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 7,419 funds
0
Analysts bullish %
of 4 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
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$7
13%
upside
Avg. target
$9.75
57%
upside
High target
$14
125%
upside
4 analyst ratings
2 positive
50%
1 neutral
25%
1 negative
25%
Morgan Stanley Josh Baer 59% 1-year accuracy 10 / 17 met price target | 13%upside $7 | Underweight Maintained | 16 Apr 2025 |
Truist Securities Terry Tillman 30% 1-year accuracy 15 / 50 met price target | 13%upside $7 | Hold Downgraded | 7 Apr 2025 |
Needham Ryan MacDonald 31% 1-year accuracy 25 / 81 met price target | 77%upside $11 | Buy Reiterated | 12 Mar 2025 |
Canaccord Genuity Jason Tilchen 67% 1-year accuracy 6 / 9 met price target | 125%upside $14 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Neutral
Business Wire
6 days ago
Udemy to Announce First Quarter 2025 Results on April 30
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading online skills marketplace and learning platform, today announced it will report its first quarter 2025 financial results after the close of market on Wednesday, April 30, 2025. Udemy will host a live conference call and webcast to discuss the results that afternoon at 2 p.m. PT / 5 p.m. ET. All earnings materials, including a link to the live webcast and recorded replay of the conference call, will be available on the “Quarterly Re.
Neutral
Business Wire
3 weeks ago
Udemy Recognized as a Strategic Leader in 2025 Fosway 9-Grid™ for Outcomes-Driven Skills Development Solutions
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading online skills marketplace and learning platform, today announced it has been named a Strategic Leader in the 2025 Fosway 9-Grid™ for Digital Learning, a multidimensional learning market analysis model. According to Fosway, Strategic Leaders excel in performance by offering comprehensive and sophisticated solutions to meet the needs of complex enterprises, driving strong product-market fit and customer advocacy. “This report reinfor.
Neutral
Business Wire
1 month ago
Udemy Appoints Hugo Sarrazin as Chief Executive Officer
SAN FRANCISCO--(BUSINESS WIRE)--Udemy (Nasdaq: UDMY), a leading online skills marketplace and learning platform, today announced the appointment of Hugo Sarrazin as President, Chief Executive Officer, and a member of the Board of Directors, effective immediately. Sarrazin will succeed Greg Brown, who, after four years of leadership at Udemy, will be transitioning to pursue new opportunities. Brown will continue to serve as a non-executive advisor through the end of the year to ensure a smooth t.
Positive
Zacks Investment Research
1 month ago
Udemy, Inc. (UDMY)'s Technical Outlook is Bright After Key Golden Cross
Udemy, Inc. (UDMY) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, UDMY's 50-day simple moving average broke out above its 200-day moving average; this is known as a "golden cross.
Positive
Seeking Alpha
1 month ago
Udemy On The Rise: Inside Its Game-Changing Strategy To Dominate EdTech
Udemy, Inc. is a $1.5 billion edtech marketplace that connects learners with expert instructors for diverse skill development. The company's strong Q4 and 2024 performance—marked by an 18% surge in enterprise revenue and a leap in adjusted EBITDA from losses to $43 million—highlights its impressive turnaround. Udemy is strategically pivoting toward its enterprise segment and integrating AI-powered tools to refine its offerings.
Positive
Zacks Investment Research
1 month ago
Why Udemy (UDMY) Might be Well Poised for a Surge
Udemy (UDMY) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Positive
The Motley Fool
2 months ago
Why Udemy Stock Skyrocketed Today
Shares of online learning marketplace Udemy (UDMY 32.23%) skyrocketed on Friday after the company released strong financial results for the fourth quarter of 2024. As of 12:15 p.m.
Neutral
Seeking Alpha
2 months ago
Udemy, Inc. (UDMY) Q4 2024 Earnings Call Transcript
Udemy, Inc. (NASDAQ:UDMY ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Dennis Walsh – Vice President-Investor Relations Greg Brown – Chief Executive Officer Sarah Blanchard – Chief Financial Officer Eren Bali – Founder and Chief Technology Officer Conference Call Participants Jason Tilchen – Canaccord Genuity Ryan MacDonald – Needham Josh Baer – Morgan Stanley Stephen Sheldon – William Blair Curtis Nagle – Bank of America Connor Passarella – Truist Yi Fu Lee – Cantor Fitzgerald Devin Au – Keybanc Capital Markets Operator Good day, and welcome to Udemy's Fourth Quarter and Full Year 2024 Conference Call. All participants will be in a listen-only mode.
Positive
Zacks Investment Research
2 months ago
Compared to Estimates, Udemy (UDMY) Q4 Earnings: A Look at Key Metrics
The headline numbers for Udemy (UDMY) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
2 months ago
Udemy, Inc. (UDMY) Q4 Earnings and Revenues Top Estimates
Udemy, Inc. (UDMY) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.02 per share a year ago.
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