Elastic

ESTC

Market cap $6.78B

Elastic remains a deep value opportunity despite a recent 30% rally and strong post-earnings performance. ESTC's complex infrastructure software and consumption-based model insulate it from AI-driven risks impacting simpler, seat-based SaaS peers. Recent fiscal Q4 results exceeded expectations, with bullish forward guidance and growing backlog from AI-native customers.

Elastic tops Q4 earnings estimates as revenues rise 16%, driven by subscription growth, cloud expansion and continued enterprise customer traction.

Elastic N.V. (ESTC) Q4 2026 Earnings Call Transcript

Elastic NYSE: ESTC reported stronger-than-expected fourth-quarter fiscal 2026 results, with executives pointing to accelerating customer commitments, rising artificial intelligence-related adoption and larger multi-year deals as key drivers of momentum heading into fiscal 2027.

Although the revenue and EPS for Elastic (ESTC) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Elastic (ESTC) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.47 per share a year ago.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced financial results for its fourth quarter and full fiscal year ended April 30, 2026. Fourth Quarter Fiscal 2026 Financial Highlights Total revenue was $451 million, an increase of 16% year-over-year, or 14% on a constant currency basis Total subscription revenue was $422 million, an increase of 17% year-over-year, or 15% on a constant currency basis Sales-led subscription revenue (calculated as subscription re.

Evaluate the expected performance of Elastic (ESTC) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that its management will present at the following conferences: BofA Securities Global Technology Conference 2026 on Thursday, June 4, 2026, at 9:20 a.m. PT / 12:20 p.m. ET Rosenblatt's 6th Annual Technology Summit on Wednesday, June 10, 2026, at 11:00 a.m. PT / 2:00 p.m. ET The presentations will be webcast live, and a replay will be available for a limited time on the Events and Presentations section of Elas.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that it will release its financial results for its fourth quarter and fiscal 2026 ended April 30, 2026, after the U.S. market close on Thursday, May 28, 2026. 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.elastic.co.