The Motley Fool
11 Jul 2026, 13:22 UTC · 2h ago
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4 claims · each scored for market impact
Duolingo's executive team is prioritizing user growth over monetization for the next couple of years. — Prioritizing growth over monetization typically leads to lower immediate revenue and earnings growth, which is already causing Wall Street to price the stock lower.
-0.60Duolingo's year-over-year revenue growth decelerated from 38% in Q1 2025 to 27% in the most recent first quarter. — A deceleration in revenue growth is a bearish signal for growth stocks and reflects the immediate cost of the shift in strategy.
-0.40The company aims to nearly double its daily active user base to 100 million by 2028. — Significant expansion of the user base creates a larger funnel for future monetization, providing a long-term bullish catalyst.
+0.30Continue reading
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Duolingo is expanding free access to speaking-based lessons, reducing the exclusivity of paid AI features like Video Call. — Lowering the paywall for high-value features reduces the immediate incentive for users to convert to paid subscriptions.
-0.20Which stocks this story touches
While the stock has plummeted due to AI concerns and a shift in monetization strategy, the author argues the sell-off is overdone and predicts the stock will double by 2027.
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