What Investors Got Wrong About CS Disco Before The Drop

If you had backed the bullish AI automation story at CS Disco on 1 January 2026, the actual ride has been rough. Holding CS Disco from the start of the year would have meant a 30.5% loss, including dividends. That outcome sits awkwardly beside forecasts that spoke of mid single digit annual revenue growth, a swing from heavy losses toward a 12.7% margin, and a 31.4x P/E by 2028. Which of those moving parts did the original thesis fail to account for? CS Disco is not the only name tied to this...