Added to YB: 2026-02-13
Pitch date: 2026-02-11
DUOL [bullish]
Duolingo, Inc.
-4.51%
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
$5.2B
Pitch Price
$110.63
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.28
P/E
12.84
EV/Sales
3.70
Sector
Diversified Consumer Services
Category
growth
Duolingo | A personal story
DUOL: Analyst bought at $75 in '22, sold some at $175 in '23 citing high valuation, held through +200% rise then -75% drop on AI fears. Re-bought at $166 (now 6% portfolio). Thesis: No competitor matches data/UX; AI enhances vs threatens. Conservative: 25% rev growth '26→10% in 10yr, margins 15%→25%, implies 15% IRR excl buybacks/divs
Read full article (4 min)