SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI company, today announced new capabilities in the Elastic Distribution of OpenTelemetry (EDOT) SDK that simplify how SDKs are centrally managed, updated and deployed at scale. Elastic also introduced new features to provide OpenTelemetry support for the PHP language. Managing thousands of OpenTelemetry (OTel) SDKs across distributed systems can quickly become a bottleneck for developers and observability teams. With OTel adoptio. ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Elastic (ESTC) , which belongs to the Zacks Internet - Software industry, could be a great candidate to consider.When looking at the last two reports, this software developer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 34.94%, on average, in the last two quarters.For the last reported quarter, Elas ...

Over the years there have been more than a few really disappointing investments in the enterprise software space. Companies that seemed to have great technology but whoBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wa ...

Over the years there have been more than a few really disappointing investments in the enterprise software space. Companies that seemed to have great technology but whoBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wa ...

公司ESG评级变动 - ESTC公司的MSCI ESG评级由AA级调升至AAA级 [1]

公司动态 - Elastic宣布与微软Azure AI Foundry推出新集成 [1] - 新集成旨在为智能体AI应用和大型语言模型提供可观测性 [1] - 该集成向站点可靠性工程师和开发者提供生成式AI及智能体AI工作负载的实时洞察 [1] - 功能目标是使开发者能够在Azure AI Foundry上以更高可靠性和效率构建、监控及优化智能体 [1] 行业趋势 - 集成方案聚焦于大型语言模型、生成式AI和智能体AI工作负载的监控与优化 [1] - 行业动向显示企业正致力于提升复杂AI应用的可观测性和运营效率 [1]

公司产品发布 - Elastic公司宣布推出名为Streams的代理式AI驱动解决方案 [1] - 该解决方案旨在重新定义团队处理日志的方式，以实现更快的事件调查和解决 [1] - Streams利用AI自动分区和解析原始日志以提取相关字段，大幅减少站点可靠性工程师为使用日志所需付出的努力 [1] - Streams还能自动呈现重要事件，例如关键错误和异常 [1]

股票价格表现与目标 - Elastic（ESTC）股价在过去四周上涨0.2%，收于86.07美元，华尔街分析师给出的平均目标价118.33美元意味着该股仍有37.5%的潜在上涨空间 [1] - 24个短期目标价的标准差为15.52美元，最低目标价90.00美元预示4.6%的涨幅，而最乐观的分析师预计股价将飙升74.3%至150.00美元 [2] - 目标价的高度集中（低标准差）表明分析师对股价变动的方向和幅度有高度共识，这可以作为进一步研究潜在基本面驱动力的起点 [9] 盈利预测修正 - 分析师近期对公司的盈利前景日益乐观，表现为他们一致上调每股收益（EPS）预期，这构成了预期股价上涨的合理理由 [11] - 过去一个月内，由于有六次上调且无负面修正，本年度Zacks共识预期已增长27.5% [12] - ESTC目前的Zacks评级为第2级（买入），这意味着其在基于盈利预期相关四要素进行排名的4000多只股票中位列前20%，这为近期潜在上涨提供了更具结论性的指示 [13] 分析师目标价的局限性 - 尽管共识目标价是投资者青睐的指标，但仅凭此做出投资决策可能不明智，因为分析师设定目标价的能力和公正性长期受到质疑 [3] - 全球多所大学的研究表明，目标价作为一种股票信息，误导投资者的频率远高于其指导作用，实证研究显示目标价很少能准确预示股价的实际走向 [7] - 华尔街分析师可能因公司存在业务关系或寻求建立关联而设定过于乐观的目标价以激起投资者兴趣，即覆盖股票的业务激励常导致目标价被夸大 [8]

公司产品发布 - Elastic宣布推出Agent Builder，这是一套由Elasticsearch驱动的完整功能，使开发人员能够轻松在公司数据上构建自定义AI代理，整个过程仅需几分钟[1] - Agent Builder还提供了一个开箱即用的对话体验，用于探索、分析和优化Elasticsearch中的任何数据[1] 行业趋势 - AI代理正在发展以承担更复杂和数据驱动的企业任务，对可靠性和准确性的需求日益增长[1]

公司评级与核心观点 - 对Elastic N V给予买入评级 [1] - 公司业务执行情况极佳并已取得切实成果 [1] 投资方法论 - 投资方法融合价值投资原则与长期增长关注 [1] - 核心理念是以低于内在价值的价格买入优质公司并进行长期持有 [1] - 目标是通过长期持有使公司盈利和股东回报产生复利效应 [1]