UDMY · Udemy, Inc.
Market Cap
$677.28M
Shares
146.28M
No Price Data
No daily price data is available for this stock yet. Data syncs automatically from Yahoo Finance.
Up next
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 11, 2026
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Limited
Momentum
Limited
Sentiment
Neutral
Fundamentals
Excellent
Quant / Vol
Limited
Market backdrop
VIX 14.3 · calm
Equity put/call 0.52
Technical
price trend
Not enough data for a confident read.
Momentum
relative strength
Not enough data for a confident read.
Sentiment
smart money
Trend (MA cross)
No cross
50/200-day averages unavailable
Institutional flow
Distributing
-99% holders QoQ
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
4.79% of float · ▼ -9.9% MoM · 4.2 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
1 holders — near 3-yr low, contrarian setup
Fundamentals
Revenue growth
+0%
Y/Y
Gross margin
66%
expanding
EPS growth
+105%
Y/Y
Free cash flow
$81.9M
Buyback
$50.0M
authorized
Balance sheet
$231.5M
net cash
Quant / Vol
risk profile
Not enough data for a confident read.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Sep 30, 2024
Adjusted EBITDA
· 2026
Non-GAAP
$130M – $150M
Prior guidance
period ended
· from the Earnings Call filed Mar 31, 2024
Revenue
· Q2
$192M – $195M
Adjusted EBITDA margin
· Q2
-0.01% – 0.01%
Revenue
· full year
$795M – $805M
Adjusted EBITDA margin
· full year
0.02% – 0.03%
Consumer revenue
· full year
-0.04% – -0.02%
FX headwind on revenue
· the year
-1%
Consumer revenue growth
· 2024
-4% – -2%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $95.3M | Fiscal Year Ended December 31, 2025 | — |
| Adjusted EBITDA Margin non-GAAP | 12% | Fiscal Year Ended December 31, 2025 | — |
| Consumer segment adjusted gross margin non-GAAP | 57% | Fiscal Year Ended December 31, 2025 | — |
| Enterprise segment adjusted gross margin non-GAAP | 75% | Fiscal Year Ended December 31, 2025 | — |
| Monthly Average Buyers | 1.32M | Fiscal Year Ended December 31, 2025 | — |
| Net Dollar Retention Rate (Large Customers) | 97% | Fiscal Year Ended December 31, 2025 | — |
| Net Dollar Retention Rate (Total) | 93% | Fiscal Year Ended December 31, 2025 | — |
| Net New Annual Recurring Revenue non-GAAP | $13M | Three Months Ended December 31, 2025 | — |
| Net New ARR (Quarter-over-Quarter) | $12.8M | Three Months Ended December 31, 2025 | — |
| Non-GAAP gross margin non-GAAP | 66% | Fiscal Year Ended December 31, 2025 | — |
| Paid Subscribers (Consumer) | 343,000 | Three Months Ended December 31, 2025 | — |
| Total Customers (Enterprise) | 17,029 | Three Months Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Education & Training Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UDMY
this stock
Udemy, Inc.
|
$677.28M | — | +0.4% | — | 4.8% |
|
EDU
New Oriental Education & Technology Group Inc.
|
$9.26B | -4.5% | +13.6% | — | 2.4% |
|
TAL
TAL Education Group
|
$6.93B | +6.8% | +33.7% | — | 3.3% |
|
LAUR
Laureate Education, Inc.
|
$5.15B | +11.7% | +19.5% | 17.0 | 2.1% |
|
CVSA
Covista Inc.
|
$4.49B | +27.6% | +9.3% | 18.8 | 4.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Filings
Earnings & Events