Street View: Duolingo's latest product updates draw lukewarm reaction

Duolingo

17/09/2025 13:41

** Duolingo unveiled its latest product updates at Duocon 2025 on Tuesday, with video call upgrades, expanded chess feature and LinkedIn intergration, among highlights

** Shares down 4.2% at $269 premarket

NO NEAR-TERM GAIN

** Citi ("buy," PT: $375) lowers PT on decelarating app growth trends year-over-year, but expects new improvemnts to help app evolve to broader education platform

** Jefferies ("hold," PT: $400) says, "new features broaden the app's appeal and monetization potential," but these measures are unlikely to ease concerns about deceleration in daily active user growth

** Needham ("buy," PT: $460) says expanding chess availability to android users increases customer pool DUOL can target, but these are unlikely to impact near-term results

** JP Morgan ("overweight," PT: $515) says daily average user growth has slowed year-over-year, but sees new updates as meaningful for long-term growth

** Citizens ("market outperform," PT: $500) says concerns around slowing user growth is temporary and DUOL can continue to sustain bookings growth near-term through greater mix of Family Plan and Max adoption

 (Reporting by Avinash P in Bengaluru)

 ((Avinash.P@thomsonreuters.com;))