LZLegalZoom.com, Inc.
The Read
2% on a strategic partnership with GoDaddy in June, rallied 53%.
The schedule
- Thu15Oct
Management presentation focusing on recurring revenue expansion and long-term ARPU targets.
- Fri5Feb
Q3 results will indicate whether top-line growth can accelerate past the recent 12.9% YoY rate.
- Wed5May
Quarterly earnings evaluating the seasonal peak in new business formations and platform retention.
- Sat8May
Full-year results and initial FY2027 guidance framing the growth trajectory for LegalZoom's ecosystem.
Past
- Tue1Sep
Assessment of macroeconomic data reflecting SMB formation trends amid new tariff and regulatory initiatives.
- Thu6Aug
Actual outcome: Bear · $5.43 at outcome
Although LegalZoom posted a slight Q2 EPS beat and in-line revenue of $205.3 million, the company drastically cut its full-year revenue outlook and guided Q3 below Wall Street estimates. The stock plummeted as investors reacted to the slashed guidance, a 13% workforce reduction, and underlying headwinds including subscriber churn and negative impacts from Google search traffic changes, prompting multiple analyst downgrades.
Quarterly earnings release evaluating the momentum of SMB formations and early GoDaddy integration metrics.
- Tue30Jun
Actual outcome: Bull · $7.81 at outcome
LegalZoom successfully defended its market share and ARPU against aggressive competitor AI rollouts, demonstrating stronger-than-expected customer retention and pricing power. The stock rallied well past the bull target as anticipated pricing pressures failed to materialize into significant headwinds, proving the resilience of the company's core SMB service offerings and alleviating market fears.
By late June, major legal-tech and SMB platforms are expected to roll out more aggressive AI-powered document services and pricing initiatives, testing LegalZoom's ability to defend ARPU and share from a base near $5.1.
- Wed6May
Actual outcome: Bear · $5.91 at outcome
Despite LegalZoom reporting Q1 revenue of $206.8 million that beat expectations and raising its full-year revenue outlook, the stock fell 5.9% following the print. The decline was driven by persistent margin weakness and flat subscription units, with analysts noting that top-line growth was aided by one-off items rather than core operational strength.
LegalZoom reports Q1 2026 results and updates its near-term outlook from a starting point of $6.3, following a weak Q4 2025 print that pressured margins and sentiment.
- Fri10Apr
Actual outcome: Bull · $6.24 at outcome
The stock rallied 11.2% following the announcement of a strategic partnership with GoDaddy, which made LegalZoom the sole legal services provider within GoDaddy's ecosystem. This collaboration opened up a pool of over 20 million potential clients for LegalZoom, driving strong bullish sentiment and pushing the stock toward its bull target.
President Trump is expected to outline SMB-focused regulatory reforms that could reduce friction in business formation and compliance, directly affecting LegalZoom's addressable market and demand funnel from the current $5.99 level.
