Elastic Dirección
Dirección controles de criterios 3/4
El CEO de Elastic es Ash Kulkarni , nombrado en Jan 2022, tiene una permanencia de 4.67 años. compensación anual total es $46.96M, compuesta por 1.6% salario y 98.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.18% de las acciones de la empresa, por valor de $16.00M. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 7 años, respectivamente.
Información clave
Ash Kulkarni
Chief Executive Officer (CEO)
US$47.0m
Compensación total
| Porcentaje del salario del CEO | 1.60% |
| Permanencia del CEO | 4.7yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 3.8yrs |
| Promedio de permanencia en la Junta Directiva | 7yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Sep 03
ESTC: AI Demand Uncertainty Will Cap Future Share Price Upside
The fair value estimate for Elastic has been raised from $53.00 to about $67.59 as analysts lift price targets into upcoming earnings, citing expectations for healthy sales led subscription trends, improving profit margins, and cautious optimism around AI driven search and security demand, despite still elevated execution and valuation risks. Analyst Commentary Recent Street research around Elastic highlights a mix of optimism on long term potential and caution on near term execution.Seeking Alpha • Aug 28
Elastic: No SaaSpocalypse Here As Revenue Continues To Accelerate
Summary Elastic delivered strong fiscal Q1 results, raised full-year guidance, and saw a ~15% post-earnings stock surge. ESTC’s consumption-based model insulates it from per-seat SaaS risks and positions it to benefit from rising data usage and AI trends. Net expansion rates exceed 110% and backlog growth outpaces revenue, signaling robust customer engagement and future revenue visibility. With nearly $1 billion net cash, a $500 million buyback, and high-teen growth/margins, ESTC remains attractively valued and a continued "Buy." Read the full article on Seeking Alpha
Actualización de narrativa • Aug 17
ESTC: AI Search And Security Demand Will Drive Future Upside
Elastic's analyst fair value estimate has moved from $106.01 to $111.35 as analysts factor in updated views on revenue growth, profitability and P/E assumptions, alongside recent price target changes clustered around expectations for AI search, security demand and subscription momentum. Analyst Commentary Recent Street research on Elastic shows a wide spread of views, but bullish analysts are increasingly highlighting specific execution drivers such as sales led subscription growth, AI search use cases and security demand.Actualización de narrativa • Jul 15
ESTC: AI Monetization Uncertainty Will Limit Future Share Price Upside
Elastic's updated analyst price target edges higher to $53.00, with analysts pointing to a modest adjustment in long term revenue growth assumptions, slightly lower profit margin expectations, and a higher future P/E multiple to reflect ongoing AI related opportunities and execution risks. Analyst Commentary Recent Street research on Elastic shows a mixed but cautious tone, with many bearish analysts trimming price targets as they reassess growth visibility, AI monetization, and execution risk following recent results and guidance.Actualización de narrativa • Jul 01
ESTC: AI Demand And Large Deals Will Drive Future Upside
Elastic's analyst-derived fair value estimate has been trimmed from $112.23 to $106.01 as analysts recalibrate price targets in light of mixed post-earnings commentary, leadership changes, and questions around the timing of AI-driven revenue acceleration. Analyst Commentary Recent research on Elastic highlights a split view, but there are clear pockets of optimism around the company’s AI positioning, large customer activity, and the potential for bookings and sales-led subscriptions to influence valuation over time.
Actualización de narrativa • Jun 17
ESTC: AI Data Demand And RPO Strength Will Drive Stock Upside
Elastic's updated analyst price target moves down from about $100 to roughly $75, as analysts factor in tempered revenue growth and profit margin assumptions, along with mixed signals on AI driven demand and subscription momentum. Analyst Commentary Recent research on Elastic reflects a wide range of opinions, with price targets spanning from the mid US$50s to just above US$100.Actualización de narrativa • Jun 02
ESTC: AI Demand And Cloud Headwinds Will Limit Future Upside Potential
Elastic's updated fair value estimate moves from $60.00 to about $49.36 as analysts adjust their price targets and valuation multiples in response to mixed signals around AI driven growth, cloud revenue trends, and the timing of sales led subscription acceleration. Analyst Commentary Recent Street research around Elastic points to a more cautious tone, even where ratings remain positive.Actualización de narrativa • May 18
ESTC: AI Workloads And Larger Deals Will Support Future Upside
Elastic's analyst price targets have generally shifted lower, with cuts ranging from about $5 to $35 as analysts factor in softer cloud momentum, a more cautious revenue outlook, and a slightly higher assumed discount rate, even as they point to steady self managed demand and ongoing interest in AI driven use cases. Analyst Commentary Bullish analysts acknowledge the recent round of price target cuts but still point to several positives around Elastic's execution, especially in self managed deployments and AI focused workloads.Actualización de narrativa • May 02
ESTC: AI Workloads And Larger Deals Will Drive Future Upside Potential
Narrative Update on Elastic The updated analyst price target for Elastic edges higher to $112.23 from $110.90. This reflects models that now assume more moderate revenue growth and profit margins alongside a much higher future P/E, in line with recent Street research that pairs cautious cloud and AI adoption expectations with ongoing interest in Elastic as an observability and data infrastructure name.Actualización de narrativa • Apr 17
ESTC: AI And Self Managed Demand Will Support Future Returns
Analysts have trimmed their average Elastic price targets by $10 to reflect more cautious assumptions around revenue growth, profit margins, and cloud adoption, even as they continue to highlight ongoing AI and self managed demand as key supports for the story. Analyst Commentary Across recent research, bearish analysts have largely focused on resetting expectations for Elastic by trimming price targets, even when they acknowledge solid Q3 execution and ongoing interest in AI use cases.Actualización de narrativa • Apr 03
ESTC: AI Demand And Larger Deals Will Support Future Upside Potential
Elastic's analyst price targets have been reset lower, with cuts ranging from about $5 to $35 as analysts factor in Q3 cloud softness, conservative guidance, and updated AI adoption expectations, despite generally solid reported results. Analyst Commentary Recent research on Elastic reflects a mixed but generally constructive stance, with many firms trimming price targets after the Q3 print while still pointing to solid execution, ongoing AI traction, and potential for subscription driven growth.Actualización de narrativa • Mar 20
ESTC: AI Demand And Larger Deals Will Drive Future Upside
Elastic's fair value estimate has been revised from $119.00 to $110.90 as analysts factor in lower Street price targets, more conservative revenue growth assumptions, and stronger profitability supported by AI driven demand and solid self managed and SaaS performance. Analyst Commentary Street research on Elastic has shifted toward more conservative price targets, but many firms still highlight constructive views on execution, AI driven demand, and the mix of self managed and SaaS revenue.Actualización de narrativa • Mar 06
ESTC: AI Adoption And Self Managed Demand Will Support Future Upside Potential
Elastic's fair value estimate has been reduced from about $89.66 to $60.00 as analysts trim price targets following solid Q3 results, paired with more cautious revenue guidance, softer cloud momentum, and a greater mix of self managed deployments as customers focus on tighter AI related cost controls. Analyst Commentary Street research around Elastic has turned more cautious, even as many firms acknowledge solid Q3 execution.Actualización de narrativa • Feb 20
ESTC: GenAI And Data Demand Will Support Upside Through Cloud Volatility
Analysts have trimmed their average price targets on Elastic, with our fair value estimate moving from about $104.54 to $99.63 as several firms cut targets into the $77 to $115 range, while still pointing to solid demand checks for data infrastructure and a specific preference for Elastic within software coverage. Analyst Commentary Recent research suggests that while price targets on Elastic are coming down, many firms still see the company as one of the more attractive names within data infrastructure and broader software coverage.Actualización de narrativa • Feb 05
ESTC: GenAI And Large Deals Will Shape Future Upside Potential
Analysts have trimmed their fair value estimate for Elastic to $119 from about $137, reflecting a series of reduced price targets that weigh a slightly higher discount rate and a lower assumed future P/E against ongoing expectations for steady revenue growth and modestly improving margins. Analyst Commentary Recent research on Elastic has centered on recalibrated price targets after a mixed fiscal Q2, with most firms keeping positive views on execution and long term demand drivers.Actualización de narrativa • Jan 22
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.Actualización de narrativa • Jan 07
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.Actualización de narrativa • Dec 20
ESTC: GenAI Demand Will Drive Long-Term Upside Despite Near-Term Cloud Headwinds
Analysts have modestly trimmed their fair value estimate for Elastic to approximately $104.54 from about $106.22. This reflects lowered price targets across the Street as mixed Q2 execution, softer cloud momentum, and broader multiple compression temper enthusiasm around otherwise solid large deal activity, GenAI progress, and raised long term guidance.Actualización de narrativa • Dec 06
ESTC: GenAI Adoption And Large Deal Momentum Will Drive Long-Term Upside
Analysts have trimmed their average price target on Elastic to about $106 from roughly $108, citing mixed Q2 execution, slowing cloud momentum, and a modestly higher risk profile, even as they highlight resilient large deal activity, raised long term guidance, and growing GenAI opportunities. Analyst Commentary Analyst opinion on Elastic is split, with several firms trimming price targets but maintaining constructive views on the company’s long term positioning, while others have moved to the sidelines amid concerns about execution and valuation following the latest quarter.Artículo de análisis • Nov 23
Analysts Have Been Trimming Their Elastic N.V. (NYSE:ESTC) Price Target After Its Latest Report
One of the biggest stories of last week was how Elastic N.V. ( NYSE:ESTC ) shares plunged 23% in the week since its...Actualización de narrativa • Nov 21
ESTC: GenAI Adoption And Expanding Pipelines Will Drive Platform Differentiation
Elastic's fair value estimate has been reduced from $120.16 to $107.96. Analysts point to a series of mixed quarterly results and ongoing segment shifts, despite an improved long-term outlook and strengthening profit margins.Actualización de narrativa • Aug 27
GenAI And Serverless Expansion Will Drive Future Success
Elastic’s consensus price target saw a modest downgrade to $108.65 as analysts weighed intensifying AI competition and conservative CFO guidance against the company’s AI and subscription growth potential, with shares remaining attractively valued versus software peers. Analyst Commentary Bullish analysts note Elastic is favorably positioned for revenue upside and generative AI optionality, highlighting potential acceleration in key subscription revenue metrics.Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jul 31 2026 | n/a | n/a | US$376m |
| Apr 30 2026 | US$47m | US$750k | US$368m |
| Jan 31 2026 | n/a | n/a | -US$85m |
| Oct 31 2025 | n/a | n/a | -US$109m |
| Jul 31 2025 | n/a | n/a | -US$83m |
| Apr 30 2025 | US$14m | US$625k | -US$108m |
| Jan 31 2025 | n/a | n/a | -US$133m |
| Oct 31 2024 | n/a | n/a | US$60m |
| Jul 31 2024 | n/a | n/a | US$61m |
| Apr 30 2024 | US$12m | US$600k | US$62m |
| Jan 31 2024 | n/a | n/a | US$56m |
| Oct 31 2023 | n/a | n/a | -US$193m |
| Jul 31 2023 | n/a | n/a | -US$215m |
| Apr 30 2023 | US$14m | US$600k | -US$236m |
| Jan 31 2023 | n/a | n/a | -US$255m |
| Oct 31 2022 | n/a | n/a | -US$239m |
| Jul 31 2022 | n/a | n/a | -US$239m |
| Apr 30 2022 | US$18m | US$531k | -US$204m |
| Jan 31 2022 | n/a | n/a | -US$182m |
| Oct 31 2021 | n/a | n/a | -US$163m |
| Jul 31 2021 | n/a | n/a | -US$145m |
| Apr 30 2021 | US$10m | US$165k | -US$129m |
Compensación vs. Mercado: La compensación total de Ash($USD46.96M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.43M).
Compensación vs. Ingresos: La compensación de Ash ha sido consistente con los resultados de la empresa en el último año.
CEO
Ash Kulkarni (50 yo)
4.7yrs
Permanencia
US$46,961,903
Compensación
Mr. Ashutosh Kulkarni, also known as Ash, is Chief Executive Officer & Director of Elasticsearch B.V. Mr. Kulkarni serves as Director at Genesys Cloud Services, Inc. He has been Chief Executive Officer of...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Executive Director | 4.7yrs | US$46.96m | 0.18% $ 16.0m | |
| Co-Founder | 4.7yrs | US$5.49m | 5.34% $ 467.1m | |
| Chief Financial Officer | 1.6yrs | US$7.44m | 0.011% $ 985.0k | |
| Chief Revenue Officer | 2.8yrs | US$12.94m | 0.030% $ 2.6m | |
| Founder | no data | sin datos | sin datos | |
| Founder | no data | sin datos | sin datos | |
| Group Vice President & Chief Accounting Officer | 1.3yrs | sin datos | sin datos | |
| Vice President of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal Officer & Corporate Secretary | 4.3yrs | US$8.91m | 0.036% $ 3.2m | |
| Chief Human Resources & IT Officer | 3.2yrs | sin datos | sin datos | |
| Senior Vice President of Engineering | 9.5yrs | US$1.86m | sin datos | |
| Investor Relations Executive | no data | sin datos | sin datos |
3.8yrs
Permanencia media
55yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ESTC se considera experimentado (3.8 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Executive Director | 4.5yrs | US$46.96m | 0.18% $ 16.0m | |
| Co-Founder | 14.2yrs | US$5.49m | 5.34% $ 467.1m | |
| Independent Director | 2.9yrs | US$301.59k | 0.034% $ 2.9m | |
| Independent Non-Executive Director | 7.4yrs | US$276.23k | 0.013% $ 1.2m | |
| Independent Non-Executive Director | 4.9yrs | US$282.68k | 0.0078% $ 687.3k | |
| Co-Founder & Independent Non-Executive Director | 14.2yrs | US$39.52k | 5.72% $ 500.7m | |
| Independent Chairman & Lead Independent Director | 9.7yrs | US$307.78k | 0.010% $ 894.8k | |
| Independent Non-Executive Director | 6.7yrs | US$284.09k | 0.0088% $ 770.5k |
7.0yrs
Permanencia media
54yo
Promedio de edad
Junta con experiencia: La junta directiva de ESTC se considera experimentada (7 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 09:07 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/07/31 |
| Ingresos anuales | 2026/04/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Elastic N.V. está cubierta por 34 analistas. 28 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |