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Technology · Software - Application · US

Duolingo Inc DUOL

$154.25 · close of Nov 9, 2026
AI score · Solid · analysis May 4, 2026
7.9 of 10

Valuation holds this up; Optionality is the soft spot.

Moat8.0
Management9.0
Valuation10.0
Risk · 10 = lowest8.0
Business model9.0
Optionality8.0
Fair value
AI fair value
$818.90
as of Nov 10, 2026
Base case
$525.29
the single most likely path
Analyst consensus
$150.87
24 analysts · 12-month target
Price
$154.25
price 81% below the AI fair value

The price needs 0.0% growth a year for ten years. The AI thinks 20.0% is achievable, at a 48.0% margin.

At 48% margin, DUOL requires 0% growth to justify the current price but can achieve 20%, creating a +20% gap that indicates significant undervaluation and a compelling investment opportunity.

The business

Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers 250 language courses, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app. It also provides a digital English language proficiency assessment exam. The company was incorporated in 2011 and is headquartered in Pittsburgh, Pennsylvania.

Last report Nov 3, 2026

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General investment analysis · not personalized advice · the figures carry their dates