Duolingo 경영진
경영진 기준 점검 4/4
Duolingo CEO는 Luis von Ahn Arellano, Aug2011 에 임명되었습니다 의 임기는 14.75 년입니다. 총 연간 보상은 $767.50K, 97.7% 급여 및 2.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $350.71M 가치에 해당하는 회사 주식의 7.17% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.7 년과 5.9 년입니다.
핵심 정보
Luis von Ahn Arellano
최고경영자
US$767.5k
총 보수
| CEO 급여 비율 | 97.72% |
| CEO 재임 기간 | 14.8yrs |
| CEO 지분 보유율 | 7.2% |
| 경영진 평균 재임 기간 | 5.7yrs |
| 이사회 평균 재임 기간 | 5.9yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • May 05
Duolingo: A Buy If You Can Handle The Volatility
Summary Duolingo, Inc. remains a Buy despite a 40%+ stock decline, as fundamentals are strong and valuation now offers significant upside asymmetry. DUOL's Q1 delivered double beats on revenue and EPS, with 21% DAU and paid subscriber growth, 27% YoY revenue growth, and modest EBITDA margin expansion. Key DUOL risks include AI-driven competition and stagnant paid subscriber penetration, raising uncertainty around long-term growth targets and margin expansion. Even with conservative 2030 assumptions, DUOL stock could trade at a 9x P/E, implying potential 100%–170% upside if the business executes moderately well. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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.내러티브 업데이트 • 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.
새 내러티브 • Feb 28
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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • Jul 11
Duolingo (NASDAQ:DUOL) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...분석 기사 • Jun 13
Is Duolingo, Inc. (NASDAQ:DUOL) Potentially Undervalued?
Today we're going to take a look at the well-established Duolingo, Inc. ( NASDAQ:DUOL ). The company's stock received a...분석 기사 • May 29
Is Now The Time To Put Duolingo (NASDAQ:DUOL) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Apr 28
Duolingo: Love The Business, Don't Love The Valuation
Summary Duolingo is the largest global language learning platform, with 116m monthly active users and 9.5m paid subscribers. In 2024, Duolingo grew revenues by 41% and reported 26% adjusted EBITDA margins. Duolingo continues to increase its total addressable market by expanding internationally, launching new verticals (e.g., maths, music, chess), and launching premium AI-enabled language learning tiers. Duolingo trades on a rich multiple of 17x forward revenue and 66x forward earnings. While Duolingo is a high-quality business, the current valuation does not present an attractive risk reward, so I rate Duolingo a hold. Read the full article on Seeking AlphaSeeking Alpha • Apr 10
Duolingo: Still A Bargain At 35x FCF? I Think So
Summary I love that Duolingo is growing fast and throwing off meaningful free cash flow—those two don’t often go together. The fact that they have no debt and nearly a billion in cash gives me confidence, especially in a shaky macro environment. I’m bullish because they’re not just coasting—they’re innovating with AI, expanding into new subjects, and upselling premium plans. Valuation wise, 35x forward FCF feels entirely fair to me for a business compounding at over 30% annually with rising margins. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Duolingo: AI Concerns Are Overblown, But Stock Is Already Overpriced Anyway
Summary Duolingo, Inc.'s stock fell ~15% after reporting Q4 results, despite healthy user growth and an acceleration in bookings. AI displacement fears are unwarranted; Duolingo's user metrics and advanced AI features show strong resilience and continued growth. Risks include potential user attrition after course completion, macroeconomic challenges, and a high valuation that limits upside potential. At current valuations, Duolingo's multiples are difficult to justify. I'm reiterating my neutral rating and wouldn't buy DUOL stock unless its revenue multiple fell to the high single digits/low teens. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Duolingo: Despite Being A High-Quality Company, Market Expectations Are Too High
Summary Duolingo is a high-quality company with low competition and significant entry barriers, but its current valuation suggests long-term returns may be below market average. Despite strong financials and growth potential, the market's high growth expectations for DUOL (near 25% annually) may lead to multiple compression and subpar returns. I rate Duolingo a hold due to its high valuation and potential risks of growth deceleration and market saturation in the language learning sector. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$422m |
| Dec 31 2025 | US$768k | US$750k | US$414m |
| Sep 30 2025 | n/a | n/a | US$386m |
| Jun 30 2025 | n/a | n/a | US$117m |
| Mar 31 2025 | n/a | n/a | US$97m |
| Dec 31 2024 | US$767k | US$750k | US$89m |
| Sep 30 2024 | n/a | n/a | US$87m |
| Jun 30 2024 | n/a | n/a | US$66m |
| Mar 31 2024 | n/a | n/a | US$46m |
| Dec 31 2023 | US$767k | US$750k | US$16m |
| Sep 30 2023 | n/a | n/a | -US$10m |
| Jun 30 2023 | n/a | n/a | -US$31m |
| Mar 31 2023 | n/a | n/a | -US$50m |
| Dec 31 2022 | US$765k | US$750k | -US$60m |
| Sep 30 2022 | n/a | n/a | -US$63m |
| Jun 30 2022 | n/a | n/a | -US$74m |
| Mar 31 2022 | n/a | n/a | -US$59m |
| Dec 31 2021 | US$74m | US$540k | -US$60m |
| Sep 30 2021 | n/a | n/a | -US$53m |
| Jun 30 2021 | n/a | n/a | -US$27m |
| Mar 31 2021 | n/a | n/a | -US$27m |
| Dec 31 2020 | US$3m | US$330k | -US$16m |
보상 대 시장: Luis의 총 보수(USD767.50K)는 US 시장에서 비슷한 규모 기업의 평균(USD8.41M)보다 낮습니다.
보상과 수익: Luis의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Luis von Ahn Arellano (46 yo)
14.8yrs
재임 기간
US$767,500
보수
Dr. Luis Alfonso von Ahn Arellano, Ph D., is Independent Director of Figma, Inc. from July 2025. He had been Independent Director of Root, Inc. since October 2020 until June 7, 2022.Since August 2011, he...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$767.50k | 7.17% $ 350.7m | |
| Chief Financial Officer | less than a year | US$234.56k | 0.0076% $ 369.4k | |
| General Counsel | 6.2yrs | US$3.49m | 0.035% $ 1.7m | |
| Advisor | less than a year | US$5.39m | 0.000010% $ 489.3 | |
| Chief Business Officer | 5.2yrs | US$2.91m | 0.30% $ 14.9m | |
| Chief Engineering Officer | 6.4yrs | US$5.39m | 0.24% $ 11.8m | |
| Co-Founder | 14.8yrs | US$37.42m | 6.44% $ 315.3m | |
| VP of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Global Head of Communications | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | no data | 데이터 없음 | 데이터 없음 | |
| Head of Animation & Scripted Content | 4.6yrs | 데이터 없음 | 데이터 없음 |
5.7yrs
평균 재임 기간
47yo
평균 나이
경험이 풍부한 관리: DUOL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 14.8yrs | US$767.50k | 7.17% $ 350.7m | |
| Co-Founder | 14.8yrs | US$37.42m | 6.44% $ 315.3m | |
| Independent Director | 6.3yrs | US$218.56k | 0.16% $ 8.0m | |
| Independent Director | 4.4yrs | US$226.06k | 0.014% $ 682.6k | |
| Independent Director | 5.8yrs | US$228.56k | 0.020% $ 967.9k | |
| Independent Director | 1.9yrs | US$233.56k | 데이터 없음 | |
| Independent Director | 5.9yrs | US$232.56k | 0.011% $ 538.3k | |
| Independent Director | 5.9yrs | US$236.06k | 0.0076% $ 373.8k | |
| Independent Director | 1.4yrs | US$226.06k | 데이터 없음 |
5.9yrs
평균 재임 기간
51.5yo
평균 나이
경험이 풍부한 이사회: DUOL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 21:47 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Duolingo, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Vikram Kesavabhotla | Baird |
| X. Lu | Barclays |
| Ross Sandler | Barclays |