Duolingo, Inc.

NasdaqGS:DUOL Stok Raporu

Piyasa değeri: US$5.3b

Duolingo Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Duolingo şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

1.2%

Geri Alım Getirisi

Toplam Hissedar Getirisi1.2%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Seeking Alpha May 16

Duolingo: Is Management Right To Focus On DAU Instead Of Monetization?

Summary Duolingo faces bearish sentiment after growth slowdown, management’s AI focus, and concerns over user metrics transparency. Q1 FY26 showed DAU growth dropping to 21% and MAU to 6%, with management shifting focus from monetization to user acquisition. AI integration has accelerated content creation and engagement, raising DAU/MAU to 41%, but monetization remains uncertain, especially outside the US. Despite risks, a DCF-based analysis suggests at least 56% upside, supporting a Buy rating as bearish theses appear over-discounted. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: DUOL şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: DUOL şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Duolingo Piyasaya Karşı Temettü Getirisi
DUOL temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (DUOL)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Consumer Services)2.4%
Analist tahmini (DUOL) (3 yıla kadar)0%

Önemli Temettü: DUOL şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, DUOL şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: DUOL şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: DUOL herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 07:52
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Duolingo, Inc. 30 Bu analistlerden 21, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Vikram KesavabhotlaBaird
X. LuBarclays
Ross SandlerBarclays