CS Disco, Inc.

Report azionario NYSE:LAW

Capitalizzazione di mercato: US$234.1m

CS Disco Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di CS Disco sono diminuiti a un tasso medio annuo di -10.9%, mentre il settore Software ha visto gli utili crescere a un tasso medio annuo di 24.9%. I ricavi sono cresciuti crescere a un tasso medio annuo di 9.4%.

Informazioni chiave

-10.91%

Tasso di crescita degli utili

4.82%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi9.42%
Rendimento del capitale proprio-34.37%
Margine netto-26.28%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 05

LAW: Expanding AI Partnerships And Workflows Will Support Future Upside

Analysts have maintained their $10.00 price target for CS Disco, citing only modest adjustments to inputs such as the discount rate, revenue growth assumptions, profit margin outlook, and future P/E, which offset one another in their updated models. What's in the News CS Disco issued earnings guidance for the second quarter of fiscal year 2026, projecting total revenue in a range of US$41.5 million to US$43.5 million.
Aggiornamento della narrazione May 21

LAW: Accelerating AI Adoption And Platform Expansion Will Support Future Upside

Analysts have trimmed their average price target on CS Disco to $6 from $9, citing a reset in expectations even as the latest quarter showed total revenue growth of 11% and software revenue growth of 14%, marking a third straight quarter of accelerating normalized growth. Analyst Commentary Bullish analysts described the latest quarter as solid, pointing to total revenue growth of 11% and software revenue growth of 14% as support for their constructive stance on CS Disco, even as the average price target reset to US$6.
Articolo di analisi May 08

US$6.67: That's What Analysts Think CS Disco, Inc. (NYSE:LAW) Is Worth After Its Latest Results

As you might know, CS Disco, Inc. ( NYSE:LAW ) just kicked off its latest first-quarter results with some very strong...
Aggiornamento della narrazione May 02

LAW: Accelerating AI Platform Adoption And Platform Expansion Will Support Future Upside

Analysts have reduced their average price target on CS Disco from $9 to $6, citing a reset in expectations. They still acknowledge recent 11% total revenue growth and 14% software revenue growth as positives in the latest quarter.
Aggiornamento della narrazione Apr 17

LAW: Accelerating AI Platform Adoption Will Support Future Upside Potential

Analysts cut their price target on CS Disco to $6 from $9, citing a reset in expectations, while also noting 11% total revenue growth and 14% software revenue growth in the latest quarter as support for the updated view. Analyst Commentary Bullish analysts view the reset in the price target to US$6 as more of a recalibration than a loss of confidence, pointing to the latest quarter as evidence that the story is still on track.
Aggiornamento della narrazione Apr 02

LAW: Accelerating Software Momentum And AI Platform Integration Will Support Future Upside

Analysts have trimmed their price target on CS Disco to $6 from $9, citing a reset of expectations, even as they point to a recent quarter where total revenue growth of 11% and software revenue growth of 14% aligned with three consecutive quarters of accelerating normalized growth. Analyst Commentary Recent commentary from bullish analysts frames the lower price target as a reset of expectations rather than a loss of confidence in CS Disco's business.
Aggiornamento della narrazione Mar 18

LAW: Accelerating Software Momentum And New Platform Integration Will Support Future Upside

Analysts have trimmed their average price target for CS Disco from $9 to $6, citing recent research. The latest quarter showed 11% total revenue growth with 14% software growth and a third straight quarter of accelerating normalized growth.
Aggiornamento della narrazione Mar 04

LAW: Accelerating Software Momentum And New Platform Offerings Will Support Future Upside

Narrative Update: CS Disco Analysts have reduced their price target on CS Disco from $9 to $6, citing a mix of higher projected revenue growth, slightly adjusted discount rate assumptions, and recent Street research highlighting an 11% total revenue outcome with 14% software revenue contribution in the latest reported quarter. Analyst Commentary Bullish analysts acknowledge the lower US$6 price target but continue to frame the latest quarter as constructive for the CS Disco story.
Aggiornamento della narrazione Feb 18

LAW: Agentic AI Rollout And New CFO Will Support Higher Future P/E

Analysts have modestly adjusted their price target on CS Disco, keeping fair value near $7.00 as they factor in slightly different assumptions around the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News DISCO announced what it describes as the industry's first scaled agentic AI tool for fact investigation and eDiscovery, adding a multi step reasoning engine to its Cecilia Q&A tool to handle very large data sets in complex legal matters (Key Developments).
Seeking Alpha Feb 05

CS Disco Makes Little Operating Progress As Competitive Pressures Persist

Summary CS Disco remains a Sell due to persistent operating losses and shareholder-unfriendly capital allocation. A recent revenue bump was driven by a one-time contingent case, not sustainable business momentum or structural improvement. LAW's forward EV/Sales of 1.6x reflects a significant discount to SaaS peers, justified by subpar growth and ongoing losses. Competitive pressures from AI-native and legacy vendors persist, while LAW struggles to achieve operating breakeven outside exceptional quarters. Read the full article on Seeking Alpha
Articolo di analisi Feb 05

CS Disco, Inc. (NYSE:LAW) Not Doing Enough For Some Investors As Its Shares Slump 31%

CS Disco, Inc. ( NYSE:LAW ) shareholders won't be pleased to see that the share price has had a very rough month...
Aggiornamento della narrazione Feb 04

LAW: New Finance Chief Appointment Will Support Higher Forward P/E Expectations

Analysts have lifted their fair value estimate for CS Disco from US$4.40 to US$7.00, citing updated assumptions around revenue growth, profit margins and a higher forward P/E multiple as key inputs behind the new price target. What's in the News The board has appointed Aaron Barfoot as CS Disco’s Chief Financial Officer, effective January 12, 2026, replacing current CFO Michael Lafair (Key Developments).
Aggiornamento della narrazione Jan 21

LAW: New Chief Financial Officer And 2025 Guidance Will Support Upside Potential

Analysts have nudged their price target on CS Disco higher to reflect modest shifts in their models, citing slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E as the drivers of the new valuation lens. What's in the News CS Disco appointed Aaron Barfoot as Chief Financial Officer, effective January 12, 2026, succeeding Michael Lafair after a previously announced transition period (Key Developments).
Articolo di analisi Jan 15

An Intrinsic Calculation For CS Disco, Inc. (NYSE:LAW) Suggests It's 36% Undervalued

Key Insights The projected fair value for CS Disco is US$10.57 based on 2 Stage Free Cash Flow to Equity CS Disco is...
Aggiornamento della narrazione Jan 06

LAW: New Leadership And Expanded Partnership Will Support Future Upside Potential

Analysts have increased their price target on CS Disco by roughly 11%, citing updated assumptions for fair value, revenue growth, profit margin, and future P/E as the key drivers behind the change. What's in the News The board appointed Aaron Barfoot as CS Disco's CFO, effective January 12, 2026, succeeding Michael Lafair, who will remain in his role through January 11, 2026 (company filing).
Aggiornamento della narrazione Dec 19

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.
Articolo di analisi Dec 12

CS Disco, Inc.'s (NYSE:LAW) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

CS Disco, Inc. ( NYSE:LAW ) shares have continued their recent momentum with a 26% gain in the last month alone...
Aggiornamento della narrazione Dec 05

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.
Aggiornamento della narrazione Nov 21

LAW: Expanded Partnerships And 2025 Guidance Will Drive Positive Momentum

Analysts have raised their price target for CS Disco from $6.68 to $7.40. They cite updated financial models and metrics as the basis for their revised outlook.
Aggiornamento della narrazione Nov 07

LAW: Revenue Expansion And New Partnerships Will Shape Performance Outlook

Analysts have raised their price target for CS Disco from $6.08 to $6.68. This change reflects improved expectations for revenue growth and future earnings, despite a modest increase in the discount rate and a slight decrease in profit margin estimates.
Articolo di analisi Sep 23

Companies Like CS Disco (NYSE:LAW) Are In A Position To Invest In Growth

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Articolo di analisi Aug 28

CS Disco, Inc. (NYSE:LAW) Held Back By Insufficient Growth Even After Shares Climb 26%

CS Disco, Inc. ( NYSE:LAW ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Articolo di analisi Jul 12

CS Disco, Inc.'s (NYSE:LAW) Revenues Are Not Doing Enough For Some Investors

CS Disco, Inc.'s ( NYSE:LAW ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...
Articolo di analisi May 09

We're Interested To See How CS Disco (NYSE:LAW) Uses Its Cash Hoard To Grow

We can readily understand why investors are attracted to unprofitable companies. For example, although...
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Nuova narrazione Mar 31

Enterprise Focus And AI Tools Will Create A Competitive Edge

Strategic focus on larger enterprise customers and enhanced go-to-market strategy expected to drive significant revenue growth and profitability.
Seeking Alpha Mar 07

CS Disco: Poor Growth And Profitability Limit Valuation Upside

Summary I maintain a hold rating on CS Disco due to poor revenue growth and continued unprofitability, limiting valuation upside. LAW's latest earnings report showed decelerating growth, with revenue up only 3.5% y/y and adj EBITDA at -$4.3 million, better than expected but still negative. The pivot to enterprise customers shows some traction, but overall growth remains sluggish, and customer acquisition is weak, raising concerns about long-term prospects. Valuation multiples have been derated to 1.1x forward revenue, reflecting market skepticism about growth acceleration and profitability improvements in the near term. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

CS Disco Q4 Earnings: Don't Rush To Buy Shares Yet

Summary CS Disco, a legal tech firm, continues to face close to stagnating revenues despite the new CEO's turnaround efforts. Q4 FY24 revenues of $37 million beat estimates, showing slight progress, but not enough for a positive outlook on shares. LAW's focus on large customers and AI-assistant Cecilia shows potential, but significant revenue contributions are not expected soon. Current valuation and conservative management projections suggest continued caution; I maintain a Sell recommendation given the lack of strong turnaround evidence. Read the full article on Seeking Alpha
Seeking Alpha Dec 11

CS Disco: Same Old Blues - Reiterate Sell

Summary CS Disco continues to struggle with stagnating revenues and a slight decrease in customer count, leading me to maintain a sell recommendation. Despite efforts to reorganize and focus on enterprise sales, Q3 revenues remained flat, and Q4 guidance shows no significant improvement. Encouraging signs like strong software revenues and the new AI assistant, Cecilia, are overshadowed by the lack of immediate impact on profitability. Read the full article on Seeking Alpha
Articolo di analisi Nov 09

The CS Disco, Inc. (NYSE:LAW) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Last week saw the newest quarterly earnings release from CS Disco, Inc. ( NYSE:LAW ), an important milestone in the...
Seeking Alpha Oct 02

CS Disco: Rating Downgrade On Near-Term Growth Concerns

Summary I am downgrading CS Disco stock from buy to hold due to concerns about near-term growth outlook and potential valuation multiple downgrades. Changes in go-to-market strategy and new leadership are causing slower revenue growth and impacting sales productivity. Despite positive long-term prospects and product innovation, near-term execution challenges and a weak balance sheet raise liquidity concerns. Read the full article on Seeking Alpha
Seeking Alpha Aug 13

CS Disco Q2 Earnings: Turnaround Takes Time

Summary CS Disco is a tech company in the legal services industry, offering cloud-based and AI-assisted solutions to streamline legal processes. Stagnation in revenues and other company-specific events have led to a downward spiral in share price. Q2 earnings show continued stagnation, customer base plateau, and negative EBITDA margin, making investment risky at current valuation. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come CS Disco guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:LAW Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26162-4310157
31 Dec 25157-4410057
30 Sep 25153-619955
30 Jun 25148-579855
31 Mar 25146-5710054
31 Dec 24145-5610152
30 Sep 24144-369348
30 Jun 24142-289348
31 Mar 24141-329647
31 Dec 23138-4210050
30 Sep 23135-5511256
30 Jun 23134-7411759
31 Mar 23134-7911962
31 Dec 22135-7111359
30 Sep 22136-6110854
30 Jun 22132-5010048
31 Mar 22128-338640
31 Dec 21114-247334
30 Sep 21100-186030
30 Jun 2188-124926
31 Mar 2174-154324
31 Dec 2068-234526
31 Dec 1949-303925

Guadagni di qualità: LAW al momento non è redditizia.

Margine di profitto in crescita: LAW al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: LAW non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 10.9% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di LAW nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: LAW non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 14.3% ).


Rendimento del capitale proprio

ROE elevato: LAW ha un Return on Equity negativo ( -34.37% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/10 09:36
Prezzo dell'azione a fine giornata2026/06/10 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

CS Disco, Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
David HynesCanaccord Genuity
Tyler RadkeCitigroup Inc
Brent ThillJefferies LLC