Elastic Förvaltning
Förvaltning kriterier kontrolleras 2/4
Elastic VD är Ash Kulkarni, utsedd i Jan 2022, har en mandatperiod på 4.25 år. totala årliga ersättningen är $ 14.35M, bestående av 4.4% lön 95.6% bonusar, inklusive företagsaktier och optioner. äger direkt 0.21% av företagets aktier, värda $ 10.27M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.7 år respektive 6.6 år.
Viktig information
Ash Kulkarni
Verkställande direktör
US$14.3m
Total ersättning
| VD-lön i procent | 4.36% |
| Anställning som VD | 4.3yrs |
| Ägande av VD | 0.2% |
| Ledningens genomsnittliga anställningstid | 3.7yrs |
| Styrelsens genomsnittliga mandatperiod | 6.6yrs |
Senaste uppdateringar av ledningen
Recent updates
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.Elastic: AI Resistant, Strong Growth, And Great Value
Apr 07
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.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.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.
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.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.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.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.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.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.Analysts Have Been Trimming Their Elastic N.V. (NYSE:ESTC) Price Target After Its Latest Report
Nov 23
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.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.Elastic N.V. (NYSE:ESTC) Shares Could Be 42% Below Their Intrinsic Value Estimate
Aug 05Is There Now An Opportunity In Elastic N.V. (NYSE:ESTC)?
Jul 07Elastic (NYSE:ESTC) Has Debt But No Earnings; Should You Worry?
Jun 02Elastic: Rolling Up And Forward
Feb 26Elastic: Great Buying Opportunity After A Year Of Consolidation (Rating Upgrade)
Jan 29
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.Elastic: Staying On The Sidelines For Now
Jan 04Elastic: Caution Is Warranted
Dec 11Elastic Q2 Earnings: A Bullish Case For Growth And Profitability
Nov 22Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | -US$85m |
| Oct 31 2025 | n/a | n/a | -US$109m |
| Jul 31 2025 | n/a | n/a | -US$83m |
| Apr 30 2025 | US$14m | US$625k | -US$108m |
| Jan 31 2025 | n/a | n/a | -US$133m |
| Oct 31 2024 | n/a | n/a | US$60m |
| Jul 31 2024 | n/a | n/a | US$61m |
| Apr 30 2024 | US$12m | US$600k | US$62m |
| Jan 31 2024 | n/a | n/a | US$56m |
| Oct 31 2023 | n/a | n/a | -US$193m |
| Jul 31 2023 | n/a | n/a | -US$215m |
| Apr 30 2023 | US$14m | US$600k | -US$236m |
| Jan 31 2023 | n/a | n/a | -US$255m |
| Oct 31 2022 | n/a | n/a | -US$239m |
| Jul 31 2022 | n/a | n/a | -US$239m |
| Apr 30 2022 | US$18m | US$531k | -US$204m |
| Jan 31 2022 | n/a | n/a | -US$182m |
| Oct 31 2021 | n/a | n/a | -US$163m |
| Jul 31 2021 | n/a | n/a | -US$145m |
| Apr 30 2021 | US$10m | US$165k | -US$129m |
Ersättning vs marknad: Ash s total kompensation ($USD 14.35M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.44M ).
Ersättning vs inkomst: Ersättningen för Ash har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Ash Kulkarni (50 yo)
4.3yrs
Anställning
US$14,348,734
Kompensation
Mr. Ashutosh Kulkarni, also known as Ash, is Chief Executive Officer & Director of Elasticsearch B.V. Mr. Kulkarni serves as Director at Genesys Cloud Services, Inc. He has been Chief Executive Officer of...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Executive Director | 4.3yrs | US$14.35m | 0.21% $ 10.3m | |
| Co-Founder & Independent Non-Executive Director | no data | US$35.00k | 5.8% $ 284.9m | |
| Co-Founder | 4.3yrs | US$4.69m | 6.14% $ 301.4m | |
| Chief Financial Officer | 1.2yrs | US$9.95m | 0.016% $ 766.1k | |
| Chief Product Officer | 3.7yrs | US$5.44m | 0.11% $ 5.4m | |
| Chief Revenue Officer | 2.3yrs | US$5.44m | 0.036% $ 1.8m | |
| Global Vice President of Finance | no data | US$5.17m | 0.0068% $ 335.4k | |
| Founder | no data | inga uppgifter | inga uppgifter | |
| Founder | no data | inga uppgifter | inga uppgifter | |
| Group Vice President & Chief Accounting Officer | less than a year | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief Legal Officer & Corporate Secretary | 3.9yrs | US$8.91m | 0.039% $ 1.9m |
3.7yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder
Erfaren ledning: ESTC s ledningsgrupp anses vara erfaren ( 3.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Executive Director | 4.1yrs | US$14.35m | 0.21% $ 10.3m | |
| Co-Founder & Independent Non-Executive Director | 13.8yrs | US$35.00k | 5.8% $ 284.9m | |
| Co-Founder | 13.8yrs | US$4.69m | 6.14% $ 301.4m | |
| Independent Director | 2.5yrs | US$267.47k | 0.034% $ 1.7m | |
| Independent Non-Executive Director | 7yrs | US$239.98k | 0.014% $ 666.9k | |
| Independent Non-Executive Director | 4.5yrs | US$249.98k | 0.0080% $ 390.9k | |
| Independent Chairman & Lead Independent Director | 9.3yrs | US$275.98k | 0.010% $ 509.3k | |
| Independent Non-Executive Director | 6.3yrs | US$250.45k | 0.0089% $ 438.6k |
6.6yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder
Erfaren styrelse: ESTC s styrelse anses vara erfaren ( 6.6 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/29 11:59 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2026/01/31 |
| Årlig intjäning | 2025/04/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Elastic N.V. bevakas av 38 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Shrenik Kothari | Baird |
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |