ESTC Stock Recent News

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.

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.

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.

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.

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.

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.

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;.

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.

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.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that its management will present at the following conferences: Bank of America Global Technology Conference on Wednesday, June 4, 2025 at 1:20 p.m. PT / 4:20 p.m. ET Rosenblatt Technology Summit on Wednesday, June 11, 2025 at 12:00 p.m. PT / 3:00 p.m. ET A live webcast and replay of the event will be available on Elastic's Investor Relations page at ir.elastic.co. About Elastic: Elastic (NYSE: ESTC), the Sear.