ElasticESTC
ESTC
About: Elastic is a software company that specializes in AI-search, observability, and security deployments. Its search division offers both traditional keyword search and vector search methods to enable more context-aware querying. The software has open-source origins but generates revenue through valuable add-ons, including simplified data orchestration and server scaling techniques.
Employees: 3,537
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 15 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
61% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 115
31% more call options, than puts
Call options by funds: $65.9M | Put options by funds: $50.4M
28% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 72
3% more funds holding
Funds holding: 424 [Q1] → 436 (+12) [Q2]
0.93% less ownership
Funds ownership: 83.69% [Q1] → 82.76% (-0.93%) [Q2]
5% less capital invested
Capital invested by funds: $7.78B [Q1] → $7.36B (-$416M) [Q2]
29% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 10 (-4) [Q2]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$92
16%
upside
Avg. target
$109
38%
upside
High target
$130
65%
upside
15 analyst ratings
14 positive
93%
1 neutral
7%
0 negative
0%
UBS Radi Sultan | 20%upside $95 | Buy Assumed | 13 Aug 2025 |
Oppenheimer Ittai Kidron | 27%upside $100 | Outperform Maintained | 21 Jul 2025 |
Canaccord Genuity Kingsley Crane | 39%upside $110 | Buy Maintained | 2 Jun 2025 |
Baird Shrenik Kothari | 46%upside $115 | Outperform Maintained | 30 May 2025 |
Stifel Brad Reback | 42%upside $112 | Buy Maintained | 30 May 2025 |
Financial journalist opinion
Based on 8 articles about ESTC published over the past 30 days
Neutral
Zacks Investment Research
19 hours ago
Elastic (ESTC) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Evaluate the expected performance of Elastic (ESTC) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Neutral
Business Wire
1 week ago
Elastic to Announce First Quarter Fiscal 2026 Earnings Results on Thursday, August 28, 2025
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will release its financial results for its first quarter fiscal 2026 ended July 31, 2025, after the U.S. market close on Thursday, August 28, 2025. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET that day to review its financial results and business outlook. A live webcast of the conference call will be accessible from the Elastic investor relations website at ir.ela.
Positive
Seeking Alpha
1 week ago
Elastic: Moat, Growth, Margin Expansion, And An Even More Interesting Options Strategy
Elastic offers a narrow-to-strong economic moat across Search, Security, and Observability, with cross-sell opportunities. Despite macro headwinds this year, especially in the US public sector, I estimate ~15% peak revenue growth for fiscal 2028, and expanding margins through 2034. My base-case Fair Value estimate for ESTC stock is $97.25, ~30% potential upside from the current price ($74.5).
Neutral
Business Wire
2 weeks ago
Elastic Introduces Logs Essentials: Serverless Log Analytics, in a New Low-priced Tier
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced Elastic Observability Logs Essentials (“Logs Essentials”), a new tier within Elastic Cloud Serverless that delivers fast, scalable and cost-effective log analytics powered by Elasticsearch. Built for Site Reliability Engineers (SREs) and developers, Logs Essentials provides critical capabilities for ingesting, searching, visualizing, and alerting on logs without needing to handle ops, upgrades, or tunin.
Neutral
Business Wire
2 weeks ago
Elastic Announces Elastic AI SOC Engine for Exposing Complex, Hidden Threats
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced the launch of Elastic AI SOC Engine (EASE), a new serverless, easy-to-deploy security package that brings AI-driven context-aware detection and triage into existing SIEM and EDR tools, without the need for an immediate migration or replacement. EASE delivers agentless integrations, AI-driven alert correlation using Elastic's Attack Discovery, and an AI Assistant that empowers SOC analysts to uncover hid.
Neutral
Business Wire
3 weeks ago
Elastic Announces Faster Filtered Vector Search with ACORN-1 and Default Better Binary Quantization Compression
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced new performance and cost-efficiency breakthroughs with two significant enhancements to its vector search. Users now benefit from ACORN, a smart filtering algorithm, in addition to Better Binary Quantization (BBQ) as the default for high-dimensional dense vectors. These capabilities improve both query performance and ranking quality, providing developers with new tools to build scalable, high-performance AI ap.
Neutral
Business Wire
3 weeks ago
Elastic Delivers New ES|QL Features for Cross-Cluster Scale, Data Enrichment, and Performance
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced a major update to the Elasticsearch Query Language (ES|QL) in Elasticsearch 8.19 and 9.1, bringing advanced data enrichment, improved resilience, and significant performance gains across petabyte-scale environments. Already in use on over 10,000 clusters each week, ES|QL now supports enterprise-grade use cases with the general availability of LOOKUP JOIN and Cross-Cluster Search (CCS), a new default set.
Neutral
Business Wire
4 weeks ago
Elastic Announces 2025 Elastic Excellence Awards Winners
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced the winners and honorees of the 2025 Elastic Excellence Awards. These awards recognize groundbreaking achievements by organizations and individuals that are transforming their industries, communities, and businesses by unlocking the full potential of their data with Elastic's Search AI platform. “Our customers are using data to deliver powerful outcomes, from reshaping business models to securing critical inf.
Positive
Seeking Alpha
1 month ago
Elastic: Ready To Bounce Back After Temporary Slowdown
Elastic's fundamentals remain strong despite a recent stock price drop, creating a compelling buying opportunity as AI adoption continues to accelerate. ESTC is well-positioned to benefit from AI trends, with its leadership in vector search and growing cloud revenue likely to drive future growth. The company's conservative FY2026 guidance is likely overly cautious; I expect Elastic to beat estimates and see its valuation re-rate higher.
Neutral
Business Wire
1 month ago
Elastic Recognized as a Leader in 2025 Gartner® Magic Quadrant™ for Observability Platforms
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced it has been positioned by Gartner as a Leader in the Magic Quadrant for Observability Platforms for its offering, Elastic Observability. The evaluation was based on specific criteria that analyzed the company's overall Completeness of Vision and Ability to Execute. “Visibility alone isn't enough; customers need rapid context-rich insights to troubleshoot complex systems,” said Santosh Krishnan, general manage.
Charts implemented using Lightweight Charts™