Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
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.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
