Earnings Beat, Guidance Miss: Recent posts on X are buzzing about Duolingo’s Q3 earnings, which showed a significant revenue increase of 41% year-over-year and a massive EPS beat. However, the stock plummeted over 20% in after-hours trading due to disappointing Q4 bookings guidance. Many are focusing on this weaker outlook as a key concern.
Analyst Downgrades: Discussions on X also highlight multiple analyst downgrades and lowered price targets for DUOL following the earnings report. Sentiment reflects frustration over the shift in focus to teaching quality over growth, as noted in recent web updates from financial sources. Some users remain optimistic, citing strong user growth metrics like a 36% increase in daily active users.
Mixed Reactions: The X community is split, with some pointing to Duolingo’s long-term potential due to robust subscriber growth of 34%. Others express caution over competitive pressures and AI-related risks in the language-learning space. The conversation remains heated as investors weigh the positives against the latest setbacks.
Note: This discussion summary was generated from an AI condensation of post data.
Duolingo Insider Trading Activity
Duolingo insiders have traded $DUOL stock on the open market 188 times in the past 6 months. Of those trades, 0 have been purchases and 188 have been sales.
Here’s a breakdown of recent trading of $DUOL stock by insiders over the last 6 months:
- SEVERIN HACKER (Chief Tech Officer, Co-Founder) has made 0 purchases and 125 sales selling 110,000 shares for an estimated $41,570,291.
- MATTHEW SKARUPPA (Chief Financial Officer) has made 0 purchases and 18 sales selling 20,611 shares for an estimated $8,036,190.
- NATALIE GLANCE (Chief Engineering Officer) has made 0 purchases and 33 sales selling 17,302 shares for an estimated $7,198,423.
- STEPHEN C. CHEN (General Counsel) has made 0 purchases and 9 sales selling 6,689 shares for an estimated $2,965,516.
- ROBERT MEESE (Chief Business Officer) has made 0 purchases and 2 sales selling 3,079 shares for an estimated $1,344,465.
- JAMES H SHELTON sold 895 shares for an estimated $426,777
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Duolingo Congressional Stock Trading
Members of Congress have traded $DUOL stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $DUOL stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/17 and 2 sales worth up to $30,000 on 08/13, 06/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Duolingo Hedge Fund Activity
We have seen 360 institutional investors add shares of Duolingo stock to their portfolio, and 232 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 936,956 shares (+69.1%) to their portfolio in Q2 2025, for an estimated $384,170,699
- DRAGONEER INVESTMENT GROUP, LLC removed 883,420 shares (-70.3%) from their portfolio in Q2 2025, for an estimated $362,219,868
- FMR LLC removed 794,565 shares (-22.3%) from their portfolio in Q2 2025, for an estimated $325,787,541
- BAILLIE GIFFORD & CO added 628,943 shares (+28.6%) to their portfolio in Q3 2025, for an estimated $202,419,015
- BLACKROCK, INC. added 624,480 shares (+17.3%) to their portfolio in Q2 2025, for an estimated $256,049,289
- DURABLE CAPITAL PARTNERS LP removed 620,927 shares (-36.6%) from their portfolio in Q2 2025, for an estimated $254,592,488
- TWO SIGMA ADVISERS, LP added 577,800 shares (+340.3%) to their portfolio in Q2 2025, for an estimated $236,909,556
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Duolingo Analyst Ratings
Wall Street analysts have issued reports on $DUOL in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/06/2025
- JP Morgan issued a "Overweight" rating on 10/13/2025
- Wells Fargo issued a "Underweight" rating on 09/08/2025
- Morgan Stanley issued a "Overweight" rating on 08/07/2025
- JMP Securities issued a "Market Outperform" rating on 07/28/2025
- DA Davidson issued a "Buy" rating on 06/25/2025
- Argus Research issued a "Buy" rating on 06/25/2025
To track analyst ratings and price targets for Duolingo, check out Quiver Quantitative's $DUOL forecast page.
Duolingo Price Targets
Multiple analysts have issued price targets for $DUOL recently. We have seen 12 analysts offer price targets for $DUOL in the last 6 months, with a median target of $420.0.
Here are some recent targets:
- Ryan MacDonald from Needham set a target price of $300.0 on 11/06/2025
- Chris Kuntarich from UBS set a target price of $450.0 on 10/20/2025
- Bryan Smilek from JP Morgan set a target price of $465.0 on 10/13/2025
- Ygal Arounian from Citigroup set a target price of $375.0 on 09/17/2025
- Alec Brondolo from Wells Fargo set a target price of $239.0 on 09/08/2025
- Vikram Kesavabhotla from Baird set a target price of $280.0 on 09/05/2025
- Wyatt Swanson from DA Davidson set a target price of $300.0 on 09/04/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
