Udemy Launches AI Learning Plan with Google
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy UDMY?
Udemy announced the launch of its new Learn AI with Google plan. This plan brings Google's newly launched AI Professional Certificate to more than 84 million Udemy learners, enabling them to master in-demand AI skills and learn directly from Google experts to meet the growing demand for AI skills in today's workforce. The company said, "Learn AI with Google is the first comprehensive AI subscription by Udemy for individual learners. This subscription offers access to an AI curriculum designed by experts at Google, coupled with a three month access to Google AI Pro for hands-on practice, all in a single integrated offering that goes beyond traditional courses. The all-in-one subscription delivers 3 Google AI learning pathways with access to the most advanced Google AI models. It includes: Google's AI curriculum including Google AI Essentials, Accelerate Your Job Search with Al, and the latest Google AI Professional Certificate; Expert-led instruction from trusted Google AI experts with hands on activities; Access to Google's most advanced models with three months of Google AI Pro at no cost; A chance to earn industry-recognized credentials from Google demonstrating AI fluency."
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Analyst Views on UDMY
Wall Street analysts forecast UDMY stock price to rise
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 4.780
Low
7.00
Averages
8.90
High
11.00
Current: 4.780
Low
7.00
Averages
8.90
High
11.00
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.
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- Shareholder Rights Protection: The firm is also examining Udemy, Inc.'s sale, where shareholders receive 0.800 shares of Coursera for each Udemy share, which may limit shareholder options; shareholders can learn about their rights through the firm.
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See More
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- Weak Revenue Growth: Analysts project only a 2% revenue increase for Udemy over the next 12 months, indicating a slowdown that suggests demand headwinds for its products and services, potentially leading to a decline in valuation multiples and shareholder returns.
- Inefficient Marketing: Udemy has spent 63% of its gross profit on sales and marketing over the past year, highlighting a costly user acquisition strategy that reflects a lack of differentiation in a highly competitive market, which may further erode profit margins.
- Significant Valuation Risks: Although Udemy's stock trades at a seemingly cheap 3.6× forward EV/EBITDA, its shaky fundamentals present considerable downside risks, prompting analysts to recommend looking for more attractive investment opportunities elsewhere.
See More
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- Impact on Holdings: Following the sale, Lumen now represents only 1.37% of Westerly's assets under management, down from 6.7% in Q3, reflecting a significant loss of confidence in the company's strategic shift.
- Financial Condition Analysis: Lumen reported $12.4 billion in revenue for 2025, down from $13.1 billion in 2024, while capital expenditures rose to $4.4 billion, highlighting financial strain during its transition.
- Future Outlook: Although Lumen aims to focus on fiber solutions to meet AI demands, its over $17 billion debt and declining revenue suggest that it is not an opportune time to invest, with recommendations to monitor performance over the next few quarters.
See More
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- Asset Allocation Shift: AppFolio's weighting in Insight Holdings' 13F assets dropped to 0.78% from 2.6% in the previous quarter, reflecting a broader trend of fund downsizing that may affect market attention towards AppFolio.
- Poor Market Performance: As of February 17, 2026, AppFolio shares were priced at $168.79, down 20.6% over the past year, significantly underperforming the S&P 500 by 34.25 percentage points, highlighting the cooling narratives in both real estate and high-multiple SaaS sectors.
- Business Model Challenges: AppFolio's revenue growth hinges on the number of units managed and the utilization of additional services; investors should monitor whether it can evolve into a financial backbone for clients, thereby increasing revenue per unit and enhancing competitive positioning.
See More
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- Share Reduction Details: Insight Holdings Group reduced its stake in AppFolio by 108,050 shares during Q4 2025, with an estimated trade size of $25.68 million, indicating a waning confidence in the stock.
- Decline in Position Value: The quarter-end value of AppFolio's position decreased by $31.70 million, highlighting the negative impact of trading activity and stock price fluctuations on asset management.
- Asset Allocation Shift: AppFolio now accounts for only 0.78% of Insight Holdings' 13F reportable assets, down from 2.6% in the previous quarter, suggesting a broader strategy of asset downsizing.
- Poor Market Performance: As of February 17, 2026, AppFolio shares were priced at $168.79, reflecting a 20.6% decline over the past year and underperforming the S&P 500 by 34.25 percentage points, illustrating the dual pressures from the cooling real estate market and high-multiple SaaS valuations.
See More
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- Complete Exit: According to a February 17, 2026 SEC filing, Insight Holdings Group, LLC sold its entire position of 8,425,026 shares in SentinelOne during Q4, with an estimated transaction value of $148.36 million, indicating a significant loss of confidence in the company.
- Poor Market Performance: As of February 17, 2026, SentinelOne's stock was priced at $13.40, down 45% over the past year, significantly underperforming the S&P 500 by 57.88 percentage points, reflecting widespread pessimism in the cybersecurity sector.
- Portfolio Reallocation: This transaction reduced Insight Holdings' stake in SentinelOne from over 9% to just 0.7%, suggesting a strategic shift away from the cybersecurity sector, likely due to the company's ongoing losses and the industry's overall poor performance.
- Uncertain Profitability Outlook: Despite a relatively low price-to-sales ratio of less than 5, SentinelOne's continuous net losses and lack of a clear path to profitability have led investors to adopt a cautious stance, with Insight's exit further underscoring the market's lack of confidence in the company's future.
See More
