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Elastic N.V. Stock Price

NYSE:ESTC Community·US$8.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 103 Fair Values set on narratives written by author
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ESTC Share Price Performance

US$83.39
-4.15 (-4.74%)
​
US$74.52
Fair Value
US$83.39
-4.15 (-4.74%)
11.9% overvalued intrinsic discount
US$74.52
Fair Value
Price US$83.39
AnalystConsensusTarget US$74.52
AnalystLowTarget US$67.59
AnalystHighTarget US$111.35
Wed, 17 Jun 26
Fair ValueUS$74.52
Share Pricen/a

ESTC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$74.52 11.9% overvalued intrinsic discount

AI Trends And Cloud Migration Will Expand Market Reach

1users have liked this narrative
0users have commented on this narrative
38users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$67.59 23.4% overvalued intrinsic discount

We Will Unlock New Opportunities With Generative AI And Serverless

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$111.35 25.1% undervalued intrinsic discount

Cloud Migration And AI Integration Will Expand Data Markets

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
ESTC logo
Elastic
23.4% overvalued intrinsic discount

We Will Unlock New Opportunities With Generative AI And Serverless

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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ESTC logo
Elastic
25.1% undervalued intrinsic discount

Cloud Migration And AI Integration Will Expand Data Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Aug
Read Narrative
ESTC logo
Elastic
11.9% overvalued intrinsic discount

AI Trends And Cloud Migration Will Expand Market Reach

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
ESTC logo

ESTC: AI Demand Uncertainty Will Cap Future Share Price Upside

Fair Value: US$67.59 23.4% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
ESTC logo

ESTC: AI Search And Security Demand Will Drive Future Upside

Fair Value: US$111.35 25.1% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ESTC logo

ESTC: AI Data Demand And RPO Strength Will Drive Stock Upside

Fair Value: US$74.52 11.9% overvalued intrinsic discount
38 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

3 Risks
4 Rewards
View Full Analysis

Elastic N.V. Key Details

US$1.8b

Revenue

US$440.0m

Cost of Revenue

US$1.4b

Gross Profit

US$986.5m

Other Expenses

US$375.6m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
3.58
75.59%
20.84%
44.0%
View Full Analysis

About ESTC

Founded
2012
Employees
3834
CEO
Ashutosh Kulkarni
WebsiteView website
www.elastic.co

Elastic N.V., a search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally. It primarily offers Elasticsearch Platform, a set of software products that ingest and store data from various sources and formats, as well as performs search, analysis, and visualization on that data. The company also provides Elastic search product a distributed, real-time vector database and analytics engine and data store for all types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the platforms; Search & AI, a platform with retrieval algorithms and the ability to integrate with large language models; and elastic security, a security solution that provides unified protection to prevent, detect, and respond to threats. In addition, it offers Elastic Observability, a solution that brings unified datastore, including Logs analytics to search, analyze, and visualize petabytes of structured and unstructured logs; infrastructure monitoring to gain visibility across cloud, on-premises, Kubernetes, serverless, and hosts; Application Performance Monitoring to support native production-grade; digital experience monitoring; large language models; and Elastic Cloud, a cloud-based subscription offering such as Elastic Cloud Hosted and Elastic Cloud Serverless. The company was incorporated in 2012 and is based in Amsterdam, the Netherlands.

Recent ESTC News & Updates

User avatar
Narrative Update • 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.

Recent updates

No updates

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