Duolingo price target lowered to $500 at DA Davidson on growth analysis

Published 25/06/2025, 15:40
Duolingo price target lowered to $500 at DA Davidson on growth analysis

Investing.com - DA Davidson lowered its price target on Duolingo stock (NASDAQ:DUOL) to $500 from its previous target, while maintaining a Buy rating on Monday. The stock, which has seen a -11.7% decline over the past week but maintains a strong 106% gain over the last year, currently trades at $416.88. According to InvestingPro data, Duolingo boasts an impressive "GREAT" financial health score, with 18+ additional insights available to subscribers.

The research firm’s analysis tracked Duolingo course enrollments as a proxy for user growth from February 2024 through June 2025, comparing performance against consensus estimates and company guidance.

According to DA Davidson’s data, Duolingo’s current second-quarter daily active user (DAU) growth is tracking ahead of consensus estimates of 44.0% year-over-year growth.

The language-learning platform’s user metrics are also exceeding the high end of the company’s own guidance range of 40-45% growth that management provided during first-quarter earnings.

DA Davidson examined various sources to assess brand sentiment during the second quarter amid what it called an "AI-first backlash" to evaluate the sustained impact on the company’s performance.

In other recent news, Duolingo Inc. held its 2025 Annual Meeting of Stockholders, where all proposals were approved. Shareholders elected three Class I directors and ratified Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025. They also approved the compensation of the company’s executive officers. In separate developments, JPMorgan raised Duolingo’s stock price target to $580, citing strong growth and a robust freemium model. Similarly, DA Davidson and Scotiabank (TSX:BNS) increased their price targets to $600, highlighting user growth and enhanced monetization. DA Davidson noted Duolingo’s daily active user growth surpassing expectations, while Scotiabank emphasized the potential impact of Apple (NASDAQ:AAPL)’s App Store policy changes on Duolingo’s margins. Meanwhile, Apple’s announcement of a new Live Translation feature led to concerns about increased competition, as it could affect Duolingo’s language learning services. These recent developments underscore the dynamic landscape in which Duolingo operates.

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