Elastic（ESTC）株式概要
検索人工知能（AI）企業であるElastic N.V.は、ハイブリッドクラウド、パブリッククラウド、プライベートクラウド、マルチクラウド環境で動作するソフトウェアプラットフォームを米国内外で提供している。 詳細
ESTC Community Fair Values
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Analyst Price Targets
Elastic N.V. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$58.97 |
| 52週高値 | US$96.07 |
| 52週安値 | US$42.05 |
| ベータ | 0.98 |
| 1ヶ月の変化 | 7.59% |
| 3ヶ月変化 | 11.50% |
| 1年変化 | -28.09% |
| 3年間の変化 | -5.35% |
| 5年間の変化 | -60.37% |
| IPOからの変化 | -15.76% |
最新ニュース
Recent updates
ナラティブの更新 • 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.
ナラティブの更新 • 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.Seeking Alpha • May 30
Elastic: RPO Acceleration And Rich FCF
Summary Elastic remains a deep value opportunity despite a recent 30% rally and strong post-earnings performance. ESTC's complex infrastructure software and consumption-based model insulate it from AI-driven risks impacting simpler, seat-based SaaS peers. Recent fiscal Q4 results exceeded expectations, with bullish forward guidance and growing backlog from AI-native customers. At a $65 share price, ESTC trades at a $5.9 billion enterprise value, still reflecting market skepticism on AI risk. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • Aug 05
Elastic N.V. (NYSE:ESTC) Shares Could Be 42% Below Their Intrinsic Value Estimate
NYSE:ESTC 1 Year Share Price vs Fair Value Explore Elastic's Fair Values from the Community and select yours Key...分析記事 • Jul 07
Is There Now An Opportunity In Elastic N.V. (NYSE:ESTC)?
Elastic N.V. ( NYSE:ESTC ), is not the largest company out there, but it saw a double-digit share price rise of over...Seeking Alpha • Feb 26
Elastic: Rolling Up And Forward
Summary I initially valued Elastic at $95 in September using a DCF model and recommended a covered Call strategy due to slight bullishness. Elastic's stock appreciated to $104.9, leading to a potential 20.3% ROI in 6 months from my covered Call, though a higher strike could have yielded 35%. Elastic's strong economic moat in Search and moderate moats in Security and Observability support its valuation, despite challenges in passing the Rule of 40. Rolling up and forward the Call option can increase maximum ROI to 41.66% in one year, with slightly higher risk from a new break-even at $70.59. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Elastic: Great Buying Opportunity After A Year Of Consolidation (Rating Upgrade)
Summary Elastic's stock has been volatile, dropping from $136 to $70 in 2024, but now presents a compelling buy opportunity after a year of consolidation. Previous Hold rating was due to elevated valuation, increased competition, and slowing growth; these concerns have now diminished. Recent quarterly results show strength, with a more appealing valuation, a promising new business model, and strong financials. Technical analysis indicates strong support around $95-100, suggesting potential for upward movement, supported by converging price and trading volumes. ESTC might reach $150-220 in 2026 if the company executes its strategy effectively. Read the full article on Seeking Alpha
新しいナラティブ • Jan 26
Investment In GenAI And Sales Expansion Will Strengthen Future Market Share
Strategic focus on generative AI and platform consolidation is enhancing market position and driving future revenue growth.Seeking Alpha • Jan 04
Elastic: Staying On The Sidelines For Now
Summary I am neutral on Elastic (ESTC) due to the need for tangible growth acceleration to justify a higher valuation multiple. Current bookings metrics do not reflect strong underlying demand, raising concerns. Given the uncertainty, I prefer to wait on the sidelines until ESTC demonstrates clear signs of growth acceleration. Read the full article on Seeking Alpha株主還元
| ESTC | US Software | US 市場 | |
|---|---|---|---|
| 7D | -2.3% | -2.0% | 1.4% |
| 1Y | -28.1% | -17.7% | 25.7% |
業界別リターン: ESTC過去 1 年間で-17.7 % の収益を上げたUS Software業界を下回りました。
リターン対市場: ESTCは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。
価格変動
| ESTC volatility | |
|---|---|
| ESTC Average Weekly Movement | 7.9% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ESTC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ESTCの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 4,019 | Ash Kulkarni | www.elastic.co |
検索人工知能（AI）企業であるElastic N.V.は、ハイブリッドクラウド、パブリッククラウド、プライベートクラウド、マルチクラウド環境で動作するソフトウェアプラットフォームを米国内外で提供している。同社は主にElasticsearch Platformを提供しており、これは様々なソースやフォーマットからデータを取り込んで保存し、そのデータに対して検索、分析、可視化を行うソフトウェア製品群である。また、テキスト、数値、地理空間、構造化、非構造化など、あらゆる種類のデータに対応する分散型リアルタイムベクターデータベースおよび分析エンジン、データストアであるElastic search製品、プラットフォームのユーザーインターフェース、管理、設定インターフェースであるKibana、検索アルゴリズムと大規模言語モデルとの統合機能を備えたプラットフォームであるSearch & AI、脅威の防止、検出、対応のための統合的な保護を提供するセキュリティソリューションであるElastic Securityも提供している。さらに、ペタバイト級の構造化・非構造化ログを検索・分析・可視化するLogsアナリティクス、クラウド、オンプレミス、Kubernetes、サーバーレス、ホストを横断して可視化するインフラモニタリング、ネイティブなプロダクショングレードをサポートするアプリケーションパフォーマンスモニタリング、デジタルエクスペリエンスモニタリング、大規模言語モデル、Elastic Cloud HostedやElastic Cloud Serverlessといったクラウドベースのサブスクリプションを提供するElastic Cloudなど、統合データストアをもたらすソリューションElastic Observabilityを提供している。同社は2012年に設立され、オランダのアムステルダムを拠点としている。
Elastic N.V. 基礎のまとめ
| ESTC 基礎統計学 | |
|---|---|
| 時価総額 | US$6.13b |
| 収益（TTM） | US$367.77m |
| 売上高(TTM) | US$1.74b |
16.7x
PER（株価収益率3.5x
P/SレシオESTC は割高か？
公正価値と評価分析を参照収益と収入
| ESTC 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.74b |
| 売上原価 | US$414.74m |
| 売上総利益 | US$1.32b |
| その他の費用 | US$956.82m |
| 収益 | US$367.77m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.54 |
| グロス・マージン | 76.16% |
| 純利益率 | 21.14% |
| 有利子負債／自己資本比率 | 44.7% |
ESTC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/21 06:21 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/04/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Elastic N.V. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |