Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
LegalZoom.com, Inc. (LZ)
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-11-04
$5.96-13.70%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.83 → 0.80 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for LZ yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operations improves or holds steady near $195M annually | Cash flow is solid near $195 million annually. | Broken | Annualized cash from operations falls below $180 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
LZ is a growth and efficiency story, with robust earnings quality and stable management. The multi-year view is intact, though recent performance is neutral and confidence has eased from high to medium.
The valuation evidence is mixed: one measure points to LZ being cheap versus peers, while another shows an 84% premium to peers. The expectations gap is negative, suggesting expectations are demanding; the snapshot labels the current pricing as justified and reports low fragility.
Near term, revenue growth and margin improvement have supported the business: subscription revenue rose 11% year over year in 2026-Q2, and adjusted EBITDA margin reached 22%. However, guidance was lowered as of August 2026, and recent earnings include a miss; sector headwinds and high risk temper the outlook.
A key favorable signal would be guidance rising next quarter after the recent reduction. The sector backdrop also matters: continued strong results from UBER, ADP, and PAYC could support LZ, while misses or lower guidance could weaken that support.
Over the next 1 to 3 years, the thesis rests on continued subscription growth and cost discipline, alongside a recovery in guidance and a less challenging sector backdrop. Execution is promising, but valuation and recent guidance make the evidence mixed. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in LegalZoom.com, Inc.'s published investment case. The stated target is Operating income >= $5 million quarterly. |
| Intact |
| Operating income remains below $5 million per quarter over next 4 quarters |
Operating income: $13.544M FY2026-Q3; GAAP. Published target: Operating income >= $5 million quarterly. Target period is not explicitly aligned with this observation. Nov 4, 202613,544,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth at or above 8% annually | A primary condition in LegalZoom.com, Inc.'s published investment case. The stated target is >=8% YoY. | Broken | YoY revenue growth falls below 8% in FY26 | Revenue growth: 2.62% FY2026-Q3; GAAP. Published target: >=8% YoY. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20262.623082 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.84 → $0.80 · observed estimates
$0.88B → $0.84B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-07-25 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-07-26 | $0.82 | $876,360,640 | 8 / 9 |
| 2026-07-27 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-07-28 | $0.82 | $876,360,640 | 8 / 9 |
| 2026-07-29 | $0.82 | $876,360,640 | 8 / 9 |
| 2026-07-30 | $0.82 | $876,360,640 | 8 / 9 |
| 2026-07-31 | $0.82 | $876,360,640 | 8 / 9 |
| 2026-08-01 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-08-02 | $0.81 | $876,129,120 | 7 / 8 |
| 2026-08-03 | $0.81 | $876,129,120 | 7 / 8 |
| 2026-08-04 | $0.81 | $876,129,120 | 7 / 8 |
| 2026-08-05 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-08-06 | $0.84 | $876,360,639 | 6 / 7 |
| 2026-08-07 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-08 | $0.80 | $850,368,710 | 7 / 7 |
| 2026-08-09 | $0.80 | $850,368,710 | 7 / 7 |
| 2026-08-10 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-12 | $0.81 | $843,948,620 | 7 / 8 |
| 2026-08-13 | $0.81 | $843,948,620 | 7 / 8 |
| 2026-08-14 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-15 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-16 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-17 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-18 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-19 | $0.84 | $848,985,211 | 5 / 6 |
| 2026-08-20 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-21 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-22 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-23 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-24 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-25 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-26 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-27 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-28 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-29 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-30 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-08-31 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-01 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-02 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-03 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-04 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-05 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-06 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-07 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-08 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-09 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-10 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-11 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-12 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-13 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-14 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-15 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-16 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-17 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-18 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-19 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-20 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-21 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-22 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-23 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-24 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-25 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-26 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-27 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-28 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-29 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-09-30 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-01 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-02 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-03 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-04 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-05 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-06 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-07 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-08 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-09 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-10 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-11 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-12 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-13 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-14 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-15 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-16 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-17 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-18 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-19 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-20 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-21 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-22 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-23 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-24 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-25 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-26 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-27 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-28 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-29 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-30 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-10-31 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-11-01 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-11-02 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-11-03 | $0.83 | $836,531,762 | 6 / 6 |
| 2026-11-04 | $0.80 | $836,531,762 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 6 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.