Seaport Res Ptn Has Pessimistic View of Duolingo Q3 Earnings

Key Points

• Seaport Res Ptn has lowered Duolingo's Q3 2025 earnings estimate to $0.69 per share from a previous estimate of $0.73, while the full-year consensus earnings estimate stands at $2.03 per share.
• Duolingo reported $0.91 earnings per share for its last quarter, exceeding analyst expectations of $0.55, with quarterly revenue growing by 41.5% year-over-year.
• Analysts maintain a mostly positive outlook on Duolingo, with a consensus rating of "Moderate Buy" and an average price target of $454.20, reflecting confidence in the company's growth potential.

Duolingo, Inc. (NASDAQ:DUOL - Free Report) - Equities research analysts at Seaport Res Ptn decreased their Q3 2025 EPS estimates for shares of Duolingo in a research note issued on Thursday, August 7th. Seaport Res Ptn analyst A. Kessler now anticipates that the company will earn $0.69 per share for the quarter, down from their previous forecast of $0.73. The consensus estimate for Duolingo's current full-year earnings is $2.03 per share. Seaport Res Ptn also issued estimates for Duolingo's Q4 2025 earnings at $0.80 EPS.

Several other research analysts have also recently commented on the stock. Citizens Jmp lowered their price target on shares of Duolingo from $475.00 to $450.00 and set a "mkt outperform" rating for the company in a report on Monday, July 28th. JPMorgan Chase & Co. boosted their price target on shares of Duolingo from $500.00 to $515.00 and gave the stock an "overweight" rating in a report on Thursday, August 7th. JMP Securities lowered their price target on shares of Duolingo from $475.00 to $450.00 and set a "market outperform" rating for the company in a report on Monday, July 28th. Barclays boosted their price target on shares of Duolingo from $375.00 to $390.00 and gave the stock an "equal weight" rating in a report on Thursday, August 7th. Finally, Piper Sandler set a $375.00 price target on shares of Duolingo in a report on Friday, May 2nd. Five research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the company. According to MarketBeat.com, Duolingo currently has an average rating of "Moderate Buy" and an average price target of $454.20.

Duolingo Stock Up 1.1%

DUOL traded up $3.48 during trading hours on Monday, hitting $331.41. 634,817 shares of the company's stock were exchanged, compared to its average volume of 1,007,995. Duolingo has a 12-month low of $195.94 and a 12-month high of $544.93. The firm has a 50 day moving average of $399.54 and a 200 day moving average of $391.88. The firm has a market cap of $15.06 billion, a P/E ratio of 135.73, a price-to-earnings-growth ratio of 2.15 and a beta of 0.87. The company has a current ratio of 2.81, a quick ratio of 2.81 and a debt-to-equity ratio of 0.10.

Duolingo (NASDAQ:DUOL - Get Free Report) last announced its earnings results on Wednesday, August 6th. The company reported $0.91 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.36. Duolingo had a net margin of 13.24% and a return on equity of 13.32%. The firm had revenue of $252.27 million for the quarter, compared to the consensus estimate of $240.84 million. During the same period in the prior year, the firm earned $0.51 EPS. The firm's revenue for the quarter was up 41.5% on a year-over-year basis.

Insider Buying and Selling

In related news, insider Severin Hacker sold 10,000 shares of the company's stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $344.41, for a total value of $3,444,100.00. Following the completion of the sale, the insider owned 72 shares in the company, valued at $24,797.52. This represents a 99.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In the last ninety days, insiders have sold 50,000 shares of company stock valued at $20,939,300. 15.67% of the stock is owned by corporate insiders.

Institutional Trading of Duolingo

Institutional investors and hedge funds have recently bought and sold shares of the business. Kiker Wealth Management LLC purchased a new stake in Duolingo in the 2nd quarter valued at $31,000. Rise Advisors LLC raised its position in Duolingo by 43.6% during the 1st quarter. Rise Advisors LLC now owns 79 shares of the company's stock worth $25,000 after buying an additional 24 shares during the last quarter. Contravisory Investment Management Inc. purchased a new position in Duolingo during the 1st quarter worth $25,000. Quarry LP raised its position in Duolingo by 250.0% during the 4th quarter. Quarry LP now owns 91 shares of the company's stock worth $30,000 after buying an additional 65 shares during the last quarter. Finally, Summit Securities Group LLC purchased a new position in Duolingo during the 1st quarter worth $28,000. Hedge funds and other institutional investors own 91.59% of the company's stock.

About Duolingo

Duolingo, Inc operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers courses in 40 different languages, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app. It also provides a digital English language proficiency assessment exam.