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Elastic N.V. (ESTC) Presents at Bank of America 2026 Global Technology Conference Transcript

Earnings season from Q2 is winding down, and many components of the S&P 500 have reported spectacular results, especially those in the AI supply chain.

Software M&A activity has returned in 2026 as public SaaS multiples compress while private equity dry powder and strategic stack consolidation remain abundant.

Elastic remains a deep value opportunity despite a recent 30% rally and strong post-earnings performance. ESTC's complex infrastructure software and consumption-based model insulate it from AI-driven risks impacting simpler, seat-based SaaS peers. Recent fiscal Q4 results exceeded expectations, with bullish forward guidance and growing backlog from AI-native customers.

Elastic tops Q4 earnings estimates as revenues rise 16%, driven by subscription growth, cloud expansion and continued enterprise customer traction.

Elastic N.V. (ESTC) Q4 2026 Earnings Call Transcript

Elastic NYSE: ESTC reported stronger-than-expected fourth-quarter fiscal 2026 results, with executives pointing to accelerating customer commitments, rising artificial intelligence-related adoption and larger multi-year deals as key drivers of momentum heading into fiscal 2027.

Although the revenue and EPS for Elastic (ESTC) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Elastic (ESTC) came out with quarterly earnings of $0.61 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.47 per share a year ago.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced financial results for its fourth quarter and full fiscal year ended April 30, 2026. Fourth Quarter Fiscal 2026 Financial Highlights Total revenue was $451 million, an increase of 16% year-over-year, or 14% on a constant currency basis Total subscription revenue was $422 million, an increase of 17% year-over-year, or 15% on a constant currency basis Sales-led subscription revenue (calculated as subscription re.

Evaluate the expected performance of Elastic (ESTC) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that its management will present at the following conferences: BofA Securities Global Technology Conference 2026 on Thursday, June 4, 2026, at 9:20 a.m. PT / 12:20 p.m. ET Rosenblatt's 6th Annual Technology Summit on Wednesday, June 10, 2026, at 11:00 a.m. PT / 2:00 p.m. ET The presentations will be webcast live, and a replay will be available for a limited time on the Events and Presentations section of Elas.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that it will release its financial results for its fourth quarter and fiscal 2026 ended April 30, 2026, after the U.S. market close on Thursday, May 28, 2026. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET that day to review its financial results and business outlook. A live webcast of the conference call will be accessible from the Elastic investor relations website at ir.elastic.co.

On May 13, 2026, Elastic NV (ESTC) shares fell 3.0% today, bringing the current price to $48.57. Over the past 52 weeks, the stock has fluctuated between a high

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced jina-embeddings-v5-omni, a new family of multimodal embedding models with the ability to represent text, images, video, and audio as vectors. Developers can now perform search, classification, clustering, and deduplication across different media types, giving users powerful new ways to understand and organize multimodal data. Available in two sizes, small and nano, the new omni models share the exact sa.

On April 23, 2026, Elastic NV (ESTC) shares fell 7.1% to a current price of $45.75. This decline comes amid a challenging year for the stock, which has decrease

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that Jina Embeddings v3 is now available as a self-deployable partner model in Gemini Enterprise Agent Platform Model Garden. As the first Jina model available on the platform, it enables organizations to deploy high-performance retrieval models directly within their own cloud environments. With Jina Embeddings v3 deployed directly inside their Google Cloud projects and Virtual Private Clouds (VPCs), enterpri.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced native Prometheus support, including direct ingestion via Remote Write and full PromQL support in Kibana. These additions enable Site Reliability Engineers (SREs) to analyze Prometheus metrics alongside logs and traces in a single platform, without rewriting queries or rebuilding pipelines. As organizations scale Kubernetes, Prometheus telemetry cardinality and volumes surge, forcing SREs to juggle mult.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced a deep integration with Google Distributed Cloud (GDC) air-gapped, where Elastic is a critical partner providing a security layer for customers. This deep integration provides a hardened architecture for organizations handling highly sensitive, regulated workloads to use Elastic's agentic security operations platform to combat modern AI-driven cyber threats. Organizations in highly regulated industries.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced MCP Apps for Elastic, delivering first-of-their-kind agent-native UI experiences for security and observability workflows across third-party coding tools and chat clients. The new MCP Apps enable teams to investigate threats, diagnose system behavior, and act on data directly within the AI tools they already use, without switching tools or stitching together separate systems. Built on the Model Context.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced it has received the 2026 Google Cloud Partner of the Year Award in the Marketplace category for Data Management & AI. This marks the fifth year Elastic has been recognized by Google Cloud, reflecting continued collaboration to help joint customers deploy Generative AI solutions that deliver meaningful impact through faster development cycles, significant performance gains and lower operational costs. “The.

Exane Asset Management increased its position in shares of Elastic N.V. (NYSE: ESTC) by 354.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,702 shares of the company's stock after acquiring an additional 15,368 shares during the

On April 13, 2026, Elastic NV (ESTC) shares rose 5.3% today, currently priced at $45.59. The stock has experienced a 52-week range from a low of $42.05 to a hig

Elastic N.V. (NYSE: ESTC - Get Free Report) traded down 5.5% on Friday. The company traded as low as $42.20 and last traded at $42.5160. 382,005 shares traded hands during trading, a decline of 82% from the average session volume of 2,070,511 shares. The stock had previously closed at $45.00. Wall Street Analyst Weigh In

/PRNewswire/ -- Equity-Insider.com News Commentary - Anthropic just proved that even the company building the most powerful offensive cyber tool ever created

Elastic is mispriced as a legacy log tool, despite being critical infrastructure for enterprise AI and security workloads. ESTC's data consumption model benefits from AI adoption, with AI workloads driving a 6%+ uplift in compute consumption and expanding use cases. FedRAMP High authorization unlocks significant federal opportunities, while hybrid search and security offerings position ESTC ahead of pure-play vector startups and Splunk.

Elastic remains fundamentally strong despite a ~30% YTD decline and sector-wide SaaS selloff. ESTC's consumption-based pricing model and 112% net retention rate insulate it from AI-driven layoffs and churn. AI trends may serve as a tailwind for ESTC, supporting its complex, developer-focused search platform.

Bangor Savings Bank cut its stake in Elastic N.V. (NYSE: ESTC) by 90.5% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,545 shares of the company's stock after selling 14,665 shares during the quarter. Bangor Savings Bank's holdings in

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Cloud Hosted has achieved the Federal Risk and Authorization Management Program (FedRAMP®) High authorization on AWS GovCloud (US). With this authorization, U.S. federal agencies can deploy Elastic Cloud Hosted to support high-impact workloads and the most sensitive government data, including cyber defense and investigations, Zero Trust initiatives, and AI-powered mission applications. Secure fou.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, today announced it is eliminating per-endpoint pricing for Elastic Security XDR, the platform rated at 100% protection by AV-Comparatives in its 2025 Business Security evaluation. By ending the “endpoint tax”, the agentic security operations platform is enabling organizations to achieve world-class protection across their environments while also helping them achieve full endpoint coverage, all while reducing total cost.

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Workflows, a native automation capability with direct access to alerts, cases, and investigation data, is now built directly into Elastic Security. By bringing native automation to the agentic security operations platform that already includes unified SIEM and XDR, Elastic is eliminating the “SOAR automation tax” by removing the need for a separate SOAR to turn insights into action. Traditionally.

Elastic (NYSE: ESTC - Get Free Report) and Digital Turbine (NASDAQ: APPS - Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their earnings, risk, dividends, institutional ownership, profitability, valuation and analyst recommendations. Analyst Ratings This is a summary of

ESTC lifts FY26 revenue and EPS outlook as backlog and $1M+ deals surge, improving visibility, but cloud growth gaps and seasonality keep near-term outlook cautious.

ESTC pushes an AI-first hybrid platform with new agent tools, partner ecosystems, and cloud inference bridges aimed at deepening enterprise adoption.

ESTC's Search AI Platform uses a shared data layer to drive expansion across search, observability and security as cloud mix and backlog growth improve revenue visibility.

ArrowMark Colorado Holdings LLC boosted its position in shares of Elastic N.V. (NYSE: ESTC) by 7.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 353,066 shares of the company's stock after buying an additional 25,496 shares during the quarter. ArrowMark Colorado Holdings

Alamar Capital Management LLC raised its stake in shares of Elastic N.V. (NYSE: ESTC) by 55.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,960 shares of the company's stock after buying an additional 15,305 shares during the quarter. Elastic

Elastic (NYSE: ESTC - Get Free Report) and ReposiTrak (NYSE: TRAK - Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, institutional ownership, valuation, profitability, earnings, analyst recommendations and dividends. Profitability This table compares Elastic and ReposiTrak's net
