Elastic N.V. Stock Price, News & Analysis

Elastic (NYSE: ESTC) has announced significant updates to its Elasticsearch Query Language (ES|QL) in versions 8.19 and 9.1. The enhancements focus on three key areas: data enrichment, cross-cluster capabilities, and performance optimization.

Key features include the general availability of LOOKUP JOIN for data correlation across indexes, Cross-Cluster Search for querying distributed data, and built-in resilience with the new allow_partial_results setting. The update also introduces query monitoring capabilities and over 30 performance improvements, including up to 86x speedup for certain operations.

The platform currently serves over 10,000 clusters weekly, demonstrating significant market adoption.

Elastic (NYSE: ESTC) has announced the winners of its 2025 Elastic Excellence Awards, recognizing organizations leveraging its Search AI platform for transformative outcomes. Key winners include Vodafone Foundation for humanitarian efforts in education, Docusign for Intelligent Agreement Management, GitLab for DevSecOps observability, and Proficio for cybersecurity innovation.

The awards span multiple categories including Cause, Business Transformation, Innovation, and Public Sector achievements. Notable winners include Dialpad for AI-powered communications, the California Employment Development Department for public sector security enhancement, and BK Bhate as Certified Professional of the Year.

Elastic (NYSE: ESTC) has been named a Leader in the 2025 Gartner Magic Quadrant for Observability Platforms for the second consecutive year. The recognition highlights Elastic's strength in both Completeness of Vision and Ability to Execute.

The company's Elastic Observability platform stands out for its key differentiators including native OpenTelemetry support, AI-driven assistance with RAG technology, zero-config AIOps, advanced analytics through ES|QL query language, and optimized cost and performance at scale. According to Telefónica Germany, implementing Elastic's solution resulted in an 80% reduction in root cause analysis time.

Elastic (NYSE: ESTC) has achieved FedRAMP High "In Process" status for its Elastic Cloud Hosted service on AWS GovCloud (US). This represents a significant advancement in the company's ability to serve U.S. Federal Government's high-security workloads.

FedRAMP High is the most stringent security baseline, requiring over 400 security controls to protect sensitive unclassified data. Elastic Cloud Hosted is already FedRAMP Moderate authorized and is working with its sponsoring agency to complete the final phases of the High authorization process.

Elastic (NYSE: ESTC) has announced the general availability of Elastic Cloud Serverless on Microsoft Azure, expanding its cloud service offerings. The solution leverages Azure Blob Storage and Azure Kubernetes Service (AKS) to deliver AI-powered search, security, and observability capabilities.

Built on Elastic's Search AI Lake architecture, the service offers key features including decoupled storage and compute, separated search and indexing tiers, low-latency querying on large datasets, and usage-based pricing. The service is currently available in the Azure EastUS region, with plans for expansion to additional regions.

The partnership with Microsoft Azure aims to reduce operational overhead and enhance developers' ability to implement GenAI use cases. The solution provides native integration with Azure services including Blob Storage, Event Hubs, and Azure Active Directory for streamlined data workflows.

Elastic (NYSE: ESTC) has been recognized as a Leader in The Forrester Wave™: Security Analytics Platforms, Q2 2025. The company achieved the highest ranking in Federated Search and received top scores across 14 criteria, including Artificial Intelligence, Analyst Experience, Investigation and Deployment options.

Forrester highlighted Elastic's engineering-driven approach, innovative AI capabilities, and success in solving security as a data problem. The platform unifies SIEM, threat intel, XDR, and cloud security in one solution, featuring transparent AI capabilities and flexible deployment options. Notable customers including KPN, Booking.com, and Infomatica have reported up to 99% reduction in MTTR while achieving full MITRE ATT&CK coverage at lower costs.

Elastic (NYSE: ESTC) has achieved a remarkable milestone in the AV-Comparatives Business Security Test, becoming the only company among 17 vendors to score 100% in both Real-World Protection and Malware Protection Tests.

The Real-World Protection Test evaluated 220 attack scenarios, while the Malware Protection Test assessed defense capabilities against 1,018 unique malware samples. This perfect performance demonstrates Elastic Security's exceptional effectiveness in protecting businesses from contemporary cybersecurity threats.

Elastic Security combines SIEM, endpoint security, and threat intelligence on an open-source platform powered by Search AI, offering comprehensive protection against modern security challenges.

Elastic (NYSE: ESTC) reported strong Q4 FY2025 financial results with total revenue reaching $388 million, up 16% year-over-year. Elastic Cloud revenue grew 23% to $182 million. For the full fiscal year 2025, total revenue was $1.483 billion, increasing 17% YoY, with Cloud revenue at $688 million, up 26% YoY. The company reported Q4 non-GAAP operating income of $60 million with a 15% margin, though GAAP results showed a loss. Notable achievements include expanding customer base to over 1,510 customers with ACV >$100,000, acquiring Keep Alerting Ltd, and forming strategic partnerships with NVIDIA and AWS. For FY2026, Elastic projects revenue between $1.655-1.670 billion, representing 12% YoY growth, with non-GAAP operating margin around 16%.

Elastic (NYSE: ESTC) has announced a five-year strategic collaboration agreement (SCA) with AWS to accelerate AI innovation. The partnership focuses on integrating Elastic's Search AI Platform with AWS services, particularly through Amazon Bedrock for generative AI capabilities. Key features include support for migrating Elasticsearch workloads to Elastic Cloud on AWS, cost efficiencies with Elastic Cloud Serverless, and enhanced data protection for regulated industries. The collaboration has already shown impressive results, with customer BigID reporting 120x acceleration in query performance and Generis reducing search times by 1000%. Elastic recently received recognition as AWS Global Generative AI Infrastructure and Data Partner of the Year and was among the first 15 AWS software partners recognized at the AWS Generative AI Competency launch.