Core Insights - Significant bearish sentiment observed among large investors regarding Duolingo (NASDAQ:DUOL) with 53% bearish and 23% bullish positions in recent options trading [2] - Major investors are targeting a price range for Duolingo between $120.0 and $800.0 over the past three months based on trading activity [3] - Duolingo's current trading volume is 712,122, with a stock price of $180.0, reflecting a 0.59% increase [11] Options Trading Analysis - A total of 13 uncommon options trades were detected for Duolingo, with 5 puts amounting to $192,400 and 8 calls totaling $601,492 [2] - The options trading data indicates a mix of bearish and neutral sentiments, with notable trades including calls with varying strike prices and expiration dates [7] - The analysis of volume and open interest provides insights into liquidity and investor interest in Duolingo's options, particularly within the strike price range of $120.0 to $800.0 over the last 30 days [4] Company Overview - Duolingo Inc is a leading technology company specializing in language learning through a mobile platform, recognized as the top-grossing app in the Education category on major app stores [8] - The company generates revenue through multiple streams, including subscriptions, in-app advertising, the Duolingo English Test, and in-app purchases [8] - Analysts have issued ratings for Duolingo, with a consensus target price of $238.33, reflecting varying perspectives on the stock's future performance [10]

Core Insights - Duolingo, Inc. reported a revenue of $271.71 million for Q3 2025, marking a year-over-year increase of 41.1% and exceeding the Zacks Consensus Estimate of $260.52 million by 4.3% [1] - The company's EPS for the same period was $0.95, up from $0.49 a year ago, representing a surprise of 31.94% compared to the consensus estimate of $0.72 [1] Financial Performance Metrics - Total bookings reached $281.9 million, surpassing the four-analyst average estimate of $272.06 million [4] - Subscription bookings were $240.3 million, exceeding the average estimate of $231.89 million from three analysts [4] - Daily active users (DAUs) were reported at 50.5 million, slightly below the average estimate of 51.21 million [4] - Monthly active users (MAUs) totaled 135.3 million, compared to the average estimate of 136.2 million [4] - Paid subscribers at the end of the period were 11.5 million, in line with the average estimate of 11.51 million [4] - Subscription revenue was $229.5 million, representing a year-over-year increase of 45.6% and exceeding the average estimate of $220.91 million [4] - Other revenue, including advertising, was reported at $31.13 million, below the average estimate of $40.11 million [4] - In-app purchases generated $11.1 million, surpassing the average estimate of $9.83 million [4] - Advertising revenue was $21.02 million, compared to the average estimate of $19.54 million [4] - Revenue from the Duolingo English Test was $9.65 million, slightly below the average estimate of $10.17 million [4] Stock Performance - Duolingo's shares have returned -25.1% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Group 1 - Pomerantz LLP is investigating claims on behalf of investors of Duolingo, Inc. regarding potential securities fraud or unlawful business practices by the company and its officers [1] - JMP Securities has lowered its price target on Duolingo stock from $475 to $450 due to concerns about slowing user engagement, with daily active user growth decelerating to approximately 39% year-over-year in Q2 from about 51% in Q1 [2] - Following the news of the lowered price target, Duolingo's stock price fell by $23.60 per share, or 6.48%, closing at $340.49 per share on July 28, 2025 [3]