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Morgan Stanley says market underappreciates Duolingo likelihood of success

Morgan Stanley analyst Nathan Feather lays out the “Triple-Double” bull case for Duolingo (DUOL) to double users, double revenue per user, and double margin, which, if achieved, would lead to about $2B of EBITDA. The analyst, who thinks the market “underappreciates the likelihood of success and further upside optionality” even with the roughly 60% run in share price since March, has an Overweight rating and $515 price target on Duolingo shares.

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