Added to YB: 2026-05-07
Pitch date: 2026-05-05
DUOL [neutral]
Duolingo, Inc.
+23.13%
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
$5.7B
Pitch Price
$104.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.86
P/E
14.05
EV/Sales
N/A
Sector
Diversified Consumer Services
Category
growth
Show full summary:
Duolingo: A Costly Narrative.
DUOL (update): Q1 2026 DAUs up 56.5M from 52.7M QoQ, MAUs 137.8M from 133.1M; DAU/MAU ratio rising as AI drives 10x higher shipping rate (20.5K units/Q). Words per video call +2x YoY. FCF/share +86% while stock down ~86%, creating 'Singularity Asymmetry'. AI personalization & proprietary data flywheel accelerating.
Read full article (4 min)