Added to YB: 2025-09-25
Pitch date: 2025-09-24
DUOL [bullish]
Duolingo, Inc.
-37.08%
current return
Author Info
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Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$9.1B
Pitch Price
$295.58
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.74
P/E
24.43
EV/Sales
8.35
Sector
Diversified Consumer Services
Category
N/A
Duolingo Bears are Feasting on a Red Herring
DUOL: Real-time translation bear case is flawed - people learn languages for education, connection, culture, career advancement, not just translation. Translation only works for transactional conversations due to grammar/structure differences causing latency. Google Translate existed since before DUOL monetized yet business thrived. Top motivations (education 40%, connection, productivity) unaffected by AI translation.
Read full article (7 min)