Consumer Discretionary·Education Services·$4.8B
Duolingo Inc. A is a leading player in the education services sector, focusing on language learning through its popular app....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.
Revenue
Total revenue provides insight into the company's growth and market demand for its services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+155.61%
Avg Stock Reaction
+0.80%
In Q3 2025, Duolingo reported an impressive EPS of $5.95, significantly beating estimates. However, the stock experienced a slight decline the following day.
Management Promises & Guidance
Analysts are optimistic about Duolingo's upcoming earnings, expecting solid EPS and revenue growth. The company has a strong track record of beating earnings estimates.
Bull Case
If Duolingo exceeds the EPS and revenue expectations, it could signal strong demand for its services and effective cost management, leading to a positive stock reaction.
Bear Case
If the company fails to meet expectations, it may raise concerns about user growth and profitability, potentially leading to a negative market reaction.
EPS
$1.72Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating revenue.
Revenue
$289MTotal revenue provides insight into the company's growth and market demand for its services.
The print will turn on these two things.
Q1
Will Duolingo's EPS exceed the consensus estimate of $1.72?
A strong EPS could reinforce investor confidence in the company's growth strategy and profitability.
Q2
What is the revenue outlook compared to the consensus of $289 million?
Revenue growth is critical for assessing the company's market position and ability to attract new users.
Why consensus could be wrong
The consensus may underestimate Duolingo's ability to expand its user base and revenue streams, particularly with new features and marketing strategies.
Supporting Evidence
Duolingo's historical EPS surprises indicate strong operational performance.
The company's recent investments in technology may lead to higher user engagement than anticipated.
Key Risk
If user growth metrics show significant improvement, it could challenge the current revenue expectations.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on Duolingo's ability to maintain its growth trajectory amidst increasing competition in the education sector.
Bull Confirmed If
An EPS of $1.80 or higher would confirm strong profitability and growth.
Bear Confirmed If
An EPS below $1.62 would raise concerns about the company's financial health.
Implied Move
±4.2%
The options market is pricing in a moderate move around the earnings report, suggesting some uncertainty among investors.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Duolingo beats expectations, history suggests the stock could rise around 0.8%, confirming strong demand and effective management.
In-Line / Cautious
If results are in line but management provides cautious guidance, the stock may experience muted movement as investors reassess growth prospects.
Miss
A miss could lead to a decline, with historical patterns suggesting a potential drop of around 1.7%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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COLGATE PALMOLIVE CO
May 1, 2026