Added to YB: 2025-11-25
Pitch date: 2025-11-21
DUOL [bullish]
Duolingo, Inc.
-36.51%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$5.2B
Pitch Price
$175.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.34
P/E
13.95
EV/Sales
4.31
Sector
Diversified Consumer Services
Category
turnaround
DUOLINGO: The Two Game Changers
DUOL: Growth slowing (24% MAU, 40% DAU YoY) as mgmt shifts from monetization to user growth for long-term opportunity. Chess course w/ PvP features driving social network effects. AI-powered personalized tutoring could make it best teaching method globally. Down 45% YTD creating buying opportunity before growth reaccelerates.
Read full article (4 min)