Added to YB: 2026-01-19
Pitch date: 2026-01-15
DUOL [neutral]
Duolingo, Inc.
-34.24%
current return
Author Info
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$4.8B
Pitch Price
$154.42
Price Target
500.00 (+392%)
Dividend
N/A
EV/EBITDA
22.15
P/E
11.86
EV/Sales
3.60
Sector
Diversified Consumer Services
Category
growth
Duolingo Now Has 300X Potential.
DUOL (update): P/S contracted from 29x to 7.5x on AI disruption fears, but AI actually accelerating business - FCF inflected up since ChatGPT launch. DAU growth historically lumpy, now focusing on teaching quality over growth. Chess course fastest-growing, surpassing math/music. Proprietary data moat strengthening. Revenue/FCF up 13x/30x+ since IPO. Sees $500 price target as AI enables superhuman teacher, targeting trillion dollar valuation.
Read full article (4 min)