LegalZoom.com, Inc. (LZ)
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-11-05
$5.96-13.70%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-11-05
QuarterlyIQ Insights · LZ
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -56.1% |
| Our one-year growth estimate | diamond | 4.2% |
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 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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.
Growth built into the price is above our model estimate.
The price assumes 60.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 60 industry peers · Company calendar date is not available
LZ — earnings in line
Dated 2026-11-04
of this report, including Exhibit 99.1 , shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, unless LegalZoom specifically states that the information is to be considered “filed” under the Exchange Act or incorporates it by reference into a filing under the Securities Act of 1933, as amended, or the Exchange Act.
Why it matters: The company lowered its revenue outlook but kept a strong profit plan. Q3 results will test its cost controls after a 13% workforce cut.
Worry ifQ3 Adjusted EBITDA is below $49 million, the low end of the company’s range.
Less concerning ifQ3 Adjusted EBITDA is at least $51 million, above the high end of the company’s range.
Why it matters: The August outlook cut 2026 revenue after a shift in how customers find LegalZoom. Q3 revenue tests that pressure.
Worry ifQ3 revenue is below $192 million, the low end of the company’s August range.
Less concerning ifQ3 revenue is at least $196 million, above the high end of the August range.
Why it matters: Subscriptions grew 11% in Q2 and have grown at least 10% for five straight quarters. Continued growth would support this key business line.
Supportive ifQ3 subscription revenue grows at least 10% year over year.
Worry ifQ3 subscription revenue growth falls below 10% year over year.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$219 on $10,000 · ±2.2% | How much price usually moves either way. |
| Bad day | $607 loss on $10,000 · 6.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,032 loss on $10,000 · 50.3% | 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.