Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment strategy emphasizes a combination of price action analysis and fundamental analysis, avoiding overhyped stocks while targeting undervalued stocks with recovery potential [1] - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, aiming to capitalize on growth stocks with solid fundamentals and strong buying momentum [1] Investment Strategy - The approach includes identifying stocks with strong growth potential and well-beaten contrarian plays to consistently generate alpha [1] - The focus is on stocks that demonstrate robust price action and have significant upside recovery possibilities [1] - The group is designed for investors looking to capitalize on growth stocks and appealing turnaround plays [1]

Core Viewpoint - Bayer aims to achieve mid-single-digit percentage growth in its pharmaceuticals business by 2027 and increase operating margins to approximately 30% by 2030 [1] Group 1 - Bayer's pharmaceuticals business is targeting a return to growth by no later than 2027 [1] - The company plans to enhance its operating margins to around 30% by the year 2030 [1]

Group 1 - The investment firm Libra Capital was established in 2022, focusing on deep research into companies before making investment decisions [1] - The author emphasizes a clear strategy for stock positions: "hold" indicates neutrality, "sell" suggests shorting or exiting a long position, and "long" indicates a buy recommendation [1] Group 2 - The article expresses the author's personal opinions and indicates a beneficial long position in the shares of DUOL, highlighting a commitment to transparency in investment disclosures [2] - There is a disclaimer regarding past performance not guaranteeing future results, emphasizing that no specific investment advice is being provided [3]

I first entered investing in 2016 as an individual value investor. In 2022, I established the investment firm Libra Capital. I mostly write articles as part of my deep research into a company before I make an investment, whether long or short. For me, a ''hold'' article means neutral; don't touch the stock and exit a position if you have one. Sell is short it, or sell a long position, and vice versa for long.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DUOL either through stock ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Duolingo announced Gillian Munson — currently serving as head of its audit committee — will step in as CFO effective Feb. 23, according to a Monday press release and securities filing. She will succeed Matt Skaruppa, who is leaving the company after serving as its finance chief for six years. Co-founder and CEO Luis von Ahn credited Skaruppa as an “exception ...

Core Viewpoint - Duolingo's stock has experienced a significant decline, dropping 70% from its all-time high of $544, leading to a valuation of $7.48 billion [1][2]. Financial Performance - The company reported a 30% year-over-year increase in daily active users (DAU) and bookings exceeding previous guidance of $329 million to $335 million [3][4]. - Despite strong user growth, concerns about profitability have arisen due to management's plans for increased investments, which may result in short-term tradeoffs [4]. Analyst Sentiment - Most analysts remain bullish on Duolingo, with an average target price of $309, representing a potential upside of 91% from current levels [5][6]. - The consensus rating has shifted to "Hold," with a notable increase in "Buy" ratings from 10 to 12 over the past month [6]. Growth Projections - Analysts project annual revenue growth of 37% in 2025 and 22.7% for the current year, indicating resilience in revenue and user growth [7]. - There is potential for Duolingo to expand its offerings beyond language learning, which could attract more users [7]. Valuation Metrics - The forward price-to-earnings ratio stands at 14, below the sector median of 18.3, suggesting the stock is undervalued given its double-digit growth [8]. - The Rule-of-40 multiple indicates a strong valuation, with a net income margin of 40% and a forward growth metric of 39%, resulting in a multiple of 79% [8]. Technical Analysis - The stock has been in a downward trend, falling from $544 to $161, with a significant gap down following the financial results announcement [11]. - A head-and-shoulders pattern has formed, suggesting continued downward pressure, with key support at $150 and potential resistance at $200 later this year [12].

Core Viewpoint - Consumers have reported being charged unexpectedly for membership fees on the Duolingo app after signing up for a "free trial," with amounts ranging from 588 to 998 yuan without prior renewal notifications [2] Group 1: Consumer Complaints - Multiple consumers have experienced similar issues with the Duolingo app, where they were charged membership fees before the trial period ended and without receiving any renewal notifications [2] - Customers have faced difficulties in retrieving their funds after being charged, with Duolingo's customer service indicating that refunds must be processed through Apple, as they are the payment processor [2] Group 2: Company Performance - In Q3 2025, Duolingo reported total revenue of $272 million, representing a year-over-year growth of 41% [2] - The adjusted EBITDA for the same period reached $80 million, with a profit margin of 29.5% [2] - The monthly active user count stood at 135 million, showing a 20% increase year-over-year, while daily active users reached 48.9 million, up 33% from the previous year [2] Group 3: Regulatory and Design Issues - Recently, Duolingo was found to be displaying advertisements using Apple's Dynamic Island feature, which may violate Apple's official design guidelines, leading to public criticism [2]

Company Performance - Duolingo, Inc. (DUOL) closed at $161.74, reflecting an -8.45% change from the previous day's closing price, which is less than the S&P 500's daily gain of 0.16% [1] - Prior to the recent trading session, Duolingo's shares had decreased by 10%, underperforming the Business Services sector's gain of 3.4% and the S&P 500's gain of 1.89% [1] Upcoming Earnings - Analysts expect Duolingo to report earnings of $0.78 per share, indicating a year-over-year growth of 151.61% [2] - The consensus estimate for revenue is $275.88 million, which represents a 31.65% increase from the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates project Duolingo's full-year earnings at $8.37 per share and revenue at $1.03 billion, reflecting year-over-year changes of +345.21% for earnings and 0% for revenue [3] - Recent modifications to analyst estimates suggest a positive outlook for the company's near-term business trends [3] Valuation Metrics - Duolingo is currently trading at a Forward P/E ratio of 43.37, significantly higher than the industry average of 17.5, indicating a premium valuation [6] - The company's PEG ratio stands at 0.93, compared to the Technology Services industry's average PEG ratio of 1.44 [7] Industry Context - The Technology Services industry, part of the Business Services sector, has a Zacks Industry Rank of 155, placing it within the bottom 37% of over 250 industries [7] - The strength of individual industry groups is measured by the Zacks Industry Rank, with top-rated industries outperforming the bottom half by a factor of 2 to 1 [8]

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.I was looking through a list of the biggest losing stocks in recent months, and Duolingo, Inc. ( DUOL ) stood out to me.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for invest ...

Company Overview - Duolingo (DUOL) is a global mobile learning platform offering instruction in 40 languages and a digital language proficiency testing service, operating in markets such as the United States, China, and the United Kingdom [1] - BitMine Immersion (BMNR) is focused on Bitcoin and Ethereum, positioning itself as a long-term digital asset holder rather than a traditional operating business [2] Duolingo's Strengths - Duolingo leverages artificial intelligence (AI) and proprietary learner data to enhance personalization and user engagement, making AI a core product feature and a contributor to financial growth [4][5] - The company launched 148 new language courses in April, marking its largest expansion in history, showcasing its scalability in content creation [6] - Duolingo's current ratio is 2.82, indicating strong liquidity and the ability to meet short-term liabilities [8] - The company has surpassed earnings estimates in three of the past four quarters, with an average beat of 24.5% [9] BitMine's Strategic Positioning - BitMine has acquired over 4.1 million ETH and aims to hold 5% of the total Ethereum supply, currently controlling 3.43% [11][17] - The company transitioned from Bitcoin mining to building the largest Ethereum treasury globally, led by experienced executives [12][13] - BitMine's total crypto and cash assets exceed $14 billion, reflecting strong conviction in Ethereum's long-term value [16] - The company declared an annual dividend of $0.01 per share, becoming the first large-cap crypto-focused company to do so [18] Performance Comparison - BitMine's shares have increased over 298% since going public in June 2025, while Duolingo's shares have declined significantly [19] - The Wall Street average target price for BMNR stock suggests an upside of more than 61% from current trading levels [22] - BitMine is better positioned than Duolingo, which has a Zacks Rank 4 (Sell), while BitMine carries a Zacks Rank 3 (Hold) [25]