NASDAQCommunication ServicesInternet Content & InformationSnapshot 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 →
Communication Services 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.
Primary pillar broken — Sustain year-over-year revenue growth: -3.0% vs 11%.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthManagement screens strong on capital allocation, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 92% growth a year, above the roughly 10% analysts expect, leaving little room for error.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskTZOO's growth must continue to justify its current valuation. The latest quarter showed a revenue decline of 3% and an earnings miss of 240%. It trades at 17× P/E, slightly above the peer median of 15×. This suggests that the market expects modest growth, which may not be achieved. The primary risk is the recent earnings miss, with a 60% chance of missing again. Peer multiples imply a price about 6% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. TZOO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering TZOO (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 5 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 Interactive Media & Services — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Threatens: Continue year-over-year revenue growth
Challenges in revenue growth discussed during earnings call.
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.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Continue year-over-year revenue growth
Membership growth supports revenue growth objective.
Advances: Continue year-over-year revenue growth
Earnings surpassing estimates indicates strong revenue growth.
Threatens: Continue year-over-year revenue growth
Challenges to growth potential could hinder revenue objectives.
Threatens: Continue year-over-year revenue growth
Lack of competitiveness threatens revenue growth.
