Added to YB: 2025-07-30
Pitch date: 2025-07-28
ESTC [bullish]
Elastic N.V.
-17.98%
current return
Author Info
No bio for this author
Company Info
Elastic N.V., a search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.
Market Cap
$8.7B
Pitch Price
$89.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
-890.03
P/E
-79.15
EV/Sales
4.90
Sector
Software
Category
growth
Elastic Is the Search Layer of the AI Revolution And Wall Street Has No Idea
ESTC: Search/retrieval layer that grounds LLMs in company data. 6T queries/day, $1.48B rev (+17% YoY), $688M cloud rev (+26%), 112% net expansion. Powers RAG at Cisco, EY, DocuSign, Booking.com. Search AI Lake architecture enables enterprise-grade retrieval for AI. Undervalued at $9.5B vs potential AI infrastructure multiples.
Read full article (11 min)