Added to YB: 2026-10-06
Pitch date: 2026-09-30
DUOL [neutral]
Duolingo, Inc.
+2.23%
current return
Author Info
DualEdge Invest combines data analysis with storytelling to unlock insights and interesting investment opportunities. 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
$6.7B
Pitch Price
$145.68
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.60
P/E
17.20
EV/Sales
4.82
Sector
Diversified Consumer Services
Category
growth
The Two Front War: Decoding Duolingo
DUOL (monitor): Duolingo combines a leading consumer-education brand, accumulated learning data and strong product experimentation with revenue above $1 billion and $136 million of operating profit in 2025. The 2026 pivot toward 100 million DAUs by end-2028 sacrifices near-term monetization to expand engagement; the unresolved question is whether higher conversion and renewal can offset reduced ads, longer trials and the risk that moving features into Super drives Max users to the lower-priced tier amid AI competition.
Read full article (23 min)