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UDMY

Udemy, Inc.

UDMY

NASDAQ·Consumer Defensive·Education & Training Services·Mkt cap $677.3M

$4.63

0.00%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$4.02 - $8.09

P/E

-86.38

Fwd P/E

9.40

Beta

1.58

Div Yield

0.00%

Avg Vol

1.6M

Shares Out

145.9M

Mkt Cap

$677.3M

Price action

Price chart

Down 38.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Massive course library of 180,000+ courses creating network effects and switching costs
  • Global reach with 49 million learners across 75 languages reducing geographic competition
  • Dual revenue model (B2C and B2B) providing diversification and enterprise customer stickiness
  • Instructor marketplace ecosystem with strong creator incentives driving continuous content innovation

Bear Case

1 risk

  • Above-average volatility (beta 1.6).

Growth

Turning profitable

Rising corporate demand for employee upskilling and reskilling amid digital transformation

Value

Attractively priced below Education Services peer average

Momentum

Stable

-2.7% over 3m

Quality

Excellent

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

MAY 11, 2026

Reported EPS of -$0.09 vs $0.10 consensus (-190.0% surprise). Revenue of $191.4M vs $197.1M expected (-2.9%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-190.0%

Next: Apr 29, 2026

Revenue trend · last 8Q

+5%

+2%

+3%

+0%

-3%

-4%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$194.4M

$195.4M

$199.9M

$200.3M

$199.9M

$195.7M

$194.0M

$191.4M

Margins · last 8Q

Gross

Operating

Profit

-6.6%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: Canaccord · $5.00 · Feb 9, 2026

vs Industry

How UDMY stacks vs Education & Training Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.