Latest news with #Duolingo
Yahoo
12 hours ago
- Business
- Yahoo
Does Duolingo (NASDAQ:DUOL) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should. Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Duolingo (NASDAQ:DUOL). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Over the last three years, Duolingo has grown earnings per share (EPS) at as impressive rate from a relatively low point, resulting in a three year percentage growth rate that isn't particularly indicative of expected future performance. Thus, it makes sense to focus on more recent growth rates, instead. Impressively, Duolingo's EPS catapulted from US$1.09 to US$2.13, over the last year. It's not often a company can achieve year-on-year growth of 96%. The best case scenario? That the business has hit a true inflection point. It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. The good news is that Duolingo is growing revenues, and EBIT margins improved by 6.7 percentage points to 8.8%, over the last year. Ticking those two boxes is a good sign of growth, in our book. In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers. Check out our latest analysis for Duolingo Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Duolingo. Since Duolingo has a market capitalisation of US$23b, we wouldn't expect insiders to hold a large percentage of shares. But we do take comfort from the fact that they are investors in the company. Notably, they have an enviable stake in the company, worth US$3.3b. That equates to 14% of the company, making insiders powerful and aligned with other shareholders. Looking very optimistic for investors. While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. A brief analysis of the CEO compensation suggests they are. The median total compensation for CEOs of companies similar in size to Duolingo, with market caps over US$8.0b, is around US$14m. The Duolingo CEO received total compensation of just US$767k in the year to December 2024. First impressions seem to indicate a compensation policy that is favourable to shareholders. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense. Duolingo's earnings have taken off in quite an impressive fashion. The sweetener is that insiders have a mountain of stock, and the CEO remuneration is quite reasonable. The drastic earnings growth indicates the business is going from strength to strength. Hopefully a trend that continues well into the future. Duolingo certainly ticks a few boxes, so we think it's probably well worth further consideration. Even so, be aware that Duolingo is showing 1 warning sign in our investment analysis , you should know about... There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
12 hours ago
- Business
- Yahoo
Does Duolingo (NASDAQ:DUOL) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should. Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Duolingo (NASDAQ:DUOL). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Over the last three years, Duolingo has grown earnings per share (EPS) at as impressive rate from a relatively low point, resulting in a three year percentage growth rate that isn't particularly indicative of expected future performance. Thus, it makes sense to focus on more recent growth rates, instead. Impressively, Duolingo's EPS catapulted from US$1.09 to US$2.13, over the last year. It's not often a company can achieve year-on-year growth of 96%. The best case scenario? That the business has hit a true inflection point. It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. The good news is that Duolingo is growing revenues, and EBIT margins improved by 6.7 percentage points to 8.8%, over the last year. Ticking those two boxes is a good sign of growth, in our book. In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers. Check out our latest analysis for Duolingo Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Duolingo. Since Duolingo has a market capitalisation of US$23b, we wouldn't expect insiders to hold a large percentage of shares. But we do take comfort from the fact that they are investors in the company. Notably, they have an enviable stake in the company, worth US$3.3b. That equates to 14% of the company, making insiders powerful and aligned with other shareholders. Looking very optimistic for investors. While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. A brief analysis of the CEO compensation suggests they are. The median total compensation for CEOs of companies similar in size to Duolingo, with market caps over US$8.0b, is around US$14m. The Duolingo CEO received total compensation of just US$767k in the year to December 2024. First impressions seem to indicate a compensation policy that is favourable to shareholders. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense. Duolingo's earnings have taken off in quite an impressive fashion. The sweetener is that insiders have a mountain of stock, and the CEO remuneration is quite reasonable. The drastic earnings growth indicates the business is going from strength to strength. Hopefully a trend that continues well into the future. Duolingo certainly ticks a few boxes, so we think it's probably well worth further consideration. Even so, be aware that Duolingo is showing 1 warning sign in our investment analysis , you should know about... There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings. Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 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
Yahoo
19 hours ago
- Business
- Yahoo
I asked ChatGPT which stocks in my ISA and SIPP are at risk from AI and it said this…
On several occasions in recent years, Alphabet CEO Sundar Pichai has said: 'AI has the potential to be more transformative than electricity or fire.' I've been spending some time thinking about how AI could either electrify or burn down companies in my ISA/SIPP portfolio. There's evidence emerging that the internet is already shifting from being search-driven to AI-driven. In other words, a zero-click internet is developing, where users get what they need from AI summaries without visiting external websites. This could trigger second- and third-order effects, impacting many internet-based business models. Somewhat fittingly then, I asked ChatGPT to run its artificial intelligence over my portfolio and rank each stock as either low, moderate or high risk of being disrupted by such AI trends. Here's what it said. Let's start with those it reckons are at high risk of disruption. It flagged up language learning app Duolingo (NASDAQ: DUOL), which it said is 'highly reliant on app engagement, gamified learning, and digital visibility.' I'm less worried about Duolingo struggling in a zero-click internet world, as it already enjoys very strong brand awareness on social media. Many of its 130m monthly active users signed up through word of mouth, which the bot doesn't mention. Q1 revenue jumped 38% year on year to $231m, with paid subscribers rising 40% to 10.3m. The company is absolutely thriving. That said, more powerful AI-powered apps could pop up, tempting learners to cancel their paid Duolingo subscriptions. So this is worth monitoring. Another stock it said was vulnerable to AI and zero-click disruption was Oddity Tech. This is a fast-growing direct-to-consumer beauty brand with a strong digital marketing focus. The stock is up 100% since I identified it as a hidden gem around one year ago. ChatGPT said AI voice commerce, where customers tell voice assistants like Alexa to shop online and make purchases, could bypass Oddity's offerings. That's plausible, though I'm reassured that 60% of Oddity's revenue is repeat purchases, indicating high customer satisfaction. A third stock the bot highlighted was e-commerce enabler Shopify. It said its merchants 'depend heavily on SEO [search engine optimisation], paid traffic, and social discovery — all threatened by AI assistants'. I'm not convinced that Shopify is at risk. If anything, it should benefit as it rolls out powerful AI tools for merchants, something it's already doing. The final one was The Trade Desk, which is an ad-tech company that helps advertisers buy programmatic ads. ChatGPT pointed out that it 'thrives on ads shown across the open web – news sites, blogs, websites'. But in a world of fewer clicks and shrinking third-party ad space, The Trade Desk risks losing relevance. I would also add that the company also has a growing connected TV business. Streaming platforms like Netflix and Disney, with whom it's partnered, are not facing changing consumer behaviour. Thankfully, most stocks in my portfolio are at low risk of AI disruption, according to ChatGPT. These include chip maker Taiwan Semiconductor (TSMC), robotics giant Intuitive Surgical, and luxury carmaker Ferrari. None rely on internet clicks. Two others I would highlight are Novo Nordisk and AstraZeneca. These pharma giants should actually benefit from AI-driven drug discovery. While lower US drug prices present a medium-term risk to their profits, I think both are worth considering buying. The post I asked ChatGPT which stocks in my ISA and SIPP are at risk from AI and it said this… appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Ben McPoland has positions in AstraZeneca Plc, Duolingo, Ferrari, Intuitive Surgical, Novo Nordisk, Oddity Tech, Shopify, Taiwan Semiconductor Manufacturing, and The Trade Desk. The Motley Fool UK has recommended Alphabet, AstraZeneca Plc, Duolingo, Intuitive Surgical, Novo Nordisk, Shopify, Taiwan Semiconductor Manufacturing, and The Trade Desk. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 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
Time Out
a day ago
- Entertainment
- Time Out
This buzzy waterfront Italian restaurant in Miami's Little River has no menu—here's how to order
Miami's buzziest new Italian restaurant wants you to forget everything you know about ordering dinner. San Lorenzo, opening tomorrow, May 31 on the banks of Little River, ditches traditional menus entirely in favor of one simple question: Carne or pesce? (That is, meat or fish, if you've been skipping those Duolingo lessons.) From there, diners are treated to a $140 prix fixe experience for two, crafted by Executive Chef Giulio Rossi and served course by surprise course. Each dish is revealed in the moment, turning dinner into something more like a slow-burn performance, one where the audience never quite knows what's coming next. 'San Lorenzo is all about letting the ingredients shine,' says Rossi. 'By narrowing the focus, we ensure that every dish is a standout. We want guests to feel a sense of excitement and trust, knowing they're getting the very best.' The no-menu concept is the latest from 84 Magic Hospitality (of Cotoletta fame), and it's set in a transportive 44-seat space with Venetian lighting and a terracotta-toned terrace that spills out onto the water. Designed by Eduardo Suarez and Milan's Alessio Bernardinito, the interiors channel Lake Como elegance with just the right amount of Miami edge. View this post on Instagram A post shared by San Lorenzo Miami (@ Everything is intentional—especially the bar, which feels like a page out of 1930s Venice. Expect bold Negronis, classic Bellinis and a sharp, all-red wine list to match the richness of the fare. True to form, the bar offers just one brand per spirit, an homage to craftsmanship over clutter. And don't bother searching for a Resy link; reservations here are strictly by phone at (786)-828-7136. That's part of the charm. At San Lorenzo, the hospitality is as old-school as the cooking and that's exactly the point. The restaurant is open Wednesday through Sunday from 6pm to 11pm at 620 NE 78th Street. Just show up, say 'carne' or 'pesce' and let the night unfold from there!
CNBC
a day ago
- Business
- CNBC
Tech companies are requiring employees to learn and use AI at work—here's the best way to do that, experts say
Using artificial intelligence on the job is becoming increasingly common across the U.S. Some bosses — particularly at tech companies — even require it, for either some or all of their employees. E-commerce giant Shopify, for example, is in the "all" camp, co-founder and CEO Tobias Lütke wrote in a company-wide memo, which he posted to social media network X on April 7. "Using AI effectively is now a fundamental expectation of everyone at Shopify. It's a tool of all trades today, and will only grow in importance," Lütke wrote. "Frankly, I don't think it's feasible to opt out of learning the skill of applying AI in your craft; you are welcome to try, but I want to be honest, I cannot see this working out today, and definitely not tomorrow." Fiverr CEO Micha Kaufmann similarly told employees and freelancers to "study, research and master the latest AI solutions in your field," in an internal email he posted to X on April 8. "AI is coming for your jobs," he wrote. "Heck, it's coming for my job, too. This is a wake-up call."Duolingo co-founder and CEO Luis von Ahn joined in, too. "Duolingo is going to be AI-first," von Ahn wrote in an email posted to Duolingo's LinkedIn page on April 28. "We'll gradually stop using contractors to do work that AI can handle. ... Headcount will only be given if a team cannot automate more of their work." Plans to foster an AI-empowered workforce could be timely: Tech luminaries like Bill Gates and Mark Cuban say that AI will greatly change the way many people live and work, potentially as soon as within the next 10 years. But encouraging AI at work — in a way that's actually helpful — may not be quite as easy as simply requiring that people start using it. Here's what good bosses can do to get their employees interested in using AI, according to leadership experts. The most important lesson for any leader, says Rohan Verma: If you mandate or heavily encourage AI, you need to teach employees how to use it in ways that'll specifically benefit your business. Verma, who runs San Francisco-based executive coaching firm Arbor Advisory, says he worked with Microsoft-owned GitHub to help implement the parent company's Copilot AI tool across the organization. "[Microsoft] rolled out a pretty formal coaching program, specific resources and proper onboarding. They didn't just say 'Use the tool.' They gave a set of options on how to thrive with it," he says. If you want to get more people around you to use AI, start by gauging how much they already know about the technology, recommends Kalifa Oliver, an author, executive advisor and global director for employee experience at Ford. Then, if you have the budget, "invest in the infrastructure" to help train your colleagues on AI tools that are new to them, or advanced ways of using familiar systems, says Oliver. This could include access to online courses and learning platforms, mentorship programs or assessments to gauge what employees already know about using AI and what they need to be more efficient, she adds. Don't use AI primarily as a cost-cutting method, automating tasks best done by humans or even replacing human headcount, warns Oliver. Even the most advanced AI models make factual errors, and if the wrong human is out of the office, those mistakes could go unnoticed and create problems, she notes. "I think CEOs will start taking an all-in stance because it sounds good, unfortunately. Do I think that it's a stance that CEOs should take? That's a different story," Oliver says. ,
