US · Technology · Software - Application
EPS came in at 0.54 against a street estimate of 0.55 — a miss of 1.8%.
Analysts rate Duolingo Inc a hold (6 buy, 16 hold, 2 sell out of 24) with an average price target of $137.57.
CONFIDENT Q2 DAU growth accelerated to 23% YoY; user retention at all-time high. Company holding disciplined guidance while investing in AI, video call expansion, and international marketing. Video call cost dropped 97% via open-source models. Q2 2026 All regions growing faster than prior quarter. China to become largest DAU market in 1–2 years; monetizes ~France-level. US DAU growth significantly increased. Analysts probed: DAU acceleration vs. bookings hold (Luis: monetization lag), free trial mechanics (longer = higher conversion + more engagement), Max/Super tier strategy (Luis: cost + revenue tradeoff), open-source AI impact (accelerates feature rollout), and monetization timing (Luis: gradual, aligned with growth). Management emphasized balancing mission (scale reach) with business (margin expansion via AI efficiency). 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Baillie Gifford & Co Limited. | 10.31% |
| BlackRock Inc | 8.27% |
| AQR Capital Management LLC | 4.99% |
| Vanguard Capital Management, LLC | 3.73% |
| Two Sigma Investments LLC | 3.48% |
| Fidelity International Ltd | 3.43% |
| Vanguard Portfolio Management, LLC | 3.43% |
| Federated Hermes Inc | 2.93% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $309,007 thousand, up from $271,713 thousand in the third quarter of 2025. • Nine-month 2026 reven | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 daily active users (DAUs) rose 29% year over year to 64.9M, accelerating from 23% growth in Q2. Monthly active users incre | 2026-11-03 |
| Reg FD disclosure · Q3 2026 DUOLINGO, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Daily Active Users (DAU) growth rate on August 17, 2026 was estimated at 27.4% year-over-year • | 2026-08-19 |
| Board / officer change · Q3 2026 DUOLINGO, INC. - FORM 8-K SUMMARY August 10, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Duolingo appointed Sallie Krawcheck as a new Class I director | 2026-08-10 |
| Quarterly report · Q2 2026 DUOLINGO, INC. — Q2 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q2 2026 Revenue: $298.5 million (up 18.3% from $252.3 million in Q2 20 | 2026-08-06 |
| Results announced · Q3 2026 DUOLINGO Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • Daily Active Users (DAUs): 58.7M in Q2 2026, up 23% year-over-year from 47.7M (accele | 2026-08-05 |
| Shareholder vote results · Q2 2026 DUOLINGO, INC. – FORM 8-K SUMMARY (June 3, 2026) HEADLINE NUMBERS • Annual Meeting held June 3, 2026 with 94.01% voting power participation (approxi | 2026-06-05 |
| Quarterly report · Q1 2026 DUOLINGO, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $291.967 million (Q1 2026) vs $230.743 million (Q1 2025) — growth of 26. | 2026-05-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorizes $400 million share repurchase program Duolingo announced its 2025 full-year financial results on February 26, 2026. While the specific revenue and earnings figures are in the attached press release (not detailed in this filing), | 2026-02-26 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.