ElasticESTC
ESTC
About: Elastic is a software company based in Mountain View, California, focusing on search-adjacent products. Its search engine allows it to process both structured and unstructured data while gleaning insights from that data. The firm's primary focus is on enterprise search, observability, and security.
Employees: 3,537
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 18 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
59% more repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 116
22% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 60
2.32% more ownership
Funds ownership: 81.29% [Q4 2024] → 83.61% (+2.32%) [Q1 2025]
0% more funds holding
Funds holding: 418 [Q4 2024] → 420 (+2) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 14 (+0) [Q1 2025]
10% less call options, than puts
Call options by funds: $73.2M | Put options by funds: $81.3M
7% less capital invested
Capital invested by funds: $8.35B [Q4 2024] → $7.77B (-$574M) [Q1 2025]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$75
6%
downside
Avg. target
$111
39%
upside
High target
$140
76%
upside
18 analyst ratings
15 positive
83%
3 neutral
17%
0 negative
0%
Canaccord Genuity Kingsley Crane | 39%upside $110 | Buy Maintained | 2 Jun 2025 |
Baird Shrenik Kothari | 45%upside $115 | Outperform Maintained | 30 May 2025 |
Stifel Brad Reback | 41%upside $112 | Buy Maintained | 30 May 2025 |
Piper Sandler Rob Owens | 51%upside $120 | Overweight Maintained | 30 May 2025 |
Barclays Raimo Lenschow | 32%upside $105 | Overweight Maintained | 30 May 2025 |
Financial journalist opinion
Based on 14 articles about ESTC published over the past 30 days
Positive
Seeking Alpha
3 days ago
Elastic: Potential To Soar At A Low Valuation, Despite Consistent Growth
Elastic stands out as a "growth at a reasonable price" investment with mid-teens growth, strong retention, and trades at under 5x revenue, making it attractive after a recent 15% pullback. Its valuation sits well below other 10-15% growth peers in enterprise software, such as Salesforce and Workday. Elastic's FY26 guidance is conservative, but historical outperformance and robust customer metrics suggest the market is overly pessimistic.
Positive
Zacks Investment Research
1 week ago
Wall Street Analysts See a 30.05% Upside in Elastic (ESTC): Can the Stock Really Move This High?
The mean of analysts' price targets for Elastic (ESTC) points to a 30.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Positive
Seeking Alpha
1 week ago
Elastic: Keys Growth Drivers Are Playing Out As Expected
I maintain my Buy rating on Elastic as valuation remains attractive, and growth drivers are accelerating, especially with GenAI adoption. Recent earnings show strong fundamentals: Elastic Cloud grew 23% y/y, and new strategic partnerships with AWS, NVIDIA, and Google expand market reach. Go-to-market execution has improved, with record-large customer additions and evidence that the GTM reset is now a tailwind for growth.
Negative
Benzinga
2 weeks ago
Elastic, Gap, Regeneron Pharmaceuticals And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Friday.
Neutral
Seeking Alpha
2 weeks ago
Elastic N.V. (ESTC) Q4 2025 Earnings Call Transcript
Elastic N.V. (NYSE:ESTC ) Q4 2025 Earnings Conference Call May 29, 2025 5:00 PM ET Company Participants Anthony Luscri - Vice President, Investor Relations Ashutosh Kulkarni - Chief Executive Officer Navam Welihinda - Chief Financial Officer Conference Call Participants Pinjalim Bora - JP Morgan Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Tyler Radke - Citi Howard Ma - Guggenheim Securities Kash Rangan - Goldman Sachs George Iwanyc - Oppenheimer Brent Thill - Jefferies Operator Good afternoon, and welcome to the Elastic N.V.
Positive
Zacks Investment Research
2 weeks ago
Here's What Key Metrics Tell Us About Elastic (ESTC) Q4 Earnings
The headline numbers for Elastic (ESTC) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 weeks ago
Elastic (ESTC) Q4 Earnings and Revenues Surpass Estimates
Elastic (ESTC) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.21 per share a year ago.
Neutral
Business Wire
2 weeks ago
Elastic Reports Fourth Quarter and Fiscal 2025 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced financial results for its fourth quarter and full fiscal year ended April 30, 2025. Fourth Quarter Fiscal 2025 Financial Highlights Total revenue was $388 million, an increase of 16% year-over-year, as reported and on a constant currency basis Elastic Cloud revenue was $182 million, an increase of 23% year-over-year, as reported and on a constant currency basis GAAP operating loss was $12 million;.
Neutral
Business Wire
2 weeks ago
Elastic Signs Five-Year Strategic Collaboration Agreement with AWS to Accelerate AI Innovation at Scale
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI company, announced a new five-year strategic collaboration agreement (SCA) with Amazon Web Services (AWS). The agreement reflects a shared commitment to help accelerate organizations' transition into AI-native enterprises through joint product integrations and go-to-market (GTM) initiatives that help customers build generative AI-based applications faster while reducing complexity. Building on a foundation of strong collaborati.
Positive
Zacks Investment Research
3 weeks ago
Unveiling Elastic (ESTC) Q4 Outlook: Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Elastic (ESTC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.
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