This company has been acquired
The company may no longer be operating, as it has been acquired. Find out why through their latest events.
Udemy Inkomsten in het verleden
Verleden criteriumcontroles 0/6
Udemy is de winst gegroeid met een gemiddeld jaarlijks percentage van 17.1%, terwijl de Consumer Services industrie de winst jaarlijks groeide met 26%. De inkomsten zijn gegroeid met een gemiddelde van 11.2% per jaar.
Belangrijke informatie
17.11%
Groei van de winst
40.70%
Groei van de winst per aandeel
| Consumer Services Groei van de industrie | 20.27% |
| Inkomstengroei | 11.15% |
| Rendement op eigen vermogen | -3.32% |
| Nettomarge | -0.90% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Analyse-update • Apr 29
UDMY: Repriced Execution Risk Will Unlock AI And Certification Upside
Analysts have revised their fair value estimate for Udemy to $8.20 from $7.56. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that also informed a recent $2 adjustment to the Street price target.Analyse-update • Apr 15
UDMY: Coursera Merger Will Reprice Execution Risk And Unlock AI Upside
Analysts have trimmed their Udemy price target by $2. This reflects updated assumptions around revenue growth and profitability that slightly adjust the risk and return profile for the stock.Analyse-update • Mar 31
UDMY: Coursera Merger Will Reprice Execution Risk And Unlock AI Upside
Analysts have trimmed their average price target on Udemy by $2. This reflects more cautious expectations around the pending Coursera merger while still seeing the deal as a constructive outcome for shareholders.Seeking Alpha • Mar 27
Udemy: The Merger Is A Good Strategy, But I'll Wait For The New Company
Summary Udemy, Inc. is merging with Coursera, Inc. in an all-stock deal, with 0.8 COUR shares per UDMY share, aiming for $2.5B combined equity value. I see Udemy's strategic pivot to subscription revenue—now 72% of total—deliberately slowing near-term growth for long-term predictability and value. Cost synergies of $115M annually and complementary strengths in enterprise, consumer, and AI content position the merged entity for improved profitability. With the merger premium gone and regulatory risks outstanding, I prefer to wait for the new combined company before considering an investment in UDMY. Read the full article on Seeking AlphaAnalyse-update • Mar 17
UDMY: Coursera Merger Will Reprice Execution Risk And Support Higher Future P/E
Analysts have trimmed their average price target on Udemy by $2, reflecting updated assumptions around discount rates and future P/E as they reassess the stock in light of recent downgrades and the pending Coursera merger. Analyst Commentary Recent research points to a more cautious stance on Udemy as analysts work through the implications of the pending Coursera merger and refine their valuation frameworks.Analyse-update • Mar 02
UDMY: Coursera Merger Will Reframe Execution Risk And Support Higher Future P/E
Narrative Update on Udemy The analyst price target for Udemy has moved modestly higher, with a slightly richer implied future P/E of about 31x and updated assumptions on growth and margins, as analysts factor in recent ratings changes and views on the pending Coursera merger as a generally positive outcome for shareholders. Analyst Commentary Recent research on Udemy centers on the pending Coursera merger and how it could reshape both execution risk and the way investors think about valuation.Analyse-update • Feb 16
UDMY: Coursera Merger Will Reset Expectations And Reduce Execution Risk
Analysts have trimmed their average Udemy price target by $1.26, reflecting updated views on fair value after recent rating changes and the pending Coursera merger. Analyst Commentary Bullish Takeaways Bullish analysts view the pending Coursera merger as a potentially positive outcome for Udemy shareholders, which they fold into their assessment of fair value and risk sharing between the two platforms.Analyse-update • Feb 02
UDMY: Coursera Merger Will Create A Larger Platform And Reset Expectations
Analysts have made a modest trim to their Udemy price target, reflecting a slightly lower discount rate and future P/E multiple as they factor in the pending Coursera merger and the recent shift to Sector Weight ratings. Analyst Commentary Recent research has shifted Udemy to a more neutral stance, with the pending Coursera merger now the central factor driving both optimism and caution in the stock’s setup.Analyse-update • Jan 19
UDMY: Coursera Merger And AI Initiatives Will Support Future Upside Potential
Narrative Update on Udemy Analysts have nudged their fair value estimate for Udemy slightly higher to about $8.51, reflecting modest tweaks to assumptions such as discount rate and future P/E. Recent research also highlights the pending Coursera merger as a key rationale for a more neutral Sector Weight stance.Analyse-update • Jan 05
UDMY: AI And Coursera Merger Will Drive Future Upside Potential
Analysts have modestly reduced their fair value estimate for Udemy to about $8.51 from roughly $9.20, tying the change to updated assumptions around revenue growth, profit margins, the discount rate, and a lower expected future P/E multiple. What's in the News Coursera entered into an Agreement and Plan of Merger to acquire Udemy in an all stock transaction valued at approximately US$1b, with Udemy shareholders set to receive 0.800 Coursera shares for each Udemy share and hold about 41% of the combined company once the deal closes, subject to regulatory and shareholder approvals (M&A Transaction Announcements).Analyse-update • Dec 18
UDMY: AI-Powered Microlearning And Coursera Deal Will Drive Upside Potential
Analysts have modestly reduced their price target for Udemy, citing slightly lower revenue growth assumptions and a more conservative future earnings multiple. These factors outweigh the benefit of higher projected profit margins, resulting in an updated fair value estimate of approximately $9.20 from about $10.17 per share.Analyse-artikel • Nov 20
Benign Growth For Udemy, Inc. (NASDAQ:UDMY) Underpins Stock's 31% Plummet
Udemy, Inc. ( NASDAQ:UDMY ) shareholders that were waiting for something to happen have been dealt a blow with a 31...Analyse-artikel • Aug 03
Udemy, Inc. Just Beat EPS By 400%: Here's What Analysts Think Will Happen Next
Udemy, Inc. ( NASDAQ:UDMY ) shareholders are probably feeling a little disappointed, since its shares fell 2.4% to...Analyse-artikel • Jun 12
What Is Udemy, Inc.'s (NASDAQ:UDMY) Share Price Doing?
Udemy, Inc. ( NASDAQ:UDMY ), is not the largest company out there, but it saw a significant share price rise of 27% in...Nieuwe analyse • May 11
Consumer Subscriptions And AI Will Broaden Global Reach
Strategic consumer subscription growth and expanded partnerships aim to boost predictable revenue and gross margins through content sales and platform fees.Analyse-artikel • Apr 13
Some Confidence Is Lacking In Udemy, Inc. (NASDAQ:UDMY) As Shares Slide 26%
The Udemy, Inc. ( NASDAQ:UDMY ) share price has fared very poorly over the last month, falling by a substantial 26...Seeking Alpha • Feb 23
Udemy On The Rise: Inside Its Game-Changing Strategy To Dominate EdTech
Summary Udemy, Inc. is a $1.5 billion edtech marketplace that connects learners with expert instructors for diverse skill development. The company’s strong Q4 and 2024 performance—marked by an 18% surge in enterprise revenue and a leap in adjusted EBITDA from losses to $43 million—highlights its impressive turnaround. Udemy is strategically pivoting toward its enterprise segment and integrating AI-powered tools to refine its offerings. With less than 10% penetration in its large customer base, there’s a significant opportunity for expansion that could unlock an additional $1.5 billion in value. Despite risks around balancing instructor incentives with profit margins, Udemy’s robust fundamentals and forward-looking growth prospects justify its strong buy rating. Read the full article on Seeking AlphaAnalyse-artikel • Feb 21
Subdued Growth No Barrier To Udemy, Inc. (NASDAQ:UDMY) With Shares Advancing 25%
Udemy, Inc. ( NASDAQ:UDMY ) shareholders have had their patience rewarded with a 25% share price jump in the last...Analyse-artikel • Jan 04
What Udemy, Inc.'s (NASDAQ:UDMY) P/S Is Not Telling You
There wouldn't be many who think Udemy, Inc.'s ( NASDAQ:UDMY ) price-to-sales (or "P/S") ratio of 1.6x is worth a...Seeking Alpha • Dec 04
Udemy: Rating Downgrade As Growth Continues To Decelerate
Summary I downgraded Udemy from hold to sell due to continued growth deceleration and uncertainties surrounding the new business model. Consumer segment revenue declined by 8% in 3Q24, with further deceleration expected as resources shift upmarket. Udemy Business segment also shows deceleration, with 15.6% y/y growth and declining ARR, raising concerns about underlying demand. Valuation is unlikely to improve with growth deceleration; multiples could derate further if the new business model fails to deliver. Read the full article on Seeking AlphaAnalyse-artikel • Nov 04
Udemy, Inc. (NASDAQ:UDMY) Just Reported, And Analysts Assigned A US$11.18 Price Target
Last week, you might have seen that Udemy, Inc. ( NASDAQ:UDMY ) released its quarterly result to the market. The early...Seeking Alpha • Sep 26
Udemy: Rating Downgrade On Poor Operating Trends, Change In Business Strategy
Summary I downgraded Udemy from buy to hold due to a weakening business outlook and uncertainty from a pivot in the business direction. Consumer segment recovery is slower than expected, with worsening metrics and declining revenue, impacting Udemy's growth flywheel. Despite efforts to improve margins, poor revenue guidance and deteriorating trends make me uncomfortable. Read the full article on Seeking AlphaSeeking Alpha • Aug 09
Udemy: Focusing On Margin Improvement Over Growth
Summary Shares have fallen nearly 25% after Q2 earnings, where management lowered its full-year revenue guidance by $21 million. Margin guidance for this year remains unchanged, with management anticipating substantial margin improvements in the mid-term and aiming to achieve an adjusted EBITDA margin of 20% in 2027. Though I see limited downside given the company’s large net cash position and its expectation to reach profitability this year, the outlook for growth remains weak. Read the full article on Seeking AlphaAnalyse-artikel • Aug 02
US$12.66: That's What Analysts Think Udemy, Inc. (NASDAQ:UDMY) Is Worth After Its Latest Results
There's been a notable change in appetite for Udemy, Inc. ( NASDAQ:UDMY ) shares in the week since its quarterly...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Udemy geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 781 | -7 | 421 | 103 |
| 31 Dec 25 | 790 | 4 | 416 | 102 |
| 30 Sep 25 | 796 | -4 | 417 | 106 |
| 30 Jun 25 | 796 | -31 | 422 | 113 |
| 31 Mar 25 | 790 | -69 | 435 | 119 |
| 31 Dec 24 | 787 | -85 | 439 | 125 |
| 30 Sep 24 | 776 | -96 | 441 | 126 |
| 30 Jun 24 | 765 | -87 | 431 | 123 |
| 31 Mar 24 | 749 | -81 | 417 | 121 |
| 31 Dec 23 | 729 | -107 | 411 | 120 |
| 30 Sep 23 | 705 | -139 | 420 | 121 |
| 30 Jun 23 | 678 | -169 | 426 | 119 |
| 31 Mar 23 | 653 | -173 | 418 | 113 |
| 31 Dec 22 | 629 | -154 | 400 | 105 |
| 30 Sep 22 | 599 | -143 | 378 | 94 |
| 30 Jun 22 | 570 | -106 | 338 | 82 |
| 31 Mar 22 | 543 | -88 | 312 | 73 |
| 31 Dec 21 | 516 | -80 | 291 | 66 |
| 30 Sep 21 | 490 | -66 | 264 | 61 |
| 30 Jun 21 | 479 | -55 | 255 | 57 |
| 31 Mar 21 | 454 | -69 | 250 | 54 |
| 31 Dec 20 | 430 | -78 | 243 | 51 |
| 31 Dec 19 | 276 | -70 | 166 | 34 |
Kwaliteitswinsten: UDMY is momenteel verliesgevend.
Groeiende winstmarge: UDMY is momenteel verliesgevend.
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: UDMY is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 17.1% per jaar verminderd.
Versnelling van de groei: Het is niet mogelijk om de winstgroei van UDMY over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.
Winst versus industrie: UDMY is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Consumer Services industrie ( 10.2% ).
Rendement op eigen vermogen
Hoge ROE: UDMY heeft een negatief Return on Equity ( -3.32% ), omdat het momenteel verliesgevend is.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/12 23:10 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Udemy, Inc. wordt gevolgd door 12 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Phillip Leytes | Berenberg |
| Nafeesa Gupta | BofA Global Research |
| Thomas Singlehurst | Citigroup Inc |