Enterprise AI And Cloud Partnerships Will Shape Future Markets

AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
Published
26 Jan 25
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$110.48
28.0% undervalued intrinsic discount
30 Jul
US$79.58
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1Y
-20.4%
7D
-10.4%

Author's Valuation

US$110.5

28.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Decreased 15%

Despite a notable improvement in Elastic's profitability, as evidenced by a higher net profit margin and a sharply reduced forward P/E ratio, the consensus analyst price target has been significantly cut from $130.14 to $110.48. What's in the News Issued Q1 FY2026 revenue guidance of $396–$398 million (14% year-over-year growth at midpoint) and FY2026 revenue guidance of $1.655–$1.670 billion (12% year-over-year growth at midpoint).

Shared on07 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Increased 1.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.083%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased profit margin from 11.3% to 2.7% and increased future PE multiple from 73.7x to 305.3x.