Elastic N.V. Reports Strong Q4 & FY26 Results, Beats EPS Estimates, and Issues Positive FY27 Guidance
ESTC sits 46% above its 52-week low of $42.05 on elevated volume (2.8× avg).
Summary
Elastic N.V. announced strong Q4 and full-year fiscal 2026 results, beating adjusted EPS estimates, driven by robust revenue growth and increased future revenue visibility, while also issuing positive guidance for fiscal year 2027.
Key Events · Earnings and Guidance · ESTC
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Strong Q4 & FY26 Financial Performance
Elastic N.V. reported Q4 FY26 revenue of $451 million, up 16% year-over-year, and non-GAAP diluted EPS of $0.61, significantly beating the IBES estimate of $0.56. Full fiscal year 2026 revenue reached $1.739 billion, an increase of 17% year-over-year.
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Robust Growth in Remaining Performance Obligations
Current remaining performance obligations (cRPO) increased 20% year-over-year to $1.203 billion, and total remaining performance obligations (RPO) grew 28% year-over-year to $1.982 billion, indicating strong future revenue visibility.
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Positive FY27 Financial Outlook
The company provided optimistic guidance for fiscal year 2027, expecting total revenue between $1.985 billion and $2.000 billion (14.6% year-over-year growth at the midpoint) and a non-GAAP operating margin of approximately 19.0%.
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Share Repurchase Program Update
During Q4 FY26, Elastic repurchased approximately 0.7 million ordinary shares for $40 million. For the full fiscal year 2026, the company repurchased approximately 4.4 million shares totaling $340 million under its $500 million program.
Analysis · ESTC · Technology
Elastic N.V. delivered strong financial results for its fourth quarter and full fiscal year 2026, surpassing analyst expectations for adjusted earnings per share. The company reported robust revenue growth and significant increases in both current and total remaining performance obligations, signaling healthy demand and future revenue visibility. Management also provided an optimistic outlook for fiscal year 2027, projecting continued revenue growth and improved operating margins. The ongoing share repurchase program further demonstrates a commitment to returning capital to shareholders.
How filings like this one have moved
In the 30 days to Sep 11, 2026, 35.8% of the 1706 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.10%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, ESTC was trading at $61.50 on NYSE in the Technology sector, with a market capitalization of approximately $6B. The 52-week trading range was $42.05 to $96.07. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.