UDMY

Udemy Inc

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Advanced Chart

7.550

+0.24(3.283%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

7.570

Open

7.350

VWAP

7.47

Vol

2.13M

Mkt Cap

1.14B

Low

7.340

Amount

15.93M

EV/EBITDA(TTM)

342.72

Total Shares

153.10M

707.04M

EV/OCF(TTM)

11.80

P/S(TTM)

1.37

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

193.27M

-1.1%

0.094

+34.6%

196.38M

-1.78%

0.090

-9.51%

200.52M

+0.11%

0.116

-3.33%

Estimates Revision

The market is revising Upward the revenue expectations for Udemy, Inc. (UDMY) for FY2025, with the revenue forecasts being adjusted by 0.08% over the past three months. During the same period, the stock price has changed by 16.51%.

Revenue Estimates for FY2025

Revise Upward

+0.08%

In Past 3 Month

EPS Estimates for FY2025

No Change

0.00%

In Past 3 Month

Stock Price

Go Up

+16.51%

In Past 3 Month

11 Analyst Rating

32.45% Upside

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 10.00 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.

6 Buy

5 Hold

0 Sell

Moderate Buy

32.45% Upside

Current: 7.550

Low

8.00

Averages

10.00

High

12.00

32.45% Upside

Current: 7.550

Low

8.00

Averages

10.00

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

Hold

Downgrades

$10 → $7

2025-04-07

Reason

Truist Securities

Terry Tillman

Price Target

$10 → $7

2025-04-07

Downgrades

Strong Buy

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.

Needham

Ryan MacDonald

Strong Buy

Reiterates

$11

2025-03-12

Reason

Needham

Ryan MacDonald

Price Target

$11

2025-03-12

Reiterates

Strong Buy

Reason

William Blair

Stephen Sheldon

Buy

Hold

Downgrades

n/a

2025-03-12

Reason

William Blair

Stephen Sheldon

Price Target

n/a

2025-03-12

Downgrades

Buy

Hold

Reason

William Blair downgraded Udemy to Market Perform from Outperform.

See All Ratings

Valuation Metrics

The current forward P/E ratio for Udemy Inc (UDMY.O) is 17.33, compared to its 5-year average forward P/E of 22.80. For a more detailed relative valuation and DCF analysis to assess Udemy Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

22.80

Current PE

17.33

Overvalued PE

209.96

Undervalued PE

-164.37

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

10.16

Current EV/EBITDA

8.24

Overvalued EV/EBITDA

102.72

Undervalued EV/EBITDA

-82.40

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Fair

5Y Average PS

2.25

Current PS

1.41

Overvalued PS

3.22

Undervalued PS

1.28