Added to YB: 2025-09-10
Pitch date: 2025-09-09
DUOL [neutral]
Duolingo, Inc.
-32.15%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$9.1B
Pitch Price
$274.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.74
P/E
24.43
EV/Sales
8.35
Sector
Diversified Consumer Services
Category
growth
Duolingo: Alex Karp Docet
DUOL (earnings update): Down 50% from highs on ChatGPT fears, but LLMs are 'raw material' needing refinement—Duolingo acts as learning ontology. Q2 revenue $252M (+41% YoY), raised FY bookings guide to 32% growth, FCF/share rising. MAU growth slowed but DAUs +40% YoY, Chess course fastest launch ever.
Read full article (6 min)