Earnings To Watch: Elastic (ESTC) Reports Q4 Results Tomorrow

Earnings To Watch: Elastic (ESTC) Reports Q4 Results Tomorrow

Petr Huřťák

Wed, February 25, 2026 at 3:01 PM GMT+9 2 min read

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ESTC

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Search AI platform provider Elastic (NYSE:ESTC) will be announcing earnings results this Thursday after market hours. Here’s what investors should know.

Elastic beat analysts’ revenue expectations last quarter, reporting revenues of $423.5 million, up 15.9% year on year. It was a satisfactory quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations but a significant miss of analysts’ billings estimates. Its number of enterprise customers paying more than $100,000 annually flat at a total of 1,550.

Is Elastic a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Elastic’s revenue to grow 14.7% year on year, slowing from the 16.5% increase it recorded in the same quarter last year.

Elastic Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Elastic has a history of exceeding Wall Street’s expectations.

Looking at Elastic’s peers in the data and analytics software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Teradata delivered year-on-year revenue growth of 2.9%, beating analysts’ expectations by 5.4%, and Confluent reported revenues up 20.5%, topping estimates by 2.2%. Teradata traded up 29.6% following the results while Confluent’s stock price was unchanged.

Read our full analysis of Teradata’s results here and Confluent’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in data and analytics software stocks have been spared in this environment as share prices are down 20.2% on average over the last month. Elastic is down 24.1% during the same time and is heading into earnings with an average analyst price target of $95.04 (compared to the current share price of $56.80).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.

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