CS DiscoLAW
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Fair Value
US$7.4
Share price19 Dec
US$4.2342.8% undervalued intrinsic discount
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1Y-20.49%
7D1.44%

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Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
31 Mar 25
Updated
19 Dec 25
Views
85
Not Invested

Shared on 19 Dec 25

LAW: 2025 Guidance Will Support Cautious Outlook Despite Modest Margin Improvement

Analysts have modestly increased their price target for CS Disco to reflect slightly improved long term profit margin expectations and a marginally lower discount rate, while keeping fair value and growth assumptions broadly unchanged. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, reinforcing expectations for continued top line growth (company guidance) Expanded its strategic eDiscovery and technology partnership with law firm Mourant, deepening DISCO's role in supporting complex digital data management for litigation and consulting teams (client announcement) Helped Mourant transition from reliance on external eDiscovery providers to an in house service built on DISCO's platform and AI expertise, aimed at faster document review and more defensible processes (client announcement) Valuation Changes Fair Value: unchanged at $7.40 per share, reflecting stable long term assumptions for the business.
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Shared on 05 Dec 25

LAW: Expanded Partnership And 2025 Guidance Will Support Balanced Outlook

Analysts have modestly raised their price target on CS Disco to reflect a slightly richer valuation framework, citing incremental adjustments to the discount rate, long term margin assumptions, and forward earnings multiples that, while still consistent with prior fair value estimates, suggest a marginally improved outlook for the shares. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting total revenue between $38.75 million and $40.75 million (Company guidance) Provided full year 2025 revenue outlook in the range of $154.4 million to $156.4 million, signaling continued top line growth expectations (Company guidance) Expanded its strategic eDiscovery and technology partnership with Mourant, deepening DISCO's role in supporting the firm's litigation and consulting teams with AI driven review capabilities (Client announcement) Valuation Changes The fair value estimate is unchanged at $7.40 per share, indicating no revision to the intrinsic value assessment.
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Shared on 21 Nov 25

Fair value Increased 11%

LAW: Expanded Partnerships And 2025 Guidance Will Drive Positive Momentum

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Shared on 07 Nov 25

Fair value Increased 9.87%

LAW: Revenue Expansion And New Partnerships Will Shape Performance Outlook

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Shared on 01 May 25

Fair value Decreased 4.25%
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Shared on 24 Apr 25

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Shared on 17 Apr 25

Fair value Decreased 2.61%
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Shared on 09 Apr 25

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Shared on 02 Apr 25

Fair value Increased 7.24%
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Fair Value vs Share Price

US$7.4
vs US$4.2342.8% undervalued intrinsic discount
PastFuture-71m199m201920212023202520272028Revenue US$198.6mEarnings US$25.3m
9.2%
Revenue growth
12.7%
Profit margin

Recent News & Updates

No updates

Recent updates

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Stay ahead on CS Disco

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Company analysis

Excellent balance sheet and slightly overvalued.

Market capUS$284.3m
PB2.3x
Estimated Growth10.2%
Dividend YieldN/A
Full analysis

CEO & management

Eric Friedrichsen
CEO
1.9yrs
CEO Tenure

Provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally.