Elastic N.V.

NYSE:ESTC 株式レポート

時価総額：US$9.1b

Elastic 配当と自社株買い

配当金 基準チェック /06

Elastic配当金を支払った記録がありません。

主要情報

n/a

配当利回り

3.8%

バイバック利回り

総株主利回り3.8%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

ナラティブ更新 • Sep 17

ESTC: AI And Security Progress Will Meet But Not Exceed Expectations

The analyst fair value estimate for Elastic has changed from about $68 to $84, reflecting higher Street price targets that highlight its search, observability, and security vectors, as well as growing interest in AI driven use cases. Analyst Commentary Street research on Elastic has become more mixed, with several firms lifting price targets while also flagging execution, growth, and valuation risks.
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.

決済の安定と成長

配当データの取得

安定した配当: ESTCの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: ESTCの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Elastic 配当利回り対市場
ESTC 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (ESTC)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.8%
アナリスト予想 (ESTC) (最長3年)0%

注目すべき配当: ESTCは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: ESTCは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: ESTCの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: ESTCが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/20 01:21
終値2026/09/18 00:00
収益2026/07/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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。35

アナリスト機関
Shrenik KothariBaird
"Raimo LenschowBarclays
Raimo LenschowBarclays