Added to YB: 2026-05-07
Pitch date: 2026-05-05
DUOL [neutral]
Duolingo, Inc.
+0.95%
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
$104.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.04
P/E
12.61
EV/Sales
3.64
Sector
Diversified Consumer Services
Category
growth
Duolingo (DUOL) Q1 Results: Saturation or Strategy? Analyzing the 21% DAU Growth Deceleration
DUOL (earnings): Q1 rev $292M, 29% adj EBITDA margin, DAU growth decelerated to 21% YoY from 50% in 2024 signaling saturation in US. Mgmt sacrificing $50M bookings (~5% growth) removing paywalls to hit 100M DAUs by 2028. Q2 bookings growth slowing to 6% on tough comps, FY26 guide 10-12% bookings, 15-18% rev. Gross margin contracting 71%→69% on AI compute costs despite 10x faster content gen. Trading 12.8x fwd P/E, 0.78 PEG, $1B cash/zero debt at 52W low—pricing in peak pessimism vs education super-app potential.
Read full article (7 min)