Insider Trading February 20, 2026

Duolingo CFO Disposes $658,303 in Class A Shares Under 10b5-1 Plan

Matthew Skaruppa executed multi-day sales as the stock trades near a 52-week low amid mixed analyst assessments

By Derek Hwang DUOL
Duolingo CFO Disposes $658,303 in Class A Shares Under 10b5-1 Plan
DUOL

Duolingo Chief Financial Officer Matthew Skaruppa sold $658,303 of Class A common stock across transactions on February 17 and 18, according to a Form 4 filing. The disposals were carried out under a Rule 10b5-1 trading plan adopted May 27, 2025. The trades occurred while Duolingo shares traded close to their 52-week low of $107.16 and after recent analyst commentary and competitive developments in AI-driven translation services.

Key Points

  • Matthew Skaruppa, Duolingo’s CFO, sold a total of $658,303 in Class A common stock on Feb. 17 and 18 under a Rule 10b5-1 plan adopted May 27, 2025.
  • The February 17 sale comprised 1,870 shares at $110.06 each ($205,812); the February 18 sales totaled 3,986 shares at prices between $112.2562 and $115.2866 ($452,491).
  • Transactions occurred as Duolingo shares traded near a 52-week low of $107.16, amid mixed analyst ratings and competitive developments in AI-driven translation services.

Duolingo, Inc. (NASDAQ: DUOL) confirmed through a Securities and Exchange Commission Form 4 filing that Chief Financial Officer Matthew Skaruppa sold a total of $658,303 of the company’s Class A common stock in transactions conducted on February 17 and 18.

The filing details two separate dates of activity. On February 17, Skaruppa sold 1,870 shares at $110.06 per share, totaling $205,812. The following day, February 18, he sold an additional 3,986 shares. Those February 18 trades occurred at prices ranging from $112.2562 to $115.2866 and amounted to $452,491. The filing notes the sales were executed pursuant to a Rule 10b5-1 trading plan that Skaruppa adopted on May 27, 2025.

After these transactions, Skaruppa directly owns 31,631 shares of Duolingo common stock, the filing shows.


Market context

The insider sales took place while Duolingo shares were trading near a 52-week low of $107.16. Over the past year the stock has declined 74% from prior levels. An InvestingPro analysis cited in the filing indicates that, despite recent price weakness, the company is trading below its Fair Value and that investors can access additional valuation metrics and 16 InvestingPro Tips for further context.


Recent corporate and competitive developments

The company’s share price has also been influenced by external product announcements and analyst commentary. The filing notes that T-Mobile’s launch of a real-time AI translation service coincided with a 5.5% drop in Duolingo shares after that announcement. Several brokerages and research houses have issued or refreshed ratings and price targets in recent coverage of Duolingo.

KeyBanc Capital Markets retained a Sector Weight rating, citing concerns about growth despite a positive fourth-quarter preannouncement. Citizens maintained a Market Perform rating while highlighting Duolingo’s expansion into advertising and noting character-led ads that showed encouraging engagement metrics.

DA Davidson lowered its price target to $170 from $205 and maintained a Neutral rating, expressing concerns about user growth. By contrast, Truist Securities reiterated a Buy rating and set a $245 price target, pointing to Duolingo’s progress in applying artificial intelligence to product development and personalization.


What the filing shows

The Form 4 provides the concrete transaction details - specific share counts, prices per share for each trading date, and the date the 10b5-1 plan was put in place - and records Skaruppa’s remaining direct ownership. No additional commentary from the company or the insider is included in the filing.

Given the information contained in the filing and accompanying analyst notes, the record provides a snapshot of executive selling activity occurring alongside broader market pressures and varied analyst perspectives on Duolingo’s growth and AI initiatives.

Risks

  • Stock price volatility - Duolingo shares were trading near a 52-week low and have fallen 74% over the past year, indicating elevated market risk for equity holders.
  • Growth uncertainty - Several analysts cited concerns about user growth, which has factored into revisions to price targets and Neutral/Market Perform ratings.
  • Competitive pressure from AI services - The launch of a competing real-time AI translation product correlated with a share-price decline, suggesting competitive developments in AI can affect Duolingo’s market performance.

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