Countdown to Elastic (ESTC) Q3 Earnings: Wall Street Forecasts for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Elastic (ESTC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended January 2026.
Why Elastic Could Be the Next AI Winner in 2026
Elastic N.V. NYSE: ESTC is known for its search and analytics tools that make AI-powered data organization possible.
Elastic: AI Tailwinds And Undervalued
Elastic offers a narrow+ economic moat from high switching costs, robust cross-sell opportunities, and strong net expansion rates, supporting a bullish investment thesis. Financial flexibility is notable, with $1.39B cash, $0.57B debt, and a $500M share repurchase plan, enabling continued R&D and strategic acquisitions. Valuation models indicate Elastic is ~56.5% undervalued, with a fair value estimate of $108.8 and 16% revenue growth projected, justifying a stock position over options.
Elastic N.V. (ESTC) Presents at 28th Annual Needham Growth Conference Transcript
Elastic N.V. (ESTC) Presents at 28th Annual Needham Growth Conference Transcript
Elastic: Undervalued With Takeout Optionality
Elastic is positioned as a core AI infrastructure enabler, integrating search, observability, and security in a unified data platform. Elastic's mid-teens revenue growth, NRR, raised guidance, and $500M buyback signal resilient demand from customers. ESTC's AI relevance supports enterprise AI production use cases and deepening cloud ecosystem partnerships.
Elastic: Remain Confident That Growth Will Accelerate
Elastic is experiencing robust GenAI adoption, particularly among large enterprise customers, supporting a reiterated buy rating. Serverless architecture and search AI Lake decouple storage from compute, lowering barriers to data consolidation and driving stickier, usage-based monetization. ESTC Cloud growth (~22% in Q2) is set to accelerate overall revenue, yet the market undervalues this inflection relative to historical multiples.
Elastic N.V. (ESTC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Elastic N.V. (ESTC) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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.
