunities With Generative AI And Serverless
Key Takeaways Investment in AI and generative applications expands market potential, driving long-term revenue growth and market presence. Product and field segmentation innovations aim to enhance customer value, improve margins, and boost revenue through efficient, scalable offerings.
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US$89.66
FV
10.7% undervalued
intrinsic discount
19.28%
Revenue growth p.a.
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2 months ago
author updated this narrative
Your Valuation for
ESTC
ESTC
Elastic
Your Fair Value
US$
Current Price
US$80.09
33.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-236m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$2.6b
Earnings US$332.8m
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