<- Go home

Added to YB: 2026-03-03

Pitch date: 2026-02-27

ESTC [neutral]

Elastic N.V.

+3.44%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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.

Read full article (2 min)