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 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
151% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $541K
41% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 46
6% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 32
1.79% less ownership
Funds ownership: 84.54% [Q4 2024] → 82.76% (-1.79%) [Q1 2025]
2% less funds holding
Funds holding: 166 [Q4 2024] → 163 (-3) [Q1 2025]
7% less capital invested
Capital invested by funds: $1.02B [Q4 2024] → $949M (-$66.4M) [Q1 2025]
14% less funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 6 (-1) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
1%
upside
Avg. target
$9.57
39%
upside
High target
$12
74%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Morgan Stanley Josh Baer | 30%upside $9 | Equal-Weight Upgraded | 5 Jun 2025 |
Canaccord Genuity Jason Tilchen | 74%upside $12 | Buy Maintained | 1 May 2025 |
Cantor Fitzgerald Yi Fu Lee | 30%upside $9 | Overweight Maintained | 1 May 2025 |
Baird Rob Oliver | 59%upside $11 | Outperform Maintained | 1 May 2025 |
Needham Ryan MacDonald | 59%upside $11 | Buy Reiterated | 1 May 2025 |
Financial journalist opinion
Based on 4 articles about UDMY published over the past 30 days
Neutral
Business Wire
3 days ago
Udemy Launches New AI Fluency Packages to Accelerate Workforce Transformation
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform, today announced a suite of new AI Packages designed to help organizations and professionals develop AI fluency. The new packages provide end-to-end skills development to accelerate an organization's AI transformation, underscoring Udemy's position as a trusted upskilling and reskilling partner to nearly 80 million learners and more than 17,000 organizations across the globe. “At Udemy, we bel.
Neutral
Business Wire
4 days ago
Udemy Bolsters Leadership Team with Appointment of New Chief Technology Officer to Accelerate Product Roadmap and Technology Innovation
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform with nearly 80 million users globally, announced today that Ozzie Goldschmied has been appointed Chief Technology Officer (“CTO”), effective immediately. Simultaneously, founder Eren Bali will transition to a newly created role as Head of Innovation, where he will focus on driving forward the company's product strategy with an emphasis on innovation and artificial intelligence. In his role as.
Neutral
Business Wire
1 week ago
Udemy Secures $200 Million Revolving Credit Facility
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered skills development platform with nearly 80 million users globally, today announced the closing of a new $200 million senior secured revolving credit facility (“the Facility”). The Facility, which matures on May 30, 2030, provides Udemy with enhanced financial flexibility to support its long-term strategic growth initiatives. The credit line remains undrawn at closing. Udemy enters into the agreement with no outstanding d.
Neutral
Business Wire
2 weeks ago
Udemy Launches AI-Powered Role Play to Coach Professionals on Business and Communication Skills
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading AI-powered reskilling platform, today announced the launch of Role Play, a new AI-powered offering that helps learners develop real-world soft skills through immersive, instructor-designed conversation simulations. Role Play also enables organizations to design custom scenarios based on their specific business challenges, delivering personalized and contextual learning at scale. By blending expert-created content with adaptive coac.
Neutral
Business Wire
1 month 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
1 month 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
1 month 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
1 month 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 month 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 month 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.
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