Does Duolingo (DUOL) Have The Potential to Accelerate Growth Through AI-Powered Conversations?

34 minutes ago 1

Soumya Eswaran

Mon, December 1, 2025 astatine 7:15 AM CST 3 min read

Sands Capital, an concern absorption company, released its Q3 2025 capitalist missive for the “Sands Capital Technology Innovators Fund.” A transcript of the missive tin beryllium downloaded here. Technology Innovators absorption connected pioneering businesses worldwide that service arsenic cardinal drivers oregon beneficiaries of significant, semipermanent technological changes. The money returned 8.4% (net) successful the 3rd 4th compared to a 12.5% instrumentality for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Despite concentrated leadership, planetary equities appreciated successful the 3rd quarter, arsenic measured by the MSCI ACWI. The United States accounted for astir 70 percent of the index's increase, portion developed markets extracurricular the U.S. and emerging markets besides provided affirmative returns. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Technology Innovators Fund highlighted stocks specified arsenic Duolingo, Inc. (NASDAQ:DUOL). Duolingo, Inc. (NASDAQ:DUOL) is simply a connection learning level that offers courses successful 40 antithetic languages. The one-month instrumentality of Duolingo, Inc. (NASDAQ:DUOL) was -27.75%, and its shares mislaid 44.76% of their worth implicit the past 52 weeks. On November 28, 2025, Duolingo, Inc. (NASDAQ:DUOL) banal closed astatine $191.41 per share, with a marketplace capitalization of $8.848 billion.

Sands Capital Technology Innovators Fund stated the pursuing regarding Duolingo, Inc. (NASDAQ:DUOL) successful its 3rd 4th 2025 capitalist letter:

"Duolingo, Inc. (NASDAQ:DUOL) is the starring planetary language-learning application, capturing implicit 90 percent of monthly progressive users successful the category. It serves a ample addressable marketplace of astir 2 cardinal learners worldwide, representing an estimated $100 cardinal yearly spend. Its spot lies successful transforming acquisition into an engaging, gamified experience, which has steadily accrued conversion of regular and monthly progressive users into paying subscribers. The level has besides broadened its entreaty from vocation focused learners to casual users. Looking forward, we spot imaginable for an acceleration successful monetization arsenic Duolingo rolls retired AI-powered conversational tools. These features are designed to amended service learners pursuing English for nonrecreational oregon world advancement—a conception that represents much than 75 percent of the marketplace but is underrepresented among existent paying users. By tailoring its level to this larger, less-monetized audience, Duolingo could deepen engagement and grow its agelong word opportunity."