Elastic
Enterprise search, observability, and security built on Elasticsearch.
Something off on this page? Send us feedback.
Profile
Offers enterprise search, observability, and security on the Elasticsearch technology stack. Revenue comes from Elastic Cloud, self-managed subscriptions, and services; the business depends on pairing its open-source platform with paid cloud and subscription use.
Built around Elasticsearch, the platform supports enterprise search, observability, and security from one technology stack. It can be delivered through Elastic Cloud or through self-managed subscriptions and services.
Enterprise search extends the original search and analytics data store, while observability and security use the same foundation for infrastructure monitoring and threat hunting. Security includes SIEM, XDR, and automation capabilities.
Elastic operates as a distributed company, with employees in more than 40 countries. Its commercial model depends on maintaining the open-source and commercial platform together and converting customers to paid subscriptions and cloud use.
Company facts
Categories
Key statistics
Year to date +37.7% · Average volume (30d) 2.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Cantor Fitzgerald | Target | $91 | $100 | ||
| Aug 28, 2026 | Stifel Nicolaus | Target | $90 | $107 | ||
| Aug 28, 2026 | UBS | Reiterate | Buy | $108 | $105 | |
| Aug 28, 2026 | Guggenheim | Reiterate | Buy | $120 | ||
| Aug 26, 2026 | Rosenblatt Securities | Target | $136 | $83 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026Q1 FY27 | $0.58 | $0.70 | +19.9% | $469.7M | $478.1M | +1.8% | +19.31% |
| May 28, 2026Q4 FY26 | $0.56 | $0.61 | +8.7% | $446.7M | $450.7M | +0.9% | +12.31% |
| Feb 26, 2026Q3 FY26 | $0.64 | $0.73 | +14.1% | $438.4M | $449.9M | +2.6% | −15.44% |
| Nov 20, 2025Q2 FY26 | $0.58 | $0.64 | +11.1% | $418.4M | $423.5M | +1.2% | −14.67% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $388.4M | $415.3M | $423.5M | $449.9M | $450.7M | $478.1M | |
| Gross profit | $290.6M | $318.5M | $321.5M | $343.4M | $339.6M | $356.2M | |
| Operating income | −$12.0M | −$9.4M | −$8.2M | $611.0K | −$16.4M | −$3.7M | |
| Net income | −$16.4M | −$24.6M | −$51.3M | $7.8M | $435.9M | −$16.7M | |
| Diluted EPS | −$0.16 | −$0.23 | −$0.48 | $0.07 | $4.14 | −$0.16 | |
| Gross margin | 74.8% | 76.7% | 75.9% | 76.3% | 75.4% | 74.5% | |
| Operating margin | -3.1% | -2.3% | -1.9% | 0.1% | -3.6% | -0.8% |
Fiscal years (4-quarter sums)FY22 $862.4M · FY23 $1.07B · FY24 $1.27B · FY25 $1.48B · FY26 $1.74B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $1.46B · Total debt $24.6M · Total assets $3.00B · Shareholders' equity $1.30B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 103.95M · Float 83.29M · 80.1% free float
A Form 4 total here can count shares the filer formally disclaims — an award voted by proxy, for instance — which the holder's own Schedule 13D/G excludes, so where the two disagree the schedule's smaller figure is used.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Shay Banon · director, officer: Chief Technology Officer | 6.45M | 6.21% | Form 4 | Jun 10, 2026 |
| BlackRock, Inc. | 6.37M | 6.13% | 13F | Aug 7, 2026 |
| AQR Capital Management LLC | 6.08M | 5.85% | 13F | Aug 14, 2026 |
| Schuurman Steven | 6.00M | 5.80% | 13G | Feb 13, 2025 |
| Vanguard Portfolio Management LLC | 5.92M | 5.69% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 9, 2026 | Shay Banon | director, officer: Chief Technology Officer | −9,288 | $60.61 |
| Jun 9, 2026 | Jane E. Bone | officer: GVP & CAO | −1,104 | $60.61 |
| Jun 9, 2026 | Mark Eugene Dodds | officer: Chief Revenue Officer | −18,439 | $60.61 |
| Jun 9, 2026 | Carolyn Herzog | officer: Chief Legal Officer | −9,485 | $60.61 |
| Jun 9, 2026 | Ken Exner | officer: Chief Product Officer | −18,449 | $60.61 |
Peers
- Cisco Systems
Broad overlap in observability, log analytics, and SIEM
- Datadog
Direct overlap in cloud observability and security monitoring
- Microsoft
Competes in AI search and cloud-native SIEM
- CrowdStrike
Competes in security analytics, SIEM, and XDR workflows
- MongoDB
Database platform overlap in integrated vector search
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Elastic | $99.56 | −0.33% | $10.39B | 28.0 | 28.5 | 5.8 | +15.1% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Datadog | $237.00 | +0.02% | $84.36B | 480.1 | 89.2 | 21.3 | +35.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| MongoDB | $446.37 | −0.06% | $35.92B | — | 69.9 | 13.8 | +25.3% |
| Median | 256.6 | 69.9 | 13.8 | +25.3% |