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
Market Cap
$5.40B
P/E (TTM)
-64.8
37.9
Dividend Yield
--
52W High
$103.79
52W Low
$49.90
52W Range
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
Q3 2026 Data
Revenue
$449.88M+0.00%
4-Quarter Trend
EPS
$0.07+0.00%
4-Quarter Trend
FCF
$41.80M+0.00%
4-Quarter Trend
2026 Q3 Earnings Highlights
Key Highlights
Subscription Revenue Growth Subscription revenue reached $1.212 B for nine months ended January 31, marking 19% growth versus prior year.
Gross Profit Improvement Gross profit grew 21% to $983.4 M for nine months, driven by subscription efficiency realization in cloud costs.
Net Loss Narrows Net loss significantly narrowed to $68.1 M for nine months, representing a 26% reduction compared to prior period.
Strong Liquidity Position Total cash, equivalents, and marketable securities stand strong at $1.248 B as of January 31, 2026.
Risk Factors
Operating Expense Increases R&D expense increased 22% to $331.7 M and S&M rose 15% for nine months operating periods.
Macroeconomic Uncertainty Impact Macroeconomic uncertainty, geopolitical risks, and trade policy changes continue impacting customer spending and sales cycles globally.
Legal Contingencies Exposure Company faces ongoing shareholder litigation; ultimate outcome and potential loss range are currently not estimable.
Tax Provision Volatility Provision for income taxes increased 17% to $75.6 M for nine months, driven by profitable jurisdiction results.
Outlook
Platform Feature Investment Plan continued investment in building new features for the Elastic Search AI platform to expand capabilities and drive growth.
Cloud Revenue Contribution Expect Elastic Cloud contribution to subscription revenue to continue increasing over time, despite modest gross margin impact.
Customer Conversion Strategy Heavy investment in sales and marketing expected to convert additional free users to paid subscribers in the near term.
Share Repurchase Availability $200.0 M remains available for future ordinary share repurchases under the authorized Share Repurchase Program.
Peer Comparison
Revenue (TTM)
$6.32B
$5.20B
$2.95B
Gross Margin (Latest Quarter)
88.8%
79.6%
79.5%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| DAY | $11.18B | -74.5 | -5.7% | 14.1% |
| IDCC | $9.42B | 23.1 | 38.5% | 24.5% |
| PCOR | $8.93B | -86.1 | -8.3% | 5.3% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.0%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:May 28, 2026
EPS:$0.56
|Revenue:$446.21M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data