Udemy Inc

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. It operates through Enterprise and Consumer segments. The company offers courses related to technology, business and soft skills, and personal development topics through its platform. It also provides professional services; learning architecture development and skills mapping; AI transformation packages; and seat-based subscription plans, including team plan, enterprise plan, and leadership academy, as well as the Udemy Business Pro add-on service. The company's platform gives access to interactive learning tools comprising quizzes and exercises, as well as the ability to ask questions and engage with the instructor directly; and Udemy AI assistant, a natural-language chat interface to help learners discover and engage with the company's content. It serves organizations, including enterprise and government customers; and individuals. Udemy, Inc. was incorporated in 2010 and is headquartered in San Francisco, California.

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Goldman Sachs upgrades Coursera to Neutral on Udemy acquisition opportunities

Goldman Sachs upgraded Coursera from Sell to Neutral, citing new growth opportunities from its acquisition of Udemy. Analyst Eric Sheridan raised the price target by $1 to $6.50, noting that the combined company now derives 85% of total sales from recurring subscription revenue across enterprise and consumer businesses. Sheridan lifted third-quarter revenue estimates to $365 million from $205 million and adjusted EBITDA to $54 million from $22 million, but expects a wider GAAP loss of $0.24 per share due to restructuring charges and stock-based compensation. For fiscal 2026, revenue is projected at $1.23 billion with adjusted EBITDA of $169 million, though the per-share loss is seen widening to $0.92. Coursera shares rose 10% on Monday following the upgrade.

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