Analysts Set Expectations for Udemy FY2026 Earnings

Udemy, Inc. (NASDAQ:UDMY - Free Report) - Stock analysts at Cantor Fitzgerald issued their FY2026 earnings per share estimates for Udemy in a research note issued to investors on Monday, June 9th. Cantor Fitzgerald analyst Y. Lee forecasts that the company will post earnings of ($0.01) per share for the year. Cantor Fitzgerald currently has a "Overweight" rating and a $9.00 price target on the stock. The consensus estimate for Udemy's current full-year earnings is ($0.09) per share.

Udemy (NASDAQ:UDMY - Get Free Report) last announced its earnings results on Wednesday, April 30th. The company reported $0.12 EPS for the quarter, beating analysts' consensus estimates of $0.10 by $0.02. The firm had revenue of $200.30 million for the quarter, compared to analysts' expectations of $197.19 million. Udemy had a negative net margin of 10.84% and a negative return on equity of 27.93%. The company's quarterly revenue was up 1.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.03 EPS.

A number of other research analysts have also weighed in on UDMY. Wall Street Zen raised Udemy from a "buy" rating to a "strong-buy" rating in a research report on Saturday, June 7th. Needham & Company LLC reissued a "buy" rating and issued a $11.00 target price on shares of Udemy in a research note on Thursday, May 1st. Canaccord Genuity Group lowered their price target on Udemy from $14.00 to $12.00 and set a "buy" rating for the company in a research report on Thursday, May 1st. Robert W. Baird dropped their price target on shares of Udemy from $13.00 to $11.00 and set an "outperform" rating on the stock in a research note on Thursday, May 1st. Finally, William Blair downgraded shares of Udemy from an "outperform" rating to a "market perform" rating in a research report on Wednesday, March 12th. Five equities research analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the company's stock. According to MarketBeat, Udemy has an average rating of "Moderate Buy" and a consensus target price of $10.05.

Udemy Stock Down 2.6%

Shares of NASDAQ UDMY traded down $0.19 on Tuesday, reaching $7.15. 1,673,530 shares of the company's stock traded hands, compared to its average volume of 1,162,380. The business's 50 day simple moving average is $6.80 and its two-hundred day simple moving average is $7.83. Udemy has a 12 month low of $5.68 and a 12 month high of $10.61. The company has a market cap of $1.06 billion, a price-to-earnings ratio of -12.54 and a beta of 1.81.

Insider Transactions at Udemy

In related news, CEO Hugo Sarrazin bought 5,432 shares of the firm's stock in a transaction that occurred on Thursday, May 15th. The shares were bought at an average cost of $6.99 per share, with a total value of $37,969.68. Following the acquisition, the chief executive officer now owns 8,832 shares in the company, valued at $61,735.68. This trade represents a 159.76% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Eren Bali sold 10,000 shares of Udemy stock in a transaction on Friday, March 14th. The shares were sold at an average price of $8.02, for a total transaction of $80,200.00. Following the completion of the sale, the chief technology officer now owns 2,146,050 shares in the company, valued at approximately $17,211,321. This represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have acquired 47,580 shares of company stock worth $330,894 in the last quarter. Company insiders own 2.10% of the company's stock.

Hedge Funds Weigh In On Udemy

A number of institutional investors have recently modified their holdings of UDMY. Assenagon Asset Management S.A. raised its holdings in Udemy by 1,814.5% in the first quarter. Assenagon Asset Management S.A. now owns 2,678,641 shares of the company's stock worth $20,786,000 after purchasing an additional 2,538,728 shares in the last quarter. Federated Hermes Inc. raised its holdings in shares of Udemy by 1,985.5% during the fourth quarter. Federated Hermes Inc. now owns 1,372,593 shares of the company's stock worth $11,296,000 after purchasing an additional 1,306,778 shares during the last quarter. Vanguard Group Inc. grew its holdings in Udemy by 12.2% during the first quarter. Vanguard Group Inc. now owns 10,663,298 shares of the company's stock worth $82,747,000 after acquiring an additional 1,156,006 shares during the period. Millennium Management LLC purchased a new position in Udemy in the fourth quarter valued at $5,911,000. Finally, Arrowstreet Capital Limited Partnership purchased a new position in Udemy during the fourth quarter worth approximately $4,119,000. 79.48% of the stock is owned by hedge funds and other institutional investors.

Udemy Company Profile

Udemy, Inc, a learning company, that operates a marketplace platform for learning skills in the United States and internationally. The company offers skill acquisition, development, and validation courses for organizations and individuals, through direct-to-consumer or Udemy Business offerings in various languages.