Elastic N.V. Stock Price, News & Analysis

Elastic (NYSE: ESTC) launched the Elastic Inference Service (EIS), a GPU-accelerated inference-as-a-service in Elastic Cloud for Elasticsearch semantic search, vector search, and generative AI workflows, announced October 9, 2025. EIS offers an API-based service using NVIDIA GPUs and integrates natively with Elasticsearch vector database and the Inference API.

Key features include ELSER (Elastic Learned Sparse EncodeR) in technical preview as the first text-embedding model, compatibility with sparse/dense vectors and reranking, consumption-based pricing charged per model per million tokens, up to 10x higher ingest throughput versus CPU, and an intellectual property indemnity for provided models. EIS is available on Serverless and Elastic Cloud Hosted deployments across all CSPs and regions.

Elastic (NYSE: ESTC) completed its acquisition of Jina AI on October 9, 2025, enhancing Elastic's capabilities in vector search, retrieval-augmented generation (RAG), and context engineering.

The deal adds multimodal and multilingual dense embeddings, advanced rerankers, and specialized small language models to complement Elastic's ELSER model. Jina AI's models will continue to be released on Hugging Face and will be available for enterprise use via the Elastic Inference Service (EIS) on Elastic Cloud. The acquisition also expands Elastic's AI research team, intended to accelerate model innovation and improve retrieval relevance for unstructured text and images.

Elastic (NYSE: ESTC) will host a financial analyst day on October 9, 2025 at 2:00 p.m. ET during the Elastic{ON} Tour, New York user conference. A live audio webcast, presentation materials with financial and operating information, and a replay will be available on Elastic's Investor Relations site.

Elastic (NYSE: ESTC) released the 2025 Global Threat Report, analyzing >1 billion production telemetry points and finding AI-driven shifts in attacker behavior.

Key quantitative findings: generic threats +15.5% YoY, Windows malicious execution ~32.5% (nearly doubled), one in eight malware samples targeted browser data, and over 60% of cloud security events involved Initial Access, Persistence, or Credential Access. The report highlights AI-created loaders, widespread infostealers, elevated Azure/Entra anomalous signals, and recommends stronger identity and browser defenses plus AI-assisted detection with human oversight.

Elastic (NYSE: ESTC) was named a Leader in The Forrester Wave™: Cognitive Search Platforms, Q4 2025 on October 3, 2025. The report gave Elasticsearch the highest possible scores in eight criteria, including relevancy. Elasticsearch is described as an open-source document and vector database that handles structured, unstructured, and vector data in real time, supports cross-cluster search, and offers cloud and on-premises deployment options. Forrester highlighted scale, efficiency, hosting flexibility, and relevancy capabilities.

Elastic (NYSE: ESTC) was named a Leader in the IDC MarketScape: Worldwide Extended Detection and Response (XDR) Software 2025 (doc #US52997325, Sept 2025).

IDC highlighted Elastic's unified platform that combines SIEM, XDR, and cloud security with transparent licensing, real-time search via osquery, and AI-driven, explainable analytics. Elastic Security includes endpoint protection, behavioral analytics, integrated threat intelligence, cloud detection, and a digital assistant at no extra cost. The platform offers 400+ out-of-the-box integrations and supports multiple ingestion methods (syslog, APIs, files, S3/Blob, Elastic Agent, Logstash).

Elastic (NYSE: ESTC) has announced the expansion of its AutoOps feature to self-managed enterprise users at no additional cost. This cloud-connected service enables real-time diagnostics and performance monitoring for Elasticsearch deployments while maintaining data sovereignty.

The AutoOps platform offers key features including simplified cluster management, reduced operational overhead, cost optimization, and enhanced support efficiency. The service processes operational metadata through Elastic Cloud while keeping customer data within self-managed deployments.

According to Tipalti's data operations manager, AutoOps has significantly improved their issue diagnosis process by providing immediate, actionable intelligence. The feature is now available for Enterprise subscription users as part of Elastic's initiative to simplify Elasticsearch management.

Elastic (NYSE: ESTC) has achieved Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, demonstrating exceptional performance with 99.3% effectiveness in both Active Response (automated blocking) and Passive Response (detection and alerting).

The company outperformed major competitors including CrowdStrike, Palo Alto Networks, and Fortinet in threat detection across 50 targeted attack scenarios, while maintaining lower or equal total cost of ownership. The test results showed strong protection capabilities with minimal false positives and zero workflow delays in simulated advanced persistent threat (APT) scenarios.

Elastic Security combines SIEM and endpoint security on an open source platform, powered by Search AI, offering comprehensive protection against sophisticated cyber threats.

Elastic (NYSE: ESTC), the Search AI Company, has announced its upcoming Financial Analyst Day scheduled for October 9, 2025 in New York City. The event will commence at 2:00 p.m. ET and will feature presentations from key leadership including CEO Ash Kulkarni, founder and CTO Shay Banon, and other senior executives.

The company will offer both in-person and virtual attendance options, with interested parties able to register for the webcast through Elastic's investor relations website. In-person attendees should contact the company directly at ir@elastic.co.