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UDMY logo

UDMY Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
4.820
Open
4.730
VWAP
4.71
Vol
2.63M
Mkt Cap
682.03M
Low
4.610
Amount
12.38M
EV/EBITDA(TTM)
12.22
Total Shares
145.42M
EV
325.17M
EV/OCF(TTM)
3.71
P/S(TTM)
0.88
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.
Show More

Events Timeline

(ET)
2026-02-19
10:10:00
Udemy Launches AI Learning Plan with Google
select
2026-02-11 (ET)
2026-02-11
09:40:00
Udemy Integrates with OpenAI's ChatGPT
select
2026-02-05 (ET)
2026-02-05
16:20:00
Udemy Reports Q4 Revenue of $194M
select
2026-01-23 (ET)
2026-01-23
11:20:00
SpaceX IPO Preparation with Morgan Stanley and Others in Senior Roles
select
2026-01-20 (ET)
2026-01-20
11:10:00
Udemy Partners with Entri to Expand Upskilling in India
select

News

PRnewswire
7.0
03-12PRnewswire
Investor Rights Law Firm Investigates Multiple Companies
  • Insider Trading Investigation: Halper Sadeh LLC is investigating the sale of Janus Henderson Group plc at $49.00 per share, which may violate shareholder rights, potentially leading to increased compensation for shareholders if violations are confirmed.
  • 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.
  • FONAR Corporation Sale: FONAR Corporation is selling shares to its CEO and executives at $19.00 per share for Class B and $6.34 for Class C, with Halper Sadeh LLC potentially seeking higher prices and additional disclosures for shareholders.
  • Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency basis, ensuring no upfront costs for clients, aiming to protect investors globally, particularly against securities fraud and corporate misconduct.
Yahoo Finance
2.0
03-11Yahoo Finance
Udemy Stock Drops 35.7%: Investment Risks and Opportunities
  • Significant Stock Decline: Udemy's stock has dropped 35.7% over the past six months, now trading at $4.76, which raises concerns among investors about its future performance and could negatively impact market confidence and investment appeal.
  • 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.
Fool
6.5
03-10Fool
Westerly Capital Reduces Lumen Technologies Holdings
  • Share Reduction Details: Westerly Capital Management reduced its Lumen Technologies holdings by 2.7 million shares in Q4 2025, with an estimated transaction value of $22.22 million, indicating potential investor skepticism about the company's future direction.
  • 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.
Fool
6.5
03-01Fool
Insight Holdings Reduces AppFolio Stake Significantly
  • Stake Reduction Impact: Insight Holdings Group reduced its AppFolio position by 108,050 shares in Q4 2025, resulting in a $31.70 million decline in value, indicating a waning confidence in the company's prospects within its overall asset allocation.
  • 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.
NASDAQ.COM
6.5
03-01NASDAQ.COM
Insight Holdings Reduces AppFolio Stake Significantly
  • 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.
Fool
8.5
02-27Fool
Insight Holdings Fully Exits SentinelOne Position Amid Market Challenges
  • 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.
Wall Street analysts forecast UDMY stock price to rise
7 Analyst Rating
Wall Street analysts forecast UDMY stock price to rise
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
7.00
Averages
8.90
High
11.00
Current: 0.000
sliders
Low
7.00
Averages
8.90
High
11.00
Canaccord
Jason Tilchen
Hold
downgrade
$7 -> $5
AI Analysis
2026-02-09
Reason
Canaccord
Jason Tilchen
Price Target
$7 -> $5
AI Analysis
2026-02-09
downgrade
Hold
Reason
Canaccord analyst Jason Tilchen lowered the firm's price target on Udemy to $5 from $7 and keeps a Hold rating on the shares. The firm said they reported said they reported solid Q4 results, with revenue and profitability slightly ahead of expectations. The company saw continued signs that its shift upmarket for the Enterprise business is bearing fruit, with AI-related content and new products like its custom role play simulations and MCP server enabling organizations to create more personalized learning journeys.
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.
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Valuation Metrics

The current forward P/E ratio for Udemy Inc (UDMY.O) is 12.83, compared to its 5-year average forward P/E of 21.97. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
21.97
Current PE
12.83
Overvalued PE
199.45
Undervalued PE
-155.51

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
9.76
Current EV/EBITDA
4.87
Overvalued EV/EBITDA
97.53
Undervalued EV/EBITDA
-78.01

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.14
Current PS
1.01
Overvalued PS
3.11
Undervalued PS
1.16

Financials

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Whales Holding UDMY

J
J. Goldman & Co., L.P.
Holding
UDMY
-0.14%
3M Return
I
Insight Venture Management, LLC
Holding
UDMY
-9.57%
3M Return
C
Caledonia (Private) Investments Pty Limited
Holding
UDMY
-32.37%
3M Return

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Frequently Asked Questions

What is Udemy Inc (UDMY) stock price today?

The current price of UDMY is 4.69 USD — it has decreased -1.88

What is Udemy Inc (UDMY)'s business?

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.

What is the price predicton of UDMY Stock?

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 is8.90 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.

What is Udemy Inc (UDMY)'s revenue for the last quarter?

Udemy Inc revenue for the last quarter amounts to 193.99M USD, decreased -2.98

What is Udemy Inc (UDMY)'s earnings per share (EPS) for the last quarter?

Udemy Inc. EPS for the last quarter amounts to -0.02 USD, decreased -71.43

How many employees does Udemy Inc (UDMY). have?

Udemy Inc (UDMY) has 1380 emplpoyees as of March 13 2026.

What is Udemy Inc (UDMY) market cap?

Today UDMY has the market capitalization of 682.03M USD.