Elastic N.V. (ESTC) Stock Falls on Q4 2026 Earnings

Elastic N.V. (ESTC) reported fourth-quarter fiscal 2026 results.

Revenue of $450.7 million (up 16.0% year-over-year) versus an analyst estimate of $455.6 million.

Gross profit of $339.6 million (up 16.9% year-over-year).

Operating loss of -$16.4 million (improved 36.5% year-over-year).

Net income attributable to common shareholders of $435.9 million (down 2,761.0% year-over-year).

Diluted earnings per share of $4.14 (down 2,860.0% year-over-year) versus an estimate of $0.57.

Balance sheet and cash flow highlights:

Cash from operating activities was $152.7 million (up 75.6% year-over-year).

Purchases of property, plant and equipment totaled $2.9 million (up 36.8% year-over-year).

Cash and cash equivalents stood at $770.5 million (up 5.9% year-over-year).

Total liabilities were $1.88 billion (up 12.6% year-over-year).

Market reaction: the stock moved -8.79% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Elastic N.V. Insider Trading Activity

Elastic N.V. insiders have traded $ESTC stock on the open market 23 times in the past 6 months. Of those trades, 3 have been purchases and 20 have been sales.

Here’s a breakdown of recent trading of $ESTC stock by insiders over the last 6 months:

ASHUTOSH KULKARNI (Chief Executive Officer) has made 0 purchases and 5 sales selling 43,169 shares for an estimated $2,833,265.
MARK EUGENE DODDS (Chief Revenue Officer) has made 0 purchases and 3 sales selling 14,721 shares for an estimated $1,017,428.
KEN EXNER (Chief Product Officer) has made 0 purchases and 2 sales selling 10,854 shares for an estimated $716,454.
PAUL R. III AUVIL has made 3 purchases buying 10,000 shares for an estimated $710,230 and 0 sales.
CAROLYN HERZOG (Chief Legal Officer) has made 0 purchases and 2 sales selling 9,342 shares for an estimated $610,287.
NAVAM WELIHINDA (Chief Financial Officer) has made 0 purchases and 3 sales selling 8,613 shares for an estimated $572,066.
SHAY BANON (Chief Technology Officer) has made 0 purchases and 2 sales selling 8,835 shares for an estimated $565,542.
JANE E BONE (GVP & CAO) has made 0 purchases and 3 sales selling 4,482 shares for an estimated $322,426.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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Elastic N.V. Hedge Fund Activity

We have seen 191 institutional investors add shares of Elastic N.V. stock to their portfolio, and 317 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIRST TRUST ADVISORS LP added 2,201,140 shares (+516.1%) to their portfolio in Q1 2026, for an estimated $110,034,988
PICTET ASSET MANAGEMENT HOLDING SA added 1,958,219 shares (+43.2%) to their portfolio in Q1 2026, for an estimated $97,891,367
POINT72 ASSET MANAGEMENT, L.P. removed 1,722,661 shares (-60.6%) from their portfolio in Q1 2026, for an estimated $86,115,823
FREESTONE GROVE PARTNERS LP added 1,549,494 shares (+216.6%) to their portfolio in Q1 2026, for an estimated $77,459,205
SOMA EQUITY PARTNERS LP removed 1,386,473 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $69,309,785
TEMASEK HOLDINGS (PRIVATE) LTD removed 1,294,465 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $64,710,305
FEDERATED HERMES, INC. added 954,328 shares (+92.0%) to their portfolio in Q1 2026, for an estimated $47,706,856

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Elastic N.V. Analyst Ratings

Wall Street analysts have issued reports on $ESTC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 01/30/2026
RBC Capital issued a "Outperform" rating on 01/05/2026

To track analyst ratings and price targets for Elastic N.V., check out Quiver Quantitative's $ESTC forecast page.

Elastic N.V. Price Targets

Multiple analysts have issued price targets for $ESTC recently. We have seen 17 analysts offer price targets for $ESTC in the last 6 months, with a median target of $80.0.

Here are some recent targets:

Brian Essex from JP Morgan set a target price of $80.0 on 05/27/2026
Blair Abernethy from Rosenblatt set a target price of $110.0 on 05/26/2026
Thomas Blakey from Cantor Fitzgerald set a target price of $59.0 on 05/26/2026
Andrew Sherman from TD Cowen set a target price of $60.0 on 05/26/2026
Howard Ma from Guggenheim set a target price of $106.0 on 05/19/2026
Daniel Sepahi from Rothschild & Co set a target price of $49.0 on 04/23/2026
Matthew Hedberg from RBC Capital set a target price of $70.0 on 04/16/2026