Added to YB: 2026-01-26
Pitch date: 2026-01-22
ESTC [bullish]
Elastic N.V.
-29.35%
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
$5.4B
Pitch Price
$71.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.9K
P/E
-65.01
EV/Sales
2.82
Sector
Software
Category
turnaround
The Investing Ledger | Portfolio update, Q4 2025 - New Position: Elastic N.V.
ESTC (new position): Turnaround play in AI-powered data analytics amid SaaS selloff. Recent portfolio addition with smallest allocation. Pessimistic software sentiment vs growing AI analytics demand creates opportunity. Key question: can ESTC win competition? Need evidence software is essential to customers' future to shift market sentiment.
Read full article (1 min)