OCT 13·SEC EDGARMed
Schuurman Steven sold $188.3M of ESTC (indirect holdings)
Schuurman Steven sold 2,000,000 indirectly-held shares of Elastic N.V. (ESTC) at $94.15 ($188.30M total) on 2026-10-12.
StockNYSE · US · USDTechnology · Software - Application
$ESTC
Elastic N.V.
AlphAI earnings readQ1 FY2027 · AUG 27Elastic Reports First Quarter Fiscal 2027 Financial Results cRPO growth of 21% as reported and 20% on a constant currency basisVerdict: strongRead →
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Price · $ESTCvia TradingView
AI sentiment · 7d10 articles
- Bullish
- 7
- Neutral
- 3
- Bearish
- 0
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $331.5M 5 txs
Banon Shay2× · $7.1M
10b5-1 share of filings0%
Top stories · $ESTCMore →
OCT 10·tipranks.com
Astera Labs, Semtech, Elastic: Trending Calls From Analysts
Analysts have updated ratings for Astera Labs (ALAB), Semtech (SMTC), and Elastic (ESTC). Gus Richard downgraded ALAB and SMTC to Hold, citing high valuations and potential AI bubble risks. Brian White upgraded ESTC to Buy with a $120 price target, highlighting its AI-related growth and reasonable valuation. Elastic's market cap is $10.1B, with $1.5B in cash and $571M in debt.
OCT 9·finance.yahoo.com
SpaceX initiated, Humana upgraded: Wall Street's top analyst calls
Baird upgraded Humana (HUM) to Outperform with a $596 price target, citing 2028 EPS confidence. Oppenheimer upgraded Fastly (FSLY) to Outperform with a $35 target, noting AI traffic growth. Monness Crespi upgraded Elastic (ESTC) to Buy with a $120 target, praising execution. Morgan Stanley double-upgraded Cboe (CBOE) to Overweight with a $358 target, citing S&P contract renewal. Barclays initiated SpaceX (SPCX) with Overweight and $254 target, calling it an industrial revolution play.
ESTC sentiment & insider activity
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning ESTC (Elastic N.V.). Coverage has skewed bullish: 7 bullish, 3 neutral, and 0 bearish.
Recent ESTC coverage spans financial news, insider activity and technology.
In the last 30 days, ESTC insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($331.5M). The most active reporter was Banon Shay, Chief Technology Officer, with 2 filings.
What's driving ESTC
Large insider sale may signal reduced confidence and could pressure the stock lower.
Potential upside as the upgrade highlights undervaluation and growth prospects.
Buy rating may boost demand.
Analyst upgrade with higher target suggests upside potential.
Analyst upgrade and higher price target may attract buying interest and support price appreciation.
AlphAI scores every news story that mentions ESTC with an AI model for sentiment and relevance, and aggregates insider trades from Elastic N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $ESTC
Score
Schuurman Steven sold $188.3M of ESTC (indirect holdings)
Schuurman Steven sold 2,000,000 indirectly-held shares of Elastic N.V. (ESTC) at $94.15 ($188.30M total) on 2026-10-12.
1 min readAstera Labs, Semtech, Elastic: Trending Calls From Analysts
Analysts have updated ratings for Astera Labs (ALAB), Semtech (SMTC), and Elastic (ESTC). Gus Richard downgraded ALAB and SMTC to Hold, citing high valuations and potential AI bubble risks. Brian White upgraded ESTC to Buy with a $120 price target, highlighting its AI-related growth and reasonable valuation. Elastic's market cap is $10.1B, with $1.5B in cash and $571M in debt.
2 min read
SpaceX initiated, Humana upgraded: Wall Street's top analyst calls
Baird upgraded Humana (HUM) to Outperform with a $596 price target, citing 2028 EPS confidence. Oppenheimer upgraded Fastly (FSLY) to Outperform with a $35 target, noting AI traffic growth. Monness Crespi upgraded Elastic (ESTC) to Buy with a $120 target, praising execution. Morgan Stanley double-upgraded Cboe (CBOE) to Overweight with a $358 target, citing S&P contract renewal. Barclays initiated SpaceX (SPCX) with Overweight and $254 target, calling it an industrial revolution play.
3 min readStifel raises Elastic stock price target to $120 on federal strength
Stifel raised its price target for Elastic NV (NYSE:ESTC) to $120 from $107, citing strong federal sector momentum and product announcements. The stock has surged 112% in six months. Elastic reported Q1 fiscal 2027 revenue growth of 15% and received mixed analyst ratings. Stifel noted the stock's valuation at 15x 2028 EV/FCF and 3.5x 2028 EV/revenue.
2 min read
Wedbush reiterates Outperform rating on Elastic, $125 price target
Wedbush reiterated an Outperform rating on Elastic (ESTC) with a $125 price target, suggesting a 31.2% upside from the Oct 8 close of $95.26. The firm cites growing demand for Elastic's cost-effective observability solutions and strong customer engagement as reasons for its optimistic outlook.
1 min readNeedham holds Elastic stock rating after AI product announcements
Needham kept a Hold rating on Elastic NV (NYSE:ESTC) after its Elastic{ON} event, highlighting new AI products. The stock, at $95.26 with an $10B market cap, rose 112% in six months. Analysts revised earnings upwards, with mixed price targets. Q1 fiscal 2027 results beat expectations, showing 15% revenue growth and 17% sales-led subscription growth.
1 min readElastic (ESTC) Launches 'Nightshift' AI SRE in Private Preview
Elastic (ESTC) launched a private preview of 'Nightshift' AI SRE, an AI agent within Elastic Observability. The tool detects and investigates issues with full context, free for existing customers during early access. The company aims to align with AI-driven operations in observability.
1 min readElastic (ESTC) Launches AlertZero AI Agents in Technical Preview
Elastic (ESTC) launched AlertZero, an AI agent layer in Elastic Security that automates SOC tasks. It is available in technical preview across Elastic Cloud, self-managed, and air-gapped deployments.
3 min readYorkville Ives initiates Elastic stock coverage citing AI data role
Yorkville Ives initiated coverage on Elastic NV (NYSE:ESTC) with an Outperform rating and a $115.00 price target, citing its role in AI data. The stock has surged 90% in six months. Elastic reported strong Q1 2027 results, raising guidance. Analysts highlight its AI-driven growth, with revenue up 16% to $1.8B and gross margins at 76%.
2 min readDodds Mark Eugene sold $926K of ESTC
Dodds Mark Eugene (Chief Revenue Officer) sold 10,000 shares of Elastic N.V. (ESTC) at $92.58 ($0.93M total) on 2026-10-02.
1 min read