Elastic NV vs Palo Alto Networks Inc — how do they compare? Elastic NV trades at $62.55 (market cap $6.47B), while Palo Alto Networks Inc trades at $352.31 (market cap $288.53B). The key difference: Palo Alto Networks Inc is far larger — about 44.6× Elastic NV's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Elastic NV nearer its low. Which is the better fit depends on your goals.
| ESTC | PANW | |
|---|---|---|
Market Cap | $6.47B | $288.53B |
Sector | Technology | Technology |
52-Week High | $94.47 | $357.53 |
52-Week Low | $43.30 | $141.67 |
Enterprise Value | $5.69B | $287.49B |
Signals from Pluang's Aura AI — not financial advice
Elastic (ESTC) trades at $62.84, up 0.83% on the day, with a bullish technical signal from moving averages. The company shows strong profitability metrics with a 76.07% gross margin and 21.14% net margin, though current earnings show a net loss. Recent news highlights Elastic Security achieving a 100% malware protection score (Business Wire, July 15, 2026), while multiple law firm investigations create headline risk.
The outlook is mixed: analyst consensus is strongly bullish with a $73 price target and no sell ratings, but high EV/EBITDA (164.13) suggests premium valuation. Key opportunities include consistent earnings beats and leadership in security markets, while risks include ongoing legal investigations and the transition to profitability from current net losses.
Palo Alto Networks (PANW) trades at $354.65, up 0.5% today, with a bullish technical outlook supported by moving averages and recent earnings beats. The company shows strong revenue growth, reaching $9.22B in 2025, though valuation ratios like P/E of 307.84 remain elevated. Positive sentiment is driven by AI cybersecurity demand, with news highlighting sector rallies and platform expansion strategies.
Outlook: Growth prospects are solid amid AI-driven security spending, but high valuations and integration costs pose risks. Analyst consensus is bullish with a $339.56 price target, though competition and margin pressures require monitoring for sustained shareholder value.
Trailing returns across standard periods
Latest headlines on both assets
Elastic NV provides a leading search AI platform built on Elasticsearch. Its software helps organizations find, observe, and protect data through search-powered analytics for various cloud-based applications.
Read more on ESTC →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →