Elastic NV

ESTC: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Elastic Earnings: Software Isn't Dead; AI-Search and Security Are Strengthening; Shares Undervalued

Mark Giarelli

Aug 29, 2025

Elastic shares are up nearly 20% in after-hours trading following the company's first-quarter earnings, where it beat management expectations on revenue, non-GAAP operating margin, and non-GAAP earnings per share. Elastic is more efficiently converting sales and marketing expenditure into revenue.

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Elastic NV

Elastic Earnings: Software Isn't Dead; AI-Search and Security Are Strengthening; Shares Undervalued

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