NASDAQConsumer DiscretionarySoftware - ApplicationSnapshot 2026-07-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 35% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 77% in its worst 12-month stretch.
View RiskDuolingo's growth depends on expanding its user base to 100 million daily active users by 2028. Recent financial performance is strong, but management is behind on commitments. It trades at 36× P/E versus a peer median of 16×. This suggests the price reflects less growth than expected. If Duolingo cuts guidance, it could face a significant drop. Peer multiples imply a price about 6% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. DUOL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering DUOL (as of Jul 2026).
Based on 5 Wall Street analysts offering 12-month price targets for DUOL in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Education Services — fair value, gap to price, and forward P/E.
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Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $134.81
The last 12 months of price, then the range of analyst 12-month targets from today’s $134.81.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand user base to 100 million DAUs by 2028
Increased price target reflects confidence in user growth.
Threatens: Expand user base to 100 million DAUs by 2028
Questions about DAU growth impact user base expansion objective.
Threatens: Expand user base to 100 million DAUs by 2028
DAU momentum stalling impacts user base growth objective.
Threatens: Expand user base to 100 million DAUs by 2028
DAU momentum stalling impacts user base growth objective.
Threatens: Expand user base to 100 million DAUs by 2028
DAU momentum stalling impacts user base growth objective.
Advances: Invest in AI tools for content creation
Easing paywalls and AI features enhance user engagement.
