Udemy Inc. saw a significant price increase of 30.91%, crossing above the 5-day SMA, amid positive market conditions with the Nasdaq-100 up 0.43% and the S&P 500 up 0.32%.
This surge is attributed to Udemy's partnership with LG CNS, a leading AI transformation company in Korea, which aims to enhance Udemy's market share in the corporate learning sector. The collaboration leverages LG CNS's extensive distribution network to penetrate the corporate learning market in Korea, addressing the skills gap and boosting productivity for organizations.
The implications of this partnership are substantial, as it not only accelerates Udemy's AI skills training in Korea but also positions the company for further expansion in the Asia-Pacific region, solidifying its leadership in AI-powered workforce development solutions.
Wall Street analysts forecast UDMY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UDMY is 8.90 USD with a low forecast of 7.00 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast UDMY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for UDMY is 8.90 USD with a low forecast of 7.00 USD and a high forecast of 11.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 4.850
Low
7.00
Averages
8.90
High
11.00
Current: 4.850
Low
7.00
Averages
8.90
High
11.00
Morgan Stanley
Overweight -> Equal Weight
downgrade
$10 -> $11
2025-06-05
Reason
Morgan Stanley
Price Target
$10 -> $11
AI Analysis
2025-06-05
downgrade
Overweight -> Equal Weight
Reason
Morgan Stanley downgraded Coursera (COUR) to Equal Weight from Overweight with a price target of $11, up from $10. Coursera now trades at a premium valuation versus Udemy (UDMY), the analyst tells investors in a research note. However, the firm lacks confidence the valuation gap will meaningfully increase, leading it to move both stocks to Equal Weight. Morgan Stanley prefers Coursera in education software, but sees more attractive risk/reward elsewhere in its coverage.
Morgan Stanley
Josh Baer
Underweight -> Equal Weight
upgrade
$7 -> $9
2025-06-05
Reason
Morgan Stanley
Josh Baer
Price Target
$7 -> $9
2025-06-05
upgrade
Underweight -> Equal Weight
Reason
Morgan Stanley analyst Josh Baer upgraded Udemy (UDMY) to Equal Weight from Underweight with a price target of $9, up from $7. Coursera (COUR) now trades at a premium valuation versus Udemy, the analyst tells investors in a research note. However, the firm lacks confidence the valuation gap will meaningfully increase, leading it to move both stocks to Equal Weight. Morgan Stanley prefers Coursera in education software, but sees more attractive risk/reward elsewhere in its coverage.
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Morgan Stanley
Josh Baer
Sell
Maintains
$9 → $7
2025-04-16
Reason
Morgan Stanley
Josh Baer
Price Target
$9 → $7
2025-04-16
Maintains
Sell
Reason
Morgan Stanley lowered the firm's price target on Udemy to $7 from $9 and keeps an Underweight rating on the shares. The firm is adjusting risk/rewards for a large number of software companies as it analyzes tariff risk uncertainty and what has already been priced into shares.
Truist Securities
Terry Tillman
Strong Buy
to
Hold
Downgrades
$10 → $7
2025-04-07
Reason
Truist Securities
Terry Tillman
Price Target
$10 → $7
2025-04-07
Downgrades
Strong Buy
to
Hold
Reason
Truist downgraded Udemy to Hold from Buy with a price target of $7, down from $10. The firm has lowered revenue estimates and is "meaningfully below" the Street on profits given the company's combination of large enterprise and international exposure, coupled with what it believes is likely the more discretionary nature around spending on online learning and upskilling efforts, the analyst tells investors. The firm also cites the company's recent CEO transition development.
About UDMY
Udemy, Inc. is a global learning company. The Company’s online platform empowers organizations and individuals with professional skill acquisition, development and validation. Its learning marketplace enables instructors to develop, distribute and enhance content. It leverages technology, including artificial intelligence (AI), and data and insights, to deliver personalized learning experiences. Its segments include Enterprise and Consumer. The Enterprise segment is engaged in selling subscription licenses to a variety of enterprise and government customers. The Consumer segment is focused on selling access to course content directly to individual learners. Through its Intelligent Skills Platform and a global community of diverse and knowledgeable instructors, millions of learners gain expertise in a wide range of technical and professional skills from generative AI to leadership. Its product offerings are Per Course, Subscriptions and Professional Services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
