
Udemy (UDMY) Stock Forecast & Price Target
Udemy (UDMY) Analyst Ratings
Bulls say
Udemy Inc. shows a positive financial outlook, particularly from its Enterprise segment, which grew revenue by 5.0% year-over-year to $132.8 million, accounting for 67.9% of total revenue, driven by new customer adoption and large deals. Additionally, the Consumer segment experienced a gross margin expansion of 300 basis points year-over-year to 57.0%, with the subscription model driving growth—now representing 19% of the segment's revenues. Furthermore, adjusted EBITDA increased to $24.3 million, exceeding expectations by $5.3 million year-over-year, attributed to revenue and operational performance.
Bears say
Udemy Inc experienced a year-over-year decline in Consumer revenues, posting a 9.2% decrease in the third quarter, which reflects ongoing challenges in stabilizing that segment despite results exceeding initial expectations. The company anticipates a decline in overall revenue for the fourth quarter, projecting $191-194 million, which marks a 3-5% year-over-year decrease and falls short of analyst consensus, indicating potential investor disappointment. Furthermore, Udemy is adjusting its future profitability estimates downward, factoring in a slower conversion rate for new Enterprise deals and the impact of transitioning the Consumer business to a subscription model, underscoring concerns regarding growth and revenue stability.
This aggregate rating is based on analysts' research of Udemy and is not a guaranteed prediction by Public.com or investment advice.
Udemy (UDMY) Analyst Forecast & Price Prediction
Start investing in Udemy (UDMY)
Order type
Buy in
Order amount
Est. shares
0 shares