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Elastic N.V.

Elastic N.V.

NYSE•ESTC
CEO: Mr. Ashutosh Kulkarni
Sector: Technology
Industry: Software - Application
Listing Date: 2018-10-05
Elastic N.V., a search artificial intelligence (AI) company, delivers hosted and managed solutions designed to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally. It primarily offers Elastic Stack, a set of software products that ingest and store data from various sources and formats, as well as performs search, analysis, and visualization on that data. The company's Elastic Stack product portfolio comprises Elasticsearch, a document store and search engine, and data store for various types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the Elastic Stack; Elasticsearch Relevance Engine, which combines AI with its text search to give developers a suite of retrieval algorithms and the ability to integrate with large language models; Elastic Agent that offers integrated host protection and central management solutions; Logstash, a data processing pipeline for ingesting data into Elasticsearch or other storage systems from a multitude of sources simultaneously; and Beats, a single-purpose data shippers for sending data from edge machines to Elasticsearch or Logstash. It also provides software solutions on the Elastic Stack that address cases, including Elastic Search AI platform, for building search AI applications; Logs, to search and analyze petabytes of structured and unstructured logs; Metrics, to search and analyze numeric and time series data; Application Performance Monitoring, to deliver insight into application performance and health metrics; Synthetic Monitoring, to monitor the availability and functionality of user journeys; and security information and event management, and endpoint and cloud security solutions. The company was incorporated in 2012 and is based in Amsterdam, the Netherlands.
Contact Information
Keizersgracht 281, Amsterdam, 1016 ED, Netherlands
N/A
www.elastic.co
Market Cap
$8.08B
P/E (TTM)
-74.6
41.3
Dividend Yield
--
52W High
$118.84
52W Low
$68.10
52W Range
17%
Rank38Top 36.9%
4.3
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Average • 4.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2017-2025

Financial Dashboard

Q2 2026 Data

Revenue

$423.48M+15.91%
4-Quarter Trend

EPS

-$0.48+92.00%
4-Quarter Trend

FCF

$26.01M-30.95%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Total Revenue Growth Total revenue reached $838.8M for six months ended October 31, 2025, marking an 18% increase over prior period results.
Gross Profit Improvement Gross profit grew 21% to $640.0M for six months, improving overall gross margin to 76% compared to 74% previously.
Operating Loss Narrowed Six-month operating loss significantly narrowed to $(17.676M) from $(38.264M) year-over-year due to margin gains.
Strong Liquidity Position Cash, cash equivalents, and marketable securities totaled $1.396B as of October 31, 2025, supporting current operations.

Risk Factors

Net Loss Persists Net loss for six months was $(75.887M), slightly wider than $(74.677M) in the prior comparable six-month period.
Increased Operating Expenses R&D expenses increased 22% to $217.3M and S&M rose 15% to $347.6M over six months, signaling high investment.
Tax Provision Spike Income tax provision spiked 122% to $52.6M for the three months ended October 31, 2025, compared to prior year.
Macroeconomic Uncertainty Impact Company closely monitors macroeconomic environment, including inflation and geopolitical factors, affecting customer spending behavior.

Outlook

Platform Feature Investment Plans include continued investment in building new features for Elastic Search AI Platform to drive future product adoption.
Cloud Revenue Contribution Expect Elastic Cloud contribution to subscription revenue to increase, despite modest adverse impact on gross margin from hosting costs.
Share Repurchase Program Board authorized up to $500.0M share repurchase program; $385.9M remained available as of October 31, 2025.
RPO Supports Future Remaining Performance Obligations stand at $1.507B, with 64% expected recognized as revenue over the next twelve months.

Peer Comparison

Revenue (TTM)

Lyft, Inc.LYFT
$6.27B
+14.9%
NICE Ltd.NICE
$2.88B
+9.2%
Paylocity Holding CorporationPCTY
$1.64B
+17.0%

Gross Margin (Latest Quarter)

InterDigital, Inc.IDCC
82.0%
+3.4pp
Elastic N.V.ESTC
75.9%
+1.4pp
Paylocity Holding CorporationPCTY
68.5%
+0.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PCTY$8.29B36.419.1%3.0%
ESTC$8.08B-74.6-12.0%23.9%
IDCC$8.03B16.249.9%22.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.5%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.64
|
Revenue:$438.36M
Reports
All Years
  • Form 10-Q - Q2 2026

    Period End: Oct 31, 2025|Filed: Nov 24, 2025|
    Revenue: $423.48M+15.9%
    |
    EPS: $-0.48+92.0%
    Miss
  • Form 10-Q - Q1 2026

    Period End: Jul 31, 2025|Filed: Aug 29, 2025|
    Revenue: $415.29M+19.5%
    |
    EPS: $-0.23-52.1%
    Miss
  • Form 10-K - FY 2025

    Period End: Apr 30, 2025|Filed: Jun 10, 2025|
    Revenue: $1.48B+17.0%
    |
    EPS: $-1.04-267.7%
    Miss
  • Form 10-Q - Q3 2025

    Period End: Jan 31, 2025|Filed: Feb 28, 2025|
    Revenue: $382.08M+16.5%
    |
    EPS: $-0.16-109.1%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Oct 31, 2024|Filed: Nov 25, 2024|
    Revenue: $365.36M+17.6%
    |
    EPS: $-0.25+0.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Jul 31, 2024|Filed: Aug 30, 2024|
    Revenue: $347.42M+18.3%
    |
    EPS: $-0.48-4.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Apr 30, 2024|Filed: Jun 14, 2024|
    Revenue: $1.27B+18.6%
    |
    EPS: $0.62+125.1%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Jan 31, 2024|Filed: Mar 1, 2024|
    Revenue: $327.96M+19.4%
    |
    EPS: $1.76-331.6%
    Beat