Elastic NV (ESTC) — the peer cohort
As of 2026-10-06 — 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 Adobe Systems Incorporated at 68/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| ESTC Elastic NV | 48 | 92 | 53 | 29 | bull | 12.1% |
| INTU Intuit Inc | 65 | 19 | 85 | 68 | bear | 59.4% |
| CRM Salesforce.com Inc | 65 | 71 | 75 | 59 | neutral | 14.4% |
| PLTR Palantir Technologies Inc. | 64 | 80 | 91 | 12 | bull | 8.7% |
| RDDT Reddit, Inc. | 62 | 20 | 86 | 38 | bull | 46.8% |
| MNDY Monday.Com Ltd | 60 | 42 | 51 | 56 | bull | 62.6% |
| OKTA Okta Inc | 59 | 99 | 49 | 21 | bull | 0.6% |
| MSFT Microsoft Corporation | 58 | 87 | 85 | 30 | bull | 4.8% |
| PTC PTC Inc | 58 | 72 | 87 | 58 | bull | 10.8% |
| NOW ServiceNow Inc | 58 | 77 | 67 | 30 | bull | 13.8% |
| QCOM Qualcomm Incorporated | 57 | 49 | 78 | 50 | neutral | 30.2% |
| AAPL Apple Inc. | 56 | 79 | 85 | 25 | neutral | 3.6% |
| DDOG Datadog Inc | 55 | 87 | 44 | 16 | neutral | 5.6% |
| ADBE Adobe Systems Incorporated | 68 | 40 | 94 | 75 | bear | 35.6% |
| YMM Full Truck Alliance Co Ltd ADR | 63 | 33 | 69 | 79 | warn | 38.3% |
| SGE.L Sage Group PLC | 63 | 72 | 85 | 59 | watch | 14% |
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 2026-10-06
Quick answers
Who are Elastic NV's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Intuit Inc (INTU), Salesforce.com Inc (CRM), Palantir Technologies Inc. (PLTR), Reddit, Inc. (RDDT), Monday.Com Ltd (MNDY), Okta Inc (OKTA), Microsoft Corporation (MSFT), PTC Inc (PTC) 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 2026-10-06; the cohort's highest composite is Adobe Systems Incorporated at 68/100. 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.
- INTU Intuit Inc
- CRM Salesforce.com Inc
- PLTR Palantir Technologies Inc.
- RDDT Reddit, Inc.
- MNDY Monday.Com Ltd
- OKTA Okta Inc
- MSFT Microsoft Corporation
- PTC PTC Inc
- NOW ServiceNow Inc
- QCOM Qualcomm Incorporated
- AAPL Apple Inc.
- DDOG Datadog Inc
- ADBE Adobe Systems Incorporatedindustry
- YMM Full Truck Alliance Co Ltd ADRindustry
- SGE.L Sage Group PLCindustry
- SAP.DE SAP SEindustry
- DT Dynatrace Holdings LLCindustry
- NICE Nice Ltd ADRindustry
- MSTR MicroStrategy Incorporatedindustry
- PD Pagerduty Incindustry