Added to YB: 2026-03-03
Pitch date: 2026-02-27
DUOL [neutral]
Duolingo, Inc.
+2.46%
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
$4.7B
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 Has 600X Potential Now.
DUOL (update): Management sacrificing short-term financials to build superhuman AI tutor via proprietary data moat. No competition, 85% of language learning DAUs. Chess vertical hit 7M MAUs in 7mo, proving platform expansion works. Moving AI features (Video Call with Lily) downstream despite margin hit to maximize customer outcomes & word-of-mouth growth. Betting on dominant AI personal tutor across verticals as inference costs drop. Author doubled position at $190 (from $323 entry).
Read full article (5 min)