🚀 Elastic NV (ESTC): The Quiet Cloud Giant Catching Fire
Elastic NV is turning heads again — and analysts are taking notice. Trading around $86, the search and data analytics powerhouse just earned a wave of analyst upgrades, with top firms now setting their price targets near $120.
Why the sudden buzz? Elastic’s AI-driven search, observability, and security tools are becoming mission-critical for enterprises shifting to cloud-native infrastructure. Revenue growth remains strong, margins are expanding, and the company’s focus on integrating generative AI into its Elastic Search platform has reignited investor confidence.
With big-name analysts calling for 40%+ upside, Elastic NV is shaping up to be one of those quietly powerful tech stories that could move from underdog to leader in the AI infrastructure race.
Ticker: ESTC | Current: $86 | Target: $120+ | Momentum: Building fast ⚙️📈
⚡ Applied Digital (APLD): Crushing Earnings, Primed for a Breakout Week
Applied Digital just delivered another standout performance — and Wall Street is taking notice. The AI infrastructure company blew past expectations with $64.2M in quarterly revenue, an 84% year-over-year jump, and a much smaller-than-expected loss of just –$0.03 per share (adjusted).
But the real spark? A massive 150MW lease expansion with CoreWeave, pushing its total long-term contract value to nearly $11 billion. That’s not just growth — that’s validation.
Investors are responding fast. APLD shares surged more than 25% post-earnings, and analysts are now calling for further upside as demand for AI data centers explodes. With new campuses under construction and revenue from major tenants set to ramp, Applied Digital could be one of the top momentum plays this week.
Ticker: APLD | Current: $34 | Next Stop? $40+ if momentum holds 🚀
The takeaway: Applied Digital isn’t just riding the AI wave — it’s building the backbone for it.
Till next time,