Duolingo

Duolingo announced at the Citi conference that for about eight to nine months it has shifted its focus from revenue optimization to user growth and product engagement, targeting 100 million daily active users by 2028. CEO Luis von Ahn stressed that AI improves teaching quality and lowers costs, making features like video calls significantly cheaper. The company is testing longer free trial periods and new subscription tiers, but is postponing active monetization measures in favor of faster user acquisition. Duolingo reported an all-time-high retention rate of 84% and views the growth push as the foundation for future profit increases. » More on de.investing.com

Duolingo reports a 41% revenue increase in Q2 2026 to around $240 million and growth in paying subscribers to more than 8 million. The platform records over 100 million monthly active users. Improved AI features are driving subscription growth, and earnings per share rose 84%. » More on finanzen.net

Evercore raises Duolingo from "In Line" to "Outperform" and increases the price target to $210, implying upside of more than 40%. Analysts cite strong user metrics, product improvements and their own surveys showing a dominant market position and higher user satisfaction as reasons for the upgrade. Evercore significantly raises earnings estimates for 2027/2028 and expects about 99 million DAUs by 2028, with revenue and EBITDA well above consensus, but sees risks in monetization and from AI-driven competition. » More on de.investing.com