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Duolingo Gears Up to Report Q4 Earnings: What's in the Cards?

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Key Takeaways

  • DUOL is set to report Q4 2025 earnings on Feb. 26, with EPS seen up over 150% year over year.
  • Subscription revenues are projected to jump 36.2%, driving total revenue growth of 32.1%.
  • Daily and monthly users are expected to rise 29.2% and 18.2%, with paid subs up 27.6%.

Duolingo, Inc. (DUOL - Free Report) is scheduled to report its fourth-quarter 2025 results on Feb. 26, after the bell.

The company has a strong history of earnings surprises. Earnings have surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average earnings surprise of 24.5%.

Q4 Performance Expectations From DUOL

The Zacks Consensus Estimate for DUOL’s bottom line in the to-be-reported quarter stands at 79 cents per share, indicating a more than 150% year-over-year improvement. The consensus estimate for revenues is pegged at $276.8 million, indicating a 32.1% increase from the year-ago reported figure.

We expect that an increase in Subscription revenues will mainly drive year-over-year improvement in the company’s top line in the to-be-reported quarter. The consensus estimate for Subscription revenues is pegged at $237.3 million, indicating 36.2% year-over-year growth.

The top line is likely to have benefited from the increase in daily and monthly average users and the surge in subscribers. Daily and monthly active users are expected to increase by 29.2% and 18.2%, respectively, year over year. Paid subscribers are anticipated to grow 27.6% year over year.

Duolingo, Inc. Price and EPS Surprise

Duolingo, Inc. Price and EPS Surprise

Duolingo, Inc. price-eps-surprise | Duolingo, Inc. Quote

Q4 Earnings Beat Seems Unlikely for DUOL

Our proven model doesn’t conclusively predict an earnings beat for DUOL this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

DUOL has an Earnings ESP of -7.40% and a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks That Warrant a Look

Here are a few stocks from the broader Business Services sector, which, according to our model, have the right combination of elements to beat on earnings this season.

Barrett Business Services (BBSI - Free Report) :The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is kept at $2.4 billion, indicating 7.6% year-over-year growth. For earnings, the consensus estimate is pegged at 64 cents per share, moving up 1.6% from the year-ago quarter’s actual. The company beat the consensus estimate in three of the trailing four quarters and missed once, with an average surprise of 18.6%.

BBSI has an Earnings ESP of +4.28% and a Zacks Rank of 3. The company is scheduled to declare fourth-quarter 2025 results on Feb. 25.

Joint Stock Company Kaspi.kz (KSPI - Free Report) : The Zacks Consensus Estimate for the company’s fourth-quarter 2025 revenues is $2.4 billion, indicating a year-over-year surge of 72.7%. For earnings, the consensus estimate is pegged at $3.1 per share, implying marginal growth from the year-ago quarter’s actual. The company missed the consensus estimate in three of the trailing four quarters and beat once, with an average negative surprise of 11.8%.

KSPI has an Earnings ESP of +16.13% and a Zacks Rank of 3 at present. The company is scheduled to announce fourth-quarter 2025 results on March 2.

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