Added to YB: 2026-02-23
Pitch date: 2025-12-07
UDMY [bullish]
Udemy, Inc.
-10.32%
current return
Author Info
No bio for this author
Company Info
Udemy, Inc., a learning company, that operates a marketplace platform for learning skills in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$690.4M
Pitch Price
$5.33
Price Target
15.70 (+224%)
Dividend
N/A
EV/EBITDA
10.62
P/E
186.09
EV/Sales
0.43
Sector
Diversified Consumer Services
Category
growth
Udemy, Inc. - $UDMY
UDMY: Online learning platform pivoting consumer-first under new CEO to capture AI-driven workforce reskilling. 70% recurring enterprise rev, accelerating B2C subs. Trading 0.5x EV/sales vs peers at 1-2x despite becoming FCF+ in 2024. Target $1B rev in 2-3yrs at 2x sales = ~3x upside (~47% IRR). Catalysts: job recession forcing reskilling, continued university enrollment decline, mgmt executing growth initiatives, $50M buyback. Risk: McKinsey CEO, potential bad M&A with new $200M credit line.
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