{"data":{"ticker":"ESTC","slug":"elastic","name":"Elastic NV","exchange":"NYSE","sector":"Technology","headquarters":"San Francisco, California","ceo":"Ashutosh Kulkarni","employees":3834,"website":"https://www.elastic.co","founded":"2012","layers":[{"slug":"ai-software","name":"AI Software & Platforms"},{"slug":"cloud-infrastructure","name":"Cloud & Hyperscalers"}],"exposure":{"score":40,"tier":"Growing","rationale":"Sells search and observability software, with Elasticsearch vector search powering RAG and AI-driven applications for developers. GenAI search workloads are a real growth driver, though most revenue remains core search, logging, and security."},"quote":{"price":86.08,"change24hPct":2.23,"change7dPct":-11.51,"change30dPct":-9.64,"change1yPct":-4.38,"high52w":106.58,"low52w":43.3,"marketCap":9037649920,"peRatio":24.59,"eps":3.5,"volume24h":96088779},"nextEarningsDate":"2026-11-19","summary":"Elastic sells search and observability software built around Elasticsearch, its widely used search engine. Developers and enterprises pay subscriptions to run search, logging, and security workloads, either self-managed or on Elastic's cloud service.","explainer":["Elastic sells search and observability software built around Elasticsearch, its widely used search engine. Developers and enterprises pay subscriptions to run search, logging, and security workloads, either self-managed or on Elastic's cloud service.","AI has opened a new front for the company. Elasticsearch vector search stores and retrieves the embeddings that AI applications depend on, ESRE AI packages relevance tools for AI-powered search, the Elastic AI Assistant helps users work with their data, and its platform underpins retrieval-augmented generation pipelines that ground AI models in real data.","Founded in 2012 and headquartered in San Francisco, Elastic trades on the NYSE and employs roughly 4,000 people."],"buildoutRole":"Elastic spans the AI Software & Platforms and Cloud & Hyperscalers layers of the buildout. Its vector search sits in the data path of many AI applications, powering retrieval-augmented generation for developers who need models grounded in their own content. Generative AI search workloads are a real growth driver, though most revenue still comes from core search, logging, and security. Supercycle scores its AI exposure at 40 out of 100.","faq":[{"q":"What does Elastic do?","a":"Elastic sells search and observability software built on Elasticsearch. Developers and enterprises subscribe to run search, logging, and security workloads on its platform, self-managed or in its cloud."},{"q":"How is Elastic exposed to AI?","a":"Its vector search powers retrieval-augmented generation and AI-driven applications, making generative AI workloads a real growth driver. Most revenue remains core search and logging, so Supercycle scores it 40 out of 100."},{"q":"What are Elastic's main AI products?","a":"Elasticsearch vector search for storing and retrieving embeddings, ESRE AI for relevance in AI search, the Elastic AI Assistant, and platform support for RAG pipelines."},{"q":"What is RAG and why does it matter for ESTC?","a":"Retrieval-augmented generation, or RAG, grounds AI model answers in real data retrieved at question time. Elastic's vector search is a common engine for that retrieval step, putting it in the AI data path."},{"q":"Where is Elastic based and who leads it?","a":"Elastic is headquartered in San Francisco, California, and is led by CEO Ash Kulkarni. Founded in 2012, it employs roughly 4,000 people and trades on the NYSE."}],"history1y":[{"date":"2026-09-28","close":87.94},{"date":"2026-09-29","close":88.8},{"date":"2026-09-30","close":91.7},{"date":"2026-10-01","close":92.31},{"date":"2026-10-02","close":93.94},{"date":"2026-10-05","close":94.91},{"date":"2026-10-06","close":94.6},{"date":"2026-10-07","close":93.1},{"date":"2026-10-08","close":95.26},{"date":"2026-10-09","close":98.23},{"date":"2026-10-12","close":95.52},{"date":"2026-10-13","close":94.32},{"date":"2026-10-14","close":92.06},{"date":"2026-10-15","close":97.24},{"date":"2026-10-16","close":91.74},{"date":"2026-10-19","close":94.6},{"date":"2026-10-20","close":95.63},{"date":"2026-10-21","close":98.81},{"date":"2026-10-22","close":98.21},{"date":"2026-10-23","close":102.43},{"date":"2026-10-26","close":106.29},{"date":"2026-10-27","close":105.52},{"date":"2026-10-28","close":106.58},{"date":"2026-10-29","close":103.3},{"date":"2026-10-30","close":97.28},{"date":"2026-11-02","close":91.34},{"date":"2026-11-03","close":90.47},{"date":"2026-11-04","close":89.68},{"date":"2026-11-05","close":84.2},{"date":"2026-11-06","close":86.08}],"incomeStatements":[{"ticker":"ESTC","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","revenue":1739331000,"cost_of_revenue":416272000,"gross_profit":1323059000,"operating_expense":0,"operating_income":-33476000,"net_income":367766000,"earnings_per_share":3.43,"earnings_per_share_diluted":3.43,"research_and_development":451925000,"selling_general_and_administrative_expenses":904610000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESTC","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":1483296000,"cost_of_revenue":379873000,"gross_profit":1103423000,"operating_expense":0,"operating_income":-54697000,"net_income":-108114000,"earnings_per_share":-1.04,"earnings_per_share_diluted":-1.04,"research_and_development":365758000,"selling_general_and_administrative_expenses":792362000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESTC","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":1267321000,"cost_of_revenue":330079000,"gross_profit":937242000,"operating_expense":0,"operating_income":-124985000,"net_income":61720000,"earnings_per_share":0.59,"earnings_per_share_diluted":0.59,"research_and_development":341951000,"selling_general_and_administrative_expenses":720276000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"ESTC","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","revenue":1068989000,"cost_of_revenue":296626000,"gross_profit":772363000,"operating_expense":0,"operating_income":-187875000,"net_income":-236161000,"earnings_per_share":-2.47,"earnings_per_share_diluted":-2.47,"research_and_development":313454000,"selling_general_and_administrative_expenses":646784000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"ESTC","report_period":"2026-12-31","fiscal_period":"2026-FY","period":"annual","currency":"USD","total_assets":3152676000,"current_assets":2023263000,"cash_and_equivalents":768725000,"total_liabilities":1876176000,"current_liabilities":1204921000,"total_debt":591563000,"shareholders_equity":1276500000,"retained_earnings":-731955000},{"ticker":"ESTC","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":2592853000,"current_assets":1931007000,"cash_and_equivalents":727543000,"total_liabilities":1665619000,"current_liabilities":1008256000,"total_debt":595014000,"shareholders_equity":927234000,"retained_earnings":-1099721000},{"ticker":"ESTC","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":2242566000,"current_assets":1530897000,"cash_and_equivalents":540397000,"total_liabilities":1504381000,"current_liabilities":871091000,"total_debt":593697000,"shareholders_equity":738185000,"retained_earnings":-991607000},{"ticker":"ESTC","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":1743482000,"current_assets":1274280000,"cash_and_equivalents":644167000,"total_liabilities":1344585000,"current_liabilities":716619000,"total_debt":594234000,"shareholders_equity":398897000,"retained_earnings":-1053327000}],"holders13f":[],"news":[{"title":"Elastic to Announce Second Quarter Fiscal 2027 Earnings Results on Thursday, November 19, 2026","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/elastic-announce-second-quarter-fiscal-211500268.html?.tsrc=rss","date":"2026-11-05"},{"title":"Elastic’s Threat Report Reveals Attackers Are Turning Trusted AI and IT Tools Against the Enterprises That Deploy Them","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/elastic-threat-report-reveals-attackers-140000286.html?.tsrc=rss","date":"2026-11-04"},{"title":"Elastic (ESTC) Stock May Be 31% Below Fair Value As Partnership News Lands","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/elastic-estc-stock-may-31-221613901.html?.tsrc=rss","date":"2026-10-26"},{"title":"Elastic Announces Multi-Year Partnership with Audi Revolut F1® Team, Expanding Search and Observability Collaboration","source":null,"url":"https://finance.yahoo.com/technology/articles/elastic-announces-multi-partnership-audi-200900473.html?.tsrc=rss","date":"2026-10-22"},{"title":"1 Software Stock to Consider Right Now and 2 That Underwhelm","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/1-software-stock-consider-now-101847893.html?.tsrc=rss","date":"2026-10-14"},{"title":"Elastic Introduces Elastic nightshift AI SRE to Investigate with the Full Context Others Can't Afford to Keep","source":null,"url":"https://finance.yahoo.com/technology/ai/articles/elastic-introduces-elastic-nightshift-ai-152400561.html?.tsrc=rss","date":"2026-10-08"},{"title":"Datadog Stock Crashes 14% Despite an Earnings Beat. Is It a Buy?","source":null,"url":"https://247wallst.com/investing/2026/11/04/datadog-stock-crashes-14-despite-an-earnings-beat-is-it-a-buy/?.tsrc=rss","date":"2026-11-04"},{"title":"Datadog Tumbles 11% Despite Earnings Beat as Soft Revenue Outlook Weighs; MongoDB Slides 3%, Snowflake Dips","source":null,"url":"https://247wallst.com/investing/2026/11/04/datadog-tumbles-11-despite-earnings-beat-as-soft-revenue-outlook-weighs-mongodb-slides-3-snowflake-dips/?.tsrc=rss","date":"2026-11-04"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.632Z","tier":"free","source":"https://supercyclehq.com/stock/elastic","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/ESTC","html":"https://supercyclehq.com/stock/elastic","md":"https://supercyclehq.com/stock/elastic.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}