DUOL is trading at $94.73 (-19.35%) following a sharp selloff triggered by disappointing 2026 bookings guidance, which overshadowed a Q4 revenue beat.
- Management projected 2026 bookings growth of just 10-12%, signaling a strategic pivot toward prioritizing user growth over immediate monetization.
- Wall Street reacted with a wave of downgrades and price target cuts, including Morgan Stanley ($100), JP Morgan ($95), and Evercore ISI ($114), citing significant growth concerns.