Key Takeaways DUOL has dropped 59% in six months while its industry and the S&P 500 posted gains.AI and proprietary data power rapid content growth, including 148 new language courses in April.A 2.82 current ratio and sharply higher 2025 earnings estimates highlight DUOL's solid outlook.Duolingo, Inc. (DUOL) has been facing heavy selling pressure, sliding 59% over the past six months. This sharp decline stands out when compared to the broader industry, which climbed 20% in the same period and the Zacks S&P ...

Core Viewpoint - Duolingo (DUOL) is considered mispriced due to market overreactions to slowing user growth and fears of AI competition, while the company's engagement durability, new non-language vertical opportunities, and data advantage are undervalued [1] Group 1 - The company has experienced a 65% decline in stock price [1] - The analyst emphasizes a focus on long-term investment opportunities based on fundamentals [1] - Extensive research has been conducted on various industries, including energy, technology, and homebuilding, indicating a broad analytical perspective [1] Group 2 - The analyst encourages discussions with other analysts, especially when differing views are held, to enhance the investment thesis [1]

Core Viewpoint - There is significant fear and uncertainty surrounding Duolingo (DUOL), particularly due to concerns related to AI and its impact on the company's performance [1]. Company Summary - Duolingo has experienced a decline in its stock value since the last review, primarily attributed to worries about AI developments [1].

Duolingo ( DUOL ) is quietly becoming one of the most profitable consumer apps in the market. With nearly 72% gross margins and a stunning 40% net income margin, the company converts revenue into earnings far more efficiently than peers. Its strong cash flow, overHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with ...

Core Insights - The analysis of Duolingo (DUOL) indicates a mixed outlook, with AI presenting both long-term risks and short-term benefits [1] Group 1: Company Analysis - The initial assessment of Duolingo was in July 2024, categorizing it as a hold due to concerns about AI's impact [1] - The analyst emphasizes a fundamental approach to investment, focusing on identifying undervalued stocks with growth potential [1] Group 2: Market Context - The analyst has experience covering both Brazilian and global stocks, suggesting a broad understanding of market dynamics [1]

There's no doubt that the Q3 earnings season leading up to the close of 2025 has been a very volatile quarter. Investors have bashed many previously high-flying stocks, as ultra-high valuation multiples have demanded essentially perfect fundamental performance.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He ...

Duolingo ( DUOL ) entered the year as one of the biggest winners post-pandemic as well as of the rise of AI. The stock’s fall from grace has removed a lot of that luster, and management has more or less signaled continued pressuresJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the investing group B ...

SINGAPORE, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Genshin Impact, the popular open-world adventure RPG, and Duolingo, the world's most downloaded educational app, are teaming up for an unprecedented collaboration featuring Paimon, Teyvat's best travel companion ever, alongside Genshin Impact's beloved characters Tighnari and Cyno, as well as Duo, the green owl loved (and feared) by millions. Watch the "Genshin Impact x Duolingo" collaboration trailer here:YouTube View the media kit here:https://uberstrategist.l ...

Group 1 - Duolingo is a profitable app-based education company experiencing over 40% annual revenue growth, despite a 66% drop in stock value, presenting a unique investment opportunity [1][4] - The company has 135 million monthly active users as of Q3 2025, demonstrating its ability to attract and retain learners through engaging language learning methods [5][8] - Duolingo has 11.5 million paying subscribers, which account for 84% of its revenue, reflecting a 34% year-over-year increase [7][8] Group 2 - The company generated nearly $350 million in free cash flow over the last 12 months, showcasing the scalability of its digital business model [8] - Less than 10% of Duolingo's current user base are paying subscribers, indicating significant growth potential [10] - Duolingo is expanding its offerings beyond language learning into areas like chess, math, and literacy, aiming to create gamified learning experiences across various subjects [11][12]

Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo.Read more: https://t.co/4fzpeBrQXL https://t.co/rfs9HWfln0 ...