ESTCTechnology · Software - ApplicationThe 30 Wall Street analysts covering Elastic NV hold a median 12-month price target of $118 — +21.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 30 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Elastic NV on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (97): Analysts have, on balance, been raising their forecasts.
Accruals (31): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ESTC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +21.3% from it.
Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | Stifel | Maintains | Buy | $107 → $120 |
| 9 Oct 2026 | Wedbush | Reiterates | Outperform | $125 |
| 23 Sept 2026 | Cantor Fitzgerald | Reiterates | Neutral | $100 |
| 23 Sept 2026 | Cantor Fitzgerald | Reiterates | Neutral | — |
| 11 Sept 2026 | Wedbush | Assumes | Outperform | $125 |
| 28 Aug 2026 | B of A Securities | Maintains | Neutral | — |
| 28 Aug 2026 | B of A Securities | Maintains | Neutral | $90 → $108 |
| 28 Aug 2026 | Baird | Maintains | Outperform | $95 → $120 |
| 28 Aug 2026 | Baird | Maintains | Outperform | — |
| 28 Aug 2026 | Barclays | Maintains | Overweight | — |
| 28 Aug 2026 | Barclays | Maintains | Overweight | $94 → $118 |
| 28 Aug 2026 | Canaccord Genuity | Maintains | Buy | $80 → $120 |
| 28 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 28 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | — |
| 28 Aug 2026 | Cantor Fitzgerald | Maintains | Neutral | $91 → $100 |
| 28 Aug 2026 | Citigroup | Maintains | Buy | $104 → $128 |
| 28 Aug 2026 | Citigroup | Maintains | Buy | — |
| 28 Aug 2026 | DA Davidson | Maintains | Neutral | — |
| 28 Aug 2026 | DA Davidson | Maintains | Neutral | $80 → $100 |
| 28 Aug 2026 | Guggenheim | Maintains | Buy | $106 → $120 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ESTC appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Elastic NV returned +10.1% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 26% of US stocks
Cheaper than 20% of US stocks
Cheaper than 11% of US stocks
Cheaper than 99% of US stocks
Higher than 63% of US stocks
Higher than 54% of US stocks
Higher than 87% of US stocks
Higher than 31% of US stocks
Higher than 83% of US stocks
Higher than 89% of US stocks
Higher than 41% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Elastic NV has a market value of $11.2B and an enterprise value of $10.3B.
Revenue in the twelve months to 31 July 2026: $1.8B. The latest quarter grew 15.1% year on year.
Net income over the same four quarters: $375.6M, a 20.8% net margin.
Diluted earnings per share, trailing twelve months: $3.57.
Free cash flow in the twelve months to 31 July 2026: $349.0M.
Elastic NV spent $380.1M on share buybacks in the twelve months to 31 July 2026.
Trailing P/E: 29.5×; forward P/E: 26.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Elastic NV employs 3,834 people — $470K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Elastic NV — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research named ESTC among internet software companies benefiting from demand for AI-infused software and autonomous AI agents.
Why it matters — The item connects ESTC with industry demand for AI-infused software and autonomous AI agents.
Elastic announced a multi-year partnership with Audi Revolut F1® Team, building on the team’s existing use of Elastic technology for engineering software operations. Elastic will be the Official Race Partner for the 2026 United States Grand Prix and the team’s Official Search and Observability Supplier starting in 2027.
Why it matters — The agreement expands Elastic’s existing collaboration with the team and gives ESTC watchers an update on a new partnership.
Elastic announced the private preview of Elastic nightshift AI SRE, an AI agent built into Elastic Observability. It continuously detects and investigates issues across the stack, testing multiple root-cause hypotheses against telemetry and other context.
Why it matters — ESTC watchers may note the announcement as a new AI-powered investigation capability within Elastic Observability.
Elastic introduced AlertZero, an agentic layer built into Elastic Security. Its specialized agents support alert triage, investigation, threat hunting, detection tuning and forensic analysis, adapting to a security team’s existing workflows and providing evidence-backed answers.
Why it matters — ESTC watchers may want to note the addition of AI-agent capabilities across Elastic Security’s security operations lifecycle.
Elastic said Gartner named it a Leader in the Magic Quadrant for Enterprise AI Search, placing it highest for Ability to Execute and furthest for Completeness of Vision. The company also said it ranked first or second in every use case evaluated in Gartner’s Critical Capabilities report.
Why it matters — The recognition may matter to ESTC watchers as an external assessment of Elastic’s position in enterprise AI search.
The 30 Wall Street analysts covering Elastic NV have a median 12-month price target of $118, with estimates ranging from $75 to $130. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 30 analysts covering Elastic NV, 19 rate it a Buy, 11 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Elastic NV 73 out of 100 across roughly 4,600 US stocks as at 30 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 30 Oct 2026, Elastic NV ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (97 of 100).
No one can know that. What the data says: the median 12-month target from 30 analysts implies +21.3% from the last close, and Ticker Nerd's factor model ranks Elastic NV 73 out of 100 as at 30 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Elastic NV publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ESTC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $75 to $130 over the next 12 months.
Elastic NV returned +10.1% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Elastic N.V. is a software company focused on search, observability, and security solutions built on its Elasticsearch platform.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "3 Internet Software Stocks to Buy From a Prospering Industry". Zacks Investment Research named ESTC among internet software companies benefiting from demand for AI-infused software and autonomous AI agents.
Elastic N.V. is a software company focused on search, observability, and security solutions built on its Elasticsearch platform. Elastic N.V. provides tools that help organizations search, analyze, and visualize large volumes of structured and unstructured data across cloud, hybrid, and self-managed environments. Its product portfolio includes Elasticsearch, Kibana, Elastic Observability, Elastic Security, and Elastic Cloud, serving use cases such as enterprise search, log analytics, application performance monitoring, and threat detection. The company supports customers across industries including technology, financial services, healthcare, retail, manufacturing, and the public sector. Elastic N.V. plays a central role in the data infrastructure market by enabling businesses to turn complex data into searchable, actionable insights through a unified platform.
CEO Mr. Ashutosh Kulkarni · 3,834 employees · Netherlands · https://www.elastic.co
