UBS raises LegalZoom.com stock price target to $12 on subscription growth

Published 11/08/2025, 15:42
UBS raises LegalZoom.com stock price target to $12 on subscription growth

Investing.com - UBS raised its price target on LegalZoom.com Inc (NASDAQ:LZ) to $12.00 from $10.00 while maintaining a Neutral rating, citing accelerating subscription growth. The stock, currently trading at $11.17, has shown remarkable momentum with a 25% surge in the past week alone, according to InvestingPro data.

The firm noted that LegalZoom’s subscription unit growth has accelerated to 22% in the second quarter of 2025, up from 20% in the first quarter and 14% in the fourth quarter of 2024. This progress aligns with the company’s strategic goal of scaling its subscription funnel, particularly in conjunction with Formation Nation.

Formation Nation contributed over $12 million in revenue during the quarter, compared to approximately $8.6 million in the two months following its acquisition in the previous quarter. Transaction (JO:NTUJ) units decreased by 5% year-over-year, primarily due to a decline in Beneficial Ownership Information report filings, partially offset by Formation Nation.

UBS modestly raised its transaction and subscription revenue estimates and recalibrated its operating expense assumptions. This resulted in a slight increase to its third-quarter 2025 Adjusted EBITDA estimate, while the full-year 2025 forecast remains unchanged.

Despite the price target increase, UBS maintained its Neutral rating on LegalZoom stock as it awaits further evidence of durable revenue growth driven by subscription units and potential improvements in business formation.

In other recent news, LegalZoom.com Inc reported its second-quarter earnings for 2025, meeting earnings per share expectations with an EPS of 0.15 USD. The company’s revenue reached 192.5 million USD, surpassing the forecasted 182.72 million USD by 5.35%. Despite this revenue outperformance, the stock experienced a decline in aftermarket trading. Additionally, BofA Securities upgraded LegalZoom’s stock rating from Underperform to Buy, citing significant progress in the company’s strategic shift toward subscription-based services. The firm also noted LegalZoom’s addition of strategic artificial intelligence collaborations to its business model. These developments indicate a positive shift in the company’s strategy and business operations.

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