ESTC Earnings

ESTC reported its FY2026Q2 earnings on 2025-11-20, showcasing a revenue of 423.00M against an estimate of 418.00M, resulting in a 1.29% surprise. The EPS was 0.64, surpassing the expected 0.58 by 10.34% . The stock experienced a -14.67% price change on the earnings day and a -14.79% change over the next five days, reflecting market reactions to the results.

Following ESTC's FY2026Q2 earnings announcement on 2025-11-20, the stock price moved by -14.67% on the day of the release. Over the subsequent five days, it saw a -14.79% change. Historically, ESTC's stock price tends to shift by an average of +1.21% in the 10 days leading up to earnings and +2.81% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate ESTC’s annual revenue to reach 438.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.1% and EPS estimates Revise Upward by 1.92% 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 Revise Upward by 1.1%, while EPS estimates moved Revise Upward by 1.92% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ESTC's stock price typically moves by +1.21% in the 10 days before its earnings and +2.81% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 1.00 and revenue of 438.00M.

The earnings call reveals strong financial performance with raised revenue guidance and significant shareholder returns. The Q&A section addresses concerns about seasonality and government shutdown impacts, but emphasizes strong commitments and consumption. The company's focus on AI capabilities and market expansion is promising, despite some renewal delays. The positive sentiment is reinforced by a robust shareholder return plan and optimistic guidance, suggesting a positive stock price movement over the next two weeks.