CS Disco（LAW）株式概要
CS Disco, Inc.は、リーガル・ホールド、リーガル・リクエスト、エーディスカバリー、法的文書レビュー、ケース・マネジメントのためのクラウドネイティブで人工知能を搭載したリーガル製品を米国内外で提供しています。 詳細
LAW Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$7.1
FV
48.6% 割安 内在価値ディスカウント80
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CS Disco, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$3.65 |
| 52週高値 | US$9.11 |
| 52週安値 | US$2.45 |
| ベータ | 1.91 |
| 1ヶ月の変化 | -2.41% |
| 3ヶ月変化 | -17.79% |
| 1年変化 | -14.52% |
| 3年間の変化 | -54.66% |
| 5年間の変化 | n/a |
| IPOからの変化 | -91.10% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).
ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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分析記事 • 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 AlphaSeeking 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株主還元
| LAW | US Software | US 市場 | |
|---|---|---|---|
| 7D | -5.9% | -8.5% | -4.1% |
| 1Y | -14.5% | -14.0% | 20.6% |
業界別リターン: LAW過去 1 年間で-14 % の収益を上げたUS Software業界を下回りました。
リターン対市場: LAWは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| LAW volatility | |
|---|---|
| LAW Average Weekly Movement | 12.4% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LAWの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: LAWの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 577 | Eric Friedrichsen | www.csdisco.com |
CS Disco, Inc.は、リーガル・ホールド、リーガル・リクエスト、Ediscovery、法的文書レビュー、ケース・マネジメントのためのクラウドネイティブで人工知能を搭載したリーガル製品を米国内外で提供している。同社は、保全要件への準拠、データの保全、カストディアンへの通知、監査証跡によるホールドの追跡、データ収集などの手作業を自動化するDISCO Hold、送達要求、召喚状、法執行機関の要請などの法的要請に対する応答コンプライアンスを自動化するDISCO Request、および法的案件で問題となる企業データの収集、処理、エンリッチ化、検索、レビュー、分析、作成、利用に関連する手作業から法務部門を解放し、Ediscoveryプロセスを自動化するDISCO Ediscoveryを提供しています。また、AIを活用して法的文書のレビューを行うDISCO Reviewや、証人の証言やその他の重要な法的データを検索、整理、レビューするための単一の場所を提供することで、法律専門家がチームを超えてコラボレーションできるようにするDISCO Case Builderも提供しています。ディスコの製品は、訴訟、調査、コンプライアンス、ディリジェンスなど、さまざまな法的問題に利用されている。企業、法律事務所、リーガル・サービス・プロバイダー、政府機関にサービスを提供している。CSディスコは2012年に設立され、テキサス州オースティンに本社を置いている。
CS Disco, Inc. 基礎のまとめ
| LAW 基礎統計学 | |
|---|---|
| 時価総額 | US$234.09m |
| 収益（TTM） | -US$42.60m |
| 売上高(TTM) | US$162.08m |
1.4x
P/Sレシオ-5.5x
PER（株価収益率LAW は割高か？
公正価値と評価分析を参照収益と収入
| LAW 損益計算書（TTM） | |
|---|---|
| 収益 | US$162.08m |
| 売上原価 | US$40.72m |
| 売上総利益 | US$121.36m |
| その他の費用 | US$163.95m |
| 収益 | -US$42.60m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.66 |
| グロス・マージン | 74.88% |
| 純利益率 | -26.28% |
| 有利子負債／自己資本比率 | 0% |
LAW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/10 11:55 |
| 終値 | 2026/06/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
CS Disco, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| David Hynes | Canaccord Genuity |
| Tyler Radke | Citigroup Inc |
| Brent Thill | Jefferies LLC |