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3 stories mentioning DUOLUpdated 37d ago

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Insider Trading

Duolingo Insider Sold Shares Worth $316,574, According to a Recent SEC Filing

Stephen C. Chen, General Counsel, on May 15, 2026, sold 2,797 shares in Duolingo (DUOL) for $316,574. Following the Form 4 filing with the SEC, Chen has control over a total of 52,807 Class A common shares of the company, with 52,807 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1562088/000162828026036519/xslF345X05/wk-form4_1779223377.xml

$DUOL
Wire

Duolingo Yet to See User Turnaround Despite Growth Push, Morgan Stanley Says

Duolingo's (DUOL) focus on free user growth has strengthened retention, while daily active users have yet to turn meaningfully higher, Morgan Stanley said Tuesday in a report.The company kept its fiscal 2026 bookings outlook unchanged even after a Q1 beat. Management remains focused on the long term and views the 2026 reset as a chance to reaccelerate user growth, the report said.Morgan Stanley raised revenue estimates by 1% in 2026 and 2% in 2027 on stronger advertising trends.Duolingo is developing a range of products, including expanded content production, revamped Asian-language courses, speaking modules, tutors, and longer free trials, which could support user growth and strengthen revenue over time, the report said.Morgan Stanley cut its price target on Duolingo stock to $95 from $100 and reiterated its equal-weight rating.Price: $103.34, Change: $-6.90, Percent Change: -6.26%

$DUOL
Research

Research Alert: Duolingo: Strong User Growth Supports Q1 Beat

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DUOL delivered solid Q1 results with revenue climbing to $292M and EPS of $0.89 versus $0.72 in the prior year, driven by 31% subscription revenue growth to $251M and 15% advertising growth to $21M. Operational efficiency improved notably with adjusted EBITDA advancing 33% to $83.4M (28.6% margin, +140 bps) while free cash flow reached $147.8M. The company's AI-powered content creation capabilities enabled publication of 20,500 course units - nearly triple the 2025 run rate - supporting 21% DAU growth to 56.5M and paid subscriber expansion to 12.5M. Management targets FY bookings of $1.28B (+10.5%), revenue of $1.2B (+16.1%), and adjusted EBITDA of $310M (25.7% margin). We expect continued momentum from AI-driven features and expansion into chess, math, and music, though anticipate gross margin compression from 71.0% to ~69.0% by Q4 as AI capabilities broaden. We believe DUOL's medium-term goal of 100M DAUs by 2028 remains achievable given strong user engagement trends and content innovation capabilities.

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