ESTC Earnings

ESTC reported its earnings on 2026-05-28, showcasing a revenue of against an estimate of 446.30M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.56 by 0%. The stock experienced a 12.31% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ESTC's earnings announcement on 2026-05-28, the stock price moved by 12.31% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, ESTC's stock price tends to shift by an average of 0.5% in the 10 days leading up to earnings and -4.38% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate ESTC's annual revenue to reach 466.03M, while the EPS is projected at 0.63. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ESTC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ESTC's stock price typically moves by 0.5% in the 10 days before its earnings and -4.38% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 0.63 and revenue of 466.03M.

The earnings call summary and Q&A session highlight strong growth in enterprise segments, AI-driven product excitement, and strategic customer commitments. Despite flat SMB growth, the enterprise segment's robust performance and AI contributions (500 basis points) indicate positive momentum. Price adjustments and strategic partnerships, like displacing Splunk, further enhance future prospects. Overall, the positive sentiment from analysts and management's clarity in responses suggest a favorable market reaction, predicting a stock price increase of 2% to 8%.