Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$5.8B
104M shares
52-week range
$42.05 – $96.07
28% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Borrow rate
0.28%
Easy to borrow
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| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $271.7M | $427.6M | $608.5M | $862.4M | $1.07B | $1.27B | $1.48B | $1.74B |
| Cost of revenue | $78.0M | $122.7M | $161.1M | $232.2M | $296.6M | $330.1M | $379.9M | $416.3M |
| Gross profit | $193.6M | $304.9M | $447.4M | $630.2M | $772.4M | $937.2M | $1.10B | $1.32B |
| Gross margin | 71.3% | 71.3% | 73.5% | 73.1% | 72.3% | 74.0% | 74.4% | 76.1% |
| R&D | $101.2M | $165.4M | $199.2M | $273.8M | $313.5M | $342.0M | $365.8M | $451.9M |
| Operating income | −$101.4M | −$171.1M | −$129.5M | −$173.7M | −$219.2M | −$129.9M | −$54.9M | −$33.5M |
| EBITDA | −$95.7M | −$156.3M | −$104.3M | −$157.3M | −$171.5M | −$78.6M | $6.1M | $34.7M |
| Net income | −$102.3M | −$167.2M | −$129.4M | −$203.8M | −$236.2M | $61.7M | −$108.1M | $367.8M |
| Net margin | -37.7% | -39.1% | -21.3% | -23.6% | -22.1% | 4.9% | -7.3% | 21.1% |
| EPS (diluted) | -1.86 | -2.12 | -1.48 | -2.20 | -2.47 | 0.59 | -1.04 | 3.43 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $2.0B | $3.24 | $2.72–$3.78 | 15 |
| 2028 | $2.3B | $3.86 | $3.13–$4.58 | 16 |
| 2029 | $2.7B | $4.82 | $2.76–$6.88 | 2 |
| 2030 | $2.9B | $4.58 | $4.44–$4.75 | 1 |
Forward consensus · source: Financial Modeling Prep
Elastic is a software company that specializes in AI-search, observability, and security deployments. Its search division offers both traditional keyword search and vector search methods to enable more context-aware querying. The software has open-source origins but generates revenue through valuable add-ons, including simplified data orchestration and server scaling techniques.
www.elastic.coNo one on the platform currently holds ESTC.
No tracked institution reports a position in ESTC as of their last filing.
No one on the platform has traded ESTC yet.
| $3.8B |
| — |
| NICENICE Ltd. | $91.80 | -0.21% | $5.4B | — |
| OTEXOpen Text Corporation | $22.09 | -0.00% | $5.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 3.9× sales vs its 7.1× historical median P/S.
Fair value ≈ $103.63 · price $57.19 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Still holding $ESTC $VYX $BABA $ROKU $COIN. The market is pricing in earnings reaction watch, but I think the longer-term story is still developing.
View on StockTwits ↗Still holding $ESTC $AMKR $CRMD $PSKY $BE. The market is pricing in retail sentiment crowding, but I think the longer-term story is still developing.
View on StockTwits ↗$ESTC unfortunately this is a long game. AI fears and full retard MMs + 20% growth YoY not being cool enough, all that shit = swing trading but also long holding. This company is definitely going places, but it will take time for MMs to realize that
View on StockTwits ↗$PATH The main problem is that the SaaS sector is currently performing very poorly. Yesterday, stocks like $FIG, $S, $ESTC, and others all dropped. In my opinion, the panic surrounding AI is vastly overblown. While hardware companies are making a fortune, software stocks have been languishing. $PLTR might be an exception here—though even $PLTR took a significant hit yesterday.
View on StockTwits ↗$ESTC disappointing stock. As $DDOG rises the chance of this rebounding eventually goes up. Very cheap
View on StockTwits ↗$HIMS $ESTC $ADBE $BB is trading in a way that reflects AI momentum continuation. I am staying disciplined and letting the chart confirm the narrative.
View on StockTwits ↗$SOFI $NAIL $WULF $ESTC $NBIS is part of my macro sentiment shift thesis. Risk is managed, and I am letting time do the work.
View on StockTwits ↗$DRAM $NNDM $IONQ $AUPH $ESTC The longer term story is the extremely high demand for semiconductors for both AI and space. I'm just gonna sit on my hands and buy dips for the next 10 yrs...maybe become an influencer showing off my lambos!!
View on StockTwits ↗$ESTC $U $BMNR $RMBS $NVTS is trading in a way that reflects liquidity rotation setup. I am staying disciplined and letting the chart confirm the narrative.
View on StockTwits ↗$ESTC $RKLOB $Z $USO is part of my semiconductor cycle view thesis. Risk is managed, and I am letting time do the work.
View on StockTwits ↗Still holding $ESTC $AMKR $CRMD $PSKY $BE. The market is pricing in retail sentiment crowding, but I think the longer-term story is still developing.
View on StockTwits ↗$ESTC look what these mofos did around 11:30a-12a on Monday 6/15 they started dropping alerts about 80 calls being bought for .75-.9 cents. As soon as it was alerted the stock dipped and dipped and now dipping. The timing is too perfect either trying to steal more or they tried to suck retail in.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.