UDMY$5.20
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Performance
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AI UDMY Summary
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Powered by LiveAIOverall Analysis
HoldUdemy shows mixed signals: strong revenue growth and positive EPS surprises are offset by negative profitability trends and a high price-to-sales ratio. The thematic positioning in online learning is strong, but current technicals suggest caution. Recommended for investors with a moderate risk tolerance and a focus on the long-term online education sector.
Thematic
Udemy is well-positioned in the secular growth trend of online learning and skill development, particularly with its AI integration. The company's focus on both consumer and enterprise markets provides diversification within the ed-tech landscape.
Fundamental
Udemy demonstrates strong revenue growth and consistent positive EPS surprises. However, the company is not yet profitable on a trailing twelve-month basis, and its current Price-to-Sales ratio is relatively high. The balance sheet appears healthy with significant cash reserves, but debt levels have increased.
Technical
The stock is trading below key moving averages and exhibits weak momentum indicators across shorter timeframes. While the 1-day RSI is neutral, most shorter-term oscillators and moving averages suggest a downward bias or consolidation.
| Factor | Score |
|---|---|
| Online Learning & Skill Development | 90 |
| AI Integration in Learning | 85 |
| Enterprise Solutions | 70 |
| Competitive Landscape | 65 |
| Global Reach | 80 |
| Factor | Score |
|---|---|
| Valuation | 40 |
| Profitability | 10 |
| Growth | 60 |
| Earnings Performance | 85 |
| Balance Sheet Health | 70 |
| Debt Levels | 60 |
| Cash Flow Generation | 65 |
| Factor | Score |
|---|---|
| Trend Analysis | 20 |
| Momentum Indicators (1-Day) | 50 |
| Short-term Momentum (1-Hour) | 30 |
| Short-term Moving Averages (1-Hour) | 25 |
| Volume Activity | 40 |
| Price Performance | 35 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Positive Earnings Surprises
Udemy, Inc. has consistently beaten earnings per share (EPS) estimates in recent quarters, with surprises ranging from 21.35% to 498.29%. This indicates strong operational execution and a tendency to exceed analyst expectations.
Improving Revenue and Margins
Revenue has shown consistent year-over-year growth from 2021 ($515.66M) to 2024 ($786.57M). While net margins have been negative, the trend shows improvement, moving from -24.5% in 2022 to -10.8% in 2024, suggesting a path towards profitability.
Bearish Points (7)
Persistent Net Losses
Udemy, Inc. has consistently reported net losses on an annual basis since at least 2021, with significant losses in 2024 (-$85.29M) and 2023 (-$107.29M). This lack of profitability raises concerns about the company's long-term viability and ability to generate shareholder value.
Negative P/E Ratio and High P/S
The trailing P/E ratio is negative (-28.1 TTM), which is typical for unprofitable companies. The Price-to-Sales (P/S) ratio, while showing improvement, remains above 1.0, indicating the company's market capitalization is still significantly higher than its annual revenue.
Calendar
July 2025
31
Next Earnings Date
H: $0.13
A: $0.12
L: $0.10
H: 197.63M
A: 197.04M
L: 196.00M
Profile
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.
Seasonals
Price Target
10.12 USD
The 39 analysts offering 1 year price forecasts for UDMY have a max estimate of 12.21 and a min estimate of 8.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 95
Direct competitor offering a wide range of online courses, specializations, and degrees, including university-partnered content, directly competing with Udemy's marketplace and B2B offerings.
Weight: 92
Owns LinkedIn Learning, a major direct competitor in professional development and skill-based online learning, leveraging a vast professional network for corporate and individual users.
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Operates edX, a prominent online learning platform partnering with universities for courses, bootcamps, and degrees, competing for both learners and educational content providers.
Weight: 88
Provides a cloud-based learning management system (LMS) specifically for businesses, directly competing with Udemy Business for corporate training and development solutions.