Udemy, Inc.

Udemy, Inc.

UDMYยทNASDAQ

$4.63

+0.0000%
Consumer DefensiveEducation & Training Services

Udemy, Inc. operates a marketplace platform for teaching and learning skills in the United States and internationally. The company offers technical and business skills, and personal development courses for individual learners and enterprise customers. Its platform provides 49 million learners with access to approximately 180,000 courses through direct-to-consumer or Udemy Business offerings in approximately 75 languages. The company's courses offer learning objectives, such as reskilling or upskilling in technology and business, and soft skills, as well as learners receive access to interactive learning tools comprising quizzes, exercises, and instructor questions-and-answers. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$677.28M
EPS0.0257
P/E Ratio227.74
Earnings Date07/29/2026
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Udemy, Inc. Street Expectations Map

UDMY ยท NASDAQ

Wall Street analysts project that UDMY stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 5.00, with estimates ranging from a low of 5.00 to a high of 5.00.

Lowest Target
5.00
7.99%
Consensus Target
5.00
7.99%
Highest Target
5.00
7.99%

The consensus 1-year price target stands at 5.00, with estimates ranging from a low of 5.00 to a high of 5.00.

Analyst Consensus Analysis

Upside Potential

+8.0%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Udemy, Inc. Forward Estimates of Revenue

UDMY ยท NASDAQ
Latest Revenue
789.84M
FY 2025
Avg Estimate
809.50M
FY 2026
Estimate Range
797.26M - 833.62M
Analyst Spread

Forward Growth Analysis

Projected Growth+2.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Udemy, Inc. Forward Estimates of Net Income

UDMY ยท NASDAQ
Latest Net Income
3.81M
FY 2025
Avg Estimate
73.19M
FY 2026
Estimate Range
67.44M - 78.93M
Analyst Spread

Forward Growth Analysis

Projected Growth+1822.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Udemy, Inc. Forward Estimates of EPS

UDMY ยท NASDAQ
Latest EPS
0.03
FY 2025
Avg Estimate
$0.49
FY 2026
Estimate Range
$0.45 - $0.52
Analyst Spread

Forward Growth Analysis

Projected Growth+1818.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Udemy, Inc. Forward Estimates of EBIT

UDMY ยท NASDAQ
Latest EBIT
8.34M
FY 2025
Avg Estimate
-132.27M
FY 2026
Estimate Range
-136.21M - -130.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-1686.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Udemy, Inc. Forward Estimates of EBITDA

UDMY ยท NASDAQ
Latest EBITDA
33.70M
FY 2025
Avg Estimate
-112.39M
FY 2026
Estimate Range
-115.74M - -110.69M
Analyst Spread

Forward Growth Analysis

Projected Growth-433.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Udemy, Inc. Forward Estimates of SG&A Expense

UDMY ยท NASDAQ
Latest SG&A Expense
419.47M
FY 2025
Avg Estimate
467.80M
FY 2026
Estimate Range
460.73M - 481.74M
Analyst Spread

Forward Growth Analysis

Projected Growth+11.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Udemy, Inc. Insider Positioning

UDMY ยท NASDAQ

During the last 12 months, insiders have sold $567K worth of UDMY shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

25.0K

119.38K

Net Activity

-119K

-$119K

3-6 Months

Bought

0

0.00

Sold

25.0K

131.25K

Net Activity

-131K

-$131K

6-9 Months

Bought

0

0.00

Sold

45.4K

316.75K

Net Activity

-317K

-$317K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
BS

Blanchard Sarah

Officer: Chief Financial Officer

84.6K sharesโ€ข4 transactions

$490K

2
RR

Rosenthal Robert

Officer: President, Udemy Business

10.8K sharesโ€ข1 transactions

$77K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $567K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$119K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.