Elastic N.V. Stock Price, News & Analysis

Elastic (NYSE: ESTC) announced it achieved the AWS Agentic AI Specialization, a new category within the AWS AI Competency that recognizes partners able to deliver production-ready autonomous AI systems.

Elastic said it integrates Amazon Bedrock AgentCore, AWS-compatible frameworks like Strands, and its Elasticsearch platform for context engineering to build and deploy agentic AI. Elastic highlighted its Agent Builder capability, powered by Elasticsearch and using Anthropic reasoning models by default, to help developers compose custom AI agents for observability, security, automation, and other enterprise use cases.

Elastic (NYSE: ESTC) announced an integration with Amazon Bedrock AgentCore to bring end-to-end observability for AI agents into the Elasticsearch platform on December 1, 2025. The integration ingests logs and metric signals to help SREs and developers monitor, optimize, and troubleshoot agent LLM interactions, track AI costs, and apply AI guardrails for safety and compliance. Elastic Observability provides curated dashboards across the full LLM execution path and a unified view for Bedrock AgentCore deployments. The integration is available now, and users can start a free 7-day trial on AWS Marketplace.

Elastic (NYSE: ESTC) said its management will present at the Barclays 23rd Annual Global Technology Conference on Wednesday, December 10, 2025 at 8:05 a.m. PT / 11:05 a.m. ET. The presentation will be webcast live, and a replay will be available for a limited time in the Events and Presentations section of Elastic's investor relations website.

Elastic (NYSE: ESTC) reported Q2 fiscal 2026 revenue of $423 million, up 16% year‑over‑year (15% constant currency), and raised full‑year revenue guidance by $18 million. Total subscription revenue was $398 million (+17% YoY) and Elastic Cloud revenue was $206 million (+22% YoY). GAAP operating loss was $8 million with GAAP net loss per share of $0.48; non‑GAAP diluted EPS was $0.64 and non‑GAAP operating margin was 16.5%. Current remaining performance obligations were $971 million (+17% YoY). Cash and marketable securities totaled $1.396 billion. The company launched a $500 million share repurchase program and repurchased ~1.4M shares for ~$114 million in the quarter.

Elastic (NYSE: ESTC) was named a Leader in the IDC MarketScape: Worldwide Observability Platforms 2025 (doc #US53004325, November 2025). IDC cited Elastic’s open standards–first architecture, native ingestion of OpenTelemetry data, Prometheus alignment, RUM/APM correlation, and petabyte-scale retention controls as core strengths.

The release highlights Elastic Observability as an AI-driven, OTel-native platform that unifies operational and business signals, offers zero-code auto-instrumentation, enterprise-grade support (EDOT), and the Streams agentic AI solution to speed incident investigation and resolution.

Elastic (NYSE: ESTC) was named a Leader in the IDC MarketScape: Worldwide General-Purpose Knowledge Discovery 2025 (doc #US53011225, November 2025).

IDC highlighted Elasticsearch as a widely deployed open-source document and vector database, the world’s most downloaded vector database with >5.5 billion downloads, and noted strengths in hybrid semantic search, GPU-accelerated inference-as-a-service, native MCP interfaces, observability, and access controls. Elastic also cited customers such as the National Health Service and Comcast, announced Agent Builder for building custom AI agents, and referenced the acquisition of Jina.AI to expand embedding and reranking capabilities.

Elastic (NYSE: ESTC) announced new capabilities in the Elastic Distribution of OpenTelemetry (EDOT) SDK to simplify centralized configuration, management and deployment of OpenTelemetry SDKs at scale, including support for Open Agent Management Protocol (OpAmp).

Elastic also contributed features to the OpenTelemetry PHP SDK, adding auto-instrumentation and native OS package support for PHP. The company highlighted prior 2025 releases: EDOT general availability, a managed OTLP endpoint, and the EDOT Cloud Forwarder for AWS and Azure.

Elastic (NYSE: ESTC) will release its second quarter fiscal 2026 financial results for the quarter ended October 31, 2025 after the U.S. market close on Thursday, November 20, 2025.

The company will host a conference call the same day at 2:00 p.m. PT / 5:00 p.m. ET to review results and business outlook. A live webcast will be accessible on Elastic's investor relations site at ir.elastic.co, and a replay will be available for two months.

Elastic (NYSE: ESTC) announced an integration with Azure AI Foundry to provide observability for agentic AI applications and large language models. The integration offers pre-built dashboards that show real-time token usage, latency, costs, performance, and content filtering to help developers and SREs identify bottlenecks, optimize configurations, enforce guardrails, and improve reliability.

The integration is available in tech preview on Elastic Observability and includes real-time insights for models hosted in Azure AI Foundry.