UdemyUDMY
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
113% more call options, than puts
Call options by funds: $1.13M | Put options by funds: $527K
20% more funds holding
Funds holding: 138 [Q3] → 165 (+27) [Q4]
9% more capital invested
Capital invested by funds: $933M [Q3] → $1.01B (+$82.2M) [Q4]
1.14% more ownership
Funds ownership: 83.39% [Q3] → 84.53% (+1.14%) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 42
13% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 7 (-1) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
JP Morgan Noah Herman 25% 1-year accuracy 1 / 4 met price target | 16%upside $8 | Neutral Maintained | 24 Apr 2025 |
Morgan Stanley Josh Baer 61% 1-year accuracy 11 / 18 met price target | 2%upside $7 | Underweight Maintained | 16 Apr 2025 |
Truist Securities Terry Tillman 42% 1-year accuracy 21 / 50 met price target | 2%upside $7 | Hold Downgraded | 7 Apr 2025 |
Needham Ryan MacDonald 34% 1-year accuracy 28 / 82 met price target | 60%upside $11 | Buy Reiterated | 12 Mar 2025 |
Canaccord Genuity Jason Tilchen 89% 1-year accuracy 8 / 9 met price target | 104%upside $14 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 4 articles about UDMY published over the past 30 days









