UDMY

Udemy, Inc. (UDMY) | Rumor.io

Udemy

UDMY

Attention (50-day avg)0%

Attention rank (50-day avg)—

Bullish sentiment (50-day avg)100%

Price to earnings ratio0

Market capitalization0

Earnings per share0

Dividend yield (TTM)—

Revenue (annual)0

Net income (annual)0

Social

What share of all stock conversation is about UDMY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

May 23

The commenter holds a significant position in Udemy, having bought shares under $8 in 2024 and adding more to the position.
The company has a strong financial position, with a 60% gross margin, a large cash balance, and growing revenues.
Udemy is poised to achieve GAAP profitability, with the commenter attributing the company's low valuation to the misconception that AI will replace human educators.

Generated by AI

Sentiment

Of the messages about UDMY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	—	99.77% +66.57
Bearish	—	—	—	0.23% -66.57

Bullish· Dec 17

Udemy's acquisition by Coursera provides a clean exit for Udemy holders, offering a 26% premium.
The combined platform of Coursera and Udemy will have massive scale in consumer and enterprise learning, with potential for significant revenue growth.
Udemy's recent price surge, with a 28% increase, suggests strong buying pressure and rising momentum, with potential for further gains.

Bearish· Aug 1

UDMY missed earnings per share (EPS) by a wide margin of 300% and guided down further in its earnings call.
The company's weak Q3 guidance led to a decline in its stock price, with shares trading lower after the announcement.
UDMY's profitability is being questioned by analysts due to emerging competitors, despite its existing partnerships with corporations.

Generated by AI

Topics

Of the messages about UDMY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	49.31%
Announcements	—	—	—	22.43%
Controversies	—	—	—	0%
Earnings	—	—	—	0.17%
Macro	—	—	—	27.54%
Technical Analysis	—	—	—	0.55%

Earnings· Aug 1

UDMY missed EPS by 237.55% and the stock dropped 19%.
Analysts suggest the company is no longer profitable due to emerging competitors.
The company's learning partnerships with corporations have not alleviated investor concerns.

Analysts· Nov 23

Piper Sandler initiates coverage on Udemy with an Overweight rating and a price target of $37.
Several analysts, including Needham, B of A Securities, and Truist Securities, initiate coverage on Udemy with buy ratings and price targets ranging from $37 to $42.
Analysts from firms such as Morgan Stanley, William Blair, Citigroup, and Keybanc also initiate coverage on Udemy with various ratings and price targets.

Announcements· Dec 17

Coursera has agreed to acquire Udemy in an all-stock deal valued at approximately $2.5 billion, with Udemy shareholders receiving 0.800 shares of Coursera common stock for each Udemy share held, representing a 26% premium to Udemy's 30-day average closing price.
The merger is expected to generate $115 million in annual cost synergies within 24 months of closing and result in a leading online education platform with pro forma annual revenue exceeding $1.5 billion.
The combined company will have a strong presence in the online education market, with Coursera's AI tools and Udemy's custom training paths for companies' employees, positioning it for growth in the AI-era skills training market.

Macro· Nov 10

Udemy's growth may slow down as it becomes less of a topic of conversation in the development space.
The company's popularity has peaked and may eventually follow a similar trend to Pluralsight.
Duolingo's current hype is unlikely to last, and it will eventually become less talked about like Udemy and Pluralsight.

Technical Analysis· May 5

The user is looking to start day trading and is seeking guidance on where to begin, mentioning a desire to learn and trade simultaneously.
The user has a basic understanding of support levels and is interested in learning more about fundamentals and advanced concepts.
The user is considering using a fake account to practice trading before moving to live accounts.

Generated by AI

Community

Of the messages about UDMY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	25%	13.33%	2.13%
Newcomers	—	75%	86.67%	97.87%

May 5

New traders are looking for a starting point in trading, seeking to learn the fundamentals and develop a strategy.
There is a mention of Udemy as a potential resource for learning, but it's unclear if it's being seriously considered.
A comparison is made between DOUL and other online learning platforms, including Coursera, Udacity, and edX, suggesting that DOUL may be a new player in the online education space.

Generated by AI

News

Coursera: A Bet On E-Learning Scale And Synergies After Udemy Merger Completes (NYSE:COUR)

2mo agoSeeking Alpha

Also Discussed

Investors talking about UDMY also mention

#	Name	Attention
1	Coursera Inc.COUR	0%new
2	Duolingo, Inc. Class A Common StockDUOL	0%-0.01
3	EBR - Centrais Elétricas Brasileiras S.A. - Eletrobrás	——
4	Chegg IncCHGG	0%+0
5	Yext Inc.YEXT	0%0
6	Nerdy Inc.NRDY	0%0
7	TPG Pace Tech Opportunities Corp.PACE	0%0
8	Kolibri Global Energy Inc.KGEI	0%0
9	TWOU - 2U, Inc.	——
10	Laureate Education, Inc.LAUR	0%new

Udemy, Inc.

Location

Social

What share of all stock conversation is about UDMY?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% +0

May 23

The commenter holds a significant position in Udemy, having bought shares under $8 in 2024 and adding more to the position.
The company has a strong financial position, with a 60% gross margin, a large cash balance, and growing revenues.
Udemy is poised to achieve GAAP profitability, with the commenter attributing the company's low valuation to the misconception that AI will replace human educators.

Generated by AI

Sentiment

Of the messages about UDMY that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	—	99.77% +66.57
Bearish	—	—	—	0.23% -66.57

Bullish· Dec 17

Udemy's acquisition by Coursera provides a clean exit for Udemy holders, offering a 26% premium.
The combined platform of Coursera and Udemy will have massive scale in consumer and enterprise learning, with potential for significant revenue growth.
Udemy's recent price surge, with a 28% increase, suggests strong buying pressure and rising momentum, with potential for further gains.

Bearish· Aug 1

UDMY missed earnings per share (EPS) by a wide margin of 300% and guided down further in its earnings call.
The company's weak Q3 guidance led to a decline in its stock price, with shares trading lower after the announcement.
UDMY's profitability is being questioned by analysts due to emerging competitors, despite its existing partnerships with corporations.

Generated by AI

Topics

Of the messages about UDMY that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	—	—	—	49.31%
Announcements	—	—	—	22.43%
Controversies	—	—	—	0%
Earnings	—	—	—	0.17%
Macro	—	—	—	27.54%
Technical Analysis	—	—	—	0.55%

Earnings· Aug 1

UDMY missed EPS by 237.55% and the stock dropped 19%.
Analysts suggest the company is no longer profitable due to emerging competitors.
The company's learning partnerships with corporations have not alleviated investor concerns.

Analysts· Nov 23

Piper Sandler initiates coverage on Udemy with an Overweight rating and a price target of $37.
Several analysts, including Needham, B of A Securities, and Truist Securities, initiate coverage on Udemy with buy ratings and price targets ranging from $37 to $42.
Analysts from firms such as Morgan Stanley, William Blair, Citigroup, and Keybanc also initiate coverage on Udemy with various ratings and price targets.

Announcements· Dec 17

Coursera has agreed to acquire Udemy in an all-stock deal valued at approximately $2.5 billion, with Udemy shareholders receiving 0.800 shares of Coursera common stock for each Udemy share held, representing a 26% premium to Udemy's 30-day average closing price.
The merger is expected to generate $115 million in annual cost synergies within 24 months of closing and result in a leading online education platform with pro forma annual revenue exceeding $1.5 billion.
The combined company will have a strong presence in the online education market, with Coursera's AI tools and Udemy's custom training paths for companies' employees, positioning it for growth in the AI-era skills training market.

Macro· Nov 10

Udemy's growth may slow down as it becomes less of a topic of conversation in the development space.
The company's popularity has peaked and may eventually follow a similar trend to Pluralsight.
Duolingo's current hype is unlikely to last, and it will eventually become less talked about like Udemy and Pluralsight.

Technical Analysis· May 5

The user is looking to start day trading and is seeking guidance on where to begin, mentioning a desire to learn and trade simultaneously.
The user has a basic understanding of support levels and is interested in learning more about fundamentals and advanced concepts.
The user is considering using a fake account to practice trading before moving to live accounts.

Generated by AI

Community

Of the messages about UDMY, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	25%	13.33%	2.13%
Newcomers	—	75%	86.67%	97.87%

May 5

New traders are looking for a starting point in trading, seeking to learn the fundamentals and develop a strategy.
There is a mention of Udemy as a potential resource for learning, but it's unclear if it's being seriously considered.
A comparison is made between DOUL and other online learning platforms, including Coursera, Udacity, and edX, suggesting that DOUL may be a new player in the online education space.

Generated by AI

Udemy

Social

May 23

Bullish· Dec 17

Bearish· Aug 1

Earnings· Aug 1

Analysts· Nov 23

Announcements· Dec 17

Macro· Nov 10

Technical Analysis· May 5

May 5

Coursera: A Bet On E-Learning Scale And Synergies After Udemy Merger Completes (NYSE:COUR)

Also Discussed

Udemy, Inc.

Company Information

Location

Coursera: A Bet On E-Learning Scale And Synergies After Udemy Merger Completes (NYSE:COUR)

Also Discussed

Social

May 23

Bullish· Dec 17

Bearish· Aug 1

Earnings· Aug 1

Analysts· Nov 23

Announcements· Dec 17

Macro· Nov 10

Technical Analysis· May 5

May 5