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Stock impact report

DA Davidson Lowers Duolingo (DUOL) PT to $170, Maintains Neutral Rating [Yahoo! Finance]

Duolingo, Inc. - Class A (DUOL) 
Company Research Source: Yahoo! Finance
While the firm's proprietary data tracking over 170,000 existing users showed that January experienced its strongest month-over-month increase since tracking began in July, an extrapolation of this strength for the full Q1 implies that DAUs will fall ~4% below current consensus estimates. The adjustment reflects ongoing concerns regarding the company's ability to maintain high user growth rates amid a trend of deceleration in the language-learning platform's engagement metrics. Additionally, on January 13, Morgan Stanley analyst Nathan Feather lowered the firm's price target on Duolingo to $275 from $300 and kept an Overweight rating on the shares. In a broader note on the North American Internet sector, the firm predicted that 2026 will mirror 2025, with the market favoring companies that show a clear return on invested capital from GenAI or GPU technologies. Duolingo Inc. (NASDAQ:DUOL) operates as a mobile learning platform in the US, the UK, and internationally. The company of Show less Read more
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