I gave a buy rating to Elastic N.V. (NYSE: ESTC ) last month, with my key thesis being that this is a business that has been executing extremely well, with tangible results. With tangible progress acrossI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount ...

I gave a buy rating to Elastic N.V. (NYSE: ESTC ) last month, with my key thesis being that this is a business that has been executing extremely well, with tangible results. With tangible progress acrossI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a discount ...

文章核心观点 - 股票回购向投资者传递了多重积极信号 表明公司对未来现金流 generation 充满信心 并可能认为其股价被低估 [1][2] - 回购通过减少流通股数量 对每股收益等指标产生积极影响 [2] - 洛克希德·马丁、Elastic和AutoZone三家公司近期宣布了重大的回购计划 向市场发出看涨信号 [2][3][6][9] 洛克希德·马丁公司 - 公司于10月9日宣布增加20亿美元股票回购额度 使其总回购授权达到91亿美元 [3] - 该回购授权规模约占公司约1180亿美元市值的7.7% [3] - 公司股票在2025年仅上涨6% 显著低于iShares美国航空航天与国防ETF同期43%的涨幅 [4] - 过去12个月公司已花费约30亿美元进行回购 股价较历史高点下跌约16% [5] Elastic公司 - 公司于10月9日宣布首次进行股票回购 授权规模为5亿美元 [6][7] - 该回购授权约占公司约92亿美元市值的5.4% [7] - 尽管上季度营收以20%的速度增长 为近三年最快 但公司股价在2025年下跌约13% [6] - 过去12个月自由现金流为3.14亿美元 较去年同期1.6亿美元增长近一倍 [7] - 公司计划在当前2026财年使用超过一半的回购授权 并预计之后将50%的自由现金流用于回购 [8] AutoZone公司 - 公司于10月8日宣布将股票回购授权增加15亿美元 [9][10] - 加上上季度剩余的6.32亿美元额度 总回购能力达到约21.3亿美元 [10] - 该金额约占公司680亿美元市值的3.1% [10] - 公司股票在2025年上涨约27% 股价较9月创下的历史高点仅下跌约6% [11] - 过去12个月公司花费约18亿美元进行回购 过去10年流通股数量减少约46% [12]

Elastic (ESTC) finds itself back in the news following the announcement of a $500 million share-repurchase authority, a development that highlights management's confidence in the execution and balance sheet of the company. This comes on the back of an excellent first quarter of the FY 2026, during which Elastic outpaced Wall Street forecasts across the board on the back of gaining traction for its AI-powered search, security, and observability offerings. The buyback move arrives with the larger software i ...

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watch lists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.Elastic N.V. (NYSE: ESTC ) is back in the market’s love nest after raising its Q2 and FY guidance at its Analyst Day; management now expects 2Q26 revenue between $417M to $419M versus earlier ...

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watch lists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.Elastic N.V. (NYSE: ESTC ) is back in the market’s love nest after raising its Q2 and FY guidance at its Analyst Day; management now expects 2Q26 revenue between $417M to $419M versus earlier ...

Elastic (NYSE:ESTC) is one of the most promising stocks under $100. On October 2, Elastic announced the availability of AutoOps for self-managed enterprise users at no additional cost. This marks the first time AutoOps, which provides cloud-connected services, is available for customers running their own self-managed deployments of Elasticsearch. AutoOps is the initial offering in a roadmap of Elastic Cloud connected services designed for self-managed environments. It simplifies cluster management by oper ...

Both the company itself and several analysts are excited about its future.Elastic (ESTC 6.04%), which bills itself as "the Search AI company" to emphasize its devotion to artificial intelligence (AI) technology, had quite the springy session on the stock exchange Friday. Investors were reacting to several developments immediately before and during its annual investor day, plus a clutch of bullish analyst updates. With those tailwinds, Elastic's shares closed the day more than 6% higher. By contrast, the S&P ...

公司业绩指引 - 公司上调其2026财年业绩指引 [1]

Elastic NV (NYSE:ESTC) saw its stock surge by 8% during after-hours trading on Thursday, rising to $88.07 from its earlier close of $81.55.Check out the current price of ESTC stock here.The boost came after the company announced three major updates: it finalized the acquisition of Jina AI, rolled out a new GPU-powered inference service, and approved a $500 million stock buyback program.According to Benzinga Pro data, ESTC had declined 1.98% during regular trading hours.Jina AI Acquisition CompletedThe data ...