← Analyst Upside
AU · rank #14 · 2026-10-19
ESTC
NYSE · $10.03B (USD)
SignalBuy1.5strength 1.5 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.110 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 12 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $111.52 | +21.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +49.18% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.07 |
| Gross margin TTM | +75.6% |
| 52w high | $108.00 |
| Market cap (USD) | $10.03B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Elastic NV provides an Elasticsearch-powered platform spanning enterprise search, observability, and security delivered across cloud and self-managed environments.
Rationale
The analyst upside signal is supported by Q1 FY2027 earnings and revenue beats ($0.70 EPS vs. $0.58 consensus), a raised full-year guidance, and 12 net positive 30-day revisions.
Material risks
- 1Hyperscaler cloud services (AWS, Azure, GCP) and open-source alternatives like OpenSearch commoditizing core log indexing and vector search functionality, prompting customers to build capabilities in-house.
- 2Direct platform competition from Datadog, Dynatrace, and Splunk capping enterprise seat expansion and pressuring pricing power in discretionary IT budgets.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed