The Duolingo Paradox: Market Clairvoyance - Or Overreaction Before Earnings [Seeking Alpha]
Duolingo, Inc. - Class A (DUOL)
Company Research
Source: Seeking Alpha
Market fears of imminent AI disruption have driven DUOL's valuation to tobacco-industry-like multiples, despite no financial evidence of user attrition or business decay. Q3 results showed decelerating but still strong user and subscriber growth, 70%+ gross margins, and $1.1B in cash with no significant debt. I view DUOL as both a value play and a potential hedge against AI, offering a significant margin of safety barring total AI-driven disruption. The Duolingo Paradox will either resolve with the market having shown a clairvoyant ability to price the future, or with DUOL repriced at $290+ per share. I bet on the latter. Disruptor or Disrupted? Tim Platt/DigitalVision via Getty Images I think Duolingo, Inc. ( DUOL ) is the most interesting story in equity markets at the moment. The stock is down ~80% from its all time high and now trades at a price close This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of DUOL eithe
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DUOL
News
- AI Is Rocket Fuel For Duolingo [Seeking Alpha]Seeking Alpha
- Easy ways to help you learn a new language: Video [USA TODAY]USA TODAY
- Duolingo (DUOL) Sees Mixed Opinions from Analysts [Yahoo! Finance]Yahoo! Finance
- Duolingo to Announce Fourth Quarter and Full Year 2025 Results on Thursday, February 26, 2026 [Yahoo! Finance]Yahoo! Finance
- Duolingo to Announce Fourth Quarter and Full Year 2025 Results on Thursday, February 26, 2026GlobeNewswire
DUOL
Earnings
- 11/5/25 - Beat
DUOL
Sec Filings
- 1/12/26 - Form 8-K
- 12/30/25 - Form 4
- 12/18/25 - Form 4/A
- DUOL's page on the SEC website