Duolingo, Inc.

NasdaqGS:DUOL Lagerbericht

Marktkapitalisierung: US$5.2b

Duolingo Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

Der Gewinn von Duolingo wird voraussichtlich um 32.5% pro Jahr zurückgehen, während der Jahresumsatz um 13.2% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 40.8% pro Jahr sinken. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 28.7% betragen.

Wichtige Informationen

-32.5%

Wachstumsrate der Gewinne

-40.79%

EPS-Wachstumsrate

Consumer Services Gewinnwachstum13.3%
Wachstumsrate der Einnahmen13.2%
Zukünftige Eigenkapitalrendite28.69%
Analystenabdeckung

Good

Zuletzt aktualisiert28 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Duolingo: Product Initiatives May Drive Paid Sub Acceleration In 2027 And Beyond

Apr 23

DUOL: User Growth Pivot And AI Roadmap May Unlock Future Upside

Analysts made a small upward adjustment to Duolingo's fair value estimate to $136.17 as they factor in the company's pivot toward user growth, tempered revenue and margin expectations, and a slightly higher assumed future P/E of about 36.8x following a series of downgrades and reset price targets clustered around $85 to $114. Analyst Commentary Recent research coverage has shifted toward a more cautious stance on Duolingo as the company leans into user growth and accepts lower near term visibility on monetization and margins.

DUOL: User Growth Pivot And AI Product Work Will Support Upside

Analysts have cut the Duolingo fair value estimate from $156.52 to $136.16, reflecting a series of price target reductions as they reassess monetization, growth visibility, and the impact of the company’s pivot toward user growth over near term profitability. Analyst Commentary Recent Street research has tilted cautious on Duolingo, with a series of downgrades and lower price targets following the company’s decision to prioritize daily active user growth over near term monetization and margins.

DUOL: User Expansion Pivot And AI Investments Will Shape Balanced Future Prospects

Analysts have reduced the Duolingo fair value estimate from about $270.74 to $105.73. This reflects a broad reset in price targets as they reassess slower projected revenue growth, lower profit margins, and a more cautious future P/E multiple tied to the company's pivot toward user growth over near-term monetization.

Duolingo: Billion Dollar Business Hiding in Plain Sight

Duolingo just crossed $1 billion in revenue and delivered a 367% surge in net earnings — yet the stock trades at a trailing P/E of just 11x. For a market-leading EdTech platform with 50 million daily active users, that’s a number you’d normally associate with a slow-moving industrial company, not one of the most recognisable consumer brands on the planet.

DUOL: Long Term User Focus And AI Features Will Drive Upside

Narrative Update: Duolingo Our updated narrative fair value for Duolingo shifts to $156.52 from $347.00, reflecting analysts' broad reset of price targets to the $85 to $114 range as they recalibrate expectations for bookings growth, profitability, and future P/E multiples in light of the company's focus on user growth over near term monetization. Analyst Commentary Recent research coverage on Duolingo has tilted cautious, with many firms resetting ratings to Neutral or equivalent and clustering price targets around the US$85 to US$114 range.

Duolingo (DUOL): The AI Learning Architect – Trading Profits for a 100M User Vision

Duolingo (DUOL) is currently undergoing its most significant strategic shift since its IPO, transitioning from a monetization-heavy model to a "user-growth first" strategy. This pivot was punctuated by its Q4 2025 earnings report on Thursday, February 26, 2026 , where the company beat expectations with $282.9 million in revenue (up 35% YoY) but issued guidance that sparked a massive sell-off.

DUOL: User Engagement And CFO Transition Will Shape Future Repricing Potential

Analysts have trimmed Duolingo's implied upside, with the consolidated price target moving toward $160 as they factor in slightly higher discount rates, modestly adjusted growth expectations, and recent target cuts from firms citing tempered user growth estimates and a more selective market for high multiple internet names. Analyst Commentary Recent research has tilted more cautious, with several Bearish analysts trimming price targets and flagging execution and growth risks around user trends and valuation for Duolingo.

Earnings Working Against Duolingo, Inc.'s (NASDAQ:DUOL) Share Price Following 37% Dive

Feb 05
Earnings Working Against Duolingo, Inc.'s (NASDAQ:DUOL) Share Price Following 37% Dive

DUOL: Long Term User Focus And New Offerings Will Shape Future Repricing

Narrative Update Analysts trimmed their Duolingo fair value estimate from $180 to $160, as lower projected profit margins and valuation multiples outweighed slightly higher modeled revenue growth and a modestly reduced discount rate. This aligns with recent Street price target cuts and more cautious user growth expectations.

DUOL: Long Term User Focus And Chess Expansion Will Drive Upside

Analysts cut their Duolingo fair value estimate from about $600 to roughly $347, reflecting lower price targets and more moderate assumptions for revenue growth, profit margins, future P/E multiples, and a slightly higher discount rate, as recent research highlights a focus on longer term user growth over near term monetization and mixed reactions to product and user growth trends. Analyst Commentary Recent research on Duolingo centers on a trade off between near term monetization and longer term user growth.

DUOL: Long Term User Focus And Product Experiments Will Shape Future Repricing

Our Duolingo fair value estimate has been reset from US$390 to US$180 as analysts broadly trim price targets and factor in slightly slower modeled revenue growth, a lower future P/E, and the company's increased focus on long term user expansion over near term monetization following the recent Q3 update and Chess product commentary. Analyst Commentary Recent Street research reflects a more cautious stance on Duolingo, with several bearish analysts cutting price targets and, in one case, removing a target altogether.

DUOL: Long-Term User Expansion Focus Will Drive Renewed Upside Potential

Analysts have trimmed their Duolingo price target slightly to about $271 from roughly $271.05, reflecting modestly higher discount rates and a greater focus on long term user growth and product investment over near term monetization, even as they acknowledge improving revenue growth and margin expectations. Analyst Commentary Street research highlights a wide range of views on Duolingo, with most firms trimming price targets but maintaining generally constructive stances on the company’s long term growth algorithm and product roadmap.

DUOL: Long-Term User Growth Focus Will Drive Renewed Interest Ahead

Duolingo's fair value estimate has been revised downward from $289.81 to $271.05 as analysts reacted to a series of price target reductions. These adjustments were driven by concerns over the company's shifting focus toward long-term user growth instead of prioritizing near-term monetization and profitability.

DUOL: Focus On Long-Term User Engagement Will Drive Sustained Platform Expansion

Duolingo’s fair value estimate has been sharply reduced from approximately $443 to $290 per share. Analysts point to a combination of lower growth expectations and a strategic pivot toward long-term user engagement over immediate profitability.

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

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.

China And Asia Expansion Will Transform Digital Education

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.

Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 27% Price Jump

Oct 09
Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 27% Price Jump

China And Asia Expansion Will Transform Digital Education

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.

China And Asia Expansion Will Transform Digital Education

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.

Duolingo (NASDAQ:DUOL) Is Looking To Continue Growing Its Returns On Capital

Jul 11
Duolingo (NASDAQ:DUOL) Is Looking To Continue Growing Its Returns On Capital

Is Duolingo, Inc. (NASDAQ:DUOL) Potentially Undervalued?

Jun 13
Is Duolingo, Inc. (NASDAQ:DUOL) Potentially Undervalued?

Is Now The Time To Put Duolingo (NASDAQ:DUOL) On Your Watchlist?

May 29
Is Now The Time To Put Duolingo (NASDAQ:DUOL) On Your Watchlist?

Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 44% Price Jump

May 03
Duolingo, Inc. (NASDAQ:DUOL) Looks Just Right With A 44% Price Jump

Duolingo: Love The Business, Don't Love The Valuation

Apr 28

Duolingo: Still A Bargain At 35x FCF? I Think So

Apr 10

Duolingo: AI Concerns Are Overblown, But Stock Is Already Overpriced Anyway

Feb 28

Duolingo: Despite Being A High-Quality Company, Market Expectations Are Too High

Jan 15

Duolingo: Stellar Stock With Stretched Valuation (Rating Downgrade)

Dec 10

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:DUOL - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/20281,54619846840710
12/31/20271,38216747444619
12/31/20261,20914835939621
12/31/20251,038414360388N/A
9/30/2025964386348364N/A
6/30/2025885117321336N/A
3/31/202581197289308N/A
12/31/202474889264286N/A
9/30/202468987229251N/A
6/30/202463466210233N/A
3/31/202458346190208N/A
12/31/202353116140154N/A
9/30/2023484-10106116N/A
6/30/2023442-317887N/A
3/31/2023404-505463N/A
12/31/2022369-604454N/A
9/30/2022339-633242N/A
6/30/2022306-743038N/A
3/31/2022277-591825N/A
12/31/2021251-6039N/A
9/30/2021226-53612N/A
6/30/2021208-2739N/A
3/31/2021189-271418N/A
12/31/2020162-161418N/A
12/31/201971-14-32N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: DUOLFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-32.5% pro Jahr).

Ertrag vs. Markt: DUOLFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-32.5% pro Jahr).

Hohe Wachstumserträge: DUOLFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.

Einnahmen vs. Markt: DUOLDie Einnahmen des Unternehmens (13.2% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.1% pro Jahr).

Hohe Wachstumseinnahmen: DUOLDie Einnahmen des Unternehmens (13.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: DUOLDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (28.7%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/01 07:05
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Duolingo, Inc. wird von 30 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Vikram KesavabhotlaBaird
Ross SandlerBarclays
X. LuBarclays