DUOLINGO STOCK: Is Growth About to Re-Accelerate?

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Издатель Sep 2, 2026

Duolingo’s stock has been crushed, but are investors underestimating the long-term opportunity?

I think management is making the right investments to increase Duolingo’s value over the long run, with ambitions to teach a billion people and build a 100-year company. The underlying metrics still appear to be moving in the right direction. The big unknown: as AI gets dramatically better over the next few years, could it become an existential threat to Duolingo? I break down the opportunity, the risks, and why I wouldn’t be surprised if DUOL ultimately outperforms.