随着美银在财报公布前转为看空,称估值“过高”,Duolingo股价下跌

路透中文
Aug 04
BUZZ-随着美银在财报公布前转为看空,称估值“过高”,<a href="https://laohu8.com/S/DUOL">Duolingo</a>股价下跌

8月4日 - ** 语言学习平台Duolingo(DUOL.O)的股价周二下跌3%,收于131.75美元,此前美银全球研究(美国银行全球研究)将其评级从“中性”下调至“表现逊于大盘”,理由是估值过高

** 该券商将目标价下调10美元至93美元,较该股最新收盘价暗示仍有约32%的下行空间

** 美银分析师奥马尔·德苏基(Omar Dessouky)表示,该股自6月初以来的20%涨幅似乎与6月月活跃用户数量的拐点同时出现,这很可能是由于与爱彼迎(Airbnb) ABNB.O 开展的一次性促销活动所致,并补充称这一拐点不可持续

** 德苏基称,DUOL当前股价对应其对2027日历年EBITDA预估的市盈率为16倍,较EBITDA增长率与DUOL相近的中盘订阅类股票溢价6倍

** 这家总部位于宾夕法尼亚州匹兹堡的公司定于8月5日(周三)美股收盘后公布第二季度财报 (link)

** 根据LSEG数据,在覆盖该股的25家券商中,推荐评级分布为4家“强烈买入”或“买入”、19家“持有”和2家“卖出”;目标价中位数为110美元

** 受此下跌影响,该股年初至今累计下跌25%,而纳斯达克指数同期上涨约13% .IXIC

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