UDMY
UDMY 1-star rating from Upturn Advisory

Udemy Inc (UDMY)

Udemy Inc (UDMY) 1-star rating from Upturn Advisory
$5.32
Last Close (24-hour delay)
upturn advisory logo
PASS
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/05/2025: UDMY (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

3 star rating from financial 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

Analysts Price Target For last 52 week
$9.67 Target price
52w Low $5.3
Current$5.32
52w High $10.61

Analysis of Past Performance

Type Stock
Historic Profit -51.25%
Avg. Invested days 20
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 780.19M 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 5.30 - 10.61
Updated Date 11/5/2025
52 Weeks Range 5.30 - 10.61
Updated Date 11/5/2025
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 2025-10-29
When -
Estimate 0.0938
Actual 0.13

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 34.25
Enterprise Value 645593743
Price to Sales(TTM) 0.98
Enterprise Value 645593743
Price to Sales(TTM) 0.98
Enterprise Value to Revenue 0.81
Enterprise Value to EBITDA 83.93
Shares Outstanding 146376765
Shares Floating 90171015
Shares Outstanding 146376765
Shares Floating 90171015
Percent Insiders 4.62
Percent Institutions 88.37

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Udemy Inc

Udemy Inc(UDMY) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Udemy, Inc. was founded in 2010 by Eren Bali, Gagan Biyani, and Oktay Caglar. Originally conceived as a platform for live instruction, it pivoted to a marketplace model for on-demand courses. It has grown significantly, becoming a leading online learning platform.

Company business area logo Core Business Areas

  • Udemy Business: Provides online learning solutions for businesses, governments, and nonprofits, focusing on skills development and employee training. It includes subscription-based access to a curated collection of courses.
  • Udemy Marketplace: A platform where individual instructors can create and sell online courses to a global audience. Course topics range from technical skills to personal development.

leadership logo Leadership and Structure

Gregg Coccari serves as the CEO. Udemy operates with a functional organizational structure, with departments like engineering, marketing, sales, and content development.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Business Skills Courses: Courses focused on leadership, management, communication, and sales. This segment includes many users and generates high revenue, competing with LinkedIn Learning (MSFT) and Coursera (COUR). Market share data is not readily and publicly available.
  • Technical Skills Courses: Courses focused on programming, data science, IT, and cybersecurity. It has a huge user base and generates significant revenue, competing with DataCamp and Pluralsight.
  • Personal Development Courses: Courses on personal growth, productivity, and wellness. Its competition is Skillshare

Market Dynamics

industry overview logo Industry Overview

The online learning industry is experiencing significant growth, driven by increasing demand for reskilling, upskilling, and lifelong learning. It's a highly competitive market with many players.

Positioning

Udemy is positioned as a global marketplace for online learning, offering a wide range of courses at various price points. Its competitive advantage lies in its large course catalog and global reach.

Total Addressable Market (TAM)

The global online education market is expected to reach hundreds of billions of dollars. Udemy is positioned to capture a significant portion of this market, especially in professional skills and workforce development.

Upturn SWOT Analysis

Strengths

  • Large course catalog
  • Global reach
  • Marketplace model enables diverse content creation
  • Strong brand recognition
  • Scalable business model

Weaknesses

  • Inconsistent course quality
  • Reliance on user-generated content
  • Price competition
  • Marketing spend needs optimization
  • High instructor churn

Opportunities

  • Expand Udemy Business offerings
  • Increase focus on emerging markets
  • Develop partnerships with universities and corporations
  • Integrate AI-powered learning experiences
  • Focus on micro-credentials and skill-based certifications

Threats

  • Increased competition from other online learning platforms
  • Economic downturn impacting consumer spending
  • Changes in government regulations regarding online education
  • Cybersecurity risks
  • Copyright infringement and piracy

Competitors and Market Share

Key competitor logo Key Competitors

  • COUR
  • LXU
  • MSFT

Competitive Landscape

Udemy's competitive advantage lies in its marketplace model and diverse course catalog. Disadvantages include inconsistent course quality and intense price competition. Coursera (COUR) has a strong brand, LinkedIn Learning (MSFT) integrates with the professional network and LXU is a platform which focus on providing courses to corporate employees.

Growth Trajectory and Initiatives

Historical Growth: Udemy has experienced growth in revenue and user base, driven by the increasing demand for online learning. The rate of growth has varied over time.

Future Projections: Analyst estimates suggest continued revenue growth, with potential for improved profitability as the company scales.

Recent Initiatives: Recent initiatives include expanding Udemy Business offerings, partnerships with universities, and investment in AI-powered learning tools.

Summary

Udemy is a growing online learning platform with a large course catalog and global reach. While its marketplace model offers diversity, it also presents challenges in ensuring consistent quality. Udemy's expansion into the enterprise market and its investments in AI-powered learning could drive future growth. However, it faces competition from established players, copyright concerns, and challenges in profitability.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company filings, industry reports, analyst estimates, press releases.

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market share data is based on available estimates and may not be precise.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 1246

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.