Udemy

UDMY

Market cap $1.08B

Overview Fund Activity

7.16 USD

-0.01

0.14%

At close Updated Sep 15, 1:13 PM EDT

1 day

-0.14%

5 days

5.45%

1 month

5.45%

3 months

1.85%

6 months

-14.66%

Year to date

-13.11%

1 year

-11.28%

5 years

-73.96%

10 years

-73.96%

About: Udemy Inc operates a marketplace platform at the center of a vibrant knowledge network. The company operates under two operating and reportable segments Consumer and Enterprise, out of which the Enterprise segment derives the maximum revenue. Geographically, the company derives maximum revenue from North America. The company leverages data, technology, and insights for effective learning experiences. It helps individuals and organizations to possess effective skill acquisition and development with flexibility.

Employees: 1,246

Consumer Staples Education & Training Services

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

260% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $1.04M

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

76% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 42

10% more funds holding

Funds holding: 163 [Q1] → 179 (+16) [Q2]

0.6% more ownership

Funds ownership: 82.76% [Q1] → 83.35% (+0.6%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

8% less capital invested

Capital invested by funds: $949M [Q1] → $872M (-$77.2M) [Q2]

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$10

40% upside

Avg. target

$10.5

47% upside

High target

$11

54% upside

2 analyst ratings

2 positive

100%

0 neutral

0%

0 negative

0%

Cantor Fitzgerald Yi Fu Lee	$10	Overweight Maintained	31 Jul 2025
Needham Ryan MacDonald	$11	Buy Reiterated	31 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about UDMY published over the past 30 days

Udemy Announces $50 Million Share Repurchase Program

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today announced its Board of Directors approved a share repurchase program, authorizing the purchase of up to $50 million of the Company's common stock, effective immediately. “With generative AI transforming the global workforce, Udemy is well positioned to take the lead in driving the upskilling revolution,” said Hugo Sarrazin, Udemy's President and CEO. “The accelerating pace of technolog.

Udemy Announces $50 Million Share Repurchase Program

Zacks Investment Research

Udemy (UDMY) Upgraded to Strong Buy: Here's Why

Udemy (UDMY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Udemy (UDMY) Upgraded to Strong Buy: Here's Why

Udemy Appoints Zane Vella as Head of Content, Instructor & Creator Strategy to Accelerate Content Innovation and Ecosystem Growth

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today announced the appointment of Zane Vella as the company's Head of Content, Instructor & Creator Strategy. The appointment of Vella comes as Udemy continues to accelerate its strategic transformation, having surpassed its 2025 goal of reaching 250,000 paid Consumer Personal Plan subscribers well ahead of year-end. This milestone underscores Udemy's focus on driving subscription growt.

Udemy Appoints Zane Vella as Head of Content, Instructor & Creator Strategy to Accelerate Content Innovation and Ecosystem Growth

Zacks Investment Research

New Strong Buy Stocks for September 2nd

RSI, UDMY, NVST, DORM and CFBK have been added to the Zacks Rank #1 (Strong Buy) List on September 2, 2025.

New Strong Buy Stocks for September 2nd

Udemy: Poised For A 2026 Inflection Point

Udemy is at an inflection point in revenue growth, with likely accelerating revenue growth in 2026 supported by efforts to increase its retention rate of enterprise customers. Industry trends, such as digital transformation and workforce upskilling, provide long-term tailwinds for Udemy's business model. The stock trades attractively at less than 1x EV/sales for a subscription business, and EV/EBITDA of 7x, offering considerable valuation multiple expansion if revenue growth accelerates.

Udemy: Poised For A 2026 Inflection Point

Udemy: Still Not Bullish Yet Because Of Visible Weaknesses (Rating Upgrade)

I have a hold rating on Udemy as 2Q25 results showed margin improvement, consumer subscription momentum, and AI-driven product progress. Enterprise segment growth and raised FY25 guidance are positives, but net dollar retention and customer count declines are concerning. Consumer segment stabilization is encouraging, yet non-subscription revenue is still weak and masks deeper challenges in topline growth.

Udemy: Still Not Bullish Yet Because Of Visible Weaknesses (Rating Upgrade)

Udemy Launches AI-Powered Platform in Arabic, Fueling Skills Acceleration Across the Middle East

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, announced the recent launch of its platform in Arabic. This milestone reflects the global technology company's continued expansion across the Middle East, reinforcing Udemy's mission to empower learners and organizations worldwide with the skills they need to stay ahead in the age of AI. Spoken by more than 300 million people in various dialects, Arabic is one of the world's most widely used.

Udemy Launches AI-Powered Platform in Arabic, Fueling Skills Acceleration Across the Middle East

Udemy Names Ramji Sundararajan as President of Consumer to Lead Next Phase of Consumer Growth

SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills acceleration platform, today announced the appointment of Ramji Sundararajan as President of Consumer. In this role, Sundararajan will report to Hugo Sarrazin, President and CEO of Udemy, and will oversee all aspects of Udemy's Consumer business, including the global learning marketplace that serves millions of learners worldwide. Sundararajan brings extensive experience driving growth for consumer internet, direc.

Udemy Names Ramji Sundararajan as President of Consumer to Lead Next Phase of Consumer Growth

Zacks Investment Research

3 "Cheap" Tech Stocks to Buy Now: HPE, STNE, UDMY

Making their way onto the coveted Zacks Rank #1 (Strong Buy) list, several tech stocks are emerging as standouts in terms of their affordability and valuation.

3 "Cheap" Tech Stocks to Buy Now: HPE, STNE, UDMY

Zacks Investment Research

Earnings Estimates Rising for Udemy (UDMY): Will It Gain?

Udemy, Inc. (UDMY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Rising for Udemy (UDMY): Will It Gain?

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