Core Insights - Duolingo, Inc. (DUOL) experienced a significant decline from its peak in May 2025, which can be divided into two phases, with the first phase leading up to Q3 2025 earnings and a substantial reset in bookings [1] Group 1: Company Performance - The decline in Duolingo's stock price reflects a broader trend in the company's financial performance, particularly influenced by the earnings report and updated guidance [1] Group 2: Market Trends - The analysis indicates that the market's reaction to Duolingo's earnings and guidance has been critical in shaping investor sentiment and stock valuation [1]

Duolingo stock price jumped by 5% on Monday as American equities bounced back and as investors reacted to a bullish research note by Bank of America analysts. DUOL jumped to $185, a few points above this year's low of $174. Still, it remains 66% below its all-time high after having a disastrous year in 2025. Wall Street analysts are bullish on the Duolingo stock Duolingo's business is growing at a lower pace than expected Copy link to section Duolingo share price crashed last year, a move that erased billio ...

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 ...

Group 1: Earnings and Revenue Forecast - Duolingo, Inc. is predicted to post quarterly earnings of $0.55 per share, reflecting a 7.8% increase year-over-year [1] - Revenues are forecasted to be $240.54 million, representing a year-over-year increase of 34.9% [1] Group 2: Analyst Revisions and Consensus Estimates - There has been a downward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days, indicating a reappraisal by analysts [2] - Analysts' projections for 'Revenues- Subscription' are estimated at $203.58 million, a change of +41.5% from the year-ago quarter [5] - Total bookings are expected to reach $246.34 million, compared to $190.09 million in the same quarter last year [5] Group 3: User Metrics Forecast - Daily active users (DAUs) are projected to reach 48.37 million, up from 34.10 million year-over-year [5] - Monthly active users (MAUs) are estimated at 132.93 million, compared to 103.60 million in the previous year [6] - Paid subscribers at period end are forecasted to reach 10.89 million, an increase from 8.00 million in the same quarter last year [6] Group 4: Subscription Bookings - Subscription bookings are expected to arrive at $209.76 million, compared to $156.48 million in the same quarter of the previous year [7] Group 5: Stock Performance - Over the past month, Duolingo shares have recorded returns of -11.6%, while the Zacks S&P 500 composite has changed by +2.3% [7] - Based on its Zacks Rank 4 (Sell), Duolingo is expected to underperform the overall market in the upcoming period [7]