Added to YB: 2025-10-13
Pitch date: 2025-10-09
DUOL [neutral]
Duolingo, Inc.
-42.35%
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
$8.4B
Pitch Price
$340.45
Price Target
443.00 (+126%)
Dividend
N/A
EV/EBITDA
54.13
P/E
22.72
EV/Sales
7.69
Sector
Diversified Consumer Services
Category
growth
Duolingo’s Bird has been Caught by Wall Street Bears, Will this Bird Ever Fly High Again?
DUOL (overview): Gamified learning leader expanding from language into Math/Music/Chess. Strong DAU growth (47.7M), 46% subscription revenue growth, 72% gross margins. AI-driven content scaling & Max tier (8% of paid users) driving ARPU. Bear case: AI translation threat, user complaints on monetization. Bull case: moat expansion, China growth, operating leverage. Fair value $217-443 vs current price, requires perfect execution for upside.
Read full article (29 min)