What top creators are saying about Duolingo, Inc.(DUOL)

Undervalued with an EV/GP/RG of 0.27; successfully diversifying into math and music while maintaining high user engagement despite AI competition fears.

High-conviction satellite position despite extreme volatility and market skepticism of app-based education.

Remains bullish despite a 55% drawdown, believing the stock has found a long-term base.

Position is currently in the red, but held due to belief in strong fundamentals.

Identified as a 'loser' in the current market rally, failing to participate in the recovery seen by other growth names.

Stock dropped due to fears of AI replacement, but the speaker argues the market is ignoring the app's addictive user engagement.

Stock dropped 20% on slowing forward guidance and flatlining MAUs, though it maintains high market share and aims for $700M EBITDA by 2028.

Despite a significant price crash and weak 2026 guidance, the company has strong cash reserves and a low valuation relative to free cash flow. Success depends on a strategic pivot to AI integration and user growth in new verticals like Math and Music.

Cited as an example of extreme market volatility, down significantly from its peak.

Identified as a 'thin' software layer that is easy to disrupt and less safe than vertically integrated infrastructure.

Declining MAUs and weak guidance combined with narrative risk from free AI models like GPT and Claude.

Mentioned as a high-growth stock suffering from the current market environment for innovation stocks.

The stock is down over 80% from its peak despite the CEO confirming strong growth, highlighting the irrational, indiscriminate sell-off in the current market environment for growth stocks.

Predicted to eventually go bankrupt because personal AI agents (like ChatGPT) will become superior, hyper-personalized language tutors, making the standalone app obsolete.

A 'battleground' stock where the bullish case argues its market is massive (not niche) and user data shows strong growth (945% subscriber growth since 2020) and retention, contrary to a recent 'sell' rating from Goldman Sachs.

Described as being in the 'dirt cheap category' and a potential 'significant buying opportunity' after a major price decline. The negative AI disruption narrative is considered overblown while the business is 'firing on all cylinders' with strong user growth.

Mentioned as a high-growth stock that is down significantly alongside HIMS, with the speaker dismissing the bearish narrative that AI will kill the company, suggesting the sell-off is part of a broader market trend and not company-specific.

Mentioned as part of a major SaaS sell-off. The core fear is that AI will enable companies to build their own tools, eliminating the need for third-party SaaS subscriptions and threatening its business model.

Despite strong 40% revenue growth, high levels of stock-based compensation (SBC) significantly increase its valuation from 13 to 34 times free cash flow, making it much more expensive than it appears.

The speaker is very bullish, believing the market is wrong about the stock's collapse. Key fundamentals are strong (growing subscribers and FCF), and he has been adding to his position, seeing the sell-off as an opportunity.

The host intends to create a detailed analysis video on the company, suggesting it is a stock to put on a watchlist.

The host has strong bullish conviction, viewing the recent sell-off as an overreaction and an attractive entry point given strong underlying growth in users, revenue, and cash flow.

The speaker is bullish, viewing the flat stock price as an attractive entry point given that revenue has quadrupled. The investment thesis is that it's an essential educational tool with massive growth potential beyond languages.

Despite a 50% loss and a CFO departure, the host is holding, citing a low valuation (P/S of 7.8), strong user growth (~30%), and existing profitability as a potential turnaround opportunity.

The stock's significant 70% drop could present a buying opportunity for investors who believe in its platform strategy, as fundamentals like user growth (up 36%), revenue (up 41%), and free cash flow remain strong despite the perceived threat from AI.

Very bearish sentiment after the stock dropped 8% on a slight miss on bookings and the announcement of the CFO's departure; not considered cheap enough to be attractive.

The stock is considered too expensive at current levels. While the business has strong fundamentals and AI fears are likely overblown, the slow conversion of free users to paid subscribers is a significant red flag.

The speaker expressed a neutral and undecided stance, stating, 'I don't know if Duolingo's a buy or not.'

The stock sold off after announcing a focus on user growth over short-term profits. This 'investment cycle' is viewed as creating a potential buying opportunity for long-term believers.

Used as a cautionary example of the risks in growth stocks, highlighting its 30% price drop on the mere 'sneaking suspicion' that its high growth might be slowing.

Mentioned as an example of a severe recent sell-off, with the stock down 30%, reflecting a bearish market sentiment where investors are quick to take profits.

The stock's significant drop is a reaction to lower short-term bookings guidance, but strong user growth and a long-term strategy focused on market share present a potential buying opportunity for risk-tolerant investors.

Despite hearing negative sentiment, the speaker decided to 'go long' after seeing strong financial performance, believing its user base provides a competitive moat and potential acquisition target.

Duolingo is highlighted as a company effectively using AI to achieve significant operational leverage, growing at 40% without hiring new workers. This strategy is expected to lead to higher profit margins as the company scales.

Viewed as a high-risk, high-reward investment with the potential to become the dominant platform for digital education. The key metric to watch is paid subscriber growth, which is expected to be strong.

Viewed as a high-quality company with a strong competitive moat due to its data advantage, but the speaker is not buying due to valuation concerns, considering it not a compelling opportunity at current prices.

CEO's transparent communication regarding AI's impact on roles is viewed as a sign of strong management, which could be a long-term competitive advantage.

A high-risk, high-reward play on the AI application layer in education. Its position as OpenAI's top customer is seen as a key strength, justifying its high valuation with explosive growth.

Highlighted as a slightly riskier investment due to its high growth dependency, but has attractive qualities like organic growth and high margins. The host manages risk with a smaller position size.

Despite being the worst performer (down 36.58%), the author believes the negative 'AI destroying language learning' narrative is overblown.

Considered overvalued and too expensive despite strong user growth. The rise of AI poses a significant threat to its business model, and its valuation (EV / GP / RG of 0.57) is a key concern.

Rated as a 'Hold' based on strong fundamental growth (revenue, subscriptions, users, profitability) despite the stock's poor recent performance. The host is ignoring short-term market noise.

A high-risk, volatile stock where the host is holding a small position for the long-term. The investment case is a bet on continued user growth despite competition fears and a recent analyst downgrade, but short-term risk from slowing user growth is high.

The stock is down significantly and the market is 'clearly not convinced'. There is concern about the narrative that AI will make language-learning apps obsolete. An analyst would need to see it get back over $340 before getting interested.