DUOL
Duolingo, Inc.

Duolingo, Inc.DUOL

Technology · Software - Application
147.75USD
+1.21%
Sep 25, 2026
DUOL overview ready
Duolingo is a direct consumer-platform participant: it uses gamified, adaptive lessons and AI conversation features to increase learning engagement and subscription conversion across language learning and adjacent subjects.
Narrative not measured
AI-Enabled Learning and Skills DevelopmentPersonalized AI Tutoring and Gamified Digital LearningPure play
Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
Fair valuation
The price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from other language learning platforms.
Market Sep 24Filing Jun 30Price action Sep 24Research Sep 17

Conviction Level

NarrativeHeat—ThemeHeat6.1PriceAction8.0Valuation6.3CompanyPosition9.3
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads early recovery, with a near-term setup of constructive pullback.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$1.9B
Avg Volume (60D)
1.3M
60 sessions
Revenue Growth YoY
+38.7%
FY2025 vs FY2024
Gross Margin
+72.7%
Trailing twelve months
Operating Margin
+13.7%
Trailing twelve months
Free Cash Flow Yield
+21.6%
Distance from 200DMA
+14.2%
Next Earnings
2026-11-04
P/E
4.6x
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Duolingo, Inc. has a Fair valuation stance because the price broadly reflects the cash the business actually produces, with upside and risk reasonably balanced.

Company Research

Thesis
Duolingo is a direct consumer-platform participant: it uses gamified, adaptive lessons and AI conversation features to increase learning engagement and subscription conversion across language learning and adjacent subjects. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Consumer and education platforms are using adaptive AI tutors, interactive practice, and engagement loops to deliver scalable personalized learning and monetize subscriptions, institutional access, or credentials.
Key risk
Competition from other language learning platforms.

Narrative & Theme

AI-Enabled Learning and Skills Development
Part of Personalized AI Tutoring and Gamified Digital Learning, with strong fit.
DUOL has a genuine fit with the emerging AI-enabled digital-learning story, rather than merely generic AI adjacency.
Narrative HeatUnavailable
Theme HeatNeutral6.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Technology · Software - Application
What they do

Duolingo operates a mobile learning platform offering language education through its app internationally, providing courses in over 250 languages and a digital English proficiency exam.

How it earns

The company primarily generates revenue through subscription fees and digital assessment services.

Products & services
Duolingo language learning app
Digital English language proficiency assessment exam
Customers & end markets
Individual learners
Educational institutions and language learners globally
Market position

Duolingo is a leader in the mobile language learning app market.

Demand drivers
Low cyclicality

Demand for language learning and digital education is relatively stable and less sensitive to economic cycles.