Elastic N.V. Stock Price, News & Analysis

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.

Elastic (NYSE: ESTC) introduced DiskBBQ, a disk-friendly vector storage format and ANN algorithm available in Elasticsearch 9.2 and in technical preview on Elasticsearch Serverless.

DiskBBQ uses BBQ (Better Binary Quantization) to compress vectors, cluster them into compact partitions for selective disk reads, and avoid keeping full indexes in RAM. Elastic reports DiskBBQ sustained query latencies of about 15 milliseconds while operating in as little as 100 MB of total memory, and smooth performance scaling as memory increases. The format aims to lower infrastructure costs, provide predictable performance, and enable large-scale vector search on cheaper memory and object storage.

Elastic (NYSE: ESTC) launched Streams, an AI-powered observability layer that auto-parses unstructured logs, extracts relevant fields, and surfaces "Significant Events" like critical errors and anomalies to speed incident investigation and remediation.

Streams leverages the Elasticsearch platform, adapts automatically to new log formats, and aims to reduce operational complexity and total ownership cost. Streams is available today in serverless and in Elasticsearch 9.2.

Elastic (NYSE: ESTC) announced Agent Builder on October 21, 2025, a new set of capabilities in Elasticsearch designed to accelerate building custom AI agents on company data.

Agent Builder provides a native conversational interface to query data, tools for relevance and context engineering, custom tool and agent creation using ES|QL, and integrations with MCP and A2A while enforcing governance via the Elasticsearch execution layer. It simplifies agent development, configuration, execution, observability, and security within Elasticsearch.

Agent Builder is available today in Technical Preview on Elastic Cloud serverless and will arrive in Elasticsearch version 9.2 soon.

Elastic (NYSE: ESTC) announced a managed OpenTelemetry Protocol (OTLP) endpoint for Elastic Observability to simplify telemetry ingestion and speed time-to-value for SREs. The endpoint is fully managed, auto-scales across production environments, and lets OTel-compatible sources send data directly into Elastic Cloud without deploying multiple collectors. OpenTelemetry data is stored without schema translation, preserving semantic conventions and resource attributes. The feature is available today on Elastic Observability and Elastic Cloud Serverless, with support for Elastic Cloud Hosted deployments coming soon.

Elastic (NYSE: ESTC) announced that its Board authorized a $500 million share repurchase program on October 9, 2025. The program permits repurchases of outstanding ordinary shares from time to time with no expiration date, and may be executed in the open market, via privately negotiated transactions, or by other methods. The company said repurchases will depend on share price, business and market conditions, and that the program may be modified, suspended, or terminated. Management cited a disciplined capital allocation approach and a strong balance sheet as reasons for authorizing the repurchase.