Earnings Reaction: Investors on social media reacted sharply to Duolingo's latest quarterly results, noting solid beats on revenue and earnings per share yet a swift double-digit stock decline that echoed patterns seen across other growth names this season.
Long-Term Outlook: Discussions highlighted accelerating user metrics including a 23 percent year-over-year jump in daily active users alongside AI-driven content efficiencies that have lifted margins, with many viewing the pullback from peaks as a potential entry point for patient holders focused on expansion beyond languages.
Valuation Debate: Analysts and traders weighed the stock's significant drawdown against its zero-debt balance sheet and free-cash-flow generation, expressing a range of views on whether monetization trends will keep pace with user growth in the coming quarters.
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 24 times in the past 6 months. Of those trades, 1 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $DUOL stock by insiders over the last 6 months:
- NATALIE GLANCE (Chief Engineering Officer) has made 0 purchases and 8 sales selling 10,575 shares for an estimated $1,192,030.
- MATTHEW SKARUPPA (Chief Financial Officer) has made 0 purchases and 5 sales selling 5,856 shares for an estimated $658,304.
- STEPHEN C. CHEN (General Counsel) has made 0 purchases and 8 sales selling 5,594 shares for an estimated $630,500.
- JAMES H SHELTON purchased 5,000 shares for an estimated $498,792
- ROBERT MEESE (Chief Business Officer) has made 0 purchases and 2 sales selling 2,420 shares for an estimated $269,327.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Duolingo Revenue
Duolingo had revenues of $298.5M in Q2 2026. This is an increase of 18.31% from the same period in the prior year.
You can track DUOL financials on Quiver Quantitative's DUOL stock page.
You can access data on DUOL stock through the Quiver Quantitative API.
Duolingo Hedge Fund Activity
We have seen 263 institutional investors add shares of Duolingo stock to their portfolio, and 291 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 2,241,378 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $220,932,629
- AQR CAPITAL MANAGEMENT LLC added 2,222,495 shares (+2019.6%) to their portfolio in Q2 2026, for an estimated $255,631,374
- DRAGONEER INVESTMENT GROUP, LLC removed 1,159,887 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $114,330,061
- FOXHAVEN ASSET MANAGEMENT, LP removed 571,840 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $56,366,268
- JANE STREET GROUP, LLC removed 498,083 shares (-74.2%) from their portfolio in Q2 2026, for an estimated $57,289,506
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 485,547 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $55,847,615
- MORGAN STANLEY removed 447,603 shares (-46.9%) from their portfolio in Q2 2026, for an estimated $51,483,297
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Duolingo Price Targets
Multiple analysts have issued price targets for $DUOL recently. We have seen 10 analysts offer price targets for $DUOL in the last 6 months, with a median target of $100.5.
Here are some recent targets:
- Alec Brondolo from Wells Fargo set a target price of $82.0 on 07/07/2026
- Wyatt Swanson from DA Davidson set a target price of $120.0 on 06/29/2026
- Ryan MacDonald from Needham set a target price of $145.0 on 05/05/2026
- Mark Mahaney from Evercore ISI Group set a target price of $97.0 on 05/05/2026
- Nathan Feather from Morgan Stanley set a target price of $95.0 on 05/05/2026
- Bryan Smilek from JP Morgan set a target price of $94.0 on 05/05/2026
- Mario Lu from Barclays set a target price of $110.0 on 03/02/2026
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.
