CS Disco, Inc. (LAW)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$4.24-2.97%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
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 | -81.3% |
| 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 2026-09-04.
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.
| 12.0% |
Growth built into the price is above our model estimate.
The price assumes 93.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 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: An increase shows DISCO can attract and keep valuable customers. This helps revenue growth.
Supportive ifCustomer count with revenue over $100,000 exceeds 354.
Worry ifCustomer count with revenue over $100,000 remains at or below 354.
Why it matters: An increase in large customers shows DISCO's market strength and demand for its services.
Supportive ifCustomer count was over 354.
Worry ifCustomer count was under 354.
Why it matters: An increase in large customers would indicate strong demand for DISCO's services.
Supportive ifLarge customers grow by more than 9% year over year.
Worry ifLarge customers grow by less than 9% year over year.
Why it matters: This revenue range shows if DISCO can keep growing its software sales. Strong results would confirm growth momentum.
Supportive ifQ3 software revenue was over $39.1 million.
Worry ifQ3 software revenue was under $38.1 million.
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 | ±$277 on $10,000 · ±2.8% | 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: Higher total revenue guidance would show strong demand and growth potential.
Supportive ifTotal revenue guidance raised above $178.75 million for 2026.
Worry ifTotal revenue guidance remains at or below $178.75 million for 2026.
Why it matters: If revenue growth falls below the median, it signals a slowdown in the sector.
Worry ifQ2 revenue growth reported below the sector median.
Less concerning ifQ2 revenue growth remains above the sector median.
Why it matters: Falling below this level means slower revenue growth. This raises worries about demand.
Worry ifTotal revenue reported below $43.75 million for Q3 2026.
Less concerning ifTotal revenue reported above $45.75 million for Q3 2026.
Why it matters: Slower growth in large customers may show problems with market demand or competition.
Worry ifCustomer count growth reported below 9% year over year.
Less concerning ifCustomer count growth reported at 10% or higher year over year.
Why it matters: Strong customer growth shows DISCO's market position. It also shows demand for its services.
Supportive ifCustomer count with revenue over $100,000 grows more than 10% year-over-year.
Worry ifCustomer count with revenue over $100,000 grows less than 9% year-over-year.
Why it matters: Meeting this target would show progress in making money and managing costs.
Supportive ifAdjusted EBITDA was $(2.5) million or more.
Worry ifAdjusted EBITDA was worse than $(4.5) million.