CS Disco, Inc.

NYSE:LAW Voorraadrapport

Marktkapitalisatie: US$245.6m

CS Disco Inkomsten in het verleden

Verleden criteriumcontroles 0/6

De winst van CS Disco is gedaald met een gemiddeld jaarlijks percentage van -10.9%, terwijl de winst van de Software -industrie jaarlijks groeide met 22.4%. De inkomsten zijn groeide met een gemiddeld percentage van 9.4% per jaar.

Belangrijke informatie

-10.91%

Groei van de winst

4.82%

Groei van de winst per aandeel

Software Groei van de industrie17.33%
Inkomstengroei9.42%
Rendement op eigen vermogen-34.37%
Nettomarge-26.28%
Laatste winstupdate31 Mar 2026

Recente prestatie-updates uit het verleden

Recent updates

Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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
Analyseartikel 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
Analyseartikel Jul 17

We're Hopeful That CS Disco (NYSE:LAW) Will Use Its Cash Wisely

Just because a business does not make any money, does not mean that the stock will go down. For example, although...

Opbrengsten en kosten

Hoe CS Disco geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:LAW Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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

Kwaliteitswinsten: LAW is momenteel verliesgevend.

Groeiende winstmarge: LAW is momenteel verliesgevend.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: LAW is verliesgevend en de verliezen zijn de afgelopen 5 jaar toegenomen met een snelheid van 10.9% per jaar.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van LAW over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: LAW is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software industrie ( 11.2% ).


Rendement op eigen vermogen

Hoge ROE: LAW heeft een negatief Return on Equity ( -34.37% ), omdat het momenteel verliesgevend is.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/18 03:03
Aandelenkoers aan het einde van de dag2026/05/18 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

CS Disco, Inc. wordt gevolgd door 8 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David HynesCanaccord Genuity
Tyler RadkeCitigroup Inc
Brent ThillJefferies LLC