LegalZoom Q4 revenue beats estimates

Reuters02-20
LegalZoom Q4 revenue beats estimates

Overview

  • Legal services platform's Q4 revenue rose 18% yr/yr, beating analyst expectations

  • Adjusted EBITDA for Q4 beat analyst expectations

  • Company announced $100 mln increase to share repurchase authorization

Outlook

  • LegalZoom expects Q1 2026 revenue between $200 mln and $203 mln

  • Company forecasts full-year 2026 revenue between $805 mln and $825 mln

  • LegalZoom anticipates full-year 2026 Adjusted EBITDA between $190 mln and $200 mln

Result Drivers

  • SUBSCRIPTION GROWTH - Subscription revenue rose 20% yr/yr, driven by focus on higher-value customers and human-in-the-loop services

  • FORMATION NATION ACQUISITION - Acquisition contributed to full-year revenue growth, reflecting emphasis on subscription initiatives

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$190.30 mln

$184.80 mln (8 Analysts)

Q4 EPS

$0.03

Q4 Adjusted Net Income

Miss

$31.10 mln

$33.47 mln (7 Analysts)

Q4 Adjusted EBITDA

Beat

$49.90 mln

$47.23 mln (8 Analysts)

Q4 Gross Margin

68%

Q4 Free Cash Flow

$28 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the online services peer group is "buy"

  • Wall Street's median 12-month price target for LegalZoom.com Inc is $11.63, about 66.8% above its February 18 closing price of $6.97

  • The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nGNX1vyGf8

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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