Duolingo

DUOL

Market cap $4.67B

Conversion efficiency now drives the story. ARPU growth must not come at the expense of retention.

In a move that didn't surprise investors who had been paying attention, Duolingo ( NASDAQ:DUOL ) fell roughly 24% in after-hours trading on February 26 after Q4 2025 results and 2026 guidance rattled investors.

Duolingo trades at its lowest valuation since IPO, with a 10% free cash flow yield and over $1B net cash. AI disruption fears are overstated; DUOL's behavioral engagement and proprietary data position it to benefit from AI integration. Short-term growth moderation is intentional, as management prioritizes product investment to set up re-acceleration in 2027-2028.

The educational technology app delivered exceptionally strong user and revenue growth in its most recent quarter. Management expects a top-line slowdown as the company intentionally inhibits near-term monetization to prioritize user expansion.

The headline numbers for Duolingo (DUOL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Duolingo's Q4 results beat Wall Street estimates across the board. New features are rolling out to make the platform more engaging.

It's a horrible day for investors in Duolingo. Shares of the language learning app with the green owl mascot are falling off a cliff after the company reported its fourth quarter results.

SKIL leans on AI-driven Percipio growth as DUOL faces slowing bookings and margin pressure. Here is how the EdTech rivals stack up now.

Faruqi & Faruqi, LLP Securities Litigation Partner  James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Duolingo To Contact Him Directly To Discuss Their Options

Duolingo said Thursday (Feb. 27) that it plans to shift its focus from financial growth to user growth amid a challenge posed by artificial intelligence.