Latest news with #SuperMicroComputer
Yahoo
2 days ago
- Business
- Yahoo
SMCI vs. DELL: Which Server Stock is the Better Buy Now?
Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report by Grand View Research, the Global Server market is anticipated to witness a CAGR of 9.8% from 2024 to 2030. Rapid adoption of servers across industries like healthcare, retail, BFSI, manufacturing, education and others will drive the server space. With this strong industry growth forecast, the question remains: Which stock has more upside potential? Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. Super Micro Computer is experiencing strong adoption of its high-performance and energy-efficient servers among AI data centers and hyperscalers. Notably, server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone and now account for 97% of its total revenues. SMCI's server and storage revenues are being driven by its direct liquid cooling products for data-center applications, which reached a production volume of more than 2000 DLC racks per month. Super Micro Computer's recent launches, like Data Center Building Block Solutions, petascale storage systems for AI workloads, and its integration of NVIDIA Blackwell GPUs in its solutions to achieve high compute power, will keep it at the forefront of the server and storage space. Irrespective of the massive potential of SMCI's server offerings, the company is facing some near-term challenges, including delayed purchasing decisions from customers as they are evaluating the adoption of next-generation AI platforms. SMCI is also facing margin contraction due to the growing price competition and price adjustments as companies are second-guessing their shift from older to newer platforms like Blackwell. In the last reported quarter, SMCI also incurred a one-time inventory write-down on older-generation GPUs and related components, further affecting its margins. Based on all the above factors, SMCI revised the revenue guidance for fiscal 2025 from $23.5-$25.0 billion to a range of $21.8 billion to $22.6 billion. The Zacks Consensus Estimate for SMCI's 2025 revenues is pegged at $22.12 billion, indicating growth of 48% year over year. The Zacks Consensus Estimate for fiscal 2025 earnings is pegged at $2.07 per share, indicating a year-over-year decline of 6.3%. Image Source: Zacks Investment Research Dell Technologies is experiencing a massive traction in its AI-optimized servers, which has enabled it to achieve a record servers and networking revenues of $6.3 billion in the first quarter of 2026, which grew 16% year over year. In the first quarter of 2026, DELL announced that it received orders worth $12.1 billion for its AI servers, which has surmounted to become $14.4 billion in AI backlogs. The adoption of DELL's AI servers is propelled by rapid enterprise adoption by organizations across web technology, financial services, manufacturing, media and entertainment, and education, with DELL witnessing growth in repeat enterprise customers and AI Factory deployments. Dell has designed its AI server solutions to be custom and modular, adding air and liquid cooling features with 24-hour rack deployment turnaround and end-to-end deployment services. These key differentiators make its server easy to deploy, hence encouraging smoother adoption. The company has partnered with leading technology providers, including NVIDIA, AMD, Meta, Hugging Face, Cohere, Mistral, and Google. These partnerships have aided DELL in implementing technological enhancements like integrated PowerCool, Project Lightning and on-prem Gemini support, making its AI servers even more promising. Based on all the above factors, DELL expects its fiscal 2026 revenues to be between $101 billion and $105 billion, with the mid-point of $103 billion, indicating 8% year-over-year growth. The Zacks Consensus Estimate for DELL's fiscal 2026 revenues is pegged at $103.53 billion, indicating growth of 8.33% year over year. The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $9.43 per share, indicating year-over-year growth of 15.85%. Image Source: Zacks Investment Research Shares of SMCI and DELL have gained 45.4% and 1.1%, respectively, in the year-to-date period. Image Source: Zacks Investment Research SMCI is trading at a forward 12-month Price to Sales ratio of 1.28X, which is higher than its median of 1.25X. DELL is trading at a forward sales multiple of 0.85X, much below its median of 0.87X. The lower valuation of DELL stock compared to SMCI makes it more attractive at present. Image Source: Zacks Investment Research DELL is comparatively cheaper and has brighter prospects in the server market as it is strongly driven by its AI servers, which are rapidly adopted by enterprise customers, as reflected in its massive backlog value. In the meantime, SMCI is facing near-term challenges stemming from delayed purchasing decisions from customers and margin contraction from pricing pressure. Furthermore, DELL sports a Zacks Rank #1 (Strong Buy) at present, making the stock a stronger pick compared with SMCI, which has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL) : Free Stock Analysis Report Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
2 days ago
- Business
- Globe and Mail
SMCI vs. DELL: Which Server Stock is the Better Buy Now?
Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report by Grand View Research, the Global Server market is anticipated to witness a CAGR of 9.8% from 2024 to 2030. Rapid adoption of servers across industries like healthcare, retail, BFSI, manufacturing, education and others will drive the server space. With this strong industry growth forecast, the question remains: Which stock has more upside potential? Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. The Case for SMCI Stock Super Micro Computer is experiencing strong adoption of its high-performance and energy-efficient servers among AI data centers and hyperscalers. Notably, server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone and now account for 97% of its total revenues. SMCI's server and storage revenues are being driven by its direct liquid cooling products for data-center applications, which reached a production volume of more than 2000 DLC racks per month. Super Micro Computer's recent launches, like Data Center Building Block Solutions, petascale storage systems for AI workloads, and its integration of NVIDIA Blackwell GPUs in its solutions to achieve high compute power, will keep it at the forefront of the server and storage space. Irrespective of the massive potential of SMCI's server offerings, the company is facing some near-term challenges, including delayed purchasing decisions from customers as they are evaluating the adoption of next-generation AI platforms. SMCI is also facing margin contraction due to the growing price competition and price adjustments as companies are second-guessing their shift from older to newer platforms like Blackwell. In the last reported quarter, SMCI also incurred a one-time inventory write-down on older-generation GPUs and related components, further affecting its margins. Based on all the above factors, SMCI revised the revenue guidance for fiscal 2025 from $23.5-$25.0 billion to a range of $21.8 billion to $22.6 billion. The Zacks Consensus Estimate for SMCI's 2025 revenues is pegged at $22.12 billion, indicating growth of 48% year over year. The Zacks Consensus Estimate for fiscal 2025 earnings is pegged at $2.07 per share, indicating a year-over-year decline of 6.3%. The Case for DELL Stock Dell Technologies is experiencing a massive traction in its AI-optimized servers, which has enabled it to achieve a record servers and networking revenues of $6.3 billion in the first quarter of 2026, which grew 16% year over year. In the first quarter of 2026, DELL announced that it received orders worth $12.1 billion for its AI servers, which has surmounted to become $14.4 billion in AI backlogs. The adoption of DELL's AI servers is propelled by rapid enterprise adoption by organizations across web technology, financial services, manufacturing, media and entertainment, and education, with DELL witnessing growth in repeat enterprise customers and AI Factory deployments. Dell has designed its AI server solutions to be custom and modular, adding air and liquid cooling features with 24-hour rack deployment turnaround and end-to-end deployment services. These key differentiators make its server easy to deploy, hence encouraging smoother adoption. The company has partnered with leading technology providers, including NVIDIA, AMD, Meta, Hugging Face, Cohere, Mistral, and Google. These partnerships have aided DELL in implementing technological enhancements like integrated PowerCool, Project Lightning and on-prem Gemini support, making its AI servers even more promising. Based on all the above factors, DELL expects its fiscal 2026 revenues to be between $101 billion and $105 billion, with the mid-point of $103 billion, indicating 8% year-over-year growth. The Zacks Consensus Estimate for DELL's fiscal 2026 revenues is pegged at $103.53 billion, indicating growth of 8.33% year over year. The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $9.43 per share, indicating year-over-year growth of 15.85%. Image Source: Zacks Investment Research Stock Price Performance and Valuation of SMCI & DELL Shares of SMCI and DELL have gained 45.4% and 1.1%, respectively, in the year-to-date period. SMCI is trading at a forward 12-month Price to Sales ratio of 1.28X, which is higher than its median of 1.25X. DELL is trading at a forward sales multiple of 0.85X, much below its median of 0.87X. The lower valuation of DELL stock compared to SMCI makes it more attractive at present. Conclusion: SMCI vs. DELL Stock DELL is comparatively cheaper and has brighter prospects in the server market as it is strongly driven by its AI servers, which are rapidly adopted by enterprise customers, as reflected in its massive backlog value. In the meantime, SMCI is facing near-term challenges stemming from delayed purchasing decisions from customers and margin contraction from pricing pressure. Furthermore, DELL sports a Zacks Rank #1 (Strong Buy) at present, making the stock a stronger pick compared with SMCI, which has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Dell Technologies Inc. (DELL): Free Stock Analysis Report
Yahoo
3 days ago
- Business
- Yahoo
Exploring High Growth Tech Opportunities in US Markets
Over the last 7 days, the United States market has remained flat, yet it is up 11% over the past year with earnings forecasted to grow by 14% annually. In this environment, identifying high growth tech stocks involves looking for companies that demonstrate strong innovation and scalability potential to capitalize on these favorable conditions. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Ardelyx 20.78% 59.46% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Blueprint Medicines 21.12% 60.77% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Alkami Technology 20.54% 76.67% ★★★★★★ Ascendis Pharma 35.07% 59.92% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 233 stocks from our US High Growth Tech and AI Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Palo Alto Networks, Inc. is a global provider of cybersecurity solutions with a market capitalization of $130.87 billion. Operations: The company generates revenue primarily from its Security Software & Services segment, amounting to $8.87 billion. Palo Alto Networks' strategic maneuvers, such as its recent partnership with Binary Defense, underscore its commitment to enhancing security operations through AI-driven platforms like Cortex XSIAM. This collaboration not only broadens the implementation and MDR services but also customizes support to fit diverse organizational needs, reflecting Palo Alto's adaptability in a high-stakes cybersecurity landscape. Moreover, their consistent R&D investment, which recently accounted for approximately 12.6% of their revenue, fuels innovations that keep them at the forefront of cybersecurity solutions. These efforts are pivotal as they navigate a competitive market where maintaining technological leadership is crucial for growth and client trust. Take a closer look at Palo Alto Networks' potential here in our health report. Assess Palo Alto Networks' past performance with our detailed historical performance reports. Simply Wall St Growth Rating: ★★★★★☆ Overview: Take-Two Interactive Software, Inc. is a global developer, publisher, and marketer of interactive entertainment solutions with a market cap of approximately $42.11 billion. Operations: The company generates revenue primarily through its publishing segment, which accounts for $5.63 billion. Take-Two Interactive Software has been actively expanding its financial and operational scope, as evidenced by recent strategic moves including a $1B public offering aimed at funding acquisitions and debt repayment. This aligns with their aggressive R&D investment strategy, crucial for fostering innovation in the highly competitive gaming sector. Despite reporting a net loss, Take-Two projects significant revenue growth ranging from $5.95B to $6.05B next fiscal year, underpinned by robust annualized revenue and earnings growth rates of 14.2% and 89.3%, respectively. These figures suggest a resilient adaptation to market demands and potential future profitability, positioning them well within the high-growth tech landscape despite current financial setbacks. Click here and access our complete health analysis report to understand the dynamics of Take-Two Interactive Software. Gain insights into Take-Two Interactive Software's historical performance by reviewing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Spotify Technology S.A., along with its subsidiaries, offers audio streaming subscription services globally and has a market capitalization of approximately $145.76 billion. Operations: Spotify generates revenue primarily through its Premium subscription service, which accounts for €14.34 billion, and its Ad-Supported segment, contributing €1.88 billion. Spotify Technology has demonstrated robust financial performance, with a notable increase in sales from EUR 3.64 billion to EUR 4.19 billion year-over-year and an uplift in net income to EUR 225 million. This growth is underpinned by a strategic emphasis on R&D, crucial for sustaining innovation and competitiveness in the dynamic tech landscape; indeed, Spotify's R&D expenses have consistently aligned with its revenue growth, ensuring continuous product evolution and market relevance. Moreover, the company's forward-looking revenue projection of $4.3 billion underscores its operational optimism and potential for sustained expansion within the tech sector. Click here to discover the nuances of Spotify Technology with our detailed analytical health report. Learn about Spotify Technology's historical performance. Explore the 233 names from our US High Growth Tech and AI Stocks screener here. Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include PANW TTWO and SPOT. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Exploring Three High Growth Tech Stocks In The US Market
In the last week, the United States market has been flat, yet it is up 9.9% over the past year with earnings projected to grow by 15% annually. In this context of steady growth and positive earnings forecasts, identifying high-growth tech stocks involves looking for companies that demonstrate strong innovation potential and robust financial health amidst these conditions. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Ardelyx 21.03% 60.42% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.36% 60.93% ★★★★★★ Blueprint Medicines 21.12% 60.77% ★★★★★★ Alnylam Pharmaceuticals 23.63% 60.71% ★★★★★★ Alkami Technology 20.53% 76.67% ★★★★★★ Ascendis Pharma 35.07% 59.92% ★★★★★★ Lumentum Holdings 22.99% 103.97% ★★★★★★ Click here to see the full list of 229 stocks from our US High Growth Tech and AI Stocks screener. Let's uncover some gems from our specialized screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Tenable Holdings, Inc. offers cyber exposure management solutions across various global regions and has a market capitalization of approximately $4.01 billion. Operations: Tenable Holdings generates revenue primarily from its Security Software & Services segment, amounting to $923.20 million. The company operates across the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Tenable Holdings, despite its current unprofitability, is strategically positioning itself for future profitability with significant leadership and product expansions. The company's recent appointment of experienced executives and the anticipated launch of an expanded Tenable One platform underscore a focused strategy on enhancing cybersecurity capabilities. Notably, Tenable's R&D expenditure has been robust, supporting its aggressive innovation trajectory. This commitment is reflected in its projected earnings growth of 61.1% annually and an ambitious revenue forecast aiming for $970 million to $980 million by year-end. Moreover, the repurchase of 1.6 million shares early this year highlights confidence in their strategic direction amidst a challenging competitive landscape. Click here to discover the nuances of Tenable Holdings with our detailed analytical health report. Gain insights into Tenable Holdings' past trends and performance with our Past report. Simply Wall St Growth Rating: ★★★★★☆ Overview: Corning Incorporated operates in the optical communications, display technologies, environmental technologies, specialty materials, and life sciences sectors both in the United States and globally, with a market cap of approximately $43.23 billion. Operations: The company generates revenue primarily from optical communications ($5.08 billion) and display technologies ($3.91 billion), with additional contributions from specialty materials, life sciences, and Hemlock and emerging growth businesses. Corning's strategic collaborations and technological advancements underscore its potential in high-growth sectors like AI and mobile technologies. Recently, Corning partnered with Broadcom to enhance data center capacities with its optical components for a pioneering ethernet switch, reflecting significant strides in AI infrastructure efficiency. Additionally, the introduction of Gorilla Glass Ceramic 21 in Samsung's latest smartphone exemplifies Corning's influence on mobile durability innovations. These efforts are supported by robust R&D investments totaling $404 million last year, aimed at refining technologies that meet evolving digital demands. With a projected annual earnings growth of 27.9% and revenue increases expected at 9.6% per year, Corning is positioning itself as a key player in essential tech domains despite some financial setbacks like a notable one-off loss impacting recent results. Take a closer look at Corning's potential here in our health report. Evaluate Corning's historical performance by accessing our past performance report. Simply Wall St Growth Rating: ★★★★★☆ Overview: MNTN, Inc. is a performance TV software company that offers advertising services in the United States with a market capitalization of approximately $1.53 billion. Operations: The company generates revenue primarily from its Internet Software & Services segment, amounting to $246.27 million. MNTN, recently public following a $187.2 million IPO, illustrates a dynamic shift in tech with its aggressive growth metrics and strategic legal structuring to bolster market presence. Despite current unprofitability, the company is on a trajectory with forecasted earnings growth at an impressive 74.5% annually, significantly outpacing the industry average. This performance is underpinned by substantial R&D investments aimed at pioneering innovations in software and AI technologies, ensuring MNTN remains competitive in a rapidly evolving sector. These efforts are complemented by recent regulatory updates and significant capital raised through equity offerings totaling nearly $700 million, positioning MNTN to capitalize on expanding market opportunities and enhance shareholder value. Click to explore a detailed breakdown of our findings in MNTN's health report. Review our historical performance report to gain insights into MNTN's's past performance. Explore the 229 names from our US High Growth Tech and AI Stocks screener here. Are these companies part of your investment strategy? Use Simply Wall St to consolidate your holdings into a portfolio and gain insights with our comprehensive analysis tools. Discover a world of investment opportunities with Simply Wall St's free app and access unparalleled stock analysis across all markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TENB GLW and MNTN. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
3 days ago
- Business
- Yahoo
Top Growth Companies With Insider Stakes In June 2025
The United States market has remained flat over the past week but has seen a notable increase of 9.9% over the past year, with earnings projected to grow by 15% annually in the coming years. In this context, growth companies with significant insider ownership can be particularly appealing as they often align management's interests with those of shareholders, potentially enhancing long-term performance amidst favorable market conditions. Name Insider Ownership Earnings Growth Zapp Electric Vehicles Group (ZAPP.F) 16.1% 120.2% Super Micro Computer (SMCI) 16.2% 39.1% Prairie Operating (PROP) 34.5% 75.7% Hesai Group (HSAI) 21.3% 45.2% FTC Solar (FTCI) 27.7% 62.5% Enovix (ENVX) 12.1% 58.4% Eagle Financial Services (EFSI) 15.9% 82.8% Credo Technology Group Holding (CRDO) 12.1% 45% Atour Lifestyle Holdings (ATAT) 22.6% 24.1% Astera Labs (ALAB) 14.8% 44.4% Click here to see the full list of 192 stocks from our Fast Growing US Companies With High Insider Ownership screener. Below we spotlight a couple of our favorites from our exclusive screener. Simply Wall St Growth Rating: ★★★★★☆ Overview: Liquidia Corporation is a biopharmaceutical company that develops, manufactures, and commercializes products for unmet patient needs in the United States, with a market cap of approximately $1.16 billion. Operations: The company's revenue is primarily derived from its pharmaceuticals segment, amounting to $14.14 million. Insider Ownership: 10.7% Earnings Growth Forecast: 66.2% p.a. Liquidia's high insider ownership aligns with its growth potential, as it anticipates a 46.1% annual revenue increase, surpassing the US market's average. The recent FDA approval of YUTREPIA for pulmonary hypertension marks a significant milestone, although legal challenges from United Therapeutics regarding patent infringement could impact commercialization. Despite trading below fair value estimates and expected profitability in three years, Liquidia faces financial losses and ongoing litigation risks that investors should consider. Take a closer look at Liquidia's potential here in our earnings growth report. Our valuation report unveils the possibility Liquidia's shares may be trading at a premium. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Pangaea Logistics Solutions, Ltd. and its subsidiaries offer seaborne dry bulk logistics and transportation services globally to industrial customers, with a market cap of $310.39 million. Operations: The company generates revenue primarily from its Shipping segment, amounting to $541.06 million. Insider Ownership: 19.4% Earnings Growth Forecast: 65.3% p.a. Pangaea Logistics Solutions shows strong insider confidence with substantial insider buying and no significant selling in the past three months. Despite a recent quarterly net loss of US$1.98 million, earnings are forecast to grow significantly at 65.3% annually, outpacing the US market's growth rate. A share repurchase program worth up to US$15 million could enhance shareholder value, although dividends are not well covered by earnings or free cash flows, indicating potential sustainability concerns. Unlock comprehensive insights into our analysis of Pangaea Logistics Solutions stock in this growth report. Upon reviewing our latest valuation report, Pangaea Logistics Solutions' share price might be too pessimistic. Simply Wall St Growth Rating: ★★★★★☆ Overview: Elastic N.V. is a search AI company offering software platforms for hybrid, public, private, and multi-cloud environments globally, with a market cap of $8.87 billion. Operations: The company's revenue is primarily derived from its Software & Programming segment, totaling $1.48 billion. Insider Ownership: 12.5% Earnings Growth Forecast: 51.5% p.a. Elastic has seen substantial insider selling recently, contrasting with its forecasted growth trajectory. The company anticipates a revenue increase of 11.3% annually, outpacing the US market average. Recent earnings showed improvement with a reduced net loss of US$16.38 million for Q4 2025, down from US$41.1 million the previous year. A strategic collaboration with AWS aims to enhance AI capabilities and drive innovation, potentially supporting Elastic's growth outlook despite current profitability challenges. Click here to discover the nuances of Elastic with our detailed analytical future growth report. The analysis detailed in our Elastic valuation report hints at an deflated share price compared to its estimated value. Gain an insight into the universe of 192 Fast Growing US Companies With High Insider Ownership by clicking here. Ready To Venture Into Other Investment Styles? Uncover 17 companies that survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks analysis only considers stock directly held by insiders. It does not include indirectly owned stock through other vehicles such as corporate and/or trust entities. All forecast revenue and earnings growth rates quoted are in terms of annualised (per annum) growth rates over 1-3 years. Companies discussed in this article include LQDA PANL and ESTC. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
