Udemy has executed a strategic pivot toward profitability, expanding gross margins by 970 basis points to 67.5% and improving operating margins by 700 basis points to -6.5% since 2023Q4, despite revenue growth decelerating to just 0.4% YoY in 2026Q1. The compa...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q2 2026Latest May 11, 2026 | -$0.09-190.0% vs $0.10 | $191M-2.9% vs $197M |
Q1 2026 Feb 5, 2026 | $0.12+33.3% vs $0.09 | $194M+0.3% vs $193M |
Q4 2025 Oct 29, 2025 | $0.13+30.0% vs $0.10 | $196M+1.2% vs $193M |
Q3 2025 Jul 30, 2025 | $0.16+33.3% vs $0.12 | $200M+3.8% vs $193M |
Coursera gets a buy rating for my initial coverage, as a compelling growth idea driven by the Udemy merger and potential synergies. While not a dividend payer, Coursera has performed well in operating cashflow trends, and had a low D/E pre-merger, as did Udemy. COUR showed a steady growth trend of new learners over time.
Benchmark UDMY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Udemy, Inc. (UDMY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $4.63 | $677.28M | 180.16 | 0.42% | 0.48% | 1.87% | — | |
| $5.12 | $940.12M | -16.52 | 9.04% | -15.39% | -17.74% | — | |
| $78.24 | $1.78B | 14.44 | 3.96% | 10.46% | 8.19% | — | |
| $31.44 | $1.97B | 12.99 | 24.2% | 20.63% | 17.7% | — | |
| $150.64 | $3.99B | 19.54 | 7.07% | 19.63% | 31.24% | — | |
| $5.92 | $53.09M | -0.36 | -3.45% | -36.13% | — | — |
Udemy, Inc. (UDMY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Udemy, Inc. (UDMY) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 11, 2026·SEC
Apr 9, 2026·SEC
Mar 31, 2026·SEC
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Udemy, Inc. (UDMY) stock FAQ — growth, dividends, profitability & financials explained
Udemy, Inc. (UDMY) reported $781.0M in revenue for fiscal year 2025. This represents a 183% increase from $276.3M in 2019.
Udemy, Inc. (UDMY) grew revenue by 0.4% over the past year. Growth has been modest.
Udemy, Inc. (UDMY) reported a net loss of $7.0M for fiscal year 2025.
Udemy, Inc. (UDMY) has a return on equity (ROE) of 1.9%. This is below average, suggesting room for improvement.
Udemy, Inc. (UDMY) generated $81.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
