CS Disco, Inc. (LAW)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$5.73+10.83%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · LAW
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -75.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 11.3% |
Growth built into the price is above our model estimate.
The price assumes 87.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
LAW — earnings miss
Dated 2026-08-05
Results of Operations and Financial Condition On August 5, 2026, CS Disco, Inc. (the "Company") issued a press release announcing its financial results for the quarter ended June 30, 2026. A copy of the earnings release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, a…
Why it matters: DISCO set a Q3 software revenue range of $38.1 million to $39.1 million. A result below the low end would break its recent growth trend.
Worry ifQ3 software revenue is below $38.1 million, the low end of the August outlook.
Less concerning ifQ3 software revenue is at least $38.1 million and year-over-year growth remains positive.
Why it matters: DISCO still loses money, and its full-year goal is a loss of $5 million to $8 million. A larger Q3 loss would make that goal harder to meet.
Worry ifQ3 adjusted EBITDA loss is greater than $1.75 million, worse than the outlook's low end.
Less concerning ifQ3 adjusted EBITDA loss is $1.75 million or less, within the outlook range.
Why it matters: The new AI tool joins case facts with U.S. case law. Paid use would show that the launch is adding value beyond the core product.
Supportive ifDISCO reports that customers pay to use the new tool. It names the tool's revenue or customer count.
Worry ifDISCO reports no paid users or delays the tool in later quarterly updates.
Why it matters: DISCO's 2026 revenue outlook starts at $172 million. Falling below that level would show weaker growth than its current plan.
Worry ifFY2026 total revenue is below $172 million, the low end of the August outlook.
Less concerning ifFY2026 total revenue is at least $172 million and stays within or above the outlook range.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$190 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $739 loss on $10,000 · 7.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,902 loss on $10,000 · 69.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: These large customers grew 10% year over year in Q2. Continued growth would support DISCO's plan to deepen ties with its largest customers.
Supportive ifThe next update shows more than 354 customers with over $100,000 in past-year revenue, and year-over-year growth stays at 10% or higher.
Worry ifThe count falls below 354 or year-over-year growth drops below 10%.