Seeking Alpha·1d ago
Elastic N.V. (ESTC) Discusses New Metrics Offering and Observability Platform Enhancements TranscriptElastic N.V. (ESTC) Discusses New Metrics Offering and Observability Platform Enhancements Transcript
Elastic N.V. demonstrates robust top-line growth, with revenue increasing 15.1% year-over-year in 2027Q1, and generates substantial free cash flow, evidenced by a 27.5% FCF margin in the same period. However, the company's investment thesis is complicated by i...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
While revenue growth remains robust at 15.1% year-over-year, operating losses persist with a -0.6% operating margin in 2027Q1, indicating that elevated SG&A expenses, which consistently exceed 50% of revenue, are preventing the conversion of gross profit into operating income.
Elastic 9.4 introduces significant improvements to Search & AI capabilities, enhancing its platform's value proposition.
Elastic demonstrates 21% sales-led subscription revenue growth, indicating robust demand for its solutions.
The company's first CRPO above $1 billion validates its AI context-engine thesis, suggesting future growth potential.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 27, 2026 | $0.70+19.9% vs $0.58 | $478M+1.8% vs $470M |
Q2 2026 May 28, 2026 | $0.61+8.7% vs $0.56 | $451M+0.9% vs $447M |
Q1 2026 Feb 26, 2026 | $0.73+14.1% vs $0.64 | $450M+2.6% vs $438M |
Q4 2025 Nov 20, 2025 | $0.64+11.1% vs $0.58 | $423M+1.2% vs $418M |
Elastic N.V. (ESTC) Discusses New Metrics Offering and Observability Platform Enhancements Transcript
Elastic (ESTC) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, ESTC crossed above the 20-day moving average, suggesting a short-term bullish trend.
On September 21, 2026, Elastic NV (ESTC) shares rose 3.2% to a current price of $89.71, reflecting a year-to-date increase of 18.9%. The stock has fluctuated be
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) today announced the launch of jina-ocr-v1, a new optical character recognition (OCR) model for end-to-end document processing. At 574M active parameters, it delivers frontier-grade accuracy in a model roughly one tenth the size of the benchmark leader. Jina-ocr-v1 accurately converts complex visual documents into structured, machine-readable text, such as Markdown, in a single pass, making it easy to search, train models, and build agentic ap.
Benchmark ESTC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Elastic N.V. (ESTC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $89.22 | $9.23B | 26.01 | 17.26% | 21.14% | 33.38% | — | |
| $247.48 | $88.09B | 824.92 | 27.68% | 4.48% | 4.57% | — | |
| $57.20 | $16.67B | 105.93 | 18.82% | 7.22% | 5.72% | — | |
| $427.69 | $34.4B | -486.01 | 22.79% | 2.12% | 2% | — | |
| $30.99 | $10.65B | -36.03 | 21.08% | -25.31% | -25.26% | — | |
| $48.82 | $8.25B | -139.49 | 25.81% | -4.99% | -5.26% | — |
Elastic N.V. (ESTC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Elastic N.V. (ESTC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 27, 2026·SEC
Aug 27, 2026·SEC
May 28, 2026·SEC
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Elastic N.V. (ESTC) stock FAQ — growth, dividends, profitability & financials explained
Elastic N.V. (ESTC) reported $1.80B in revenue for fiscal year 2026. This represents a 1944% increase from $88.2M in 2017.
Elastic N.V. (ESTC) grew revenue by 17.3% over the past year. This is strong growth.
Yes, Elastic N.V. (ESTC) is profitable, generating $375.6M in net income for fiscal year 2026 (21.1% net margin).
Elastic N.V. (ESTC) has a return on equity (ROE) of 33.4%. This is excellent, indicating efficient use of shareholder capital.
Elastic N.V. (ESTC) generated $349.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
