Added to YB: 2026-03-03
Pitch date: 2026-02-27
DUOL [neutral]
Duolingo, Inc.
+2.46%
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
$4.7B
Pitch Price
$98.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.98
P/E
11.79
EV/Sales
3.57
Sector
Diversified Consumer Services
Category
growth
Duolingo Earnings
DUOL (earnings): Q4 rev $282.9M (+35% YoY) beat, EPS $0.91 beat; 12.2M paid subs (+28% YoY), 52.7M DAUs (+30% YoY) crossed 50M milestone. FY bookings >$1B, EBITDA >$300M. FY26 guide: rev +16.5% YoY missed est -4.3%, bookings growth slowing to 10-12% as DAU growth moderates to ~20%. Investment year: margin pressure in Q2 (-300bps) from AI costs & friction reduction to support long-term target of 100M DAUs by 2028. $400M buyback authorized. Chess scaled to 7M DAUs, math launching. Only 10% MAU monetization leaves upside, but Net New ARR -34% YoY signals near-term headwinds.
Read full article (6 min)