Duolingo (DUOL)

Outperform Recap: Q2 2026

The Funnel Finally Widened: Duolingo's Users Accelerated, Its Profit Guide Went Up Again, and the Stock Fell 9%

Outperform Recap: Q1 2026

Duolingo Beat Its Own Investment-Year Guide on Every Line, Then Told You the Top of the Funnel Is Flat

Outperform Recap: Q4 2025

Duolingo Finally Put a Number on the Pivot: $50 Million of Bookings for a Shot at 100 Million Users

Hold Recap: Q3 2025

Duolingo Beat Every Guided Line and Lost a Quarter of Its Value: the Pivot Is Real, the Price of It Is Not Disclosed