Added to YB: 2026-08-04
Pitch date: 2026-07-31
DUOL [neutral]
Duolingo, Inc.
-1.64%
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
$138.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.84
P/E
15.45
EV/Sales
4.66
Sector
Diversified Consumer Services
Category
turnaround
Duolingo Update: Broken Business or Rare Bargain
DUOL (overview): Down -75% as bookings growth collapsed from 33% to 6% guided for 2Q26. Author argues slowdown is self-inflicted (cut marketing, deprioritized monetization) not AI threat; product churned 500M+ users, weak retention. AI enabling 20.5k courses, chess/math TAM. At $132/~$5B EV = 12x 2029 est earnings (100M DAU, 25% margins); 20x multiple = ~20% IRR. But requires re-acceleration to 20%+; turnaround execution risk, not conservative.
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