Added to YB: 2026-05-12
Pitch date: 2026-05-08
DUOL [neutral]
Duolingo, Inc.
+27.24%
current return
Author Info
No bio for this author
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$6.3B
Pitch Price
$107.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.84
P/E
15.45
EV/Sales
4.66
Sector
Diversified Consumer Services
Category
growth
Duolingo: Is it AI-resistant?
DUOL (pass): Language learning app grew rev +41% p.a. since ChatGPT launch vs CHGG -21% p.a., bulls claim gamified/social features = AI-resistant. However, AI lowered barriers to entry sparking new competitors. Early warning signs: Q1'26 bookings growth decelerated, IAP rev -11% YoY despite higher DAU/MAU, short interest surged 3.7% to 20.0%. May only delay AI disruption, not eliminate it.
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