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DUOL: User Growth Concerns Will Fade As Engagement Increases In Key Markets

Published
25 Aug 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-39.7%
7D
-4.0%

Author's Valuation

US$442.7458.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 1.45%

Duolingo's analyst price target has been lowered by $6.50 to $442.74 per share. Analysts cite ongoing concerns over user growth and recent valuation adjustments, even as revenue continues to grow.

Shared on 17 Oct 25

Fair value Decreased 0.55%

Analysts have slightly trimmed Duolingo's fair value estimate by $2.50, as modest adjustments to user growth expectations and continued competitive risks are tempering near-term optimism for the stock. Analyst Commentary Recent analyst reviews of Duolingo reflect a balanced mix of optimism about the company's product strengths and ongoing concerns related to user growth and competition.

Shared on 03 Oct 25

Fair value Decreased 1.09%

Duolingo's analyst fair value estimate has been slightly reduced by approximately $5 to $451.74, as analysts cite ongoing concerns about slower user growth and increased competition, which are impacting future performance expectations. Analyst Commentary Recent analyst research highlights a mix of cautious sentiment and continued confidence in Duolingo's long-term prospects, focusing on user growth trends, competitive risks, and valuation concerns.

Shared on 05 Sep 25

Fair value Decreased 6.74%

Duolingo’s consensus price target was modestly reduced to $478.65 as analysts cite weaker-than-expected user growth trends, persistent competition risks, and recent social media setbacks, partially offset by confidence in the company’s growth prospects beyond language learning. Analyst Commentary Decelerating user growth and indications that active users and subscribers are trending below consensus estimates have led bearish analysts to reduce targets and downgrade ratings.

Shared on 07 May 25

Fair value Increased 21%

Shared on 30 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 8.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 24%

AnalystConsensusTarget has decreased revenue growth from 30.0% to 26.7% and increased profit margin from 17.9% to 20.0%.