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.
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 11/7/2026, 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 |
SAN FRANCISCO--(BUSINESS WIRE)---- $ESTC #claudecode--Elastic's threats, etc. report finds attackers abusing trusted IT and AI tools and using stolen credentials an average of 8 minutes after infection.
The Zacks Internet Software industry participants like MDB, AFRM and ESTC are benefiting from high demand for AI-infused software, as well as autonomous AI agents.
SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC) and today announced a new multi-year partnership with Audi Revolut F1® Team, building on the team's existing use of Elastic technology to support its engineering software operations. Elastic joins as Official Race Partner for the 2026 United States Grand Prix in Austin, Texas, and will become its Official Search and Observability Supplier starting from the 2027 season. The agreement brings an established technical collaboration onto a global.
On October 16, 2026, Elastic NV (ESTC) shares fell 5.7% to a current price of $91.74, within a 52-week range of $42.05 to $108.00. This decline comes amidst a v
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 |
|---|---|---|---|---|---|---|---|
| $86.08 | $8.91B | 25.10 | 17.26% | 21.14% | 33.38% | — | |
| $179.04 | $63.73B | 596.80 | 27.68% | 4.48% | 4.57% | — | |
| $43.44 | $12.66B | 80.44 | 18.82% | 7.42% | 6.42% | — | |
| $312.83 | $25.16B | -355.49 | 22.79% | 2.12% | 2% | — | |
| $30.99 | $10.65B | -36.03 | 21.08% | -25.31% | -25.26% | — | |
| $48.09 | $8.12B | -137.40 | 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 over the trailing twelve months. Revenue was $1.74B in fiscal year 2026. That is 1873% more than the $88.2M of fiscal year 2017.
Elastic N.V. (ESTC) grew revenue by 17.3% in fiscal year 2026, compared with the prior fiscal year.
Yes. Elastic N.V. (ESTC) earned $375.6M in net income over the trailing twelve months (a 20.8% net margin).
Elastic N.V. (ESTC) had a return on equity (ROE) of 33.4% in fiscal year 2026. That is well above the market's typical 10-15%.
Elastic N.V. (ESTC) generated $349.0M in free cash flow over the trailing twelve months.
