DailyIQ
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Sector:TechnologyAll sectors
Last updated 6 hours ago

DUOL·Duolingo, Inc.

$.
+. (+.%)
High
$112.90
Open
$110.00
Market Cap
5.00B
52W High
$540.30
Low
$106.57
P. Close
$107.40
P/E
11.85
52W Low
$87.89
Fwd P/E
13.86
DailyIQ Est.
-
Technical Score (1D)
73
BUY
News Sentiment
51
MIXED
Duolingo’s Q4 earnings, released 30 days ago, beat analyst expectations on both revenue and subscriber growth, sparking renewed investor optimism. Management’s cautious guidance for the coming quarter stresses continued focus on user acquisition and monetization, signaling that the company is prioritizing growth over aggressive expansion. The strong cash position gives Duolingo flexibility to invest in new markets or product features without immediate financing pressure. Over the next 1–10 trading days, the market will likely interpret any shift in guidance or new product announcements as a key driver of valuation. Traders should watch for updates on international expansion plans, as overseas growth could materially lift subscriber numbers. A clearer product roadmap, especially regarding premium offerings or new language modules, would also influence expectations for future revenue streams. The lack of fresh catalysts in the latest headline‑only coverage underscores that the current narrative is largely anchored to the Q4 results. Consequently, any deviation from the announced guidance or a surprise in the next earnings call could create significant volatility. Monitoring Duolingo’s cash burn and capital allocation decisions will provide insight into whether the company can sustain its growth trajectory without diluting equity.
Earnings Summary
Duolingo, Inc. is a leading mobile learning platform offering a wide array of language courses globally, alongside a digital assessment tool for English proficiency. Operating within the Technology sector, specifically the Software - Application industry, Duolingo aims to make education accessible and engaging. The company's recent performance shows a mixed trend in earnings against estimates, with Q1 2026 EPS of $0.89 beating the estimate of $0.7647, and revenue of $291.97 million slightly missing the estimate of $294.26 million. This follows a strong Q3 2025 where EPS significantly surpassed estimates ($6.80193 actual vs. $1.59333 estimate) and Q2 2025 also saw a substantial beat ($1.6979 actual vs. $1.28775 estimate). However, Q4 2024 showed a miss ($0.8231 actual vs. $1.09 estimate). Revenue growth has been consistently positive, with Q1 2026 revenue up from previous quarters, indicating an upward trajectory in top-line performance. Historically, Duolingo has demonstrated a pattern of revenue growth, though EPS performance relative to analyst expectations has varied, with notable beats in recent quarters like Q2 and Q3 2025, and a significant miss in Q4 2024. Recent news highlights Duolingo's strategic pivot towards AI integration and new subject areas, supported by a $400 million share repurchase program. Despite Q1 earnings and revenue surpassing expectations, the company's second-quarter bookings guidance indicated a sharp deceleration, leading to a stock decline. Investors will be watching for user engagement metrics and the effectiveness of AI-driven growth initiatives in the upcoming quarters, as well as the sustainability of user growth and profitability drivers.

EPS

EstBeatMiss
$-0.14$1.82$3.78$5.75$7.71Q4'24Q1'25Q2'25Q3'25Q1'26
QtrEstActual+/−
Q1'26$0.76$0.89+16.4%
Q3'25$1.59$6.80+326.9%
Q2'25$1.29$1.70+31.9%
Q1'25$1.20$1.26+5.6%
Q4'24$1.09$0.82-24.5%

Revenue

EstBeatMiss
$197M$224M$252M$279M$307MQ4'24Q1'25Q2'25Q3'25Q1'26
QtrEstActual+/−
Q1'26$294M$292M-0.8%
Q3'25 - $272M -
Q2'25 - $252M -
Q1'25 - $231M -
Q4'24 - $210M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

DUOL Stock Snapshot

DUOL is currently trading at $107.85, giving Duolingo, Inc. a market cap of 5.00B and a P/E ratio of 11.8. Today's range spans $106.57–$112.90, with shares opening at $110.00 and moving up $0.45 (0.4%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 51/100.

Over the past year DUOL has traded between $87.89 and $540.30 - the current price is +22.7% off the 52-week low and -80.0% from the high.

Event-driven investors and growth-oriented funds both have reason to look at DUOL right now: bullish technical setup (BUY, 73/100), neutral news sentiment (51/100), price $107.85 (near 52-week lows within $87.89–$540.30). The current P/E ratio stands at 11.8. At 5.00B in Technology market cap, the right catalyst - earnings beat, partnership announcement, sector tailwind - can produce a re-rating that justifies tracking the setup well in advance.

The combination of a BUY technical signal (73/100) and neutral news sentiment (51/100) in a small-cap like DUOL (5.00B, Technology) creates the kind of setup that shows up in small-cap momentum screens used by growth-oriented funds. At $107.85 (near 52-week lows in $87.89–$540.30), the stock is not yet crowded — which means the entry risk-reward is better than it will be if the technical and sentiment setup persists and attracts wider institutional attention.