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Duolingo price target lowered to $480 from $515 at Morgan Stanley

Morgan Stanley lowered the firm’s price target on Duolingo (DUOL) to $480 from $515 and keeps an Overweight rating on the shares. Alternative data suggests Duolingo’s user trends recently weakened, with daily active user growth decelerating to 39% year-over-year in Q2 a from 51% rate seen in Q1 following social media pushback in the U.S. to the company’s “AI-First” memo, the analyst tells investors. Although weak Q2 user trends “may be a tactical negative,” the firm remains optimistic on the long-term story as it believes user pushback is likely to be temporary with some signs already pointing to normalization, the analyst added.

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