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Duolingo stock drops 80% from 2025 highs amid AI concerns but plans subscriber growth with new AI features.

Analyst Insights
23 Apr 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Duolingo's stock has fallen 80% from its 2025 peak due to market worries about AI disruption. Despite a weak FY26 outlook and modest 10% bookings growth forecast, the company is focused on expanding its user base by improving the free tier experience and enhancing its premium Super Duolingo plan with AI capabilities. These strategies may reduce ad revenue short-term but aim to boost subscriber growth in FY27 and beyond. Currently, the stock trades at about 4 times FY26 revenue, reflecting cautious investor sentiment.

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