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Udemy Inc (UDMY)



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Upturn Advisory Summary
06/30/2025: UDMY (1-star) is currently NOT-A-BUY. Pass it for now.
Year Target Price $9.84
Year Target Price $9.84
5 | Strong Buy |
2 | Buy |
5 | Hold |
0 | Under performing |
1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -48.62% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.05B USD | Price to earnings Ratio - | 1Y Target Price 9.84 |
Price to earnings Ratio - | 1Y Target Price 9.84 | ||
Volume (30-day avg) 13 | Beta 1.81 | 52 Weeks Range 5.68 - 10.61 | Updated Date 06/29/2025 |
52 Weeks Range 5.68 - 10.61 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.45 |
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 2025-06-03 | When After Market | Estimate 0.0996 | Actual 0.12 |
Profitability
Profit Margin -8.7% | Operating Margin (TTM) -1.51% |
Management Effectiveness
Return on Assets (TTM) -4.91% | Return on Equity (TTM) -27.17% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 698436130 | Price to Sales(TTM) 1.32 |
Enterprise Value 698436130 | Price to Sales(TTM) 1.32 | ||
Enterprise Value to Revenue 0.88 | Enterprise Value to EBITDA -13.55 | Shares Outstanding 148731008 | Shares Floating 92577806 |
Shares Outstanding 148731008 | Shares Floating 92577806 | ||
Percent Insiders 3.99 | Percent Institutions 83.81 |
Analyst Ratings
Rating 4 | Target Price 9.84 | Buy 2 | Strong Buy 5 |
Buy 2 | Strong Buy 5 | ||
Hold 5 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Udemy Inc
Company Overview
History and Background
Udemy, Inc. was founded in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar. Initially conceived in Turkey as a live virtual classroom, it expanded to a global online learning marketplace. It has grown to become a major platform connecting instructors with students worldwide.
Core Business Areas
- Udemy Business: Provides learning and development solutions for organizations, offering a curated selection of courses and learning tools for employees.
- Consumer Marketplace: A platform where individual learners can access a vast library of courses on various subjects, taught by independent instructors.
Leadership and Structure
Gregg Coccari serves as the CEO. The company has a typical corporate structure with departments for technology, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Udemy Business: Subscription-based learning platform for businesses. Market share data is not publicly available. Competitors include LinkedIn Learning, Coursera for Business, and Skillsoft.
- Consumer Marketplace: Open online course platform for individual learners. Market share is difficult to pinpoint precisely, but Udemy is a significant player in the MOOC (Massive Open Online Course) market. Competitors include Coursera, edX, Skillshare, and MasterClass.
Market Dynamics
Industry Overview
The online learning industry is experiencing rapid growth, driven by increasing demand for upskilling and reskilling, as well as the accessibility and convenience of online education.
Positioning
Udemy is positioned as a global online learning marketplace connecting instructors with students, offering a wide range of courses at various price points. Its competitive advantages include its large course catalog and global reach.
Total Addressable Market (TAM)
The online education market is projected to reach hundreds of billions of dollars. Udemy is positioned to capture a significant share of this TAM, particularly through its consumer marketplace and Udemy Business offerings.
Upturn SWOT Analysis
Strengths
- Large course catalog
- Global reach
- Affordable pricing
- Strong brand recognition
- Scalable platform
Weaknesses
- Variable course quality
- Reliance on independent instructors
- High marketing costs
- Competition from other platforms
Opportunities
- Expanding into new markets
- Developing partnerships with universities and businesses
- Offering more specialized courses
- Leveraging AI to personalize learning experiences
Threats
- Increased competition
- Changes in consumer preferences
- Economic downturn
- Data security breaches
Competitors and Market Share
Key Competitors
- COUR
- LXU
- SKIL
- MASTERCLASS
- PLURALSIGHT
Competitive Landscape
Udemy faces competition from other online learning platforms, each with their strengths and weaknesses. Udemy's advantages include its large course catalog and global reach, while its weaknesses include variable course quality.
Growth Trajectory and Initiatives
Historical Growth: Udemy has experienced significant growth in users and course offerings in recent years.
Future Projections: Analyst estimates suggest continued growth in revenue and users, but profitability remains a key focus.
Recent Initiatives: Expanding Udemy Business, improving course quality, and investing in marketing.
Summary
Udemy is a major player in the online learning market, boasting a vast course catalog and global presence. While revenue growth is positive, achieving consistent profitability remains a key challenge. Increased competition and the need to maintain course quality are critical factors to watch. Future growth depends on successful expansion into new markets and innovative product development.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Udemy Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
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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