Services-Prepackaged Software · SIC 7372

Elastic N.V.

ESTC

Watch

Latest revenue

$449.9M

as of 2026-01-31

Latest net income

$7.8M

as of 2026-01-31

Net margin

1.7%

as of 2026-01-31

Price · 5Y

-14.3% / yr 28.1 pts / yr vs S&P 500 53.6% total
Compare:

Live market

delayed ≤15 min
$54.81
1.80%
Market cap
$5.67B
Enterprise value
$5.67B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$96.06
52-wk low
$42.05
Beta
Shares out
103.5M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Item 1. Business Overview Elastic, the Search AI Company, enables its customers to transform data into answers, actions, and outcomes with Search AI. While search technology revolutionized information retrieval through its ability to instantly return relevant results from massive datasets, it struggles when it comes to understanding context and generating insights. AI, on the other hand, excels at analyzing complex patterns and generating insights, but it lacks the ability to find and access specific information within vast data stores. Elastic’s Search AI Platform (“our platform”) combines the precision of search with the intelligence of AI to help our customers and community solve…

AI summary unavailable — showing raw filing excerpt

Generated from ESTC's filing dated 2025-06-10

Key risks

AI

Item 1A. Risk Factors A description of the risks and uncertainties associated with our business, industry and ownership of our ordinary shares is set forth below. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that could adversely affect our business, financial condition, operating results and prospects. Risks Related to our Business and Industry Our business and operations have experienced rapid growth, and if we do not appropriately manage our future growth or are unable to improve our systems and processes, our business,…

AI summary unavailable — showing raw filing excerpt

Generated from ESTC's filing dated 2025-06-10

Profitability

Gross margin

74.4%

0.6%

Operating margin

-3.7%

63.9%

Net margin

-7.3%

249.7%

Return on equity

-11.7%

239.5%

Return on assets

-4.2%

251.5%

Leverage

Debt / equity

1.80×

11.9%

Long-term debt / equity

0.61×

20.2%

Debt / assets

64.2%

4.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$449.9M+17.7%$7.8M+145.5%1.7%

Q4 2025

2025-10-31

$423.5M+15.9%$-51.3M-101.5%-12.1%

Q3 2025

2025-07-31

$415.3M+19.5%$-24.6M+50.0%-5.9%

Q2 2025

2025-04-30

$388.4M+16.0%$-16.4M-150.9%-4.2%

Q1 2025

2025-01-31

$382.1M+16.5%$-17.1M-116.6%-4.5%

Q4 2024

2024-10-31

$365.4M+17.6%$-25.4M-2.6%-7.0%

Q3 2024

2024-07-31

$347.4M+18.3%$-49.2M-1.5%-14.2%

Q2 2024

2024-04-30

$335.0M$32.2M9.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Prepackaged Software · SIC 7372

No data yet for industry average

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Insider activity

Insider buying

$710.2K

Insider selling

$55.2M

Net activity

−$54.5M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-09

Ashutosh Kulkarni

Chief Executive Officer

Sale17,756$52.28$928.3K
2026-03-09

Navam Welihinda

Chief Financial Officer

Sale3,240$52.28$169.4K
2026-03-09

Carolyn Herzog

Chief Legal Officer

Sale3,989$52.28$208.5K
2026-03-09

Ken Exner

Chief Product Officer

Sale4,310$52.28$225.3K
2026-03-09

Mark Eugene Dodds

Chief Revenue Officer

Sale3,723$52.28$194.6K
2026-03-09

Jane E Bone

GVP & CAO

Sale887$52.28$46.4K
2026-03-09

Shay Banon

Chief Technology Officer

Sale4,283$52.28$223.9K
2026-01-09

Jane E Bone

GVP & CAO

Sale1,187$80.31$95.3K
2025-12-15

Ashutosh Kulkarni

Chief Executive Officer

Sale3,200$74.07$237.0K
2025-12-15

Ashutosh Kulkarni

Chief Executive Officer

Sale1,300$75.29$97.9K
2025-12-15

Ashutosh Kulkarni

Chief Executive Officer

Sale500$76.17$38.1K
2025-12-10

Navam Welihinda

Chief Financial Officer

Sale1,046$74.51$77.9K
2025-12-09

Navam Welihinda

Chief Financial Officer

Sale4,327$75.05$324.7K
2025-12-09

Jane E Bone

GVP & CAO

Sale2,408$75.05$180.7K
2025-12-09

Ashutosh Kulkarni

Chief Executive Officer

Sale20,413$75.05$1.5M
2025-12-09

Mark Eugene Dodds

Chief Revenue Officer

Sale5,198$75.05$390.1K
2025-12-09

Carolyn Herzog

Chief Legal Officer

Sale5,353$75.05$401.7K
2025-12-09

Ken Exner

Chief Product Officer

Sale6,544$75.05$491.1K
2025-12-09

Shay Banon

Chief Technology Officer

Sale4,552$75.05$341.6K
2025-12-05

Mark Eugene Dodds

Chief Revenue Officer

Sale5,800$74.60$432.7K
2025-12-01

Auvil Paul R. III

Director

Purchase1,000$71.02$71.0K
2025-12-01

Auvil Paul R. III

Director

Purchase5,000$71.01$355.1K
2025-12-01

Auvil Paul R. III

Director

Purchase4,000$71.04$284.2K
2025-10-13

Jane E Bone

GVP & CAO

Sale1,250$87.22$109.0K
2025-10-06

Navam Welihinda

Chief Financial Officer

Sale1,256$84.58$106.2K
2025-09-15

Ashutosh Kulkarni

Chief Executive Officer

Sale4,450$88.05$391.8K
2025-09-15

Ashutosh Kulkarni

Chief Executive Officer

Sale550$88.72$48.8K
2025-09-09

Ashutosh Kulkarni

Chief Executive Officer

Sale19,622$90.12$1.8M
2025-09-09

Jane E Bone

GVP & CAO

Sale629$90.12$56.7K
2025-09-09

Mark Eugene Dodds

Chief Revenue Officer

Sale5,037$90.12$453.9K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ESTC

Institutional value

$1.99B

Total shares held

41.4M

Distinct holders

209

-231 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.6.9M$345.5M+135.7K (+2.0%)Added
2Pictet Asset Management Holding SA6.5M$324.5M+2.0M (+43.2%)Added
3VANGUARD PORTFOLIO MANAGEMENT LLC5.5M$276.3MNew
4VANGUARD CAPITAL MANAGEMENT LLC4.1M$203.3MNew
5FIRST TRUST ADVISORS LP2.6M$131.4M+2.2M (+516.1%)Added
6FEDERATED HERMES, INC.2.0M$99.6M+954.3K (+92.0%)Added
7UBS Group AG1.1M$57.0M+117.6K (+11.5%)Added
8BNP PARIBAS FINANCIAL MARKETS1.1M$52.8M+639.1K (+153.4%)Added
9Assenagon Asset Management S.A.900.0K$45.0M+688.1K (+324.7%)Added
10Connor, Clark & Lunn Investment Management Ltd.850.9K$42.5M+13.3K (+1.6%)Added
11Voya Investment Management LLC771.0K$38.5M-508.9K (-39.8%)Trimmed
12TimesSquare Capital Management, LLC628.7K$31.4M-11.0K (-1.7%)Trimmed
13VANGUARD FIDUCIARY TRUST CO587.7K$29.4MNew
14JPMORGAN CHASE & CO539.2K$26.6M+124.3K (+29.9%)Added
15Nuveen, LLC520.1K$26.0M+22.1K (+4.4%)Added
16Legal & General Group Plc510.1K$25.5M+113.5K (+28.6%)Added
17Bank of New York Mellon Corp393.9K$19.7M-91.5K (-18.8%)Trimmed
18ING GROEP NV356.4K$17.8M-88.4K (-19.9%)Trimmed
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC262.7K$13.1M+2.7K (+1.0%)Added
20MACKENZIE FINANCIAL CORP221.0K$11.0M-70.6K (-24.2%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once ESTC's latest filing finishes processing.