ESTC
Guest preview — showing qualitative direction only.
ESTC Analysis Summary
Elastic NV (ESTC) operates in Layer 5: AI Platforms & Tools, in the Vector Databases sub-sector. With a $10.0B market cap and 25% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by weekly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.0h ago)
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Signal Snapshot
Current model view is bearish with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Elastic NV (AI Platforms & Tools, 25% AI revenue). Signal: -0.24.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $10,000M (10.0B)
- Avg Daily Volume
- $60.0M
- AI Revenue %
- 25%
- Liquid Options
- Yes
- Layer
- 5 — AI Platforms & Tools
- Sub-Sector
- Vector Databases
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About ESTC
- Company: Elastic NV
- Supply Chain Position: AI Platforms & Tools (Layer 5 of 10)
- Market Cap: $10.0B
- AI Revenue: 25%
- Sub-sector: Vector Databases
- Tier: Midstream
- Supply Chain Partners: 0 companies
ESTC FAQ
What does Elastic NV do in AI?
Elastic NV (ESTC) operates in the AI Platforms & Tools layer of the AI supply chain, in the Vector Databases sub-sector.
Is ESTC a buy or sell?
Full signal analysis for ESTC is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is ESTC in?
ESTC is in Layer 5: AI Platforms & Tools. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Elastic NV's AI revenue exposure?
Elastic NV derives approximately 25% of its revenue from AI-related activities. It has a market capitalization of $10.0B and sits in the midstream tier of the AI supply chain.
Who are ESTC's AI supply chain partners?
ESTC does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.