StreetInsider.com News Articles

Piper Sandler: 'ESTC, GTLB, MDB, SNOW & TEAM all offer ways to play this opportunity'

Wed, 22 Jul 2026 09:29:44 -0400

Piper Sandler analyst Rob D. Owens weighs in on the Security & Infrastructure Software sector.

The analyst commented: "How Our Infrastructure Coverage Can Drive Token Savings; Months removed from the valuation resets of the "SaaSpocalypse," the market has grown increasingly judicious in separating AI winners from losers – especially across our Security and Infrastructure coverage. While early in corporate America’s AI adoption curve, we see a powerful multi-year theme emerging: where there is enterprise data, context, and verticalized workflow, there is gold. As growing concerns around the ROI and pace of AI spending mount, a critical window is opening for our

Piper Sandler: 'ESTC, GTLB, MDB, SNOW & TEAM all offer ways to play this opportunity'

Wed, 22 Jul 2026 09:29:44 -0400

Piper Sandler analyst Rob D. Owens weighs in on the Security & Infrastructure Software sector.

Piper Sandler: 'ESTC, GTLB, MDB, SNOW & TEAM all offer ways to play this opportunity'

Wed, 22 Jul 2026 09:29:44 -0400

Piper Sandler analyst Rob D. Owens weighs in on the Security & Infrastructure Software sector.

Piper Sandler: 'ESTC, GTLB, MDB, SNOW & TEAM all offer ways to play this opportunity'

Wed, 22 Jul 2026 09:29:44 -0400

Piper Sandler analyst Rob D. Owens weighs in on the Security & Infrastructure Software sector.

Piper Sandler: 'ESTC, GTLB, MDB, SNOW & TEAM all offer ways to play this opportunity'

Wed, 22 Jul 2026 09:29:44 -0400

Piper Sandler analyst Rob D. Owens weighs in on the Security & Infrastructure Software sector.

Morgan Stanley Downgrades Elastic NV. (ESTC) to Equalweight

Tue, 21 Jul 2026 02:34:06 -0400

Morgan Stanley analyst Sanjit Singh downgraded Elastic NV. (NYSE: ESTC) from Overweight to Equalweight with a price target of $66.00 (from $73.00).

The analyst comments: “We are downgrading Elastic to Equal-weight from Overweight, as we are less confident that a positive inflection in growth will materialize over the near-to-medium term. When we initiated Overweight in December of 2024, our thesis was predicated on the view that Elastic's differentiated search capabilities – AI and vector search in particular – would drive an overall growth inflection for the company as enterprises modernized search and brought GenAI into their applications. While growth has been

Morgan Stanley Downgrades Elastic NV. (ESTC) to Equalweight

Tue, 21 Jul 2026 02:34:06 -0400

Morgan Stanley analyst Sanjit Singh downgraded Elastic NV. (NYSE: ESTC) from Overweight to Equalweight with a price target of $66.00 (from $73.00).

Elastic earns AI Security distinction in AWS Security Competency

Mon, 20 Jul 2026 10:30:38 -0400

Elastic (NYSE: ESTC) announced it has received the AI Security distinction within the Amazon Web Services Security Competency, a designation that recognizes the company has met AWS technical and quality requirements in AI security and threat detection and response.

The distinction acknowledges Elastic's platform, which combines security information and event management (SIEM), extended detection and response (XDR), and AI-powered detection tools. The platform integrates with several AWS services, including Amazon GuardDuty, AWS Security Hub, AWS CloudTrail, Amazon Inspector, and Amazon Bedrock.

"Achieving the AI Security distinction in the AWS Security Competency reinforces Elastic's approach to enabling organizations to safely operationalize AI at

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

SAN FRANCISCO--(BUSINESS WIRE)-- Elastic (NYSE: ESTC), the Search AI Company, announced today that it has achieved the AI Security distinction in the Amazon Web Services (AWS) Security Competency. This designation recognizes that Elastic has demonstrated and successfully met the AWS technical and quality requirements for providing customers with a deep level of expertise in AI Security and Threat Detection and Response, to help them achieve their cloud security goals.

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Achieves AI Security Distinction in the AWS Security Competency

Mon, 20 Jul 2026 10:30:00 -0400

Elastic helps secure infrastructure and AI applications through a unified platform

As enterprises adopt generative and agentic

Elastic Recognized as a Leader for the Third Consecutive Year in the Gartner® Magic Quadrant™ for Observability Platforms