Cantor Fitzgerald Predicts Udemy FY2026 Earnings

Udemy, Inc. (NASDAQ:UDMY) – Analysts at Cantor Fitzgerald issued their FY2026 earnings per share (EPS) estimates for Udemy in a research note issued on Monday, June 9th. Cantor Fitzgerald analyst Y. Lee forecasts that the company will earn ($0.01) per share for the year. Cantor Fitzgerald currently has a “Overweight” rating and a $9.00 target price on the stock. The consensus estimate for Udemy’s current full-year earnings is ($0.09) per share.

Udemy (NASDAQ:UDMY) last announced its earnings results on Wednesday, April 30th. The company reported $0.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.02. The company had revenue of $200.30 million for the quarter, compared to analyst estimates of $197.19 million. Udemy had a negative return on equity of 27.93% and a negative net margin of 10.84%. The firm’s quarterly revenue was up 1.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.03 EPS.

A number of other research analysts have also issued reports on UDMY. Canaccord Genuity Group cut their price target on shares of Udemy from $14.00 to $12.00 and set a “buy” rating on the stock in a research note on Thursday, May 1st. Wall Street Zen upgraded shares of Udemy from a “buy” rating to a “strong-buy” rating in a report on Saturday. Morgan Stanley raised shares of Udemy from an “underweight” rating to an “equal weight” rating and raised their price target for the stock from $7.00 to $9.00 in a research report on Thursday, June 5th. JPMorgan Chase & Co. dropped their price objective on shares of Udemy from $11.00 to $8.00 and set a “neutral” rating on the stock in a report on Thursday, April 24th. Finally, Robert W. Baird cut their price objective on shares of Udemy from $13.00 to $11.00 and set an “outperform” rating on the stock in a research note on Thursday, May 1st. Five analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $10.05.

Udemy Stock Down 1.2%

Shares of Udemy stock opened at $7.51 on Tuesday. The company has a 50 day moving average price of $6.78 and a 200 day moving average price of $7.84. The firm has a market capitalization of $1.12 billion, a P/E ratio of -13.18 and a beta of 1.81. Udemy has a 52 week low of $5.68 and a 52 week high of $10.61.

Hedge Funds Weigh In On Udemy

A number of large investors have recently added to or reduced their stakes in UDMY. Assenagon Asset Management S.A. increased its stake in shares of Udemy by 1,814.5% during the first quarter. Assenagon Asset Management S.A. now owns 2,678,641 shares of the company’s stock worth $20,786,000 after purchasing an additional 2,538,728 shares in the last quarter. Federated Hermes Inc. boosted its holdings in Udemy by 1,985.5% in the 4th quarter. Federated Hermes Inc. now owns 1,372,593 shares of the company’s stock worth $11,296,000 after buying an additional 1,306,778 shares during the last quarter. Vanguard Group Inc. increased its stake in Udemy by 12.2% during the 1st quarter. Vanguard Group Inc. now owns 10,663,298 shares of the company’s stock worth $82,747,000 after buying an additional 1,156,006 shares in the last quarter. Millennium Management LLC purchased a new stake in Udemy during the 4th quarter worth approximately $5,911,000. Finally, Arrowstreet Capital Limited Partnership acquired a new position in shares of Udemy during the fourth quarter valued at approximately $4,119,000. 79.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Udemy

In other news, CTO Eren Bali sold 10,000 shares of the stock in a transaction that occurred on Friday, March 14th. The stock was sold at an average price of $8.02, for a total transaction of $80,200.00. Following the transaction, the chief technology officer now owns 2,146,050 shares in the company, valued at $17,211,321. This trade represents a 0.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Hugo Sarrazin purchased 5,432 shares of the company’s stock in a transaction that occurred on Thursday, May 15th. The stock was bought at an average cost of $6.99 per share, for a total transaction of $37,969.68. Following the purchase, the chief executive officer now directly owns 8,832 shares in the company, valued at $61,735.68. This trade represents a 159.76% increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders have bought 47,580 shares of company stock worth $330,894. 2.10% of the stock is owned by company insiders.

Udemy Company Profile

Udemy, Inc, a learning company, that operates a marketplace platform for learning skills in the United States and internationally. The company offers skill acquisition, development, and validation courses for organizations and individuals, through direct-to-consumer or Udemy Business offerings in various languages.