UdemyUDMY
UDMY
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
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
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
3%
upside
Avg. target
$9.29
37%
upside
High target
$12
77%
upside
7 analyst ratings
4 positive
57%
2 neutral
29%
1 negative
14%
Canaccord Genuity Jason Tilchen 77% 1-year accuracy 10 / 13 met price target | 77%upside $12 | Buy Maintained | 1 May 2025 |
Cantor Fitzgerald Yi Fu Lee 81% 1-year accuracy 30 / 37 met price target | 33%upside $9 | Overweight Maintained | 1 May 2025 |
Baird Rob Oliver 37% 1-year accuracy 14 / 38 met price target | 62%upside $11 | Outperform Maintained | 1 May 2025 |
Needham Ryan MacDonald 49% 1-year accuracy 40 / 82 met price target | 62%upside $11 | Buy Reiterated | 1 May 2025 |
JP Morgan Noah Herman 25% 1-year accuracy 1 / 4 met price target | 18%upside $8 | Neutral Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 13 articles about UDMY published over the past 30 days
Neutral
Business Wire
4 days ago
Udemy Launches Innovation Studio to Redefine the Future of Skilling & Learning
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced the launch of the Udemy Innovation Studio, a major milestone in the company's evolution from an online marketplace to a skills-first platform built for the age of AI. The Innovation Studio was created to fast-track the development and deployment of new AI capabilities across Udemy's two-sided platform, connecting millions of learners with a global community of expert content creators.
Negative
The Motley Fool
6 days ago
Why Udemy Stock Crumbled by Almost 12% in April
Many American students enjoy a break from their studies during Spring Break in April. Investors, it seems, decided to take a hiatus from Udemy (UDMY -2.77%) then, too, as they traded out of the stock to leave it with an almost 12% loss in price over the month.
Neutral
Business Wire
6 days ago
Udemy to Present at the 53rd Annual J.P. Morgan Global Technology, Media, and Communications Conference
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced that Chief Executive Officer Hugo Sarrazin will participate in a fireside chat session during the 53rd Annual J.P. Morgan Global Technology, Media, and Communications Conference. On Wednesday, May 14, 2025 at 8:40 a.m. ET, a live webcast of the fireside chat discussion will be available through the “Events & Presentations” section of Udemy's investor relations website at https://i.
Positive
Benzinga
6 days ago
5 Stock Picks Last Week From Wall Street's Most Accurate Analysts
U.S. stocks settled higher on Friday following the release of jobs data, with the S&P 500 recording gains for the ninth consecutive day to notch its longest winning streak since Nov. 2004.
Negative
Seeking Alpha
1 week ago
Udemy: Growth Engines Under Pressure
I reiterate my sell rating on Udemy as growth continues to decelerate, confirmed by 1Q25 results and management's cut in FY25 revenue guidance. Despite headline numbers beating expectations, underlying trends in both consumer and enterprise segments worsened, with consumer revenue falling 8.3% y/y and enterprise growth slowing. Udemy Business is increasingly reliant on gross customer additions, with declining expansion activity and a challenging macro environment impacting renewal rates and overall growth.
Neutral
Seeking Alpha
1 week ago
Udemy, Inc. (UDMY) Q1 2025 Earnings Call Transcript
Start Time: 17:00 January 1, 0000 5:59 PM ET Udemy, Inc. (NASDAQ:UDMY ) Q1 2025 Earnings Conference Call April 30, 2025, 17:00 PM ET Company Participants Hugo Sarrazin - CEO Sarah Blanchard - CFO Dennis Walsh - VP, IR Conference Call Participants Ryan MacDonald - Needham & Company Jason Tilchen - Canaccord Genuity Terry Tillman - Truist Securities Josh Baer - Morgan Stanley Yi Fu Lee - Cantor Fitzgerald Nafeesa Gupta - Bank of America Noah Herman - JPMorgan Jeff Meuler - Baird Devin Au - Keybanc Capital Markets Operator Good day, and welcome to Udemy's First Quarter 2025 Conference Call. All participants will be in a listen-only mode.
Neutral
Zacks Investment Research
1 week ago
Udemy (UDMY) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Udemy (UDMY) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 week ago
Udemy, Inc. (UDMY) Surpasses Q1 Earnings and Revenue Estimates
Udemy, Inc. (UDMY) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.03 per share a year ago.
Neutral
Business Wire
1 week ago
Udemy Reports First Quarter 2025 Results
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today reported results for the three-month period ended March 31, 2025. Udemy has provided a supplemental deck with earnings highlights, which is available for download on the “Quarterly Results” section of the Investor Relations website. Financial Results and Key Operating Data Summary (in millions, except customers, percentages, and basis points) Three Months Ended March 31, Change 2025 2024.
Neutral
The Motley Fool
1 week ago
3 Growth Stocks That Could Skyrocket in 2025 and Beyond
President Donald Trump's "Liberation Day" tariffs have triggered a wave of pessimism across stock markets. Businesses and supply chains are reeling from the shock of higher prices that look almost certain to reignite inflation and dampen consumer sentiment.
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