Duolingo and Global-e Online Stocks Surge on Strong Growth in Global E-Commerce and Online Education
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Global-e Online (GLBE) stock has gained 24% since October lows. The company helps retailers expand internationally through localized checkout pages and shipping.
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Duolingo (DUOL) stock has surged 63% in two months after strong Q3 earnings with profits, 43% revenue growth, and 63% more daily active users.
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Both GLBE and DUOL trade at high revenue multiples but have big growth potential in largely untapped global e-commerce and language learning markets.
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Duolingo is evolving beyond language to offer math, music and more subjects over time. 80% of revenue currently comes from the U.S., leaving big international expansion potential.
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These ultra-growth stocks carry risks if growth slows, but huge possible rewards if momentum continues in massive addressable markets.