Duolingo, Inc.

NasdaqGS:DUOL 株式レポート

時価総額：US$6.8b

Duolingo 将来の成長

Future 基準チェック /16

Duolingoの収益は年間25.5%で減少すると予測されていますが、年間収益は年間12.3%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に23.6% 30.6%なると予測されています。

主要情報

-25.5%

収益成長率

-30.64%

EPS成長率

Consumer Services 収益成長11.1%
収益成長率12.3%
将来の株主資本利益率23.59%
アナリストカバレッジ

Good

最終更新日01 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 09

DUOL: AI Powered User Engagement And DAU Momentum Will Support Upside

Analysts have raised their Duolingo price expectations, with the updated fair value estimate moving from about $160.53 to $192.64. This change reflects stronger modeled revenue growth and a higher future P/E multiple supported by recent upgrades and price target increases across the Street.
ナラティブ更新 • Aug 26

DUOL: Monetization Lag Versus Surging Daily Users Will Likely Pressure Shares

Analysts have nudged the Duolingo fair value estimate higher to $127.07 from $114.91, citing updated models that factor in slightly lower revenue growth assumptions, modestly better profit margin expectations, and a higher future P/E multiple in line with recent price target revisions across the Street. Analyst Commentary Street research on Duolingo has become more mixed in recent months, with several firms lifting price targets and others turning more cautious.
Seeking Alpha • Aug 23

Duolingo Has Already Been Disrupting The Education Services Industry, But This Is Just The Beginning

Summary Duolingo is positioned as a disruptive, globally recognized EdTech brand with evolving growth potential beyond language learning. DUOL's vision extends to building the world's best AI-powered education platform, with ambitions in official certifications and broader subject offerings. Recent stock declines reflect a valuation correction, not a broken thesis, creating a compelling buying opportunity as the business fundamentals remain intact. DUOL is considered financially healthy, profitable, and attractively valued for both current performance and future growth prospects. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 12

DUOL: AI Driven User Engagement And DAU Strength Will Support Upside

Duolingo's analyst fair value estimate has increased from about $134 to about $161 as analysts factor in stronger user engagement trends and potential AI tailwinds, while still flagging questions around monetization, growth durability, and valuation. Analyst Commentary Recent Street research around Duolingo highlights a split view.
ナラティブ更新 • Jul 29

DUOL: Stronger Daily Users Will Likely Mask Waning Monthly Engagement

Duolingo's analyst fair value estimate has increased from $108.14 to $114.91 as analysts incorporate stronger daily active user trends, new monetization options, and updated price targets clustered around $120 to $139. Analyst Commentary Recent research on Duolingo clusters around higher price targets and mixed views on how durable current user and revenue momentum may be.
ナラティブ更新 • Jul 15

DUOL: Slowing Monthly User Momentum Will Likely Cap Upside Despite Raised Expectations

Analysts have lifted the Duolingo price target range, with recent moves such as raises to $125, $120 and $82. This reflects a view that moderating AI disintermediation concerns, solid earnings power and stronger near term user and bookings trends support a modestly higher fair value estimate of about $108 per share.
分析記事 • Jun 20

Duolingo (DUOL) Stock Could Be 53.3% Undervalued Ahead Of Earnings

Duolingo (DUOL) is back in focus after the stock dipped 3.65% in the latest session, as investors evaluate expectations for an upcoming earnings report that combines forecast revenue growth with a projected decline in earnings per share. See our latest analysis for Duolingo. Despite the recent 3.65% daily drop, Duolingo’s 30-day share price return of 18.86% and 90-day share price return of 28.06% point to strengthening short term momentum. However, the 1-year total shareholder return has...
ナラティブ更新 • Jun 16

DUOL: Slowing Monthly Users And Earnings Pressure Will Drive Bearish Repricing

Analysts have revised Duolingo's fair value estimate from $160.00 to $81.00, citing updated assumptions around user growth, profit margins, and a higher future P/E multiple, even as some firms raise price targets on stronger near-term daily active user trends. Analyst Commentary Recent research on Duolingo highlights a more cautious tone from several bearish analysts, even as some price targets move higher.
ナラティブ更新 • Jun 02

DUOL: AI Led User Engagement And DAU Focus May Support Upside

Duolingo's analyst fair value estimate edges up to $133.98 from $133.96 as analysts balance slightly higher revenue growth assumptions with more cautious views on profit margins and future P/E multiples, following a mix of recent price target raises and cuts across the Street. Analyst Commentary Recent research on Duolingo presents a mixed picture, with shifts in price targets and ratings reflecting different views on user growth, profitability, and valuation.
ナラティブ更新 • May 16

DUOL: User Growth Pivot And Buyback May Support Future Upside

Analysts have trimmed the Duolingo fair value estimate slightly to about $134 from about $136. This reflects reduced revenue growth assumptions, a modestly higher discount rate, and lower future P/E expectations, partly offset by a slightly higher profit margin outlook after a series of mixed price target changes and ratings downgrades across the Street.
ナラティブ更新 • May 01

DUOL: User Growth Pivot And AI Expansion Will Define Balanced Risk Reward

The analyst price target for Duolingo has been trimmed slightly to $104.97 from $105.73 as analysts factor in the company’s pivot toward user growth over near term monetization, more conservative bookings expectations for 2026, and a modest reset in long term revenue growth, margin, and future P/E assumptions. Analyst Commentary Street research around Duolingo has turned more cautious as the company leans into a user growth first playbook and reins in 2026 bookings expectations.
ナラティブ更新 • Apr 17

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.
ナラティブ更新 • Apr 03

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.
ナラティブ更新 • Mar 19

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.
新しいナラティブ • Mar 06

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.
ナラティブ更新 • Mar 05

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.
ナラティブ更新 • Feb 19

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.
分析記事 • Feb 05

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

Duolingo, Inc. ( NASDAQ:DUOL ) shareholders that were waiting for something to happen have been dealt a blow with a 37...
ナラティブ更新 • Feb 05

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.
ナラティブ更新 • Jan 22

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.
ナラティブ更新 • Jan 08

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.
ナラティブ更新 • Dec 16

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.
ナラティブ更新 • Dec 01

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.
ナラティブ更新 • Nov 17

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.
ナラティブ更新 • Nov 01

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.
ナラティブ更新 • Oct 17

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.
分析記事 • Oct 09

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

Those holding Duolingo, Inc. ( NASDAQ:DUOL ) shares would be relieved that the share price has rebounded 27% in the...
ナラティブ更新 • Oct 03

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.
ナラティブ更新 • Sep 05

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.

業績と収益の成長予測

NasdaqGS:DUOL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,55321548449014
12/31/20271,36717143844822
12/31/20261,20713839239622
6/30/20261,145411398431N/A
3/31/20261,099422405433N/A
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
12/31/201971-14N/A2N/A

アナリストによる今後の成長予測

収入対貯蓄率: DUOLの収益は今後 3 年間で減少すると予測されています (年間-25.5% )。

収益対市場: DUOLの収益は今後 3 年間で減少すると予測されています (年間-25.5% )。

高成長収益: DUOLの収益は今後 3 年間で減少すると予測されています。

収益対市場: DUOLの収益 ( 12.3% ) US市場 ( 13.5% ) よりも低い成長が予測されています。

高い収益成長: DUOLの収益 ( 12.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DUOLの 自己資本利益率 は、3年後には高くなると予測されています ( 23.6 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/09 09:40
終値2026/09/09 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Duolingo, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30

アナリスト機関
Vikram KesavabhotlaBaird
X. LuBarclays
Ross SandlerBarclays