2026-08-02Multiple independent X accounts confirm earnings week, but no new facts, just repetition of recorded event
M&A·자금조달악재
CalPERS Cuts Duolingo Stake by 8.4%영어 원문
Institutional investor quarterly position change, reflecting capital adjustment
첫날 +8.7% · 5일 후 +2.2%
애널리스트악재
Duolingo shares fall to $128 as bookings decline and AI cost concerns persist영어 원문
Stock down 3% in session; social media notes bookings have fallen sharply in recent quarters, extending prior downgrade and AI cost concerns
첫날 +6.1% · 5일 후 +1.2%
›전개 과정 3회
2026-07-12Seeking Alpha downgrades from Buy; Motley Fool cites AI translation disruption and growth-over-monetization concerns, confirming large drawdown.
2026-07-14Analyst downgrade plus social posts flag falling bookings and 4% constant-currency growth guide
2026-07-14Stock down 3% in session; social media notes bookings have fallen sharply in recent quarters, extending prior downgrade and AI cost concerns
애널리스트악재
Duolingo Faces AI Cost Pressure, Analyst Downgrades영어 원문
AI features drive growth but inference costs pressure margins; analyst downgrades on valuation
첫날 +6.1% · 5일 후 +1.2%
애널리스트
DA Davidson Reiterates Neutral, Questions User Activation영어 원문
Building on prior initiation, another analyst action reiterates Neutral with focus on monetization of user reactivation, adding new specifics to the coverage line.
첫날 +3.6% · 5일 후 +4.0%
›전개 과정 2회
2026-06-15TSOH Research initiates with a report; other sources note significant outperformance for buyers at $90.
2026-06-17Building on prior initiation, another analyst action reiterates Neutral with focus on monetization of user reactivation, adding new specifics to the coverage line.
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
20건
기업
하락 후 80일 이동평균선에서 반등; 숏 스퀴즈 가능성
80일 이동평균선 지지; 높은 공매도 잔고/유통주식 비율 주목
첫날 -0.2% · 현재까지 +2.9%
제품
Duolingo Begins Sunsetting Max Subscription, CEO Says Option Being Phased Out영어 원문
New subscribers no longer see Max; shift in monetization strategy seen as positive for users and investors
첫날 +5.2% · 5일 후 -1.1%
기업
Duolingo to Participate in Citi's 2026 Global TMT Conference영어 원문
CEO fireside chat on Sept 9; routine investor event, no new financials
첫날 -0.6% · 5일 후 -8.0%
애널리스트
Evercore ISI Group: 투자의견 상향 → Outperform
첫날 +7.0% · 5일 후 -12.3%
애널리스트호재
Evercore Upgrades Duolingo to Outperform, PT $210영어 원문
Analyst raises '27/'28 EPS estimates, cites product improvements and strong DAU trends
첫날 +7.0% · 5일 후 -12.3%
이전 이벤트 15건›
기업호재
Duolingo Accidentally Discloses 27.4% DAU Growth영어 원문
Internal screen accidentally shown during investor meeting reveals Aug 17 DAU up 27.4% YoY, drawing market attention
첫날 +4.6% · 5일 후 -3.5%
애널리스트
DA Davidson: 투자의견 상향 → Buy
첫날 +7.3% · 5일 후 +4.6%
애널리스트악재
Duolingo shares fall as investors lock in profits영어 원문
Shares fell nearly 8% as investors took profits after Thursday's gains, with broader risk-off sentiment weighing
첫날 +1.4% · 5일 후 -1.7%
›전개 과정 4회
2026-08-04Valuation premium, lack of CY27 acceleration support, and product-market fit risk; part of broader Aug 4 downgrade wave
2026-08-10DAUs up 23% but bookings growth slows to 8%; analyst cuts to Neutral
2026-08-10DAU up 23% but bookings growth slowed to 8%; analyst downgrades to Neutral
2026-08-15Shares fell nearly 8% as investors took profits after Thursday's gains, with broader risk-off sentiment weighing
M&A·자금조달
Duolingo Acquires London Studio Animade영어 원문
Company announcement confirms acquisition to boost creative capabilities for engaging learning experiences
첫날 +7.0% · 5일 후 +2.0%
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +4.8% · 5일 후 -5.1%
기업
Duolingo Appoints Sallie Krawcheck to Board영어 원문
Former Citi CFO and Ellevest founder joins audit committee, bolstering governance
첫날 +4.8% · 5일 후 -5.1%
실적
Duolingo Q2 Beat Offset by Lower Q3 Guidance영어 원문
Q2 EPS $0.66 beat; DAU +23% YoY; Q3 revenue guide miss sent stock down 15%
첫날 -9.4% · 5일 후 +17.6%
›전개 과정 2회
2026-08-06Beat on revenue and EPS, but Q3 revenue guide misses, pressuring shares.
2026-08-07Q2 EPS $0.66 beat; DAU +23% YoY; Q3 revenue guide miss sent stock down 15%
실적
실적 발표
첫날 -1.8% · 5일 후 -0.5%
8-K 공시
8-K: 실적 공시
첫날 -1.8% · 5일 후 -0.5%
애널리스트악재
B of A Securities: 투자의견 하향 → Underperform
첫날 +1.4% · 5일 후 -1.7%
기업
Duolingo Q2 earnings due next week, market watches key metrics영어 원문
Multiple independent X accounts confirm earnings week, but no new facts, just repetition of recorded event
첫날 -6.9% · 5일 후 +12.8%
›전개 과정 4회
2026-07-21Zacks reports DUOL decline and compares with Amplitude for value investors
2026-07-24Q2 results due Aug 5; AI content investment costs weigh, while 2028 DAU target of 100M set
2026-08-02Multiple independent X accounts confirm earnings week, but no new facts, just repetition of recorded event
M&A·자금조달악재
CalPERS Cuts Duolingo Stake by 8.4%영어 원문
Institutional investor quarterly position change, reflecting capital adjustment
첫날 +8.7% · 5일 후 +2.2%
애널리스트악재
Duolingo shares fall to $128 as bookings decline and AI cost concerns persist영어 원문
Stock down 3% in session; social media notes bookings have fallen sharply in recent quarters, extending prior downgrade and AI cost concerns
첫날 +6.1% · 5일 후 +1.2%
›전개 과정 3회
2026-07-12Seeking Alpha downgrades from Buy; Motley Fool cites AI translation disruption and growth-over-monetization concerns, confirming large drawdown.
2026-07-14Analyst downgrade plus social posts flag falling bookings and 4% constant-currency growth guide
2026-07-14Stock down 3% in session; social media notes bookings have fallen sharply in recent quarters, extending prior downgrade and AI cost concerns
애널리스트악재
Duolingo Faces AI Cost Pressure, Analyst Downgrades영어 원문
AI features drive growth but inference costs pressure margins; analyst downgrades on valuation
첫날 +6.1% · 5일 후 +1.2%
애널리스트
DA Davidson Reiterates Neutral, Questions User Activation영어 원문
Building on prior initiation, another analyst action reiterates Neutral with focus on monetization of user reactivation, adding new specifics to the coverage line.
첫날 +3.6% · 5일 후 +4.0%
›전개 과정 2회
2026-06-15TSOH Research initiates with a report; other sources note significant outperformance for buyers at $90.
2026-06-17Building on prior initiation, another analyst action reiterates Neutral with focus on monetization of user reactivation, adding new specifics to the coverage line.
