Duolingo, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Bullish +55

$DUOL - Duolingo, Inc. - SEC 13D/G Filing - Technology

AI-generated analysis

Duolingo, Inc. (DUOL) saw significant institutional activity on August 12, 2026, following an SEC 13D/G filing update. AQR Capital Management LLC dramatically increased its stake in the technology company, raising its holdings by approximately 2.22 million shares to reach a total of 2.33 million shares....

Bullish Signals

  • AQR bought 2.22 million shares showing strong confidence.
  • Institutional ownership increased consistently over last two quarters.
  • Vanguard increased holdings adding to bullish sentiment.
  • AQR's 5.8% stake signals major long-term strategic position.

Bearish Signals

  • DUOL stock declined 26.07% year-to-date.
  • AQR increased holdings, suggesting undervaluation.
22
Somewhat Bearish -45

The SaaS-Pocalypse’s Biggest Losers: Figma, Duolingo, and Monday.com Suffer Brutal Meltdowns

AI-generated analysis

The article analyzes a significant decline in Software-as-a-Service (SaaS) stocks, termed the 'SaaS-pocalypse,' driven by investor fears that AI tools will erode traditional business models. Three specific companies—Figma, Duolingo, and Monday.com—are highlighted as major losers despite posting robust financial growth. Figma's shares have dropped 86.5%...

Bullish Signals

  • Figma FY25 revenue up 41% to $1.06B.
  • Duolingo revenue up 39% to $1.038B.
  • Duolingo net income $414.1M and bookings +33%.
  • Monday.com NDR 111% and FCF up 4.8%.
  • Figma growth triple Adobe's despite higher multiple.

Bearish Signals

  • Unprofitable with negative 7.39 P/E and over $1.25B net losses.
  • Duolingo guidance cut to 10-12% from prior 24% Q4 growth.
  • AI risks eroding Figma's moat faster than expected.
  • Skepticism that AI tools will cap Duolingo subscriber expansion.
  • Monday.com trades at high 27.9x P/E vulnerable to slowdown.
23
Somewhat Bullish +45

Duolingo stock has crawled back: will these gains hold as growth slows?

AI-generated analysis

Duolingo (DUOL) stock has rebounded from a year-to-date low of $89.7 to trade at $132, driven by strong Q1 financial results that exceeded analyst expectations. The company reported a 21% increase in daily active users to 56.5 million and a matching 21% rise in paid...

Bullish Signals

  • Q1 revenue hit $292 million, up 27% year-over-year.
  • Paid subscribers grew 21% to reach 12.5 million.
  • Net income rose to $43 million while expanding users.
  • Bullish analysts set price targets between $125 and $139.
  • Diversification into chess and math reduces revenue risk.

Bearish Signals

  • EPS forecast drops from $11.77 to $6.69 due to growth concerns.
  • Bearish RSI and falling PPO signal potential downside risk.
  • Stock fell 75% from all-time high amid sustainability skepticism.
  • Management shift away from revenue growth may unsettle investors.
24
Bullish +55

California Public Employees Retirement System Sells 4,208 Shares of ...

AI-generated analysis

California Public Employees Retirement System reduced its stake in Duolingo, Inc. (NASDAQ:DUOL) by 8.4% in the first quarter, selling 4,208 shares to hold a remaining position of 45,796 shares valued at $4.51 million. Conversely, several other major institutional investors significantly increased their holdings during the...

Bullish Signals

  • EPS beat: $0.89 vs $0.79 consensus.
  • Revenue exceeded expectations at $291.97 million.
  • Strong net margin of 38.44% and ROE of 14.07%.
  • Revenue grew 26.5% year-over-year.
  • Institutional stake increased by 71.9% to 112.9%.
  • Needham buy rating with $145.00 price target.
  • Jefferies raised target to $125.00.
  • Stock trades above moving averages at $122.24.
  • Pristine balance sheet with debt-to-equity ratio of 0.07.

Bearish Signals

  • CalPERS reduced holdings by 8.4% in Q1.
  • Analyst consensus rating is 'Hold' at $167.17.
  • General Counsel Chen sold 1,977 shares for taxes.
  • Insider Meese sold 1,420 shares for taxes.
25
Bullish +75

Duolingo: The Most Asymmetric Risk/Reward In Consumer Tech

AI-generated analysis

Duolingo, Inc. (DUOL) is highlighted as a 'Strong Buy' in the consumer tech sector, trading at 12x earnings with a forward PEG ratio of 0.28. The company boasts robust free cash flow margins of 35% and maintains a debt-free balance sheet with $1.1 billion in...

Bullish Signals

  • Trades at attractive 12x earnings with forward PEG ratio of 0.28.
  • Daily Active Users grew 350% to reach 56.5 million since ChatGPT launch.
  • Strong financial health with 35% free cash flow margins and $1.1 billion cash.
  • 22% conversion rate to paid users demonstrates effective monetization of large base.
  • Management targets 100 million DAUs by 2028, signaling high future scalability.

Bearish Signals

  • Sacrificing $50M bookings for 15-18% revenue growth guidance.
  • Operating in sector-wide SaaS drawdown environment.