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Insider selling: $306,127,206 sold by 14 insiders (30d)
Est. revisions:
-0.1%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.4)
Factor Model
net -1.4 3.8 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Duolingo user base jumps 30% despite valuation dive
Watch: Monitor Q1 2026 user engagement and monetization metrics for signs that the growth strategy boosts long-term profitability.
Duolingo's monthly active users rose 30% to 52.3 million in early 2026, driven by strong revenue growth of 35% in Q4 and 39% for the full year 2025. The stock trades 81% below its 52-week high with a trailing PE of 12. Revenue growth guidance for 2026 slows to 15-18%, while EPS is expected to rise about 15%.
The rapid user growth contrasts with a significant valuation drop and slower revenue growth guidance, highlighting a pivot from monetization to user expansion that pressures near-term multiples.
Evidence
2h ago
Short interest dropped 2% to 7,833,591 shares
7d ago
JP Morgan main DUOL: Neutral → Neutral
14d ago
Insider buy by SHELTON JAMES H (DUOL): $498,792
14d ago
Insider sell by HACKER SEVERIN (DUOL): $64,139,078
14d ago
Insider sell by HACKER SEVERIN (DUOL): $14,129,045
14d ago
Insider sell by VON AHN LUIS ARELLANO (DUOL): $14,210,221
14d ago
Insider sell by HACKER SEVERIN (DUOL): $14,845,949
6 older signals
14d ago
Insider sell by VON AHN LUIS ARELLANO (DUOL): $50,066,950
Fundamentals & Data ▾
Duolingo, Inc.
Technology · Software - Application
Mkt Cap
$5B
P/E
12.1 fwd 12.8
Beta
0.88
52w Range
$87.89 - $544.93
Short Interest
7.8M 22.28%
Days to Cover
4.6 +3%
Technicals
downtrend
from 52w Hi
-2.1%
1w return
-1.5%
Insiders
selling
0B / 12S
Analysts
mixed
EPS Estimate
$1.72
-0.1% 30d
0up / 1dn
Est. Dispersion
17%
4 analysts
Analyst Target
$105
$81 - $145
Options P/C
0.31
Insider Cluster
strong sell
1B / 5S
Fund Convergence
strong
Citadel, Renaissance, Two Sigma, D.E. Shaw, Bridgewater
Financials
Revenue
$283M +35% YoY
FCF
$94M
Gross Margin
73%
Op Margin
15%
Momentum:
decelerating
Top Holders
Citadel
$291M
Renaissance
$55M
Two Sigma
$19M
D.E. Shaw
$4M
Bridgewater
$3M
Recent Filings & Data
insider trade
127
net selling
· $306,127,206 sold
· $498,792 bought
14 insiders · 127 transactions (30d)
Recent transactions
MUNSON GILLIAN M · award
MEESE ROBERT · exercise · $574,969
SHELTON JAMES H · buy · $498,792
GLANCE NATALIE · exercise · $147,462
SKARUPPA MATTHEW · sell · $658,304
GLANCE NATALIE · sell · $594,017
CHEN STEPHEN C · sell · $313,927
MEESE ROBERT · sell · $110,060
HACKER SEVERIN · exercise · $6,724,800
VON AHN LUIS ARELLANO · exercise · $13,449,600
CHEN STEPHEN C · exercise · $25,956
HACKER SEVERIN · other
HACKER SEVERIN · other
GLANCE NATALIE · exercise · $47,500
HACKER SEVERIN · exercise · $11,127,000
VON AHN LUIS ARELLANO · exercise · $22,254,000
HACKER SEVERIN · sell · $1,727,441
HACKER SEVERIN · exercise · $380,800
GLANCE NATALIE · sell · $885,291
CHEN STEPHEN C · sell · $494,397
SKARUPPA MATTHEW · sell · $1,035,725
MEESE ROBERT · sell · $256,960
HACKER SEVERIN · sell · $2,631,299
HACKER SEVERIN · sell · $3,147,198
HACKER SEVERIN · sell · $3,216,303
GLANCE NATALIE · sell · $1,025,265
HACKER SEVERIN · sell · $2,889,373
CHEN STEPHEN C · exercise · $24,514
MEESE ROBERT · exercise · $40,750
HACKER SEVERIN · sell · $2,685,462
CHEN STEPHEN C · sell · $486,860
SKARUPPA MATTHEW · sell · $3,471,322
SKARUPPA MATTHEW · exercise · $19,871
HACKER SEVERIN · other
HACKER SEVERIN · other
HACKER SEVERIN · sell · $3,445,587
GLANCE NATALIE · other
GLANCE NATALIE · sell · $907,091
GLANCE NATALIE · sell · $833,433
MEESE ROBERT · sell · $475,119
CHEN STEPHEN C · other
CHEN STEPHEN C · sell · $421,816
SKARUPPA MATTHEW · sell · $920,297
SKARUPPA MATTHEW · other
GLANCE NATALIE · other
HACKER SEVERIN · sell · $3,444,076
HACKER SEVERIN · sell · $3,603,336
HACKER SEVERIN · sell · $3,928,885
GLANCE NATALIE · sell · $1,090,581
HACKER SEVERIN · sell · $4,711,993
SHELTON JAMES H · sell · $426,777
LILLY JOHN OSBORNE III · award
ROSS BONNIE · award
GORDON WILLIAM BINGHAM · award
SHELTON JAMES H · award
BOHUTINSKY AMY C · award
MUNSON GILLIAN M · award
CLEMENS SARA · award
SCHLOSSER MARIO T · award
SCHLOSSER MARIO T · award
HACKER SEVERIN · other
HACKER SEVERIN · other
HACKER SEVERIN · sell · $5,251,039
VON AHN LUIS ARELLANO · other
VON AHN LUIS ARELLANO · other
HACKER SEVERIN · sell · $5,247,039
SKARUPPA MATTHEW · sell · $1,887,802
GLANCE NATALIE · sell · $1,726,186
CHEN STEPHEN C · sell · $1,388,480
SKARUPPA MATTHEW · award
SKARUPPA MATTHEW · sell · $1,756,770
GLANCE NATALIE · award
GLANCE NATALIE · sell · $1,615,867
MEESE ROBERT · award
MEESE ROBERT · sell · $869,346
CHEN STEPHEN C · award
CHEN STEPHEN C · sell · $668,359
HACKER SEVERIN · sell · $4,959,527
MEESE ROBERT · sell · $1,975,000
MEESE ROBERT · sell · $3,676,456
HACKER SEVERIN · sell · $3,143,601
VON AHN LUIS ARELLANO · sell · $2,619,252
VON AHN LUIS ARELLANO · exercise · $59,840
HACKER SEVERIN · sell · $2,924,302
GLANCE NATALIE · sell · $1,112,805
MEESE ROBERT · sell · $1,712,448
MUNSON GILLIAN M · sell · $1,550,000
MUNSON GILLIAN M · exercise · $40,750
HACKER SEVERIN · sell · $2,982,515
HACKER SEVERIN · exercise · $374,838
SHELTON JAMES H · sell · $6,013,605
SHELTON JAMES H · exercise · $458,200
VON AHN LUIS ARELLANO · sell · $2,350,368
GLANCE NATALIE · sell · $2,621,157
HACKER SEVERIN · sell · $2,905,357
HACKER SEVERIN · exercise · $144,200
GLANCE NATALIE · exercise · $22,704
SKARUPPA MATTHEW · sell · $1,554,954
HACKER SEVERIN · sell · $4,339,354
GLANCE NATALIE · sell · $1,160,892
MEESE ROBERT · sell · $553,676
CHEN STEPHEN C · sell · $898,091
SKARUPPA MATTHEW · sell · $1,429,460
VON AHN LUIS ARELLANO · sell · $3,478,281
CHEN STEPHEN C · exercise · $19,193
HACKER SEVERIN · sell · $3,914,552
HACKER SEVERIN · sell · $3,339,535
VON AHN LUIS ARELLANO · sell · $2,568,015
SKARUPPA MATTHEW · sell · $1,399,698
HACKER SEVERIN · sell · $3,362,318
SKARUPPA MATTHEW · sell · $1,622,408
SKARUPPA MATTHEW · exercise · $72,100
HACKER SEVERIN · exercise · $20,512,794
VON AHN LUIS ARELLANO · exercise · $41,025,588
HACKER SEVERIN · sell · $3,368,203
CHEN STEPHEN C · exercise · $53,354
SKARUPPA MATTHEW · sell · $4,951,050
VON AHN LUIS ARELLANO · sell · $50,066,950
VON AHN LUIS ARELLANO · other
HACKER SEVERIN · sell · $14,845,949
HACKER SEVERIN · other
VON AHN LUIS ARELLANO · sell · $14,210,221
VON AHN LUIS ARELLANO · other
HACKER SEVERIN · sell · $14,129,045
HACKER SEVERIN · other
HACKER SEVERIN · sell · $64,139,078
HACKER SEVERIN · other
14 signals · latest 2h ago
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