DUOL
DuolingoDNasdaq / Consumer Services
Last Price
At close
2026-07-18
Current thesis
The post-Q1 reset leaves the stock near the packet's median analyst target of about $105.4, while the company still posted 21% DAU growth, 21% paid-subscriber growth, 27% revenue growth, 28.6% adjusted EBITDA margin, and strong free cash flow. If Q2 proves to be only a comp-related dip and bookings reaccelerate later in 2026 as management expects, sentiment can recover from a low base.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.9.
What can break
2026 stock-based compensation is expected to be nearly 15% of revenue, limiting the quality of margin expansion even as adjusted EBITDA remains solid.
Momentum
53
Value
51
Sentiment
24
Setup hits (3d)
— · Net —
AI TargetsBase $106.00 · Bull $125.00 · Bear $82.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-14 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net —
Target $112.74
Why
Momentum53 · Δ7d +2.9
Value51 · Δ7d -0.9
Sentiment24 · Δ7d -7.7
So what
Weak posture. Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
53
26% active weight
Current posture
7d trendImproving
Δ7d
+2.9
Δ21d
-4.5
Value
51
39% active weight
Current posture
7d trendFlat
Δ7d
-0.9
Δ21d
-1.0
Sentiment
24
34% active weight
Current posture
7d trendSoftening
Δ7d
-7.7
Δ21d
-8.9
Why this grade
Composite grade D. Momentum 53.0 / Value 50.8 / Sentiment 23.9
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$6.24B
Beta
0.86
Shares Out
46.59M
P/E (TTM)
23.5
P/S (TTM)
8.88
P/FCF (TTM)
24.62
Rev YoY
+26.5%
EPS YoY
+22.5%
Gross Margin
+72.1%
Op Margin
+11.0%
Net Debt
-$1.04B
Current Ratio
2.62
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology