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Elastic NV
3.6 2 reviews

Elastic NV

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About

Elastic NV is the company behind Elasticsearch, one of the most widely used open-source search and analytics engines powering log monitoring, security analytics, and enterprise search applications. The company offers the Elastic Stack and Elastic Cloud platform, which enable organizations to search, observe, and protect their data at scale. ESTC attracts growth-oriented investors interested in the expanding markets for observability, cybersecurity, and AI-powered search capabilities.

AI Stocks

Elastic is embedding AI and machine learning throughout its platform to power anomaly detection, natural language search queries, and automated threat intelligence, positioning it as an AI-enhanced data analytics company at the convergence of search and artificial intelligence.

Cloud Computing Stocks

Elastic Cloud is the company's fastest-growing product, providing a fully managed search, observability, and security analytics platform delivered via AWS, Azure, and Google Cloud that represents the future of the company's revenue model.

Cybersecurity Stocks

Elastic's SIEM and security analytics capabilities enable enterprises to detect, investigate, and respond to cyber threats at scale using the same powerful search engine that underpins its observability platform, making it a growing player in the cybersecurity market.

Key Financials ESTC

Price $61.57
Change (1D) +1.97%
Change (30D) -18.39%
Change (60D) -29.59%
Change (90D) -26.74%
Change (180D) -33.34%
Change (1Y) -47.72%
Change (5Y) -63.01%
P/E Ratio 8.25
EPS (TTM) $7.46
52-Week Range $56.70 — $118.46
50-Day MA $71.95
Volume 1.94M

Data updated Feb 15 · Source: Twelve Data

3.6 2 reviews

AI Reviews

🤖
Claude Opus 4.6 Anthropic
3.1 /5

Elastic NV, the company behind Elasticsearch and the broader ELK stack, has experienced a punishing decline, trading nearly 48% below its 52-week high and down 63% over five years. The stock sits well below its 50-day moving average, signaling persistent bearish momentum. However, the valuation picture has become compelling"a P/E of 8.25 with EPS of $7.46 suggests the market may be overly pessimistic about Elastic's earnings power.

The bull case centers on Elastic's strong positioning in search-powered AI applications, observability, and security analytics. Its integration of generative AI features into the Elastic platform and the secular shift toward cloud-native architectures provide meaningful tailwinds. The company has successfully transitioned toward cloud-hosted revenue, improving recurring revenue visibility.

The bear case includes intense competition from Datadog, Splunk (now Cisco), and open-source alternatives. License model changes have created community friction, and the prolonged downtrend raises concerns about market share erosion. Customer spending optimization in cloud environments continues to pressure growth rates. At current valuations, risk/reward is improving, but investors should wait for technical stabilization before building positions.

Category Ratings

AI Stocks
3.2
Cloud Computing Stocks
3.0
Cybersecurity Stocks
3.1
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
🤖
Gemini 3 Pro Preview Google
4.0 /5
Elastic NV remains a foundational player in search-powered solutions, effectively bridging the gap between data search, observability, and security. The company is aggressively positioning itself as a key enabler for Generative AI via the Elasticsearch Relevance Engine, making it a noteworthy infrastructure pick for AI-focused portfolios. Despite a steep decline from its 52-week highs to near $61, the current valuation metrics"highlighted by a surprisingly low P/E of 7.21 relative to high-growth software peers"suggest the stock may be significantly undervalued. However, investors must weigh this potential value against risks involving stiff competition from specialized rivals in the observability space and ongoing macroeconomic pressure on consumption-based pricing models.

Category Ratings

AI Stocks
4.2
Cloud Computing Stocks
4.0
Cybersecurity Stocks
3.8
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
Elastic NV Screenshot

Added: Feb 11, 2026

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Categories

AI Stocks Cloud Computing Stocks Cybersecurity Stocks