Elastic NV vs Solaredge Technologies Inc — how do they compare? Elastic NV trades at $77.12 (market cap $7.94B), while Solaredge Technologies Inc trades at $32.23 (market cap $2.05B). The key difference: Elastic NV is far larger — about 3.9× Solaredge Technologies Inc's market cap, and Elastic NV is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| ESTC | SEDG | |
|---|---|---|
Market Cap | $7.94B | $2.05B |
Sector | Technology | Technology |
52-Week High | $94.47 | $78.51 |
52-Week Low | $43.30 | $25.10 |
Enterprise Value | $7.16B | $1.91B |
Signals from Pluang's Aura AI — not financial advice
Elastic N.V. (ESTC) trades at $77.16, up 1.1% with a bullish technical outlook. The stock shows strong profitability with a 76.07% gross margin and has beaten earnings estimates for three consecutive quarters. Recent news highlights include a collaboration with OpenAI and recognition as a leader in Gartner's Magic Quadrant for Observability Platforms. Institutional activity is mixed, with Amundi increasing its stake while BNY Mellon reduced its position.
The outlook is positive, supported by earnings momentum and strategic partnerships, but risks include high valuation multiples and a recent legal investigation. Analyst consensus is bullish with a $74.21 price target, though the current price exceeds this, indicating potential near-term consolidation. Revenue growth and AI integration present key opportunities for long-term investors.
SolarEdge Technologies (SEDG) trades at $32.04, down 0.53% on the day, reflecting ongoing volatility amid mixed financial performance. The stock exhibits a bearish technical trend, with negative profitability metrics including a net income margin of -20.29% and ROE of -58.42% for 2026. Recent Q2 2026 earnings beat expectations with EPS of $0.06, but weak Q3 revenue guidance has pressured shares. Cash flow improved in 2025 with net cash flow of $138.60 million, though debt levels remain elevated.
The outlook is cautious due to persistent losses, high dependence on policy incentives, and a challenging U.S. residential solar market. Analyst consensus is mixed with a hold-heavy rating (58.34%) and a $35.15 price target, suggesting limited near-term upside. Key risks include execution missteps, competitive pressures, and macroeconomic headwinds, requiring careful monitoring of margin recovery and demand trends.
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 →SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →