Elsight (ELS) Stock Overview

Engages in the development and commercialization of the connectivity solutions in Europe, Israel, the United States, and internationally. More details

ELS fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	6/6
Past Performance	3/6
Financial Health	6/6
Dividends	0/6

Rewards

Trading at 32.1% below our estimate of its fair value

Earnings are forecast to grow 51.39% per year

Became profitable this year

Risk Analysis

Shareholders have been diluted in the past year

ELS Community Fair Values

Create Narrative

See what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

284.1% overvalued

AnalystConsensusTarget

5mo ago

Rising Defense Budgets And BVLOS Regulations Will Eventually Pressure Margins And Competitive Position

138

Top Analyst Narratives

Elsight

AnalystConsensusTarget

Based on Analyst Price Targets

Rising Defense Budgets And BVLOS Regulations Will Eventually Pressure Margins And Competitive Position

Catalysts About Elsight Elsight provides high reliability connectivity and cloud software for uncrewed and autonomous systems across defense and commercial markets. What are the underlying business or industry changes driving this perspective?

View narrative

AU$1.99

284.1% overvalued

138

View all narratives

Elsight Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Elsight
Historical stock prices
Current Share Price	AU$7.63
52 Week High	AU$8.01
52 Week Low	AU$0.97
Beta	0.60
1 Month Change	22.08%
3 Month Change	33.63%
1 Year Change	619.81%
3 Year Change	2,725.93%
5 Year Change	1,738.55%
Change since IPO	5,162.11%

Recent updates

Analysis Article • Aug 31

Here's Why Elsight (ASX:ELS) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Analysis Article • Apr 04

Is Elsight (ASX:ELS) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Analysis Article • Jul 19

We're Not Very Worried About Elsight's (ASX:ELS) Cash Burn Rate

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...

Analysis Article • Feb 28

Elsight (ASX:ELS) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, although...

Analysis Article • Dec 05

Need To Know: Elsight Limited (ASX:ELS) Insiders Have Been Selling Shares

We often see insiders buying up shares in companies that perform well over the long term. On the other hand, we'd be...

Shareholder Returns

	ELS	AU Electronic	AU Market
7D	3.8%	0.08%	-1.6%
1Y	619.8%	98.0%	-0.4%

Return vs Industry: ELS exceeded the Australian Electronic industry which returned 98% over the past year.

Return vs Market: ELS exceeded the Australian Market which returned -0.4% over the past year.

Price Volatility

Is ELS's price volatile compared to industry and market?
ELS volatility
ELS Average Weekly Movement	10.1%
Electronic Industry Average Movement	9.8%
Market Average Movement	10.1%
10% most volatile stocks in AU Market	17.2%
10% least volatile stocks in AU Market	4.0%

Stable Share Price: ELS has not had significant price volatility in the past 3 months compared to the Australian market.

Volatility Over Time: ELS's weekly volatility (10%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
2009	n/a	Yoav Amitai	elsight.com

Elsight Limited engages in the development and commercialization of the connectivity solutions in Europe, Israel, the United States, and internationally. The company offers Halo platform, a drone connectivity platform serving mission-critical applications across the defense, homeland security (HLS), and uncrewed systems. It also provides AllSight, a one-stop cloud-based software solution for unmanned vehicles that ease the use of the Halo for all Elsight customers; and HeatSight, that offers unparalleled cellular network coverage mapping to optimize flight paths.

Elsight Limited Fundamentals Summary

How do Elsight's earnings and revenue compare to its market cap?
ELS fundamental statistics
Market cap	AU$1.76b
Earnings (TTM)	AU$10.66m
Revenue (TTM)	AU$32.48m

157.8x

P/E Ratio

51.8x

P/S Ratio

Is ELS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ELS income statement (TTM)
Revenue	US$22.80m
Cost of Revenue	US$5.36m
Gross Profit	US$17.44m
Other Expenses	US$9.96m
Earnings	US$7.48m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	0.034
Gross Margin	76.49%
Net Profit Margin	32.83%
Debt/Equity Ratio	0%

How did ELS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/10 14:52
End of Day Share Price	2026/06/10 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Elsight Limited is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Baxter Kirk	Bell Potter

Elsight (ELS) Stock Overview

Rewards

Risk Analysis

Analyst Price Targets

Rising Defense Budgets And BVLOS Regulations Will Eventually Pressure Margins And Competitive Position

Top Analyst Narratives

Rising Defense Budgets And BVLOS Regulations Will Eventually Pressure Margins And Competitive Position

Elsight Limited Competitors

Codan

NOVONIX

Structural Monitoring Systems

Unusual Machines

Price History & Performance

Recent News & Updates

Elsight Hits Record High After Major US Order and Defense List Inclusion

Elsight Limited, Annual General Meeting, May 29, 2026

Consensus EPS estimates increase by 10%

Now 22% undervalued

Elsight Announces Appointment of Five Senior Business Development Leaders Across U.S., Europe, Israel, and Asia

Full year 2025 earnings released: EPS: US$0.038 (vs US$0.026 loss in FY 2024)

Recent updates

Elsight Hits Record High After Major US Order and Defense List Inclusion

Elsight Limited, Annual General Meeting, May 29, 2026

Consensus EPS estimates increase by 10%

Now 22% undervalued

Elsight Announces Appointment of Five Senior Business Development Leaders Across U.S., Europe, Israel, and Asia

Full year 2025 earnings released: EPS: US$0.038 (vs US$0.026 loss in FY 2024)

Now 25% undervalued

First half 2025 earnings released: US$0.004 loss per share (vs US$0.011 loss in 1H 2024)

New major risk - Shareholder dilution

Elsight Limited has completed a Follow-on Equity Offering in the amount of AUD 60.000001 million.

New minor risk - Share price stability

Elsight Limited, Annual General Meeting, May 29, 2025

Full year 2024 earnings released: US$0.026 loss per share (vs US$0.025 loss in FY 2023)

New minor risk - Shareholder dilution

Insufficient new directors

Elsight Introduces HeatSight, A Cellular Coverage Mapping Tool At Drone-Flying Altitudes

Elsight Launches the DroneCommX, an Aftermarket Kit for DJI's Matrice 30 and 350 Drones

First half 2024 earnings released: US$0.011 loss per share (vs US$0.013 loss in 1H 2023)

New minor risk - Share price stability

Elsight Limited, Annual General Meeting, May 30, 2024

Full year 2023 earnings released: US$0.025 loss per share (vs US$0.03 loss in FY 2022)

Full year 2023 earnings released: US$0.024 loss per share (vs US$0.03 loss in FY 2022)

Elsight Ltd Unveils its Worldwide Halo Drone Communications Platform

New major risk - Share price stability

Here's Why Elsight (ASX:ELS) Can Afford Some Debt

Is Elsight (ASX:ELS) Weighed On By Its Debt Load?

Elsight Limited Selects for USD 450K Grant

Elsight Limited, Annual General Meeting, Dec 19, 2022

Less than half of directors are independent

First half 2022 earnings released: US$0.016 loss per share (vs US$0.025 loss in 1H 2021)

Elsight Limited Appoints Kevin Hightower to Its Advisory Board

Elsight Limited to Report Q1, 2022 Results on May 10, 2022

Less than half of directors are independent

Elsight Limited, Annual General Meeting, May 27, 2022

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Non-Executive Director Peter Marks has left the company

We're Not Very Worried About Elsight's (ASX:ELS) Cash Burn Rate

Founder & Consultant Nir Gabay has left the company

Elsight Selects the JS Group to Lead North American Channel Development

Elsight (ASX:ELS) Is In A Strong Position To Grow Its Business

Full year 2020 earnings released: US$0.036 loss per share (vs US$0.033 loss in FY 2019)

New 90-day high: AU$0.60

New 90-day low: AU$0.41

Need To Know: Elsight Limited (ASX:ELS) Insiders Have Been Selling Shares

New 90-day low: AU$0.47

Elsight Limited Enters into Important Repeat Order Agreement with a Cash-In-Transit and Security Company

Elsight Limited Announces Executive Changes

Shareholder Returns

Price Volatility

About the Company

Elsight Limited Fundamentals Summary

Earnings & Revenue

Company Analysis and Financial Data Status

Data Sources

Analysis Model and Snowflake

Industry and Sector Metrics

Analyst Sources