Analisi facoltativa del prodotto
Con il tuo consenso utilizziamo analisi limitate e rispettose della privacy per capire quali percorsi di ricerca funzionano. Non usiamo tracker pubblicitari né registrazioni delle sessioni. Puoi modificare questa scelta nelle Preferenze. Leggi la Informativa sulla privacy.
Elastic N.V.'s published Reduce conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $10.4B |
|---|
| Revenue (ttm) | 1.8B |
|---|
| Net income (ttm) | 375.6M |
|---|
| EPS (ttm) | $3.51 |
|---|
| Shares out | 105M |
|---|
| P/E (trailing) | 30.2x |
|---|
| P/E (forward) | 27.4x |
|---|
| Volume | 986,851 |
|---|
| Beta | 1.04 |
|---|
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-04-30 | 2023-04-30 | 2024-04-30 | 2025-04-30 | 2026-04-30 | Trend |
| Revenue | $862.4M | $1.07B | $1.27B | $1.48B | $1.74B | +19.2% |
| Gross profit | $630.2M | $772.4M | $937.2M | $1.10B | $1.32B | +20.4% |
| Operating income | $-173.7M | $-219.2M | $-129.9M | $-54.9M | $-33.5M | — |
| Net income | $-203.8M | $-236.2M | $61.7M | $-108.1M | $367.8M | — |
| EPS (diluted) | $-2.20 | $-2.47 | $0.59 | $-1.04 | $3.43 | — |
| EBITDA | $-157.3M | $-171.5M | $-78.6M | $6.1M | $34.7M | — |
| R&D | $273.8M | $313.5M | $342.0M | $365.8M | $451.9M | +13.4% |
| SG&A | $123.4M | $143.2M | $160.6M | $175.2M | $194.4M | +12.0% |
Recent company headlines from major financial publishers.
Generative AI and agentic application deployments accelerate rapidly, driving massive vector data indexing and log ingestion across enterprise customer tiers. Elastic successfully displaces legacy observability and SIEM vendors, enabling sales-led subscription growth to sustain strong compounding with operating margins expanding significantly.
Elastic executes its guided operating plan, achieving mid-teens revenue growth in FY2027 and expanding non-GAAP operating margin to 19.4%. Long-term margins normalize toward 24.5% as sales capacity matures, yielding the house fair value of $79.91 per share.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 8.8% | $85.5 | $86.8 | $88.3 | $89.8 | $91.6 |
| 9.3% | $81.5 | $82.6 | $83.8 | $85.1 | $86.5 |
| 9.8% | $78.0 | $78.9 | $79.9 | $81.0 | $82.2 |
| 10.3% | $74.8 | $75.6 | $76.5 | $77.4 | $78.4 |
| 10.8% | $72.0 | $72.7 | $73.4 | $74.2 | $75.0 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
