Update shared on 19 Dec 2025
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.
- Discount Rate: unchanged at 8.47 percent, indicating no change in perceived risk.
- Revenue Growth: unchanged at approximately 9.15 percent, suggesting no material change in long term top line expectations.
- Net Profit Margin: risen slightly from about 12.69 percent to 12.75 percent, pointing to a modest improvement in long term profitability assumptions.
- Future P/E: edged down slightly from about 25.87x to 25.74x, consistent with the unchanged discount rate and slightly higher margin outlook.
Have other thoughts on CS Disco?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.