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ElasticESTC

SOC, XDR & threat detection · NYSE · USA

$95.26
Up 2.3% todayClose

Up 23.4% this year and +69.4% since June 26, ahead of the defense sector at +14.0%. Elastic is the only company Sectivia maps in SOC, XDR & threat detection.

Market cap
$9.9B
This year
+23.4%
1 year
+15.8%
P/E
26.3
P/S
5.5
P/B
7.6

Price vs the defense sector

since Jun 26ESTCDefense sector, equal weight
Elastic (ESTC) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ESTC: +69.4% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%+60%+80%Jun 26AugSepOctOct 8ESTC +69.4%Sector +14.0% Elastic (ESTC) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ESTC: +69.4% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+25%+50%+75%Jun 26AugSepOct 8ESTC+69.4%Sector+14.0%

Supply chain

No suppliers or customers are mapped for Elastic yet.

See the defense value chain →

About Elastic

Elasticsearch was built for search and log analytics. The security business, SIEM and threat detection, runs on that same data layer, which is what makes Elastic a security name at all.

Theme exposure

SIEMThreat detectionAI exposureData analytics

Products

  • Elastic Security (SIEM)
  • Observability
  • Search & analytics

Competitors

Risks

  • Broad portfolio (not pure-play cyber)
  • Competition from platforms

SOC, XDR & threat detection

Detects and analyzes threats across the environment, security operations and XDR. Segment 12 of 14 in the Defense, security & space value chain.

See where Elastic sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Defense value chain →