LAW
CS Disco, Inc. NYSE Listed Jul 21, 2021$3.68
+7.29%
vs $3.43
Mkt Cap $227.1M
52w Low $2.76
15.0% of range
52w High $8.91
50d MA $3.91
200d MA $5.40
P/E (TTM)
—
EV/EBITDA
—
P/B
1.8x
Debt/Equity
0.0x
ROE
-34.6%
P/FCF
-12.6x
RSI (14)
46.60
ATR (14)
$0.21
Beta
1.99
50d MA
$3.91
200d MA
$5.40
Avg Volume
338.5K
CS Disco, Inc., a legal technology company, provides cloud-native and artificial intelligence-powered legal solutions for ediscovery, legal document review, and case management for enterprises, law firms, legal services providers, and governments. The company offers DISCO Ediscovery, a solution that automates ediscovery process and saves legal departments from manual tasks associated with collecting, processing, enriching, searching, reviewing, analyzing, producing, and using enterprise data that is at issue in legal matters. It also provides DISCO Review, an AI-powered document review solution, which consistently delivers legal document reviews; and DISCO Case Builder, a solution that allows legal professionals to collaborate with teams to build a compelling case by offering a single place to search, organize, and review witness testimony and other legal data. The company's tools are used in various legal matters comprising litigation, investigation, compliance, and diligence. CS Disco, Inc. was founded in 2012 and is headquartered in Austin, Texas.
3700 North Capital of Texas Highway · Austin, TX 78746 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2026 | BMO | -0.05 | -0.04 | +20.0% | 2.76 | +0.4% | +8.0% | +9.1% | +8.3% | +11.6% | +6.6% | — |
| Nov 5, 2025 | BMO | -0.06 | -0.01 | +83.3% | 6.22 | +16.2% | +9.6% | -3.4% | +2.4% | +5.0% | +0.7% | — |
| Aug 6, 2025 | BMO | -0.07 | -0.04 | +42.9% | 4.13 | +0.7% | +6.3% | +2.5% | +0.0% | +6.7% | +2.5% | — |
| May 7, 2025 | BMO | -0.11 | -0.08 | +27.3% | 3.63 | +5.2% | +9.9% | +0.0% | +0.5% | +1.0% | +0.7% | — |
| Feb 20, 2025 | BMO | -0.11 | -0.07 | +36.4% | 5.00 | +8.0% | +5.0% | -1.9% | -1.6% | -1.0% | -2.0% | — |
| Nov 6, 2024 | BMO | -0.09 | -0.06 | +33.3% | 6.37 | -4.7% | -5.3% | -1.7% | +0.7% | -3.2% | +0.9% | — |
| Aug 8, 2024 | BMO | -0.09 | -0.07 | +22.2% | 5.39 | -0.2% | -2.4% | -2.5% | +5.3% | -1.5% | +0.0% | — |
| May 9, 2024 | BMO | -0.12 | -0.08 | +33.3% | 8.07 | -14.9% | -15.7% | -0.6% | +1.5% | +2.8% | -1.1% | — |
| Feb 22, 2024 | BMO | -0.10 | -0.01 | +90.0% | 7.32 | -8.6% | -4.2% | +0.6% | -2.8% | -4.4% | +1.7% | — |
| Nov 9, 2023 | BMO | -0.12 | -0.06 | +50.0% | 5.84 | -9.2% | +1.5% | -12.5% | +9.1% | +4.2% | -3.4% | — |
| Aug 9, 2023 | BMO | -0.20 | -0.11 | +45.0% | 8.54 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% | — |
| May 10, 2023 | BMO | -0.26 | -0.20 | +23.1% | 6.02 | -2.2% | -4.2% | -1.7% | +6.2% | -2.8% | +5.3% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Feb 26 | Canaccord Genuity | Maintains | Buy → Buy | — | $2.76 | $2.77 | +0.4% | +8.0% | +9.1% | +8.3% | +11.6% | +6.6% |
| Jan 5 | Jefferies | Maintains | Hold → Hold | — | $7.30 | $7.32 | +0.3% | +2.1% | +1.5% | -0.5% | -1.3% | -0.5% |
| Nov 6 | Needham | Maintains | Buy → Buy | — | $6.22 | $7.23 | +16.2% | +9.6% | -3.4% | +2.4% | +5.0% | +0.7% |
| May 8 | Needham | Maintains | Buy → Buy | — | $3.63 | $3.82 | +5.2% | +9.9% | +0.0% | +0.5% | +1.0% | +0.7% |
| Feb 21 | Needham | Maintains | Buy → Buy | — | $5.00 | $5.40 | +8.0% | +5.0% | -1.9% | -1.6% | -1.0% | -2.0% |
| Jan 6 | Jefferies | Maintains | Hold → Hold | — | $4.95 | $4.95 | +0.0% | -1.0% | +5.3% | -4.8% | +0.2% | -0.2% |
| Dec 9 | Needham | Maintains | Buy → Buy | — | $6.01 | $6.01 | +0.0% | +8.7% | -2.3% | -0.8% | -3.8% | -3.4% |
| Nov 7 | Needham | Maintains | Buy → Buy | — | $6.37 | $6.07 | -4.7% | -5.3% | -1.7% | +0.7% | -3.2% | +0.9% |
| Oct 29 | Jefferies | Maintains | Hold → Hold | — | $5.93 | $5.93 | +0.0% | +1.9% | -1.5% | -1.2% | +2.0% | -0.8% |
| Aug 9 | Needham | Maintains | Buy → Buy | — | $5.39 | $5.38 | -0.2% | -2.4% | -2.5% | +5.3% | -1.5% | +0.0% |
| Jul 2 | JP Morgan | Downgrade | Neutral → Underweight | — | $5.84 | $5.27 | -9.8% | -4.3% | -2.1% | -1.6% | +0.6% | -3.5% |
| May 10 | Needham | Maintains | Buy → Buy | — | $8.07 | $6.87 | -14.9% | -15.7% | -0.6% | +1.5% | +2.8% | -1.1% |
| Apr 10 | Needham | Maintains | Buy → Buy | — | $8.56 | $8.24 | -3.7% | -7.2% | +0.9% | -1.2% | -2.3% | -0.3% |
| Mar 15 | Needham | Maintains | Buy → Buy | — | $6.89 | $7.16 | +3.9% | +8.7% | +4.0% | +4.0% | +0.5% | -0.2% |
| Feb 23 | Needham | Maintains | Buy → Buy | — | $7.32 | $6.69 | -8.6% | -4.2% | +0.6% | -2.8% | -4.4% | +1.7% |
| Feb 23 | Piper Sandler | Maintains | Neutral → Neutral | — | $7.32 | $6.69 | -8.6% | -4.2% | +0.6% | -2.8% | -4.4% | +1.7% |
| Jan 4 | Needham | Maintains | Buy → Buy | — | $7.17 | $7.20 | +0.4% | +1.4% | +1.7% | +6.5% | +1.9% | +2.7% |
| Nov 10 | Piper Sandler | Maintains | Neutral → Neutral | — | $5.84 | $5.30 | -9.2% | +1.5% | -12.5% | +9.1% | +4.2% | -3.4% |
| Sep 14 | MoffettNathanson | Downgrade | Outperform → Market Perform | — | $7.75 | $7.23 | -6.7% | -9.3% | -9.2% | +4.1% | -1.5% | +11.8% |
| Sep 12 | Needham | Maintains | Buy → Buy | — | $9.48 | $7.01 | -26.1% | -19.1% | +1.0% | -9.3% | -9.2% | +4.1% |
| Aug 11 | Citigroup | Maintains | Neutral → Neutral | — | $10.64 | $10.70 | +0.6% | -5.3% | -2.5% | -1.3% | -1.5% | -3.1% |
| Aug 10 | Needham | Maintains | Buy → Buy | — | $8.54 | $9.14 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% |
| Aug 10 | JP Morgan | Maintains | Overweight → Overweight | — | $8.54 | $9.14 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% |
| Aug 10 | Canaccord Genuity | Maintains | Buy → Buy | — | $8.54 | $9.14 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% |
| Aug 10 | Piper Sandler | Maintains | Neutral → Neutral | — | $8.54 | $9.14 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% |
| Aug 10 | Stifel | Maintains | Buy → Buy | — | $8.54 | $9.14 | +7.0% | +24.6% | -5.3% | -2.5% | -1.3% | -1.5% |
| May 11 | Piper Sandler | Maintains | Neutral → Neutral | — | $6.02 | $5.89 | -2.2% | -4.2% | -1.7% | +6.2% | -2.8% | +5.3% |
| May 11 | Canaccord Genuity | Maintains | Buy → Buy | — | $6.02 | $5.89 | -2.2% | -4.2% | -1.7% | +6.2% | -2.8% | +5.3% |
| May 11 | Stifel | Maintains | Buy → Buy | — | $6.02 | $5.89 | -2.2% | -4.2% | -1.7% | +6.2% | -2.8% | +5.3% |
| Feb 27 | Piper Sandler | Downgrade | Overweight → Neutral | — | $6.59 | $6.58 | -0.2% | -1.7% | +8.0% | -6.9% | -0.2% | +5.4% |
| Feb 24 | TD Cowen | Maintains | Market Perform → Market Perform | — | $9.37 | $7.86 | -16.1% | -29.7% | -1.7% | +8.0% | -6.9% | -0.2% |
| Feb 24 | Needham | Maintains | Buy → Buy | — | $9.37 | $7.86 | -16.1% | -29.7% | -1.7% | +8.0% | -6.9% | -0.2% |
| Jan 12 | Citigroup | Downgrade | Buy → Neutral | — | $6.49 | $6.20 | -4.5% | -1.5% | -2.7% | +5.5% | -1.2% | -2.3% |
| Jan 4 | BofA Securities | Downgrade | Neutral → Underperform | — | $6.05 | $6.18 | +2.1% | +2.3% | -5.8% | +1.9% | +3.5% | +2.4% |
| Jan 4 | Canaccord Genuity | Upgrade | Hold → Buy | — | $6.05 | $6.18 | +2.1% | +2.3% | -5.8% | +1.9% | +3.5% | +2.4% |
| Nov 11 | Needham | Maintains | Buy → Buy | — | $9.48 | $10.33 | +9.0% | +9.2% | -11.2% | +9.9% | -8.3% | -6.9% |
| Nov 11 | Piper Sandler | Maintains | Overweight → Overweight | — | $9.48 | $10.33 | +9.0% | +9.2% | -11.2% | +9.9% | -8.3% | -6.9% |
| Nov 1 | Citigroup | Maintains | Buy → Buy | — | $10.72 | $10.64 | -0.7% | -3.0% | -9.3% | -3.3% | -2.0% | -0.1% |
| Oct 31 | Jefferies | Maintains | Hold → Hold | — | $10.94 | $10.62 | -2.9% | -2.0% | -3.0% | -9.3% | -3.3% | -2.0% |
| Oct 6 | Piper Sandler | Maintains | Overweight → Overweight | — | $10.76 | $10.56 | -1.9% | +3.2% | -9.5% | -5.8% | +1.5% | +0.5% |
| Sep 27 | Loop Capital | Downgrade | Buy → Hold | — | $9.50 | $9.43 | -0.7% | +8.2% | +5.2% | -0.5% | -7.1% | +2.1% |
| Aug 12 | Piper Sandler | Maintains | Overweight → Overweight | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| Aug 12 | TD Cowen | Downgrade | Outperform → Market Perform | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| Aug 12 | BofA Securities | Downgrade | Buy → Neutral | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| Aug 12 | Stifel | Maintains | Buy → Buy | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| Aug 12 | Canaccord Genuity | Downgrade | Buy → Hold | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| Aug 12 | Jefferies | Downgrade | Buy → Hold | — | $28.96 | $16.50 | -43.0% | -53.6% | +8.6% | -0.7% | -4.0% | +1.6% |
| May 23 | Jefferies | Maintains | Buy → Buy | — | $24.07 | $24.25 | +0.7% | +3.0% | -4.8% | +5.8% | +1.4% | +5.8% |
| May 13 | Piper Sandler | Maintains | Overweight → Overweight | — | $22.32 | $23.91 | +7.1% | +17.3% | -5.6% | +0.9% | -7.7% | -3.3% |
| May 13 | Needham | Maintains | Buy → Buy | — | $22.32 | $23.91 | +7.1% | +17.3% | -5.6% | +0.9% | -7.7% | -3.3% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 18, 2026 | Garcia SusanOff | GC & Chief Compliance Officer | Sell | 6,972 | $3.61 | $25K | 145,949 | +4.35% | -2.11% |
| May 18, 2026 | Herckis KarenOff | EVP, Chief HR Officer | Sell | 8,562 | $3.61 | $31K | 189,311 | +4.35% | -2.11% |
| May 18, 2026 | Antoon MelanieOff | EVP, Chief Customer Officer | Sell | 8,590 | $3.61 | $31K | 276,021 | +4.35% | -2.11% |
| May 18, 2026 | Crum Richard FrancisOff | EVP, Chief Prod & Tech Officer | Sell | 7,492 | $3.61 | $27K | 341,609 | +4.35% | -2.11% |
| May 8, 2026 | Friedrichsen EricDir/Off | Chief Executive Officer | Buy | 9,000 | $3.97 | $36K | 1,517,172 | +1.34% | -5.22% |
8-K
CS Disco, Inc. -- 8-K Filing
Jun 10
8-K · 2.02
!! High
CS Disco, Inc. -- 8-K 2.02: Earnings Results
CS Disco reported Q1 2026 financial results, with investors able to review detailed performance metrics and operational outcomes through their official press release announcement.
May 6
8-K · 5.02
!!! Very High
CS Disco, Inc. -- 8-K 5.02: Executive Change
CS Disco appointed Toby Williams as a Class II director, expanding its board with new leadership that may bring fresh perspectives to the legal technology company's strategic direction.
Apr 23
8-K · 5.02
!!! Very High
Upland Software, Inc. -- 8-K 5.02: Executive Change
Upland Software appoints Sean Nathaniel as Chief Executive Officer effective April 30, 2026, signaling a leadership transition that investors should monitor for strategic direction changes.
Feb 25
8-K
CS Disco, Inc. -- 8-K Filing
CS Disco reported strong Q4 2025 revenue of $41.2 million, up 11% year-over-year, demonstrating continued growth in its legal technology software business.
Feb 25
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Deer Management Co. Llc | 8,652,826 | $67M | — | Dec 2025 |
| 2 | Stephens Group, Llc | 7,796,632 | $30M | — | Mar 2026 |
| 3 | Lakewood Capital Management, Lp | 1,081,531 | $8M | Added | Dec 2025 |
| 4 | Morgan Stanley | 710,436 | $6M | Added | Dec 2025 |
| 5 | Vanguard Capital Management Llc | 1,066,620 | $4M | New | Mar 2026 |
| 6 | Formula Growth Ltd | 800,000 | $3M | Added | Mar 2026 |
| 7 | Vanguard Portfolio Management Llc | 754,353 | $3M | New | Mar 2026 |
| 8 | Aqr Capital Management Llc | 623,061 | $2M | Added | Mar 2026 |
| 9 | Essex Investment Management Co Llc | 539,314 | $2M | Added | Mar 2026 |
| 10 | Arrowstreet Capital, Limited Partnership | 476,752 | $2M | Added | Mar 2026 |
| 11 | Acadian Asset Management Llc | 476,091 | $2M | Added | Mar 2026 |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | 185,626 | $1M | Reduced | Dec 2025 |
| 13 | Nuveen, Llc | 325,287 | $1M | Added | Mar 2026 |
| 14 | Northern Trust Corp | 270,795 | $1M | Added | Mar 2026 |
| 15 | Russell Investments Group, Ltd. | 218,742 | $836K | Added | Mar 2026 |
| 16 | Moneta Group Investment Advisors Llc | 203,886 | $779K | — | Mar 2026 |
| 17 | Jane Street Group, Llc | 94,504 | $733K | Added | Dec 2025 |
| 18 | D.e. Shaw & Co | 189,069 | $722K | Reduced | Mar 2026 |
| 19 | Sei Investments Co | 185,435 | $708K | Added | Mar 2026 |
| 20 | Millennium Management | 176,064 | $673K | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$227.1M
Enterprise Value
$112.5M
P/E (TTM)
—
Forward P/E
—
PEG Ratio
0.48x
P/B
1.77x
P/S
1.40x
P/FCF
-12.63x
EV/EBITDA
—
Shares Out
61.7M
Financials (TTM)
Revenue
$162.1M
Net Income
-$42.6M
EBITDA
-$36.5M
Free Cash Flow
-$18.0M
Op Cash Flow
-$14.9M
EPS Basic
$-0.72
EPS Diluted
$-0.69
EPS Forward
$-0.14
Gross Margin
74.9%
Op Margin
-28.1%
Net Margin
-26.3%
Balance Sheet
Total Assets
$173.6M
Total Liab.
$45.5M
Total Equity
$128.1M
Cash
$114.6M
LT Debt
$0
Book Value/Sh
$2.08
Debt/Equity
0.00x
Current Ratio
3.78
Quick Ratio
3.78
Returns & Growth
ROE
-34.6%
ROA
-25.6%
ROIC
-36.1%
Rev Growth YoY
+8.3%
EPS Growth YoY
+22.6%
Price Returns
2W
+13.0%
1M
-7.9%
3M
+22.8%
6M
-44.3%
12M
+1.3%
Technicals
52W High
$8.91
52W Low
$2.76
50d MA
$3.91
200d MA
$5.40
RSI (14)
46.60
ATR (14)
$0.21
Beta
1.99
Avg Volume
339K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$9.00
High
$10.00
Low
$8.00
Median
$9.00
Data updated apr 25, 2026 6:32pm
· Source: financialmodelingprep.com