Elastic NV (ESTC) — the peer cohort
As of 2026-10-12 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Elastic NV ranks 16 of 16 in its cohort on the Closelooknet composite (48/100) — the cohort is led by Salesforce.com Inc at 66/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| ESTC Elastic NV | 48 | 94 | 52 | 26 | bull | 9% |
| CRM Salesforce.com Inc | 66 | 81 | 74 | 58 | bull | 14.6% |
| INTU Intuit Inc | 65 | 24 | 84 | 65 | bear | 56.8% |
| PLTR Palantir Technologies Inc. | 65 | 91 | 90 | 11 | bull | 0.1% |
| WDAY Workday Inc | 65 | 78 | 62 | 45 | bull | 25.3% |
| TWLO Twilio Inc | 62 | 93 | 42 | 29 | bull | 6.1% |
| RDDT Reddit, Inc. | 61 | 24 | 85 | 34 | neutral | 43.5% |
| VEEV Veeva Systems Inc Class A | 61 | 95 | 74 | 29 | bull | 4.6% |
| MNDY Monday.Com Ltd | 60 | 48 | 49 | 54 | bull | 59.7% |
| SAP SAP SE ADR | 59 | 71 | 75 | 34 | bull | 23.7% |
| GOOGL Alphabet Inc Class A | 58 | 54 | 77 | 36 | bull | 13.9% |
| MSFT Microsoft Corporation | 58 | 91 | 83 | 28 | bull | 3% |
| OKTA Okta Inc | 58 | 97 | 48 | 19 | bull | 0.4% |
| YMM Full Truck Alliance Co Ltd ADR | 63 | 38 | 67 | 77 | info | 34.3% |
| KXS.TO Kinaxis Inc | 63 | 86 | 71 | 29 | ok | 3.3% |
| SGE.L Sage Group PLC | 63 | 84 | 83 | 57 | bull | 8% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-12
Quick answers
Who are Elastic NV's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Salesforce.com Inc (CRM), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Workday Inc (WDAY), Twilio Inc (TWLO), Reddit, Inc. (RDDT), Veeva Systems Inc Class A (VEEV), Monday.Com Ltd (MNDY) and others.
How does ESTC score against its peers?
Elastic NV's composite reads 48/100, ranking 16 of 16 in its cohort as of 2026-10-12; the cohort's highest composite is Salesforce.com Inc at 66/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where ESTC appears in the diary — 9 pieces, newest first. Every link is our own writing.
Go deeper
- The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+
- Agentic Application Software: The SaaSpocalypse MapVertical agents, copilots, and which enterprise software companies survive AI disruption — and which don't.Dossier · $39 one-time, or included in C+
Long reads
- The Agentic Winners 25
Elastic is the search and retrieval backbone — its vector search capabilities power the RAG pipelines that ground agent responses in enterprise data.
- Agentic Application Software: The SaaSpocalypse Map
Long AI infrastructure from Strand 2: Datadog (DDOG — observability gravity), Cloudflare (NET — edge distribution), Snowflake (SNOW — data gravity), MongoDB (MDB — developer ecosystem), Pure Storage (PSTG — ICMS context memory), Elastic…
- Agentic Infrastructure Software: The Orchestration Layer
The hardware requires all-flash array partners (Pure Storage, NetApp, Dell) to build the physical boxes, while software platforms (Elastic, MongoDB, Snowflake) organize and query the data.
Dailies
- Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarter
The biggest trims: Atlassian had grown to 4.69% of the Agentic Winners after a 130% quarter and goes back to 2.50%; Everpure 4.21% and Elastic 4.08% in the Agentic Ecosystem go back to 2.94%; Illumina (+56%) and Natera (+52%) in HALO from…
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
- Great numbers, falling stocks — the market has stopped rewarding even record earnings
Marvell, Autodesk and IREN fell too; only Elastic was rewarded, and Workday finished a dollar short.
- The bar moves overnight: three beat-and-raise prints get sold after hours.
Rubrik, Autodesk and Marvell are all punished despite beating or raising, Elastic is paid +20.9% and Workday shrugs, and Friday stacks the Warsh keynote onto IEF's weekly close at 93.04.
- Daylight pays the five-print evening at scale — Salesforce +20%, Okta +27%, CrowdStrike +18%, Nvidia +7.6% — while ten of eleven sectors trade red and technology alone carries the index.
Five more prints land tonight: Rubrik — a print-record card with zero flat reactions in its history — alongside Workday, which trades +3.25% to 196.94 into its own report, Autodesk, Elastic and IREN.
- Introducing the Agentic Winners 25
25 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…
Related in the Closelooknet universe
same Closelooknet index seat first, then Software - Application. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- CRM Salesforce.com Inc
- INTU Intuit Inc
- PLTR Palantir Technologies Inc.
- WDAY Workday Inc
- TWLO Twilio Inc
- RDDT Reddit, Inc.
- VEEV Veeva Systems Inc Class A
- MNDY Monday.Com Ltd
- SAP SAP SE ADR
- GOOGL Alphabet Inc Class A
- MSFT Microsoft Corporation
- OKTA Okta Inc
- YMM Full Truck Alliance Co Ltd ADRindustry
- KXS.TO Kinaxis Incindustry
- SGE.L Sage Group PLCindustry
- SAP.DE SAP SEindustry
- HUBS HubSpot Incindustry
- DT Dynatrace Holdings LLCindustry
- PD Pagerduty Incindustry
- AMPL Amplitude Incindustry