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Zeeshan

Vice President and Senior Equity Research Analyst at Wells Fargo

Zeeshan Syed is a Vice President and Senior Equity Research Analyst at Wells Fargo Securities, specializing in the healthcare sector with a focus on biotechnology and specialty pharmaceuticals. He covers key companies including Biogen, Gilead Sciences, Vertex Pharmaceuticals, and Regeneron, boasting a strong performance track record with a 62% success rate on TipRanks, ranking in the top 15% of analysts, and average return per rating of 14.2%. Syed joined Wells Fargo in 2021 after previous roles at BMO Capital Markets from 2018 to 2021 and earlier positions at Leerink Partners starting in 2015, building over a decade of experience in biotech equity research. He holds FINRA Series 7, 63, and 86/87 licenses, along with an MBA from the Wharton School and a BS in Biochemistry from UCLA.

Zeeshan's questions to Elastic (ESTC) leadership

Question · Q3 2026

Zeeshan inquired about the broadening of AI use cases within Elastic's customer base compared to two quarters ago, and how this impacts usage and spend.

Answer

Ash Kulkarni, CEO, confirmed a broadening variety of AI use cases beyond just vector databases and chat interfaces, now including agentic workflows for security (e.g., Attack Discovery) and observability (e.g., Agent Builder), driving opportunities across all core businesses.

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Question · Q3 2026

Zeeshan asked about the observed increase in agents and AI services in production among customers, inquiring if AI use cases are broadening compared to two quarters ago and how this impacts usage and spend.

Answer

CEO Ash Kulkarni confirmed that AI use cases are broadening, moving beyond vector databases and chat interfaces to include agentic workflows in security (e.g., SOC automation, detection, remediation) and observability (e.g., SRE workflows). He sees this expansion as an opportunity across Elastic's core search, security, and observability businesses.

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