← Analyst Upside
AU · rank #16 · 2026-10-22
ESTC
NYSE · $10.04B (USD)
SignalBuy1.6strength 1.6 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.066 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.00 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 12 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.213 |
| Analyst upside Consensus target $111.52 | +12.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +64.69% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.13 |
| Gross margin TTM | +75.6% |
| 52w high | $108.00 |
| Market cap (USD) | $10.04B |
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 operates an Elasticsearch-centered software platform providing enterprise search, observability, and security across cloud and self-managed deployments.
Rationale
A 19.85% Q1 earnings surprise combined with raised full-year FY2027 EPS guidance ($3.29–$3.37) and 27% YoY total RPO growth validates the model's positive analyst revision and upside signal.
Material risks
- 1OpenSearch and hyperscaler-managed search services commoditizing core indexing and vector retrieval functionality, eroding Elastic's pricing power.
- 2Enterprise customers building search and observability capabilities in-house or consolidating workloads onto bundled cloud provider platforms.
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