Benzinga argued that the recent sell-off in Duolingo shares, which pushed the stock near its 52-week low, is based on a misplaced fear that AI will disrupt language learning apps.
- Duolingo is leveraging AI through its Max tier, which is successfully driving engagement and subscriptions.
- The company maintains strong fundamentals, evidenced by 41% year-over-year revenue growth.
- The firm suggests the current stock price reflects market fear rather than underlying adaptation and monetization.