Elastic NV Stock News

Elastic offers a narrow-to-strong economic moat across Search, Security, and Observability, with cross-sell opportunities. Despite macro headwinds this year, especially in the US public sector, I estimate ~15% peak revenue growth for fiscal 2028, and expanding margins through 2034. My base-case Fair Value estimate for ESTC stock is $97.25, ~30% potential upside from the current price ($74.5).

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced Elastic Observability Logs Essentials (“Logs Essentials”), a new tier within Elastic Cloud Serverless that delivers fast, scalable and cost-effective log analytics powered by Elasticsearch. Built for Site Reliability Engineers (SREs) and developers, Logs Essentials provides critical capabilities for ing...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced the launch of Elastic AI SOC Engine (EASE), a new serverless, easy-to-deploy security package that brings AI-driven context-aware detection and triage into existing SIEM and EDR tools, without the need for an immediate migration or replacement. EASE delivers agentless integrations, AI-driven alert corre...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced new performance and cost-efficiency breakthroughs with two significant enhancements to its vector search. Users now benefit from ACORN, a smart filtering algorithm, in addition to Better Binary Quantization (BBQ) as the default for high-dimensional dense vectors. These capabilities improve both query performa...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced a major update to the Elasticsearch Query Language (ES|QL) in Elasticsearch 8.19 and 9.1, bringing advanced data enrichment, improved resilience, and significant performance gains across petabyte-scale environments. Already in use on over 10,000 clusters each week, ES|QL now supports enterprise-grade us...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced the winners and honorees of the 2025 Elastic Excellence Awards. These awards recognize groundbreaking achievements by organizations and individuals that are transforming their industries, communities, and businesses by unlocking the full potential of their data with Elastic's Search AI platform. “Our customer...

Elastic's fundamentals remain strong despite a recent stock price drop, creating a compelling buying opportunity as AI adoption continues to accelerate. ESTC is well-positioned to benefit from AI trends, with its leadership in vector search and growing cloud revenue likely to drive future growth. The company's conservative FY2026 guidance is likely overly cautious; I expect Elastic to beat esti...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced it has been positioned by Gartner as a Leader in the Magic Quadrant for Observability Platforms for its offering, Elastic Observability. The evaluation was based on specific criteria that analyzed the company's overall Completeness of Vision and Ability to Execute. “Visibility alone isn't enough; customers ne...