Buy 3 Top-Ranked Mid-Cap Big Data Stocks Amid Solid Short-Term Upside
Big Data refers to a vast and diverse collection of structured, unstructured and semi-structured data that inundates businesses on a day-to-day basis. The big data space focuses on companies that process, store and analyze data, and provide data mining, transformation, visualization and predictive analytics tools.
Here, we have selected three mid-cap big data companies — Workiva Inc. WK, ACI Worldwide Inc. ACIW and Elastic N.V. ESTC. Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our three picks year to date.
Image Source: Zacks Investment Research
Workiva Inc.
Workiva offers a cloud-based and mobile-enabled platform for enterprises to collect, manage, report and analyze critical business data in real time. WK provides solutions for compliance, risk, sustainability and management reporting as well as enterprise risk management.
WK incorporates purpose-built AI agents and data intelligence layers, into its enterprise reporting. WK serves the manufacturing and materials, energy and utilities, financial services, healthcare, media and entertainment, real estate, retail, consumer goods, services, transportation and technology and telecom industries.
Strong Estimate Revisions
Workiva has an expected revenue and earnings growth rate of 17.8% and 85.4%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 13.4% over the last 60 days.
WK has an expected revenue and earnings growth rate of 15.1% and 21.9%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 17.2% over the last 60 days.
Solid Price Upside Potential
The short-term average price target of brokerage firms represents an increase of 20% from the last closing price of $73.18. The brokerage target price is currently in the range of $72-$105. This indicates a maximum upside of 43.5% and a downside of a mere 1.6%.
ACI Worldwide Inc.
ACI Worldwide develops, markets, installs, and supports a range of software products and solutions for facilitating digital payments in the United States and internationally. ACIW operates in three segments: Banks, Merchants, and Billers.
ACIW powers electronic payments for more than 5,000 organizations around the world. More than 1,000 of the largest financial institutions and intermediaries as well as 300 of the leading global retailers rely on ACIW to execute $14 trillion each day in payments. Further, thousands of organizations utilize our electronic bill presentment and payment services.
Through its comprehensive suite of software and SaaS-based solutions, ACIW delivers real-time, any-to-any payment capabilities and gives the industry's most complete omni-channel payments experience.
Strong Estimate Revisions
ACI Worldwide has an expected revenue and earnings growth rate of 8.5% and 23.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.2% over the last 60 days.
ACIW has an expected revenue and earnings growth rate of 8.2% and 12%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 2.1% over the last 60 days.
Solid Price Upside Potential
The short-term average price target of brokerage firms represents an increase of 33.9% from the last closing price of $50.27. The brokerage target price is currently in the range of $66-$70. This indicates a maximum upside of 39.2% and no downside.
Elastic N.V.
Elastic has solid revenue visibility, expanding enterprise relationships and broader AI capabilities across Search, Security and Observability. Growth in contracted backlog and large customers supports confidence in the platform’s longer-term opportunity.
ESTC raised its full-year revenue and margin outlook after a better-than-guided first quarter. Sales-led subscriptions remain the core growth engine, and product releases deepen ESTC’s role in agentic AI and enterprise data workflows.
Strong Estimate Revisions
Elastic has an expected revenue and earnings growth rate of 15.4% and 30.4%, respectively, for the current year (ending April 2027). The Zacks Consensus Estimate for current-year earnings has improved 1.5% over the last 30 days.
ESTC has an expected revenue and earnings growth rate of 15.2% and 16.2%, respectively, for the next year. The Zacks Consensus Estimate for next year’s earnings has improved 1.8% over the last 60 days.
Solid Price Upside Potential
The short-term average price target of brokerage firms represents an increase of 26.6% from the last closing price of $86.96. The brokerage target price is currently in the range of $75-$130. This indicates a maximum upside of 49.5% and a downside of 13.8%.
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See Stocks Now >>ACI Worldwide, Inc. (ACIW) : Free Stock Analysis Report
Workiva Inc. (WK) : Free Stock Analysis Report
Elastic N.V. (ESTC) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
