Added to YB: 2025-12-29
Pitch date: 2025-12-24
DUOL [neutral]
Duolingo, Inc.
+0.64%
current return
Author Info
Accrued Interest is an TMT Equity Research Specialist. They manage their family office and write about business and investing. Former tv/radio executive. During corporate years, achieved +3,400% TWR in PA from ’16-‘24. 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
$8.4B
Pitch Price
$180.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
53.48
P/E
22.49
EV/Sales
7.60
Sector
Diversified Consumer Services
Category
N/A
Why Duolingo Will Underperform in 2026 ($DUOL)
DUOL (underperform): Trades 24x 2026 adj EPS despite structural flaws. Mobile game disguised as education w/ slow paid conversion (9% penetration, +50bps/yr). AI threatens core value prop as LLMs master translation. Int'l user shift drags ARPU. Mgmt prioritizing retention over monetization, pausing paywall tests.
Read full article (4 min)