Elastic

Cloud Migration And AI Integration Will Expand Data Markets

AnalystHighTarget

Not Invested

Community Contributor

Published

04 May 25

Updated

22 Jan 26

Views

n/a

AnalystHighTarget's Fair Value

n/a

-48.0%

-19.1%

-48.0%

-19.1%

You can edit this narrative until Jan 23 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$137.1156.2% undervalued

AnalystHighTarget Fair Value

Narrative

Updates3

Shared on 22 Jan 26

Fair value Decreased 0.16%

ESTC: GenAI And Large Deals Will Drive Long Term Upside

Analysts have trimmed their price targets on Elastic across several firms, and our updated fair value estimate now aligns slightly lower. This reflects mixed Q2 results, slower cloud growth, and peer multiple compression, even as analysts point to raised FY26 guidance, large deal progress, and ongoing GenAI and observability opportunities as supportive factors.

Shared on 07 Jan 26

Fair value Decreased 2.31%

ESTC: GenAI And Large Deals Will Support Long Term Upside

Analysts have trimmed their fair value estimate for Elastic from about $140.57 to roughly $137.33. This reflects lower price targets across Wall Street as they weigh mixed Q2 results, softer cloud trends, higher assumed discount rates, a reduced profit margin outlook, and a materially higher future P/E assumption.

Shared on 07 May 25

Fair value Decreased 1.19%

AnalystHighTarget Fair Value

US$137.11

56.2% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

12.12%

Software revenue growth rate

1.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.18%

Calculation

US$71.06m

Earnings '29

263.68x

PE Ratio '29

US$18.74b

Market Cap '29

US$18.74b

Market Cap '29

108.31m

No. shares '29

US$173.00

Share Price '29

US$173.00 Share Price '29

Discounted to 2026 @ 8.16% p.a.

US$136.72

Fair Value '26