Added to YB: 2026-03-03
Pitch date: 2026-02-27
ESTC [neutral]
Elastic N.V.
+3.44%
current return
Author Info
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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
$51.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.9K
P/E
-65.01
EV/Sales
2.82
Sector
Software
Category
growth
Elastic Q4 2025 Snapshot
ESTC (earnings): Q4 rev $449.9M (+17.7% YoY) beat $438.1M est; non-GAAP EPS $0.73 vs $0.64 est. FY guide raised to $1.734-$1.736B. Cloud rev +21.4% YoY to $218M. Gross margin 76% (+170bps), net margin 2% (+620bps). 1,660 $100K+ customers (+13.7%), 112% NRR, RPO +21.9% to $1.65B. FCF $41.8M (9% margin, -13.6pp YoY). Trades 5.2x EV/S, ~39x fwd P/E. Stock -6.6% on print.
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