Elastic N.V.

NYSE:ESTC 주식 리포트

시가총액: US$6.3b

Elastic 과거 순이익 실적

과거 기준 점검 3/6

Elastic은 연평균 35.2%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 24.9% 증가했습니다. 매출은 연평균 18.5%의 비율로 증가했습니다. Elastic의 자기자본이익률은 28.8%이고 순이익률은 21.1%입니다.

핵심 정보

35.24%

순이익 성장률

36.84%

주당순이익(EPS) 성장률

Software 산업 성장률17.33%
매출 성장률18.55%
자기자본이익률28.81%
순이익률21.14%
최근 순이익 업데이트30 Apr 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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 Alpha
Seeking 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
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새로운 내러티브 • 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

매출 및 비용 세부 내역

Elastic가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NYSE:ESTC 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
30 Apr 261,739368899448
31 Jan 261,677-85870422
31 Oct 251,609-109838401
31 Jul 251,551-83805381
30 Apr 251,483-108786361
31 Jan 251,430-133773360
31 Oct 241,37660759353
31 Jul 241,32161742345
30 Apr 241,26762714336
31 Jan 241,21256681322
31 Oct 231,159-193661313
31 Jul 231,113-215654308
30 Apr 231,069-236643305
31 Jan 231,028-255635303
31 Oct 22978-239610294
31 Jul 22919-239570283
30 Apr 22862-204523264
31 Jan 22801-182482243
31 Oct 21734-163441225
31 Jul 21673-145405209
30 Apr 21608-129368196
31 Jan 21555-117331184
31 Oct 20511-124315182
31 Jul 20467-144297173
30 Apr 20428-167288163
31 Jan 20385-171272150
31 Oct 19342-148242128
31 Jul 19305-125219115
30 Apr 19272-102193100
31 Jan 19241-8917387
31 Oct 18211-8115376
31 Jul 18185-6112963
30 Apr 18160-5311155
30 Apr 1788-528333

양질의 수익: ESTC는 $1.8M 규모의 큰 일회성 손실이 있어 30th April, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: ESTC는 과거에 흑자전환했습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: ESTC는 지난 5년 동안 흑자전환하며 연평균 35.2%의 수익 성장을 기록했습니다.

성장 가속화: ESTC는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: ESTC는 지난해 흑자전환하여 지난 해 수익 성장률을 Software 업계(14.3%)와 비교하기 어렵습니다.

자기자본이익률

높은 ROE: ESTC의 자본 수익률(28.8%)은 높음으로 평가됩니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/14 01:23
종가2026/06/12 00:00
수익2026/04/30
연간 수익2026/04/30

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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분석가 소스

Elastic N.V.는 33명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Shrenik KothariBaird
Raimo LenschowBarclays
William Kingsley CraneBerenberg