Udemy Launches $2.5M Content Innovation Fund to Support Instructors' Transformation
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 hour ago0mins
- Instructor Subscriptions: Udemy's new instructor subscription service integrates live sessions, short-form content, and community features, designed to enable instructors to build recurring revenue and deepen learner engagement, thereby enhancing overall platform activity.
- AI-Powered Micro-Learning: The newly introduced AI creation tools will transform long-form courses into interactive micro-learning experiences, allowing instructors to maintain teaching quality in a rapidly changing work environment, which is expected to enhance learner efficiency and satisfaction.
- Content Innovation Fund: Udemy announced a $2.5 million Content Innovation Fund aimed at supporting instructors in exploring next-generation learning formats, including subscription services and short-form content, intended to incentivize innovation and broaden revenue streams.
- Market Demand Response: These innovations are designed to meet learners' demands for modular, continuous skills-focused learning while providing instructors with new revenue channels, further solidifying Udemy's subscription ecosystem.
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Analyst Views on UDMY
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 9.75 USD with a low forecast of 8.00 USD and a high forecast of 12.00 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
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 5.600
Low
8.00
Averages
9.75
High
12.00
Current: 5.600
Low
8.00
Averages
9.75
High
12.00
Morgan Stanley
Overweight -> Equal Weight
downgrade
$10 -> $11
2025-06-05
Reason
Morgan Stanley
Price Target
$10 -> $11
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.
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
See All Ratings
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
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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.
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