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DUDUOL

Duolingo, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 27% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (348/wk), no spike
$DUOL·$6.7B·Software - Application·Technology
$144.27-1.6%YTD-18.4%1Y-53.9%
Price updated 12h ago·X counts updated 6d ago
DUDUOL
$DUOLDuolingo, Inc.
$144.27-1.57%348 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DUOL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

348X posts · last 7 days
Sep 20Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DUOL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-15

Bulls frame Duolingo as an AI-native education platform with 33% DAU return rate, a Fashion Week marketing hook, and management's teaching-quality-over-monetization stance as shareholder-friendly. Cinematic setup calls target average around $183.

Read what X is saying about $DUOL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DUOL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Language-learning compounder at a 12x P/E — the AI threat is overblown, the engagement data isn't.

Duolingo is the dominant language-learning mobile platform, offering 40+ languages and now AI-powered personalized tutoring. The stock is down 52% TTM but has stabilized above the 50-day moving average heading into Nov 4 earnings.

  • The P&L is still accelerating: revenue grew 27% YoY to $292M last quarter at a 15% operating margin and 72% gross margin — the AI-driven personalization is driving DAU and ARPU together, with 33% DAU return rate as the engagement anchor.
  • At 12x trailing earnings and 4.6x sales, the valuation finally reflects the market's AI-displacement fear — but Duolingo's engagement moat (gamification, streaks, social) is harder to replicate with a general-purpose AI tutor than bears think.
  • Founder Luis von Ahn's $7M sale at $150 is a legitimate take-chips signal — the founder stepping out at this level, after exercising at $38, is the honest counterpoint to the DAU-return-rate bull case.

The coil breaks higher if Nov 4 earnings confirm DAU growth above 20% YoY and subscription revenue mix extends. A soft DAU print, or any specific commentary that free-AI alternatives are impacting onboarding, is what breaks the coil lower; a FY27 revenue guide above $1.75B is what extends it toward the $183 bull target.

Agrees with X sentimentX bulls citing the 33% DAU return rate, Fashion Week marketing hook, management's teaching-quality-over-monetization stance, and $183 average targets have the engagement mechanics right — this is a quality compounder at a value multiple, with the founder sale as the honest counter-signal.

What to watch: Nov 4 earnings — DAU growth above 20% YoY, subscription revenue mix, operating margin trajectory, FY27 revenue guide. A soft DAU print or AI-alternative-attributed churn is what breaks the coil lower.

On the calendar: 2026-11-04 — Q3 FY26 earnings

Read the AI verdict on $DUOL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Gamified language-learning app with 40 languages and AI tutoring, monetized through subscriptions and advertising.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $DUOL.

Software - Application · Technology

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $DUOL

Partial — Gamified language-learning app with 40 languages and AI tutoring, monetized through subscriptions and advertising.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+1.8%YTD
-6.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.66$0.60+9.3%
Q1 2026May 4, 2026$0.89$0.79+12.7%
Q4 2025Feb 26, 2026$0.94$0.79+19.0%
Q3 2025Nov 5, 2025$5.95$0.76+683.9%
Next earningsWed, Nov 4·consensus EPS $0.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$292.0M+26.5%72.5%15.4%$0.93$150.6M
Q4 FY25$282.9M+35.0%72.3%15.5%$0.90$96.6M
Q3 FY25$271.7M+41.1%71.9%14.6%$6.36$79.4M
Q2 FY25$252.3M+41.5%71.8%13.5%$0.98$89.5M

Forward consensus

3-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.3B$2.75$2.49 – $2.9617
FY27$1.4B$1.3B – $1.4B$3.36$3.15 – $3.6917
FY28$1.6B$1.5B – $1.8B$4.18$3.16 – $5.1014

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.21%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.895-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 24Von Ahn LuisCEO46.7K sh$7.0MSellSep 22Von Ahn LuisCEO3.6K sh$549KSellSep 21Von Ahn LuisCEO37.4K sh$5.6MSellSep 16Von Ahn LuisCEO28.3K sh$4.3MSellSep 14Stephen C. ChenGeneral Counsel8.1K sh$1.2MSellSep 8William B GordonDirector10.0K sh$1.5MSellAug 18Natalie GlanceChief Engineering Officer1.5K sh$212KSellAug 17Natalie GlanceChief Engineering Officer2.8K sh$355KSellAug 17Robert MeeseChief Business Officer1.4K sh$175KSellAug 17Stephen C. ChenGeneral Counsel1.0K sh$132K
1–10 of 15
+ 31 other (15 awards · 8 exempts · 5 conversions · 2 inkinds · 1 gift) in window

See when $DUOL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDAug 198-K — Item 7.01: Press release / Reg FD
AI summary

Duolingo (DUOL) filed an Item 7.01 (Regulation FD) 8-K on August 18, 2026, to cure a potential selective disclosure. The filing ensures that material information shared in a non-public or semi-public setting (such as an investor presentation or conference) is simultaneously made available to all investors. Duolingo has been exhibiting strong daily active user (DAU) growth driven by its gamified language-learning platform and expansion into music, math, and AI-tutor features. The Reg FD disclosure likely includes an investor presentation or updated performance metrics that were shown or discussed at an investor event. Investors should examine the exhibit for any forward-looking DAU, revenue, or subscriber data provided.

3New insider — initial holdingsAug 123
AI summary

Sallie Krawcheck filed a Form 3 initial statement of beneficial ownership on August 12, 2026, following her appointment as a director of Duolingo, Inc. (DUOL), effective August 10, 2026. Krawcheck is a well-known figure in finance, formerly a senior executive at Bank of America and Citigroup, and founder of Ellevest, a women-focused investment platform. The filing reports no securities of Duolingo beneficially owned at the time of filing. This Form 3 is a routine regulatory disclosure establishing the baseline for future insider transaction reporting. The appointment of a high-profile executive with deep financial and consumer-brand experience to Duolingo's board may be viewed positively as the company continues scaling its subscription and monetization strategies.

8-KOfficer or director changeAug 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Duolingo (DUOL), the Pittsburgh-based language-learning platform, disclosed the appointment of Sallie Krawcheck - well-known fintech executive and former Wall Street senior leader - as a Class I director and Audit Committee member, expanding the board from nine to ten members effective August 10, 2026. Krawcheks compensation includes a $45,000 annual cash retainer, a $10,000 Audit Committee retainer, an initial RSU award of $450,000 (vesting over three years), and a prorated annual RSU award. She will serve until the 2028 annual meeting. Adding a prominent financial executive to the board adds governance credibility as Duolingo scales its monetization and financial reporting complexity.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

Duolingo, Inc. (DUOL) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

+ 12 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Duolingo, Inc. (DUOL) Exceeds Market Returns: Some Facts to Considerzacks.com·2d agoWhy I'm Not Buying Duolingo Stock (Yet)fool.com·3d agoDon't Skip This Historically Bullish Duolingo Stock Setupschaeffersresearch.com·4d agoDuolingo, Inc. (DUOL) Is a Trending Stock: Facts to Know Before Betting on Itzacks.com·4d agoA Look at Duolingo Inc (DUOL) After 6.4% Decline -- GF Value $402.14 vs Price $134.30gurufocus.com·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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