All I know that I will only repeat one more time to not sound like a broken record is that if Duo was valued at $1.17 billion on October 8, 2017 reference here
https://techcrunch.com/2017/10/18/duo-securit...1-billion/
then a $2.35 billion valuation in less than a year not only means sales increased but also means the businesses in this industry are more valuable, much more, than they were a year ago. I can see an analyst stepping in here to upgrade us pronto.
My comments are only my opinion and are not to be used for investment advice. Please conduct your own due diligence before choosing to buy or sell any investment.