Core Insights - Duolingo's stock dropped approximately 24% after announcing a strategic shift prioritizing user growth over immediate monetization, leading to a sacrifice of $50 million in bookings [1] - The company aims to increase daily active users (DAUs) from 50 million to 100 million by 2028, despite a projected decline in EBITDA margins from 29.5% to 25% [1] - Analysts have raised Strong Buy ratings from 6 to 23, with an average price target indicating a potential upside of 109% from the current share price [1] Financial Performance - Duolingo reported Q4 2025 revenue of $282.9 million, a 35% year-over-year increase, surpassing estimates [1] - Q1 2026 bookings are projected at $301.5 million, below the consensus estimate of $329.7 million, while full-year bookings guidance is set between $1.27 billion and $1.30 billion, trailing the $1.39 billion estimate [1] - The adjusted EBITDA margin is expected to compress to approximately 25% in 2026 [1] Market Sentiment - Reddit sentiment regarding Duolingo has shifted from a neutral score of 54.6 to a bearish score of 25.2, reflecting investor concerns over the company's strategic direction [1] - Analysts predict an 18.5% annual decline in earnings over the next three years, despite an 18% revenue growth forecast [1] - DAU growth is expected to decelerate to around 20% in 2026, down from 36% [1] Strategic Initiatives - Duolingo is focusing on enhancing the free learner experience to stimulate word-of-mouth growth and support future user growth engines, including chess, math, and music [1] - The company has authorized a $400 million share repurchase program and holds $1.04 billion in cash with no debt [1] - The effectiveness of the user growth strategy in converting to revenue at scale will be evaluated against the 2028 target [1]

What happened According to an SEC filing dated February 10, 2026, ONCE Capital Management, LLC increased its position in NuScale Power Corporation (NYSE:SMR) by 254,600 shares. The quarter-end value of the fund’s SMR holding fell by $716,841, a figure that includes both new purchases and changes in the stock price. What else to know This was a buy; SMR now accounts for 1.3160% of ONCE Capital Management, LLC’s 13F AUM Top five holdings after the filing: NASDAQ: NVDA: $104,813,000 (26.4% of AUM) NAS ...

Key Takeaways AST SpaceMobile secured a $30M Space Development Agency HALO Europa Track 2 contract for LEO connectivity.AST SpaceMobile will deploy BlueBird satellites for resilient, low-latency defense communications.AST SpaceMobile deal boosts DoD space resilience and broadens defense market reach.AST SpaceMobile, Inc. (ASTS) has secured a prime contract worth about $30 million from the United States Space Development Agency under the Hybrid Acquisition for Proliferated Low-Earth Orbit (HALO) Europa Track ...

In our largest tower market, the U.S., carriers are in the middle stages of the 5G cycle, where they broadly completed their initial 5G coverage-oriented activity and are shifting toward capacity-oriented activity. We anticipate carriers will densify their networks not only to meet the capacity demands of 5G, but also to plan ahead for the 6G cycle. We are excited about the 800 megahertz of higher frequency spectrum that has been earmarked for 6G and believe its deployment will drive significant activity on ...

MIDLAND, Texas--(BUSINESS WIRE)---- $ASTS #AST--AST SpaceMobile, Inc. ("AST SpaceMobile†) (NASDAQ: ASTS), the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced that it has entered into an agreement with the United States Space Development Agency (SDA) for the Europa Track 2 Commercial Solutions program. The agreement, executed under the Hybrid Acquisition for prol ...

Core Viewpoint - The future economy is increasingly focused on space, with companies exploring various applications such as pharmaceutical manufacturing and solar-powered data centers, leading to a surge in space-economy stocks [1] Group 1: AST SpaceMobile Overview - AST SpaceMobile (NASDAQ: ASTS) has seen its stock rise over 1,000% in the past three years, despite currently generating minimal revenue [2] - The company's BlueBird satellites aim to provide direct satellite internet connectivity to smartphones, potentially transforming mobile internet access [3][4] Group 2: Market Potential and Partnerships - AST SpaceMobile's technology could enable fast internet without reliance on traditional infrastructure, attracting partnerships with major telecommunications providers like Verizon Communications [4] - If successful, AST SpaceMobile could cover the U.S., continental Europe, and Japan by the end of 2026, targeting hundreds of millions of internet users [5] Group 3: Financial Projections - Current revenue is under $20 million, but projections suggest the company could generate over $1 billion in sales within five years, assuming a scenario of $5 monthly revenue from 10 million customers [6] - The market capitalization of AST SpaceMobile is approximately $24 billion, indicating that the stock is already pricing in significant growth, despite the company burning nearly $1 billion in free cash flow over the last year [7]

Group 1 - AST SpaceMobile, Inc. completed a $1 billion private offering of 2.25% convertible senior notes due 2036, generating approximately $983.7 million to strengthen its balance sheet and fund expansion initiatives [1] - The company plans to use the net proceeds for global spectrum deployment and advancing AI monetization, while also launching share offerings and convertible note repurchases to reduce high-cost debt [1] - AST SpaceMobile's balance sheet has been strengthened to $2.78 billion through the recent note offering and a $614 million offering, despite a 15% share decline due to a sector-wide slump [2] Group 2 - AST SpaceMobile, founded in 2017, is a publicly traded satellite designer and manufacturer focused on building the first space-based cellular broadband network for standard smartphones [3]

RT Innerdevcrypto (@Innerdevcrypto)Overview of what i am holding/invested in, from big to small:bitcointeslausdt & usdcalphabet (GOOG)usdt on exchange to tradefarmlandgold physical coinscentrus energy corp-class A (LEU)eco-farm 1global x copper miners etf (COPX)planet labs pbc (PL)ishares copper and metals (ICOP)rocket lab corp (RKLB)silver physical coinsAST spacemobile inc (ASTS)eco-farm/house 2Abrdn physical platinum shrs (PPLT)cash positions swiss franccash position dollarcash position eurobulls for re-s ...

智通财经2月20日讯（编辑 刘蕊）本周五，美股三大股指期货微幅下跌。在关键经济数据公布以及美国 最高法院可能就特朗普关税政策做出重要裁决之前，美股股指期货市场交易员基本都在屏息静待。 截至发稿，标准普尔500指数期货下跌0.18%，道琼斯指数下跌0.13%，纳斯达克指数下跌0.13%美股三 大期指悉数下跌 沃尔玛业绩展望打击市场情绪。 特朗普表示将在未来10天内决定是否对伊朗发动军事打击后，伊朗称如遭侵略将作出果断回应。随着美 伊紧张局势加剧，市场担忧情绪加重，油价也随之上涨。 美股太空概念股盘前走强，火箭实验室涨近1%，AST SpaceMobile涨1.5%，"SpaceX概念基金"DXYZ涨 1.1%。加密货币概念股美股盘前普涨，Strategy、Coinbase、Circle、MARA涨超1%。 个股方面，AI应用股Applovin美股盘前涨超6%。消息面上，公司拟与OpenAI展开合作，通过广告实现 商业化。谷歌美股盘前涨1.5%。消息面上，公司此前发布Gemini 3.1 Pro，核心推理性能直接翻倍。 本周五晚间晚些时候，交易员们将于获得有关美国经济状况的最新信息——美国第四季度国内生产总值 （ ...

Core Insights - The article discusses the current state of the stock market, highlighting notable companies that have experienced significant movements during a volatile earnings season [2]. Group 1: Company Performances - Robinhood Markets (HOOD) faced a Q4 revenue miss and four price-target cuts, with the lowest target set at $113 by J.P. Morgan Securities, leading to five consecutive weekly losses [3]. - Cisco Systems (CSCO) reported a top-line beat but was negatively impacted by rising memory chip prices and AI hardware demand, resulting in four straight losses and testing its 126-day moving average [6]. - Carvana (CVNA) is heading for a 14.5% weekly loss without reporting earnings, following accusations of hiding $1 billion in expenses, despite a previous three-year gain of 3,000% [8]. - DraftKings (DKNG) experienced a classic top-line beat overshadowed by a poor fiscal year revenue forecast, leading to six consecutive weekly losses, with a consensus 12-month price target of $43.61 representing a 96% premium from its current price [10][11]. - NuScale Power (SMR) received a downgrade from TD Cowen to "hold" from "buy," bringing it close to its lows of $11.09, despite a strategic partnership with Oak Ridge National Laboratory [12].