Duolingo, Inc. (DUOL) has recently experienced a notable uptick in its stock price. Over the past month, Duolingo's stock has surged 14.5%, a significant gain when contrasted with the broader industry, which has seen a decline of 3.7% over the same period. While the one-month performance paints a positive picture, it's crucial to look at the year-to-date metrics for a fuller understanding. DUOL's stock has dropped 10.5% so far this year, suggesting that the recent upward movement is part of a broader recove ...

The online learning company delivered outstanding customer and revenue growth in its latest quarter. Shares of online education giant Duolingo (DUOL 0.41%) delivered incredible gains to investors over the past year. Last August, the stock was at a 52-week low of $121.89. Since then, shares hit a 52-week high of $251.30 in May but have dropped along with the broader stock market's recent sell-off. Now, the share price is climbing once more thanks to a stellar second-quarter earnings report. The firm's Q2 rev ...

These companies aren't slowing down. The stock market has kept investors on a wild ride in recent years. While the healthy bull period that major indices have enjoyed has propelled shares of many top companies upwards, volatility in the markets continues. The later summer months have historically been a period of slower growth, but investors have dealt with renewed turbulence recently as concerns about inflation persist. Although additional ups and downs may be ahead, investors who maintain a long-term hori ...

Duolingo, Inc. (DUOL) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock pri ...

PITTSBURGH, Aug. 15, 2024 (GLOBE NEWSWIRE) -- Duolingo, the world's leading mobile learning platform, today announced a partnership with Sony Music that brings popular songs to its Music course. This new feature is designed to make learning music more fun and engaging by incorporating well-known songs into the curriculum. More than 60 recordings from Sony Music artists, like Dove Cameron, Hozier, Meghan Trainor, Whitney Houston, and more, are now available so learners can study the foundations of music and ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Duolingo, Inc. (DUOL) . Duolingo currently has an average brokerage recommendation (ABR) of 1. ...

Alistair Berg Duolingo (NASDAQ:DUOL) is the global leader in language learning. I ignored this company after its IPO in 2021 and rediscovered it earlier this year after I decided to learn Spanish. A positive experience as a Duolingo student led me to research the company as an investment. I view Duolingo as a strong growth stock pick at ~190/share - which is ~31x trailing free cash flow (FCF) - and I continue to build a position myself. Below, I make my case for investing in Duolingo stock by considering th ...

海外行业报告 | 行业动态研究 营收超预期，DAU 与 MAU 迅速增长 事件： Duolingo 2024Q2 公司实现收入 1.78 亿美元，同比+41%，略高于彭 博一致预期（1.77 亿美元）；毛利润为 1.31 亿美元，略高于彭博一 致预期（1.30 亿美元）；毛利率为 73.45%，略高于彭博一致预期 （73.35%）。调整后 EBITDA 0.48 亿美元，同比+130%，超越彭博一 致预期（0.39 亿美元）。调后 EBITDA 利润率为 27.0%，超越彭博一 致预期（21.65%）；Non-GAAP EPS 0.51 美元，大超彭博一致预期（0.35 美元）。 DAU、MAU 增长迅速，DAU 与 MAU 比例创历史新高：二季度， Duolingo 付费订阅人数达 800 万，同比+52%，超越彭博一致预期 （773 万）；DAU 达 3410 万，同比+59%，超越彭博一致预期（3292 万）；MAU 达 1.04 亿，同比+40%，超越彭博一致预期（9801 万）； DAU 与 MAU 比例为 33%，达到历史新高。 Duolingo Max：作为最高定价服务层级，Max 已在 27 ...

Investment Rating and Target Price - The report initiates coverage on Duolingo with an "Overweight" rating and a target price of $200.27, based on a 30x 2025E PE multiple [2][5][7] - The target price implies a 6.9% upside from the closing price of $187.38 as of August 9, 2024 [8] Core Investment Thesis - Duolingo is a global leader in gamified mobile learning with over 500 million cumulative users and nearly 100 million MAUs as of Q1 2024 [2][10] - The company has successfully combined gaming elements with language learning, achieving high user retention rates comparable to top casual games [3][35] - Duolingo's subscription-based model provides more stable revenue streams compared to traditional casual games that rely heavily on advertising [4][42] Growth Drivers - Emerging markets present significant growth opportunities, with current penetration rates below 0.4% in countries like China and India [39] - The family plan offering has shown strong traction, with subscription share increasing from 18% to 20% between late 2023 and Q2 2024 [19] - New product launches, including Duolingo Math and Duolingo Music, are expanding the company's addressable market [15] Financial Performance and Projections - Revenue is expected to grow from $739.9 million in 2024E to $1.15 billion in 2026E, representing a 3-year CAGR of 25.1% [6][47] - Non-GAAP net income is projected to increase from $213.2 million in 2024E to $385.2 million in 2026E [5][49] - The company achieved positive GAAP net income for the first time in 2023, with profitability expected to improve further due to scale effects [22][23] Competitive Advantages - Duolingo's gamification strategy has resulted in user retention rates approaching those of top casual games, significantly higher than traditional education platforms [35][36] - The company's AI-powered personalization engine, Birdbrain, and integration of GPT-4 features in Duolingo Max enhance user experience and engagement [41] - Duolingo benefits from low customer acquisition costs (CPI < $0.5) compared to the casual gaming industry average of $1.79 [45] Valuation and Peer Comparison - The 30x 2025E PE multiple reflects Duolingo's higher growth potential compared to peers in both education and gaming sectors [51] - Comparable companies in education (e.g., Coursera, New Oriental) and gaming (e.g., EA, Nintendo) trade at an average 25E PE of 20.39x [51][53] - The valuation considers Duolingo's unique position at the intersection of education and gaming, with significant room for monetization improvement [5][51]

司 跟踪报 ＃assAuthor＃ 外 研 公 告 海 究 | --- | --- | --- | |-------------------------------|--------------------------------|-------| | ＃市场 ma 数 rk 据 etData ＃ | | ＃ | | 日期 | 2024.08.09 | | | 收盘价（美元） 总股本（亿股） | 187.38 0.44 | | | 总市值（亿美元） | 82 | | | 净资产（亿美元） | 7.67 | | | 总资产（亿美元） | 11.39 | | | 每股净资产(美元 ) | 17.63 | | | 数据来源： Wind | ，兴业证券经济与金融研究院整理 | | ＃相关rel报ate告dReport＃ 《增长潜力仍然很大》20240511 《业绩持续高速增长，盈利能力 提升》20240304 《保持高速成长，拓展学习赛 道》20231110 《 展 现 优 美 的 增 长 曲 线 》 20230814 MAU 首次破亿，付费用户增长空间巨大：公司的 MAU 在 2024Q2 首次破 亿，达到 1.0 ...