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Udemy Inc (UDMY)
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Upturn Advisory Summary
12/02/2025: UDMY (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $9.67
1 Year Target Price $9.67
| 5 | Strong Buy |
| 2 | Buy |
| 5 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -51.25% | Avg. Invested days 20 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 756.23M USD | Price to earnings Ratio - | 1Y Target Price 9.67 |
Price to earnings Ratio - | 1Y Target Price 9.67 | ||
Volume (30-day avg) 13 | Beta 1.74 | 52 Weeks Range 4.86 - 10.61 | Updated Date 12/3/2025 |
52 Weeks Range 4.86 - 10.61 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.47% | Operating Margin (TTM) -0.08% |
Management Effectiveness
Return on Assets (TTM) -0.54% | Return on Equity (TTM) -1.78% |
Valuation
Trailing PE - | Forward PE 38.91 | Enterprise Value 382145314 | Price to Sales(TTM) 0.95 |
Enterprise Value 382145314 | Price to Sales(TTM) 0.95 | ||
Enterprise Value to Revenue 0.48 | Enterprise Value to EBITDA 13.27 | Shares Outstanding 146376765 | Shares Floating 90138812 |
Shares Outstanding 146376765 | Shares Floating 90138812 | ||
Percent Insiders 4.61 | Percent Institutions 89.66 |
Upturn AI SWOT
Udemy Inc
Company Overview
History and Background
Udemy, Inc. was founded in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar. It is a global online learning platform aimed at professional adults and students. Udemy initially faced challenges in attracting users and funding, but later gained traction, expanding its course offerings and user base significantly. It went public in October 2021.
Core Business Areas
- Udemy Business: Provides online learning solutions for businesses, offering a curated selection of courses to employees for professional development and skill enhancement.
- Consumer Marketplace: The open marketplace where instructors can create and sell courses to individual learners on a wide array of topics, from technical skills to personal hobbies.
Leadership and Structure
Gregg Coccari serves as the CEO of Udemy. The company is structured with departments focusing on engineering, product development, marketing, sales, and finance. Udemy's board of directors provides strategic oversight.
Top Products and Market Share
Key Offerings
- Online Courses: Udemy offers a vast library of online courses across various categories including business, technology, design, and personal development. While specific market share is difficult to pinpoint due to the fragmented nature of the online learning market, Udemy is a significant player with millions of users and instructors. Key competitors include Coursera, edX, LinkedIn Learning, and Skillshare. Revenue is generated from both consumer purchases and enterprise subscriptions.
- Udemy Business Pro: A subscription-based service for businesses to train their employees with in-demand tech skills, hands-on learning, and reporting. Competitors are Pluralsight, A Cloud Guru, DataCamp, and Ou2019Reilly Online Learning. Revenue from Udemy Business is the major segment of the companyu2019s topline.
Market Dynamics
Industry Overview
The online learning market is experiencing rapid growth driven by increasing demand for upskilling and reskilling, the proliferation of online education platforms, and the accessibility of learning resources. The market is competitive, with numerous players offering a range of courses and learning solutions.
Positioning
Udemy positions itself as a global learning marketplace that democratizes access to education. It differentiates through its vast course catalog, instructor-led content, and affordable pricing. Its competitive advantages include a large user base, diverse course offerings, and a strong brand recognition.
Total Addressable Market (TAM)
The global online education market is estimated at hundreds of billions of dollars. Udemy is positioned to capture a significant portion of this TAM through its consumer and enterprise offerings.
Upturn SWOT Analysis
Strengths
- Large and diverse course catalog
- Global reach and accessibility
- Strong brand recognition
- Experienced instructor base
- Affordable pricing compared to traditional education
Weaknesses
- Course quality variability
- Reliance on user-generated content
- Intense competition in the online learning market
- Profitability challenges (historically, though improving)
- Marketing Spend
Opportunities
- Expanding into new geographic markets
- Developing partnerships with educational institutions
- Leveraging AI to personalize learning experiences
- Growing the Udemy Business enterprise segment
- Focusing on the integration of Generative AI into its offering
Threats
- Increased competition from established players
- Economic downturn impacting consumer spending
- Changes in government regulations regarding online education
- Emergence of new learning technologies
- Cybersecurity threats and data breaches
Competitors and Market Share
Key Competitors
- COUR
- LX
- MSFT
- LNW
Competitive Landscape
Udemy's advantages include its large course catalog and affordability. Disadvantages include course quality variability and intense competition. Coursera has a strong brand and partnerships with universities. LinkedIn Learning leverages its professional network.
Major Acquisitions
CorpU
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Strategic acquisition to allow Udemy to expand their reach into enterprise level learning through CorpU's learning communities.
Growth Trajectory and Initiatives
Historical Growth: Udemy has experienced significant revenue growth in recent years driven by the increasing adoption of online learning and the expansion of its course offerings.
Future Projections: Analyst projections vary, but generally anticipate continued growth in revenue and user base. Specific estimates would require access to analyst reports.
Recent Initiatives: Recent initiatives include expanding the Udemy Business segment, investing in new course content, improving the user experience, and focusing on marketing and brand awareness.
Summary
Udemy is a significant player in the online learning market, boasting a wide range of courses and a large user base. However, it faces challenges related to course quality and intense competition. Growing the Udemy Business segment and expanding into new markets are key opportunities. Watching competition and economic impacts are key.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Udemy Inc. SEC Filings
- Company Press Releases
- Analyst Reports
- Industry Research Reports
- Third-party Data Providers
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered investment advice. Market share estimations are approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Udemy Inc
Exchange NASDAQ | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2021-10-29 | CEO, President & Director Mr. Hugo Sarrazin | ||
Sector Consumer Defensive | Industry Education & Training Services | Full time employees 1246 | Website https://www.udemy.com |
Full time employees 1246 | Website https://www.udemy.com | ||
Udemy, Inc., a learning company, that operates a marketplace platform for learning skills in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates through Enterprise and Consumer segments. The company offers skill acquisition, development, and validation courses through direct-to-consumer or Udemy Business offerings in various languages. It also provides reskilling or upskilling in technology, business, soft skills, and personal development; access to interactive learning tools comprising quizzes and exercises, as well as the ability to ask questions and engage with the instructor directly; Udemy AI assistant, a natural-language chat interface to help learners discover and engage with the company's content; AI skills mapping tool and AI-powered learning paths; and professional services, including learning architecture and content mapping services. The company serves organizations, including enterprise and government customers; and individuals. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.
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