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Elastic: RPO Acceleration And Rich FCF

Source: SeekingAlpha

2026-05-30 08:00:00 ET

The higher the stock market goes, the more concerned I become about valuations and the heavy concentration of gains into a small group of semiconductor stocks leading the charge. It’s an opportune time, in my view, for us to be contrarian investors and focus more on value plays in the software sector....

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Elastic: RPO Acceleration And Rich FCF
Elastic N.V.

NASDAQ: ESTC

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