Dec 26, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
How Elastic’s US$130 Million CISA SIEMaaS Deal Could Reshape Elastic (ESTC) Investors’ Thesis
Elastic N.V. recently secured a potential US$130 million deal with the U.S. Cybersecurity and Infrastructure Security Agency (CISA) and ECS to build a SIEM-as-a-Service platform. This collaboration is expected to strengthen Elastic's role in federal cybersecurity and bolster its investment narrative, although competition from hyperscale cloud providers remains a key challenge. The deal highlights the growing importance of cloud partnerships and high-profile security deployments for Elastic's expansion.
Dec 25, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
How Elastic’s US$130 Million CISA SIEMaaS Deal Could Reshape Elastic (ESTC) Investors’ Thesis
Elastic N.V. recently announced a partnership with CISA and ECS for a SIEM-as-a-Service platform for federal agencies, a deal potentially worth up to US$130 million by 2030. This collaboration is expected to strengthen Elastic's position in cybersecurity and support its cloud-delivered platform, especially following its partnership with AWS. Despite potential revenue streams and credibility gains, the article notes that investors should remain aware of intense competition from hyperscale cloud providers.
Dec 23, 2025 • Packt
BULLISH
Elastic launches Helm Charts (alpha) for faster deployment of Elasticsearch and Kibana to Kubernetes
Elastic has launched alpha availability of Helm Charts for Elasticsearch on Kubernetes, aiming to simplify the deployment of Elasticsearch and Kibana. This new functionality allows developers to leverage Helm charts for easier installation, configuration, upgrading, and running of their applications on Kubernetes. Helm Charts improve developer productivity by automating deployment processes and streamlining the management of Kubernetes-orchestrated container applications.
Dec 19, 2025 • IndexBox
BULLISH
Elastic Stock Rises After $26M CISA Contract for SIEM Platform | 2025 - News and Statistics
Shares of search platform provider Elastic (NYSE: ESTC) rose by 4.4% after securing a $26 million contract with the U.S. Cybersecurity and Infrastructure Security Agency (CISA). This contract, potentially worth up to $130 million over five years, involves developing a unified SIEMaaS platform to enhance cybersecurity across federal civilian agencies. While Elastic's stock is volatile, this deal is seen as a significant positive, despite broader market concerns about AI investments impacting tech stock profitability.
Dec 18, 2025 • Finviz
NEUTRAL
Elastic (ESTC) Stock Trades Up, Here Is Why
Shares of Elastic (NYSE:ESTC) surged after the company secured a $26 million partnership with the U.S. Cybersecurity and Infrastructure Security Agency (CISA) to develop a new Security Information and Event Management as-a-Service (SIEMaaS) platform. This contract, potentially worth up to $130 million over five years, aims to standardize security data collection for federal agencies. The stock's positive movement came despite recent concerns about an "AI bubble" influencing broader tech sector sentiment.
Dec 18, 2025 • Simply Wall Street
NEUTRAL
Why Elastic (ESTC) Is Down 5.5% After Landing CISA’s Unified Federal SIEMaaS Contract - And What's Next
Elastic N.V. recently secured a significant US$26 million base-year contract with CISA and ECS to build a unified, FedRAMP-certified SIEM-as-a-Service platform for U.S. Federal agencies, potentially reaching US$130 million over five years. This win strengthens Elastic's position in federal cybersecurity, observability, and data analytics. However, despite this strategic partnership, Elastic's stock (ESTC) experienced a 5.5% drop amidst concerns over slower billings growth and increasing competition from hyperscalers.