EverQuote sees Q3 revenue $163M-$169M, consensus $164.94M
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Yahoo
33 minutes ago
- Yahoo
Duolingo's rollercoaster week highlights a crucial risk factor to companies: Chart of the Week
New AI capabilities can mean instant reversals of fortune. Something that the language-learning platform Duolingo learned this week, on the receiving end of that novel dynamic. After the company posted a fantastic quarter, fueling a 30% stock surge, a stroke of bad luck saw it get jolted. It just so happened that OpenAI debuted its latest model, GPT-5, which demonstrated, among many other things, its ability to create a language-learning tool from a short prompt. OpenAI researcher Yann Dubois asked the model to create an app to help his partner learn French. And in a few minutes GTP-5 churned out several iterations, with flashcards, a progress tracker, and even a simple snake-style game with a French twist, a mouse and cheese variation to learn new vocab. Sign up for the Yahoo Finance Morning Brief By subscribing, you are agreeing to Yahoo's Terms and Privacy Policy The GPT-5 debut instantly wiped out a big chunk of Duolingo's gains, cutting the 30% gains in half. But the downward momentum continued Friday, with the stock sinking 4% to end the week. C'est la vie. The company's corporate lawyers, of course, did warn against this in its annual 10-K, albeit in boilerplate language. Tucked into the risk factors section, Duolingo notes, "It is possible that a new product could gain rapid scale at the expense of existing brands through harnessing a new technology (such as generative AI)." Consider this another warning to anyone making software. There's also irony in the wild swings. Part of Duolingo's successful quarter stemmed from the business's efficient use of AI. Gross margins, the company said, outperformed management expectations due to lower AI costs. And AI conversational features have become part of the company's learning tools, helping achieve double-digit subscriber growth. Earlier this year, CEO Luis von Ahn shared a memo on LinkedIn outlining his vision to make Duolingo an "AI-first" company. But the enthusiasm for AI, which led to the initial stock bump this week, also led to the clawback. AI giveth and taketh away. Duolingo's roller-coaster ride highlights the risks of competing in the space. Rapid development and fierce competition can leave firms suddenly behind — perceived as under threat, inferior, or obsolete —from every iteration of OpenAI's models and from the moves of other influential AI players vying to transform computing and productivity. OpenAI's new flagship technology arrives more than two years after the release of GPT-4. But the onset of software on demand, of allowing people to conjure up apps using a few words and without any coding know-how, underscores why AI hardware companies are also such a hot play on Wall Street. Firms building out AI infrastructure are seen as even more desirable than cheaper-to-invest-in software companies. You can't just vibe code the construction of a data center. But to be fair to Duolingo, and to my mother-in-law, a high school French teacher, you can't exactly do that with language learning either. Hamza Shaban is a reporter for Yahoo Finance covering markets and the economy. Follow Hamza on X @hshaban.
Yahoo
39 minutes ago
- Yahoo
3 Innovation Stocks With Parabolic Upside Potential
Key Points aTyr Pharma's lead drug could transform treatment for pulmonary sarcoidosis, with phase 3 results due in Q3 2025 and analysts forecasting 400% upside. Zeta Global's AI marketing cloud is growing revenue at 35% annually, positioning it to capture a significant share of the trillion-dollar-plus digital marketing market. Vertical Aerospace's eVTOL aircraft could revolutionize urban transportation, with commercial flights targeted for 2028 and a $6 billion order book. 10 stocks we like better than Zeta Global › Innovation unlocks value -- but it doesn't come without risk. From breakthrough drugs and artificial intelligence (AI)-powered marketing to flying taxis, these three companies are attacking massive markets with transformative technology. For investors willing to stomach volatility, the upside could be exponential. Rewriting the immunology playbook aTyr Pharma (NASDAQ: LIFE) doesn't just develop drugs. The company is rewriting the rules of immunology. aTyr has discovered that transfer RNA synthetases -- proteins everyone thought just helped build other proteins -- actually moonlight as powerful immune system modulators. aTyr's lead drug, efzofitimod, just completed enrollment in its phase 3 EFZO-FIT trial for pulmonary sarcoidosis, with results expected in 2025's third quarter. Since EFZO-FIT is a single phase 3 trial, regulatory approval may require either an exceptionally strong data package or a confirmatory study, making the readout all the more pivotal. This isn't a small market opportunity. Over 200,000 Americans suffer from sarcoidosis, and current treatments are limited to steroids with brutal side effects. In phase 1b/2a, the highest dose of efzofitimod achieved a 58% reduction in steroid use from baseline, with 33% of patients able to taper off steroids completely. If phase 3 confirms these results, aTyr could capture a market worth $2 billion annually. What makes aTyr particularly compelling at today's $5.25 share price (as of Aug. 7, 2025) is the disconnect between its market cap and potential. Analysts have an average price target of $25, implying 376% upside. With $78.8 million in cash and a burn rate of about $15 million per quarter, aTyr has runway through the pivotal phase 3 readout. Risk remains high, as any clinical-stage biotech faces binary outcomes. But for investors willing to bet on innovation, aTyr offers asymmetric upside. Digital marketing's AI revolution While aTyr reimagines biology, Zeta Global (NYSE: ZETA) is revolutionizing how companies connect with customers. Zeta's AI Marketing Cloud processes over 1 trillion signals monthly from 245 million U.S. consumers, helping brands deliver personalized experiences at scale. Zeta's Q2 2025 results showcased the power of this approach. Revenue surged 35% year over year to $308 million, while adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) jumped 52% to $59 million. This isn't just growth. It's profitable growth. Platform direct revenue now represents 74% of total revenue, up from 67% a year ago, driving gross margins higher. The market opportunity ahead is massive. Digital marketing spend is expected to reach $1.3 trillion globally by 2027, and Zeta is positioned to capture a growing share. Unlike competitors that focus on single channels, Zeta's platform integrates 245 million consumer profiles with proprietary identity resolution technology, creating a moat that even tech giants struggle to replicate. Zeta's Agentforce AI can create, test, and optimize marketing campaigns autonomously, reducing what once took weeks to hours. The platform integrates with Microsoft Azure and Salesforce ecosystems and serves multiple Fortune 500 clients -- validation that even tech giants see value in partnering rather than competing. With the stock trading at $20 against average analyst targets of $26, with some reaching $30, the upside potential reflects Zeta's transition from growth to profitable scale. Flying taxis aren't science fiction Perhaps no company better embodies innovation than Vertical Aerospace (NYSE: EVTL). The British company's VX4 electric vertical takeoff and landing (eVTOL) aircraft could transform urban transportation. Imagine traveling from Manhattan to JFK Airport in eight minutes instead of an hour. In July 2025, the VX4 completed the world's first airport-to-airport eVTOL flight. The aircraft can carry four passengers plus a pilot, fly at 200 mph, and operate fully electric with zero operational emissions. More importantly, it promises operating costs 40% lower than helicopters while being 100 times quieter. The business case is compelling. Vertical holds a $6 billion conditional preorder book from partners including American Airlines, Virgin Atlantic, and Avolon. With certification targeted for 2028 and commercial operations beginning soon after, management projects reaching profitability by 2030. Yes, these timelines are aggressive -- this is an entirely new category of aircraft requiring unprecedented regulatory frameworks, and investors should prepare for potential delays. But at $5.45 per share versus analyst targets of $11, early investors are paying start-up prices for what could transform urban transportation. The innovation premium These three companies share a common thread: They're solving massive problems with innovative solutions; aTyr could transform autoimmune treatment; Zeta is making AI-powered marketing accessible; Vertical promises to unclog urban transportation. Each faces significant risks: Clinical trials can fail; regulatory timelines can stretch; and well-funded competitors lurk. But for investors with long-term horizons who can stomach volatility, the potential rewards could justify the risks. Should you invest $1,000 in Zeta Global right now? Before you buy stock in Zeta Global, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Zeta Global wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 George Budwell has positions in Microsoft and aTyr Pharma. The Motley Fool has positions in and recommends Microsoft and Salesforce. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Innovation Stocks With Parabolic Upside Potential was originally published by The Motley Fool Sign in to access your portfolio
Yahoo
an hour ago
- Yahoo
1 Incredible Artificial Intelligence (AI) Chip Stock to Buy Before It Soars 85% (Hint: Not Nvidia), According to a Select Wall Street Analyst
Key Points GPUs get all of the attention amid booming AI spending, but there are a lot of components that go into data centers. Its valuation and strong balance sheet led one analyst to put a price target with 80% upside on this chipmaker. There are some significant risks with the company, but the long-term trends favor the stock. 10 stocks we like better than Micron Technology › Big tech companies are spending hundreds of billions of dollars on chips and equipment to outfit their growing data centers to continue pushing the potential of generative AI. Total infrastructure spending from the top 10 AI tech companies could climb from $435 billion last year to over $1 trillion by 2028, according to estimates from Dell'Oro. In other words, there's still a lot of room for AI chip stocks to keep growing. Perhaps the most important component of any data center focused on AI training and inference is the GPU cluster. Bigger clusters of more powerful GPUs are capable of training bigger models faster. Nvidia has established itself as the leading GPU maker, and its revenue and profits have skyrocketed as hyperscalers snatch up its chips as fast as it can produce them. But GPU makers aren't the only chipmakers benefiting from the rapid growth in AI spending. There are a lot of different components that go into data centers. As demand continues to grow over the next few years, one chipmaker's stock could climb up to 85% from its price as of this writing through the next 12 months, according to one Wall Street analyst. Here's what investors need to know. Don't forget about this component One of the most expensive parts of building a GPU, which is more than just a piece of silicon these days, is the high-bandwidth memory, or HBM. The most advanced GPUs process tons of data every second. But in order to process that data, the unit must have a way to access the data quickly. Traditional memory components quickly became a bottleneck as the processing power of GPUs increased. As such, demand for HBM chips has exploded alongside the growing demand for the most advanced GPUs. There are only a few chipmakers producing HBM chips. The leader in the market is SK Hynix, which established a strong relationship with Nvidia. But another memory chip maker, Micron Technology (NASDAQ: MU), is poised to take share from the market leader. Micron was late to HBM, but now it's ramping up development on its latest generation HBM3E 12H product, which it expects to be its biggest source of HBM shipments in the current quarter. It earned a big design win with Advanced Micro Devices' latest GPU, the MI355X. Analysts expect AMD's latest chip to compete for more share of data center spending against Nvidia, which bodes well for Micron as well. Overall, Micron expects its share of the HBM market to grow to the same level as its total DRAM (general memory chips) market share, about 25%, at some point in the second half of this year. That's pretty rapid progress after starting from a near standstill a few years ago. Importantly, Micron's next-generation HBM4 progress is going well, too, with performance 60% higher than its HBM3E chips with 20% less power consumption. Management says it's delivered samples to customers, and it expects to ramp up volume production next year. The early results are evident in Micron's financials. HBM revenue grew 50% sequentially in its most recent quarter. As a result, total revenue from DRAM sales (of which HBM is a part) climbed 51% year over year. Management expects the ramp in HBM3E to push its gross margin higher this quarter, reaching 42%, up from 39% in its most recent quarter. While HBM is the driving force behind Micron's recent results, it's not the only factor pushing demand for Micron's chips. Device makers are also in need of more traditional memory chips from Micron as it's also an important component for on-device AI capabilities. Everything from PCs and smartphones to automobiles with advanced computing capabilities (like self-driving) need more powerful memory chips. On-device AI capabilities may drive significant smartphone upgrades over the next few years, representing another potential catalyst for Micron. The 80% upside in the stock Micron is making strong progress in the HBM market, and that led Rosenblatt Securities to slap a $200 price target on the stock following its third-quarter earnings report in June. The key factor behind the analyst's Street-high price target, which is an 80% jump from today's price, is the capacity constraints on the market. SK Hynix notably said it had already sold out its entire capacity for 2025 by the end of the first quarter and it expected to finalize its 2026 volume within the first half of the year. "With DRAM wafer capacity expansion over 18 months away, we see this cycle driving Micron's income model to all-time highs," Rosenblatt's Kevin Cassidy wrote in an investor note. He find's Micron's current valuation, less than 14 times forward earnings, as extremely attractive, especially given the strength of its balance sheet and potential earnings leverage. Before investors run out and buy the stock, though, there's an important risk to consider with Micron. It's an extremely cyclical stock. Since it manufactures its chips itself, it has significant capital expenditures for equipment and capacity. A downturn in demand would not only hurt volume but pricing as well, because most of its products aren't very differentiated from SK Hynix or other competitors. That would weigh heavily on earnings. Micron saw a significant shock to its earnings in 2023, as inventory levels rose and demand from China vanished. That said, the strong expected growth in AI spending could provide a huge boost to Micron's revenue and profit margins over the next few years, as long as it's able to maintain leading-edge technology with HBM. That could mean an extended earnings cycle with very strong earnings growth for the next few years. At some point, however, Micron will see a big drop in demand and earnings will severely suffer. But the long-term trends favor growing demand for memory both in data centers and consumer devices and automobiles. As such, Micron is a great value at today's price, especially for investors looking for a way to invest in the growing spending of the hyperscalers without paying up for expensive GPU chipmakers like Nvidia and AMD. Should you invest $1,000 in Micron Technology right now? Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $635,544!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,099,758!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 181% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Adam Levy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy. 1 Incredible Artificial Intelligence (AI) Chip Stock to Buy Before It Soars 85% (Hint: Not Nvidia), According to a Select Wall Street Analyst was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
