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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-06-27 19:23:00 UTC

is $ESTC the sleeper AI play nobody’s watching?

Monness Crespi thinks so —
just upgraded it to Buy with a $XXX PT 📈

despite cloud tailwinds, $ESTC is:
– down XX% YTD
– still XX% below 2021 highs
– trading at a steep discount to SaaS peers (EV/sales-wise)

but here’s the twist:
Elastic is well-positioned for the GenAI wave 🌊
as one of the key infrastructure enablers behind search, observability, and LLM apps

the firm sees the current valuation disconnect as a buy opportunity
especially as investor focus shifts toward GenAI plumbing, not just front-end flash

👀 if GenAI is the future, someone’s gotta index it
and $ESTC might just be the backend quietly powering it all


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938679474855584194/c:line.svg)

**Related Topics**
[6969](/topic/6969)
[coins ai](/topic/coins-ai)
[$estc](/topic/$estc)

[Post Link](https://x.com/VcircleFuture/status/1938679474855584194)