UD
UDMY
Udemy, Inc.
No data for this timeframe.
Vol
Inst. Holders7 funds
Inst. Value$66.1M
Inst. Activity1 buys / 5 sells
Insider Activity0B / 1S
Insider Net $-$119.4K
SEC Reports4
Recent Activity
May 21, 2026
SEC
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effective May 21, 2026. Thi
15-12G — Impact 4/10
May 11, 2026
SEC
Nasdaq filed Form 25-NSE to remove Udemy's common stock from listing and deregister it under Section 12(b) of the Securi
25-NSE — Impact 7/10
May 11, 2026
SEC
Udemy completed its merger with Coursera on May 11, 2026, becoming a wholly-owned subsidiary. Each Udemy share was conve
8-K — Impact 7/10
May 11, 2026
Insider
Chrapaty Debra J. sold 58,888 shares
Director @ $0.00 ($0.00)
May 11, 2026
Insider
Goldschmied Ozzie J. sold 666,767 shares
Chief Technology Officer @ $0.00 ($0.00)
May 11, 2026
Insider
Hiles Heather sold 70,143 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — TRIM
715,922 shares ($4.2M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
429,501 shares ($2.5M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$7.60 (Jan 2026)
Current $4.63
Low $6.00
Median $8.00
High $8.81
3 analysts
$6.00
$8.81
Analyst Ratings
2Strong Buy
6Buy
4Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 13, 2026 | Keybanc | DOWNGRADE | Overweight → Sector Weight |
| Dec 17, 2025 | Canaccord Genuity | DOWNGRADE | Buy → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.13 ▲ +11.3% | $0.11 — $0.16 | -16% YoY | 3 |
| Next Q | $0.14 ▲ +7.1% | $0.11 — $0.15 | 4% YoY | 3 |
| Current FY | $0.54 ▲ +8.6% | $0.44 — $0.59 | 1% YoY | 4 |
| Next FY | $0.66 ▲ +6.0% | $0.61 — $0.71 | 23% YoY | 3 |
Latest Reports
NEUTRAL
15-12G
4/10
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effective May 21, 2026. Thi
May 21, 2026
NEUTRAL
25-NSE
7/10
Nasdaq filed Form 25-NSE to remove Udemy's common stock from listing and deregister it under Section 12(b) of the Securi
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $53.5M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $4.2M | NEW |
| MORGAN STANLEY | $4.2M | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | TRIM |
| BANK OF AMERICA CORP | $966.5K | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | Chrapaty Debra | D | $0.00 |
| May 11, 2026 | Goldschmied Ozzie | D | $0.00 |
| May 11, 2026 | Hiles Heather | D | $0.00 |
| May 11, 2026 | Hiles Heather | D | $0.00 |
| May 11, 2026 | Paterson Lydia | D | $0.00 |
7 institutional holders with $66.1M total value (11,301,662 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 5 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 9,153,668 | $53.5M | 81.0% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 720,473 | $4.2M | 6.4% | NEW |
| 3 | MORGAN STANLEY | 715,922 | $4.2M | 6.3% | TRIM -64.6% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 429,501 | $2.5M | 3.8% | TRIM -44.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 165,220 | $966.5K | 1.5% | TRIM -73.3% |
| 6 | WELLS FARGO & COMPANY/MN | 104,605 | $611.9K | 0.9% | ADD +73.1% |
| 7 | FMR LLC | 12,273 | $71.8K | 0.1% | TRIM -40.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 2,023,899 | 715,922 | -64.6% | $4.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 774,900 | 429,501 | -44.6% | $2.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 618,176 | 165,220 | -73.3% | $966.5K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 60,441 | 104,605 | +73.1% | $611.9K | 2025-Q4 |
| FMR LLC | TRIM | 20,485 | 12,273 | -40.1% | $71.8K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 546,564 | 0 | -100.0% | $0.00 | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,035,964 | 2,023,899 | +95.4% | $14.2M | 2025-Q3 |
| UBS Group AG | ADD | 1,139,616 | 1,786,371 | +56.8% | $12.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 485,101 | 774,900 | +59.7% | $5.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 388,696 | 618,176 | +59.0% | $4.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 546,564 | — | $3.8M | 2025-Q3 |
| MORGAN STANLEY | ADD | 668,917 | 1,035,964 | +54.9% | $7.3M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 173,000 | 485,101 | +180.4% | $3.4M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 98,975 | 388,696 | +292.7% | $2.7M | 2025-Q2 |
| FMR LLC | DOUBLED | 3,740 | 16,680 | +346.0% | $117.3K | 2025-Q2 |
| UBS Group AG | ADD | 993,801 | 1,310,106 | +31.8% | $10.2M | 2025-Q1 |
| MORGAN STANLEY | ADD | 431,125 | 668,917 | +55.2% | $5.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 115,000 | 559,971 | +386.9% | $4.3M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 131,200 | 173,000 | +31.9% | $1.3M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 1,338,337 | 3,740 | -99.7% | $29.0K | 2025-Q1 |
| UBS Group AG | DOUBLED | 323,841 | 993,801 | +206.9% | $8.2M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 82,300 | 131,200 | +59.4% | $1.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 30,451 | 43,486 | +42.8% | $357.9K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 761,920 | — | $5.7M | 2024-Q3 |
12 unique insiders with 1 transactions. Net insider value: -$119.4K ($0.00 bought, $119.4K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | Chrapaty Debra J. | Director | D | 58,888 | $0.00 | $0.00 |
| May 11, 2026 | Goldschmied Ozzie J. | Chief Technology Officer | D | 666,767 | $0.00 | $0.00 |
| May 11, 2026 | Hiles Heather | Director | D | 70,143 | $0.00 | $0.00 |
| May 11, 2026 | Hiles Heather | Director | D | 100,000 | $0.00 | $0.00 |
| May 11, 2026 | Paterson Lydia | Director | D | 100,000 | $0.00 | $0.00 |
| May 11, 2026 | Paterson Lydia | Director | D | 95,171 | $0.00 | $0.00 |
| May 11, 2026 | Schechtman Natalie | Director | D | 93,657 | $0.00 | $0.00 |
| May 11, 2026 | Maco Marylou | Director | D | 60,484 | $0.00 | $0.00 |
| May 11, 2026 | ABBASI SOHAIB | Director | D | 114,171 | $0.00 | $0.00 |
| May 11, 2026 | Sarrazin Hugo | President and CEO | A | 168,750 | $0.00 | $0.00 |
| May 11, 2026 | Sarrazin Hugo | President and CEO | D | 1,400,576 | $0.00 | $0.00 |
| May 11, 2026 | Rosenthal Robert | President, Udemy Business | A | 68,750 | $0.00 | $0.00 |
| May 11, 2026 | Blanchard Sarah | Chief Financial Officer | D | 1,551,295 | $0.00 | $0.00 |
| May 11, 2026 | Goldschmied Ozzie J. | Chief Technology Officer | A | 34,375 | $0.00 | $0.00 |
| May 11, 2026 | Blanchard Sarah | Chief Financial Officer | A | 125,000 | $0.00 | $0.00 |
| May 11, 2026 | Rosenthal Robert | President, Udemy Business | D | 485,462 | $0.00 | $0.00 |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 24,203,192 | $0.00 | $0.00 |
| May 11, 2026 | Insight Holdings Group, LLC | 10%+ Owner | D | 98,286 | $0.00 | $0.00 |
| May 11, 2026 | Lieberman Jeffrey | Director | D | 147,477 | $0.00 | $0.00 |
| May 6, 2026 | Blanchard Sarah | Chief Financial Officer | F | 4,846 | $4.74 | $23.0K |
| Apr 6, 2026 | Blanchard Sarah | Chief Financial Officer | F | 9,599 | $4.68 | $44.9K |
| Mar 31, 2026 | ABBASI SOHAIB | Director | A | 5,411 | $0.00 | $0.00 |
| Mar 31, 2026 | Paterson Lydia | Director | A | 3,246 | $0.00 | $0.00 |
| Mar 31, 2026 | Maco Marylou | Director | A | 1,596 | $0.00 | $0.00 |
| Mar 15, 2026 | Rosenthal Robert | President, Udemy Business | F | 10,777 | $4.77 | $51.4K |
| Mar 15, 2026 | Blanchard Sarah | Chief Financial Officer | F | 14,843 | $4.77 | $70.8K |
| Mar 13, 2026 | Blanchard Sarah | Chief Financial Officer | SELL | 25,000 | $4.78 | $119.4K |
| Feb 24, 2026 | Blanchard Sarah | Chief Financial Officer | F | 14,376 | $4.91 | $70.6K |
| Feb 24, 2026 | Rosenthal Robert | President, Udemy Business | F | 4,981 | $4.91 | $24.5K |
| Feb 23, 2026 | Blanchard Sarah | Chief Financial Officer | A | 97,352 | $0.00 | $0.00 |
| Feb 23, 2026 | Blanchard Sarah | Chief Financial Officer | A | 97,532 | $0.00 | $0.00 |
| Feb 23, 2026 | Rosenthal Robert | President, Udemy Business | A | 34,148 | $0.00 | $0.00 |
| Feb 15, 2026 | Blanchard Sarah | Chief Financial Officer | F | 4,969 | $4.70 | $23.4K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 5.3/10.
NEUTRAL
15-12G
4/10
Udemy filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, effecti
May 21, 2026
NEUTRAL
25-NSE
7/10
Nasdaq filed Form 25-NSE to remove Udemy's common stock from listing and deregister it under Section
May 11, 2026
NEUTRAL
8-K
7/10
Udemy completed its merger with Coursera on May 11, 2026, becoming a wholly-owned subsidiary. Each U
May 11, 2026
NEUTRAL
10-K/A
3/10
Udemy filed an amended 10-K/A to include Part III disclosures required by Items 10-14, which were no
Apr 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 67% buy across 12 analysts — 2 strong buy, 6 buy, 4 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$7.60 mean target (Jan 2026)
$6.00 Low
$8.81 High
| Metric | Value |
|---|---|
| Current Price | $4.63 |
| Target Low | $6.00 |
| Target Mean | $7.60 |
| Target Median | $8.00 |
| Target High | $8.81 |
| # Analysts | 3 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.13 | $0.11 | $0.16 | -15.7% | +11.3% | 0↑ 1↓ | $0.2B | 1.8% | 3 |
| Next Q 2026-09-30 |
$0.14 | $0.11 | $0.15 | 4.5% | +7.1% | 0↑ 1↓ | $0.2B | 7.9% | 3 |
| Current FY 2026-12-31 |
$0.54 | $0.44 | $0.59 | 1.3% | +8.6% | 3↑ 1↓ | $0.8B | 2.2% | 4 |
| Next FY 2027-12-31 |
$0.66 | $0.61 | $0.71 | 22.8% | +6.0% | 2↑ 0↓ | $0.8B | 4.4% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.135 | |
| 7d ago | $0.121 | +0.014 |
| 30d ago | $0.121 | +0.014 |
| 60d ago | $0.121 | +0.014 |
| 90d ago | $0.124 | +0.011 |
2 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 13, 2026 | Keybanc | DOWNGRADE | Overweight | Sector Weight |
| Dec 17, 2025 | Canaccord Genuity | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Apr 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Mar 1, 2026 | 2 | 6 | 4 | 0 | 0 | 67% | |
| Feb 1, 2026 | 2 | 6 | 5 | 0 | 0 | 62% | |
| Jan 1, 2026 | 2 | 7 | 5 | 0 | 0 | 64% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 6, 2026
earnings_calendar
UDMY Q1 2026 Earnings Scheduled — 2026-05-06
Apr 28, 2026
earnings_calendar
UDMY Q1 2026 Earnings Scheduled — 2026-04-28
Apr 14, 2026
short_volume
Short Volume: UDMY — 74.0% short (0.8M / 1.1M)
Short: 812,926 | Exempt: 0 | TRF Vol: 1,097,939 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Apr 9, 2026
short_volume
Short Volume: UDMY — 57.8% short (0.3M / 0.5M)
Short: 306,159 | Exempt: 0 | TRF Vol: 529,599 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)