Elastic: Don't Overlook This Name As Software M&A Picks Up Steam
Elastic offers a compelling buying opportunity as AI-driven bearishness creates value in mid-cap software stocks. ESTC recently reported strong Q3 results and raised full-year guidance, yet shares have dropped nearly 30% year-to-date. Trading at just 4.0x EV/FY26 revenue, ESTC is attractively valued compared to peers, balancing growth and profitability while launching AI-adapted products.
Elastic N.V. (ESTC) Q2 2026 Earnings Call Transcript
Elastic N.V. ( ESTC ) Q2 2026 Earnings Call November 20, 2025 5:00 PM EST Company Participants Eric Prengel Ashutosh Kulkarni - CEO & Executive Director Navam Welihinda - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Koji Ikeda - BofA Securities, Research Division Sanjit Singh - Morgan Stanley, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Robbie Owens - Piper Sandler & Co., Research Division Brian Essex - JPMorgan Chase & Co, Research Division Tyler Radke - Citigroup Inc., Research Division William Miller Jump - Truist Securities, Inc., Research Division Shrenik Kothari - Robert W.
Elastic (ESTC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Elastic (ESTC) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Exploring Analyst Estimates for Elastic (ESTC) Q2 Earnings, Beyond Revenue and EPS
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Elastic (ESTC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
Elastic (ESTC) Expected to Beat Earnings Estimates: Should You Buy?
Elastic (ESTC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Elastic (ESTC) Beat Estimates Again in Its Next Earnings Report?
Elastic (ESTC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Elastic: Is The Company Likely To Stretch In The Right Direction?
Elastic is recommended as a buy at current levels, with shares undervalued relative to its technology and growth potential. ESTC is showing signs of a growth inflection, driven by AI-powered search, vector database leadership, and improved sales execution. Management raised revenue and margin guidance, targeting 15%+ growth and expanding operating margins, with a path to 20%+ CAGR if execution continues.
Elastic: 3 New Tailwinds On The Table
Elastic was one of the few stocks that closed in the green on Friday, up 6% versus the S&P 500, which was down 2%. The company held its Analyst Day, where it raised Q2 and FY26 guidance, announced a $500M share buyback, and completed its Jina AI acquisition, boosting investor confidence. The introduction of Elastic Inference Service and Jina AI integration positions ESTC as a potential big AI search player and could increase its cloud customer consumption.
Elastic Announces $500 Million Buyback Plan. The Stock Is Climbing Sharply.
The search and data-analytics company also boosts its fiscal 2026 guidance.
Elastic N.V. (ESTC) Analyst/Investor Day Transcript
Elastic N.V. (NYSE:ESTC ) Analyst/Investor Day October 9, 2025 2:00 PM EDT Company Participants Eric Prengel Ashutosh Kulkarni - CEO & Executive Director Ken Exner - Chief Product Officer Steve Kearns Santosh Krishnan David Hope James Spiteri Mark Dodds - Chief Revenue Officer Navam Welihinda - Chief Financial Officer Conference Call Participants Ittai Kidron - Oppenheimer & Co. Inc., Research Division Koji Ikeda - BofA Securities, Research Division Michael Cikos - Needham & Company, LLC, Research Division Sanjit Singh - Morgan Stanley, Research Division Robbie Owens - Piper Sandler & Co., Research Division Howard Ma - Guggenheim Securities, LLC, Research Division Tyler Radke - Citigroup Inc., Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Operator Global Vice President of Finance, Eric Prengel.
Elastic: Path To Re-Rating Getting Clearer
Elastic (ESTC) remains a Buy as GenAI adoption accelerates, with over 2,200 customers and strong upmarket enterprise traction. Security is emerging as a powerful second growth engine, with ESTC displacing incumbents and benefiting from a dedicated specialist sales team. Recent go-to-market changes are driving improved sales productivity, reflected in accelerating sales-led subscription revenue growth.
Elastic N.V. (ESTC) Presents At Piper Sandler 4th Annual Growth Frontiers Conference Transcript
Elastic N.V. (NYSE:ESTC ) Piper Sandler 4th Annual Growth Frontiers Conference September 11, 2025 10:30 AM EDT Company Participants Ken Exner - Chief Product Officer Eric Prengel Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Ethan Drake Weeks - Piper Sandler & Co., Research Division Presentation Robbie Owens MD & Senior Research Analyst All right.
