Duolingo: My Top Pick For 2026

Adrian Nunez286 FollowersFollow5ShareSavePlay(37min)CommentsSummaryDuolingo is down 70% from its highs primarily due to market sentiment on bookings growth amid AI concerns, not a change in fundamentals or the core narrative.Today, Duolingo is an industry leader in the Rule of 70 consumer subscription business, trading at only ~20x NTM EBITDA.The shift to Energy, a real second tier with Max, expansion to math, music, chess, global expansion, and standardized tests all provide numerous catalysts to be excited about in 2026.I’ve wanted to own DUOL for some time now due to its flywheel and moat, and at today’s prices, I’m excited to initiate a strong buy with a $250 PT. Prostock-Studio/iStock via Getty Images Duolingo (DUOL) is one of the few consumer subscription businesses that clears the Rule of 40 while still feeling like a mobile game. It’s got hundreds of millions of users, a ~30% adj. EBITDA margin growing at 40% YoY. Yet, the stockThis article was written byAdrian Nunez286 FollowersFollowJust here to give my research-oriented opinion on under-followed stocks with a greater focus on thematic sectors such as gene-editing, SaaS, and eVTOLs.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DUOL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.