Coursera holds call on 2026 financials after Udemy merger
Coursera held a conference call to discuss the financial profile of the combined company following its merger with Udemy, which closed on May 11, 2026. CFO Mike Foley presented the full year 2026 financials, with supplemental materials available on the investor relations website. The company faces enterprise headwinds, with analysts lowering price targets but maintaining an "Outperform" rating, and shares trading near a 52-week low.
Coursera holds call on 2026 financials after Udemy merger By Investing.com
Coursera Inc. held a conference call to discuss its full-year 2026 financial profile following its merger with Udemy Inc., which closed on May 11, 2026. The company posted supplemental materials and an audio webcast replay of the call. Despite a recent share repurchase program and exceeding first-quarter revenue estimates, analyst firms BMO Capital and RBC Capital have lowered their price targets for Coursera due to enterprise headwinds, though both maintain an Outperform rating.
Udemy Inc (UDMY) Earnings Forecast: Future EPS & Revenue Growth Estimates
Udemy Inc (UDMY) has an earnings forecast score of 7.00, placing it 301st out of 473 in the Software & IT Services industry. Analysts project an average price target of $10.00, with a high of $12.00 and a low of $8.00. The company's expected revenue for the next quarter is $203.38 million, and its EPS for the upcoming quarter is forecast at $0.13.
Udemy Inc (UDMY) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for Udemy Inc (UDMY), focusing on its regional contributions. As of the latest disclosed data, North America is the largest revenue contributor, followed by Europe, Middle East, Africa, Asia Pacific, and Latin America. Information regarding business segment revenue and profit contribution is not yet disclosed by the company.
Udemy Inc (UDMY) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Udemy Inc (UDMY), outlining both major shareholders and institutional holdings. It provides a breakdown of the percentage held by key entities like Insight Venture Partners, Caledonia Investments, and BlackRock, along with a classification of shareholder types such as venture capital and investment advisors. The report also includes quarterly institutional shareholding data and recent shareholder activity with changes in holdings.
Strength Seen in Udemy (UDMY): Can Its 6.7% Jump Turn into More Strength?
This article discusses the recent 6.7% stock price jump for Udemy (UDMY) and speculates whether this indicates a potential for further growth. It analyzes technical indicators, specifically the +DDM (Directional Movement Index), which has crossed above the -DDM, often seen as a bullish signal. The article suggests that investors might view this as an opportune moment to consider UDMY for their portfolios.
What's Behind the Recent Insider Selling at Udemy (UDMY)
Udemy (UDMY) CFO Sarah Blanchard recently sold 25,000 shares for $119,375, contributing to a pattern of insider selling that significantly outweighs purchases over the past year. While insider sales can be routine, the volume and context of these dispositions, particularly with the stock trading near its 52-week lows, prompt investor scrutiny. The company is undergoing a strategic transformation to a subscription-first model and investing heavily in AI, aiming for future growth and improved profitability despite current thin margins and flat revenue.
[15-12G] Udemy, Inc. SEC Filing
Udemy, Inc. has filed Form 15-12G with the SEC, indicating the termination of its registration under Section 12(g) of the Securities Exchange Act of 1934 or suspension of its duty to file reports. This filing follows a merger agreement where Chess Merger Sub, Inc., a wholly-owned subsidiary of Coursera, Inc., merged with and into Udemy, Inc., making Udemy a direct, wholly-owned subsidiary of Coursera as of May 11, 2026. The document was signed by Alan B. Cardenas, Senior Vice President, General Counsel and Secretary of Udemy, Inc.
Udemy Inc stock (US90460A1043): earnings beat keeps restructuring story in focus
Udemy Inc (UDMY) recently exceeded quarterly earnings expectations despite a revenue decline, reinforcing its focus on profitability and business restructuring. The online learning platform is navigating intense competition and aims to reaccelerate growth, particularly in its enterprise learning solutions. Despite a strong earnings beat, Udemy's stock has faced a year-to-date decline, reflecting broader investor caution in the education technology sector.
Earnings Preview: Udemy, Inc. (UDMY) Q4 Earnings Expected to Decline
Udemy, Inc. (UDMY) is projected to report a year-over-year decline in Q4 earnings and lower revenues, with analysts expecting $0.09 EPS and $193.21 million in revenue. The consensus EPS estimate has been revised significantly lower. Despite a history of beating estimates, the current negative Earnings ESP combined with a Zacks Rank #3 makes a conclusive earnings beat prediction difficult for the upcoming report.
[Form 4] Udemy, Inc. Insider Trading Activity
Jeffrey Lieberman, a director and 10% owner of Udemy, Inc. (UDMY), reported disposing of all his common stock holdings back to the company through two "Disposition to issuer" transactions on May 11, 2026. These transactions involved an indirect holding of 38,032,260 shares and a direct holding of 147,477 shares, both at a stated price of $0.00 per share. This indicates a transfer back to the issuer rather than an open-market sale, and Lieberman now holds 0 shares as reported in this filing.
Insight funds report large disposition of Udemy (UDMY) common stock to issuer
Multiple affiliated Insight investment entities reported five non-derivative dispositions of Udemy (UDMY) common stock back to the issuer on May 11, 2026. These transactions, coded as "Disposition to issuer" at a price of $0.00 per share, significantly reduced Insight's indirect holdings in Udemy, with reported share amounts including over 24 million and 10 million shares. The Form 4 filing indicates that after these dispositions, the specific indirect holdings for each reported transaction line are listed as zero, though the filing does not detail the economic terms or reasons behind these actions.
Insight entities exit 98,286 Udemy (UDMY) shares in disposition to issuer
Investment entities associated with Insight have reported a disposition of 98,286 shares of Common Stock in Udemy, Inc. (UDMY) back to the issuer. This transaction, coded as "Disposition to issuer" with an indicated price of $0.00 per share, resulted in a post-transaction indirect ownership of 0 shares for the reporting entities. The filing details include multiple Insight entities as reporting persons and indicate this is the second of two Form 4 filings related to the same event due to the SEC's reporting limits.
Number of shareholders of Udemy, Inc. – LS:A3CYXY
This article provides details about the number of shareholders for Udemy, Inc. (LS:A3CYXY), indicating it's a financial data point available on TradingView. The content is primarily a data placeholder within a financial information platform, showing the company's market and financial status.
Udemy (UDMY) president reports 485,462-share disposition and PSU grant in Coursera merger
Udemy's President, Robert Rosenthal, reported a disposition of 485,462 shares to the issuer and a grant of 68,750 performance-based restricted stock units (PSUs) as part of the company's merger with Coursera. Following these transactions, Rosenthal holds no direct Udemy shares; each Udemy share converted into 0.800 Coursera shares. The PSU award was deemed achieved prior to the merger's effective time and became solely time-based.
Udemy (UDMY) CTO restructures equity as Coursera merger converts shares at 0.800
Udemy CTO Ozzie J. Goldschmied reported significant equity changes due to Udemy's merger with Coursera. He received a grant of 34,375 performance-based restricted stock units and disposed of 666,767 shares back to the issuer, resulting in no direct Udemy shares post-transaction. The merger converted each Udemy share into 0.800 Coursera common shares, and Udemy restricted stock units were assumed and converted into Coursera RSUs.
Udemy (UDMY) director’s 58,888-share disposition tied to Coursera stock merger
Udemy, Inc. director Debra J. Chrapaty reported the disposition of 58,888 shares of Udemy common stock back to the company as part of a merger where Udemy became a wholly owned subsidiary of Coursera. Following this transaction, she holds no directly owned Udemy shares. Each outstanding Udemy common share was converted into the right to receive 0.800 shares of Coursera common stock, with director restricted stock unit awards also converting at the same exchange ratio.
Udemy (UDMY) director’s 93,657 shares cancelled, converted into Coursera stock
Udemy director Natalie Schechtman has disposed of 93,657 shares of Udemy common stock, which were cancelled and converted into Coursera stock as part of Udemy's merger with Coursera, Inc. This transaction, coded as a disposition to the issuer, resulted in Schechtman holding zero directly owned Udemy shares. Each Udemy common stock share was converted into 0.800 shares of Coursera common stock, reflecting a structural change rather than an open-market sale.
Udemy (NASDAQ: UDMY) director swaps 60,484 shares in Coursera deal
Udemy director Marylou Maco reported the disposition of 60,484 shares of Udemy common stock back to the company at $0.00 per share, reducing her direct holdings to zero. This transaction is linked to Udemy's merger with Coursera, Inc., where Udemy shares convert into Coursera common stock at a 0.800 ratio. The Form 4 filing clarifies that this was an issuer disposition, not a market sale, reflecting the mechanics of the stock-for-stock merger.
Udemy board overhaul: Gregory M. Hart, Michael Foley, Alan B. Cardenas and Marcelo C. Modica join board
Udemy has announced a complete overhaul of its board of directors. Gregory M. Hart, Michael Foley, Alan B. Cardenas, and Marcelo C. Modica have joined the board, replacing all previous pre-Closing directors. This change was effective at the Closing, as documented in an SEC filing.
Udemy completes merger with Coursera and delists from Nasdaq
Udemy, Inc. (NASDAQ:UDMY) has announced the completion of its merger with Coursera, Inc., making Udemy a wholly owned subsidiary of Coursera. As a result, Udemy stock has been delisted from the Nasdaq Global Select Market, and the company plans to terminate its SEC registration and reporting obligations. The transaction involved converting Udemy shares into Coursera shares, with Udemy's board members stepping down as new directors were appointed to the combined entity's board.
Udemy, Inc. 1Q 2026: Revenue $191.41M, EPS ($0.09) — 10-Q Summary
Udemy, Inc. reported its first-quarter 2026 results, with revenue declining to $191.41M and a diluted EPS of ($0.09) due to increased integration and investment costs. Enterprise revenue showed growth, while consumer revenue experienced a drop, although consumer subscriptions and recurring revenue grew significantly. The company continues to invest in AI and platform features, and its merger with Coursera is expected to close in the latter half of 2026.
Udemy, Inc. (NASDAQ:UDMY) Receives Consensus Rating of "Hold" from Brokerages
Seven brokerages have issued a "Hold" consensus rating for Udemy (NASDAQ:UDMY), with an average 12-month price target of $8.80. The company recently surpassed EPS expectations but saw a 3% year-over-year revenue decline, and faces thin margins. Insider trading includes the CFO's sale of 25,000 shares, while institutional investors and hedge funds maintain significant holdings.
Number of shareholders of Udemy, Inc. – NASDAQ:UDMY
The article focuses solely on the number of shareholders for Udemy, Inc. (UDMY) and states that the information regarding the period, value, and change for shareholder numbers is available, presumably in a table format which is not displayed in the provided text. It indicates that the data is provided by ICE Data Services and FactSet.
Udemy expands AI role-play tool with custom scenarios, video
Udemy Inc. announced expanded capabilities for its AI-powered Role Play learning tool, introducing customization options and video features to enable tailored scenarios for specific roles and industries. The company, which has seen its stock decline 26% over the past year, maintains a solid financial position and is considered undervalued by InvestingPro analysis. This expansion comes amidst recent news of a proposed merger with Coursera and other AI initiatives by Udemy, including the "Learn AI with Google" plan.
Udemy (UDMY) CFO uses 4,846 shares for tax withholding, holds 1.43M
Udemy's CFO, Sarah Blanchard, reported a tax-related disposition of 4,846 shares of common stock at $4.74 per share to cover tax withholding obligations on vesting restricted and performance stock units. This transaction was not a sale, and she maintains a direct holding of 1,426,295 Udemy shares. The Form 4 filing details this transaction, clarifying that shares were withheld by the company for tax purposes.
Udemy (NASDAQ: UDMY) CFO granted 97,352 PSUs after performance goal
Udemy's CFO, Sarah Blanchard, was granted 97,352 performance-based restricted stock units (PSUs) after a performance condition was met on February 23, 2026. This amended Form 4 filing corrects a previous error that misreported the number of shares as 97,532. The PSUs will now vest over time, contingent on her continued service, and she now directly holds a total of 1,300,459 shares in the company.
Udemy expands AI role-play tool with custom scenarios, video
Udemy Inc. announced expanded capabilities for its AI-powered Role Play learning tool, introducing customization options and video features to the platform. The enhancements allow organizations to tailor scenarios to specific roles and industries, with AI avatars simulating workplace conversations. This update is part of Udemy's broader AI strategy, despite a 26% decline in its stock over the past year, and follows recent news of its proposed merger with Coursera.
Udemy Expands AI Role Play Capabilities to Advance Immersive, Skills-Based Learning
Udemy (Nasdaq: UDMY) has announced new enhancements to its AI-powered Role Play feature, including greater customization options and the introduction of lifelike AI avatars. These updates aim to provide a more realistic and tailored practice environment for professional skills, allowing learners to rehearse high-impact workplace conversations in a risk-free setting. The expanded capabilities reinforce Udemy's commitment to delivering measurable, performance-driven learning outcomes at scale.
Udemy, Inc. Stock Plummets to New 52-Week Low of $4.02
Udemy, Inc. has hit a new 52-week low of $4.02, marking a significant 51.43% decline over the past year, in contrast to the S&P 500's 30.64% gain. Despite positive quarterly results and an 18.41% annual operating profit growth, limited long-term prospects, waning promoter confidence with a 6.26% reduction in holdings, and consistent underperformance against the S&P 500 raise concerns about the microcap software company's future trajectory.
Udemy Stock Dips As Traders Weigh Margins And Cash Flow
Udemy Inc. (UDMY) stock dipped by 11.82% following weak earnings and guidance, signaling a clear short-term downtrend for the online education platform. Despite improving margins and positive free cash flow, the company's thin headline earnings and high P/E ratio are contributing to bearish sentiment. Analysts note UDMY's subscale position in online education, suggesting tactical traders should avoid new long positions given the current technical and fundamental outlook.
Udemy (NASDAQ:UDMY) Reaches New 12-Month Low - Here's What Happened
Udemy (NASDAQ:UDMY) shares hit a new 52-week low of $4.09, closing at $4.17 on Friday, reflecting a nearly 10% drop on the day. Despite a slight quarterly earnings beat, the company's revenue declined 3% year-over-year, and it carries a high P/E ratio of 213, alongside a consensus "Hold" rating from analysts. Insider selling by CFO Sarah Blanchard and institutional activity show growing stakes by several large funds even as the stock performance falters.
Udemy Data Breach - ShinyHunters Allegedly Claims Compromise of 1.4M User Records
The cybercriminal group ShinyHunters has claimed responsibility for a data breach targeting Udemy, an online learning platform, alleging the compromise of over 1.4 million user records and internal corporate data. The group issued a "Pay or Leak" warning with a deadline of April 27, 2026, threatening to expose the data if a ransom is not paid. ShinyHunters, known for its extortion tactics and targeting SaaS platforms and the education sector, has previously breached Harvard University and Unacademy.
10 Best Consumer Staples Penny Stocks to Buy Now
This article identifies Udemy Inc. (NASDAQ:UDMY) as one of the top consumer staples penny stocks to consider. It highlights the company's recent merger approval with Coursera Inc. (NYSE:COUR), valued at approximately $1.7 billion, which is expected to create significant synergies. Furthermore, Udemy recently launched an expanded Microsoft Certification program, enhancing its platform's offerings for professional development.
Udemy Inc stock (US90460A1043): Why does its online learning model matter more now?
Udemy's online learning marketplace is increasingly relevant due to its focus on flexible, affordable upskilling amidst job market shifts and AI disruptions. The business model, which connects instructors with learners and offers enterprise solutions, exhibits scalability and high gross margins, making it attractive for investors seeking exposure to the lifelong learning megatrend. While facing risks from content saturation and competition, strategic priorities like AI integration and international expansion are key growth drivers making the stock compelling for long-term holders.
Udemy Inc stock (US90460A1043): Why does its online learning model matter more now?
Udemy's online learning model, centered on a two-sided marketplace for on-demand courses, is increasingly relevant due to the booming demand for flexible, affordable online education and the need for upskilling in a rapidly changing job market. The company benefits from a low-capital-intensive structure, generating revenue through course sales, subscriptions, and enterprise deals, and its platform leverages AI for personalized learning. For investors, Udemy offers exposure to a resilient education demand, scalability, and diversified revenue streams, particularly in the United States and English-speaking markets worldwide.
Udemy, Inc. (UDMY) Beats Q3 Earnings and Revenue Estimates
Udemy, Inc. (UDMY) reported strong third-quarter results, surpassing both earnings and revenue estimates. The company posted an adjusted loss of 12 cents per share, outperforming the Zacks Consensus Estimate of a 19-cent loss. Revenue reached $189.7 million for the quarter, exceeding expectations and growing significantly year-over-year.
Udemy, Inc. (NASDAQ:UDMY) Given Average Rating of "Hold" by Analysts
Analysts have given Udemy, Inc. (NASDAQ:UDMY) an average "Hold" rating, with a consensus one-year price target of $9.00. The company recently beat quarterly EPS estimates but saw a 3% year-over-year revenue decline, and its CFO sold a portion of her stock. Institutional investors hold a significant stake, with some major funds increasing their positions.
Udemy (NASDAQ:UDMY) Sets New 12-Month Low - Should You Sell?
Udemy (NASDAQ: UDMY) recently hit a new 52-week low of $4.25, with its stock trading significantly below its moving averages. Analysts currently have a "Hold" rating on the stock with an average price target of $9.00, though some recent downgrades have occurred. Despite beating quarterly EPS estimates, revenue declined 3% year-over-year, and a CFO recently sold 25,000 shares.
Udemy (NASDAQ:UDMY) Hits New Low Amid Nasdaq Index Pressure
Udemy (NASDAQ:UDMY) has reached a new low point, primarily due to prevailing trends on the Nasdaq index. This market pressure is significantly impacting digital learning platforms like Udemy. The article highlights that these broader market movements are affecting Udemy's valuation and market positioning.
Udemy (NASDAQ: UDMY) reshapes 2025 executive pay around AI and Coursera deal
Udemy, Inc. filed an amendment to its 2025 Annual Report detailing significant changes to its executive compensation strategy. These changes include linking executive pay to AI-driven, subscription-focused growth and the all-stock merger agreement with Coursera, as well as adjusting incentive targets following a CEO transition. The company also implemented measures to mitigate Section 280G tax implications for its CEO and CTO related to the Coursera transaction.
Udemy (UDMY) CFO has 9,599 shares withheld for taxes, holds 1.43M
Udemy's CFO, Sarah Blanchard, reported a routine tax-related share withholding where 9,599 shares of common stock were retained by the company to cover tax obligations on vested restricted and performance stock units. This was not an open-market sale, and Blanchard still holds a substantial 1,431,321 shares of Udemy common stock. The transaction code 'F' confirms that the shares were disposed of to satisfy tax liability rather than being sold.
Udemy now sells Microsoft exam vouchers, linking study to certification
Udemy (Nasdaq: UDMY) has expanded its Microsoft Certification resources by allowing learners to purchase over 50 Microsoft exam vouchers directly through its platform. This initiative creates a more accessible, end-to-end path from learning to certification, complementing Udemy's existing 10,000+ Microsoft courses. The move addresses high demand for Microsoft skills and aims to reduce friction for learners seeking career-advancing credentials, with Microsoft Copilot and Power BI being among the most popular surging business and tech skills on the platform.
UDMY Technical Analysis & Stock Price Forecast
The technical analysis for Udemy Inc (UDMY) as of April 2, 2026, indicates a "Strong Sell" consensus, with 8 out of 10 indicators signaling sell. The stock is trading below its 60-day and 200-day moving averages, and key momentum indicators like MACD also suggest a bearish outlook. Immediate resistance is at $4.828, while strong support is found at $4.365.
Udemy Inc. (UDMY) Stock Price | Live Quotes & Charts | NASDAQ
This page provides live stock quotes and charts for Udemy Inc. (UDMY), showing a current price of $4.68 with a slight increase of 1.08%. It notes that there are no current analyst ratings or earnings information available for UDMY. The page also promotes a virtual trading conference and free trade alerts.
Udemy (UDMY) director Lydia Paterson granted 3,246 RSUs in lieu of cash
Udemy director Lydia Paterson was granted 3,246 restricted stock units (RSUs) of common stock as compensation under the company's 2021 Equity Incentive Plan. These RSUs were accepted in lieu of a cash retainer and vest immediately, although their settlement is deferred until January 1, 2029, or her separation of service. Following this transaction, Paterson directly holds 95,171 shares of Udemy common stock.
Udemy (UDMY) director granted 1,596 RSUs in lieu of cash retainer
Udemy director Marylou Maco received 1,596 Restricted Stock Units (RSUs) as compensation, granted under the company's 2021 Equity Incentive Plan. These RSUs vested immediately and were chosen by Maco in lieu of 50% of her regular cash retainer. Following this transaction, her direct holdings in Udemy common stock increased to 60,484 shares.
Udemy (UDMY) director Sohaib Abbasi takes 5,411 RSUs instead of cash
Udemy, Inc. director Sohaib Abbasi received an equity grant of 5,411 restricted stock units (RSUs) as part of his board compensation, electing to defer settlement until his separation from service. These RSUs, granted under the company's 2021 Equity Incentive Plan, vest immediately upon grant and were chosen in lieu of a cash retainer. Following this transaction, Abbasi holds 114,171 shares of Common Stock directly.
Coursera Advances Udemy Merger with Supplemental Disclosures
Coursera and Udemy are proceeding with their merger, despite facing lawsuits regarding disclosure deficiencies in the joint proxy statement. To mitigate litigation risk and avoid delays, they are voluntarily providing extensive supplemental financial and process disclosures. TipRanks' AI Analyst rates COUR as Neutral, citing improving fundamentals and a positive outlook balanced against weak technicals and valuation limitations.
[8-K] Udemy, Inc. Reports Material Event
Udemy, Inc. (UDMY) reported a material event in an 8-K filing related to its previously announced merger with Coursera, Inc. The filing addresses three lawsuits and several demand letters challenging the merger, primarily alleging disclosure deficiencies in the Joint Proxy Statement/Prospectus. While Udemy and Coursera maintain the disclosures comply with applicable law, they are voluntarily providing supplemental disclosures to avoid nuisance and potential delays in the merger process.
