Elastic: AI Tailwinds And Undervalued [Seeking Alpha]
Elastic N.V. Ordinary Shares (ESTC)
Last elastic n.v. ordinary shares earnings: 2/26 04:10 pm
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Source: Seeking Alpha
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. Key risks include intense competition, especially in Security and Observability, and uncertainty around GenAI tailwinds and long-term margin assumptions. Supatman/iStock via Getty Images Article Thesis My last article about Elastic N.V. ESTC ), the leader in application search, was in August. I saw it undervalued, with about 30% potential upside from the stock price (~$74.5) to my Fair Value estimate at that This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ESTC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receivi
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ESTC
News
- Elastic N.V. (ESTC): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Elastic Delivers GPU Infrastructure to Self-Managed Elasticsearch Customers via Cloud Connect [Yahoo! Finance]Yahoo! Finance
- Elastic Delivers GPU Infrastructure to Self-Managed Elasticsearch Customers via Cloud ConnectBusiness Wire
- Elastic Adds High-Precision Multilingual Reranking to Elastic Inference Service with Jina ModelsBusiness Wire
- 1 Unprofitable Stock to Target This Week and 2 We Question [Yahoo! Finance]Yahoo! Finance
ESTC
Earnings
- 11/20/25 - Beat
ESTC
Sec Filings
- 1/26/26 - Form SCHEDULE
- 1/12/26 - Form 4
- 1/9/26 - Form 144
- ESTC's page on the SEC website