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Udemy, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 22 May 2025.
Udemy, Inc.: what insiders have been doing
Every trade that managers of Udemy, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Business Services sector. Over the twelve months to 18 October 2026, 24 filings were filed, from 8 insiders.
There is no open-market purchase to report; the filings show 2 sales worth €215k by 1 insider. At €112k, the sale published on 16 December 2025 by Blanchard Sarah is the largest of the period.
Compared with its exchange (5,810 companies, median 19 filings), a count of 24 filings is above the norm. Since 2021, the database holds 5 purchases and 102 sales by insiders of the company. For the fiscal year to 31 December 2025, the annual 10-K puts revenue at 789.8 m USD and net income at 3.8 m USD.
Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For comparison within the same sector, see the insider buying recorded at Coursera, Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
311
Thresholds
n/a
Buy Volume
€156,874
5 ops. · all time
Sell Volume
€41M
102 ops. · all time
Who traded when
BuySaleEren Bali4 sales
Sarah Blanchard4 sales
Hugo Sarrazin3 buys
Gregory Scott Brown2 sales
Heather Hiles1 sale
Naspers Ltd1 sale
Since the insiders bought
- -1.3%Entry US$6.87 · Close at T+90 US$6.78
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Udemy, Inc. Buy (bullish), based on 3 analysts. Average price target: US$7.60.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 12,221 of 24,158 companies
51.3
score / 100
Value58
Quality45
FCF yld10%
Earn yld0.6%
EV/EBITDA·
ROE-3.3%
Gross mgn66%
Net mgn0.5%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$4.63
Analyst consensus
3 analystsBuy
US$6.00Target US$7.60(+64%)US$8.81
Income statement
RevenueUS$789.8M
Gross profitUS$518.4M66% margin
EBITDA-US$1.1M-0% margin
Net incomeUS$3.8M-0.9% margin
Valuation
PER (forward)7.0x
P/Book3.2x
Beta1.58
Balance sheet & cash
Market capUS$677.3M
Total debtUS$10.2M
Free Cash FlowUS$70M
Debt / Equity5%
Profitability & ownership
ROE-3.3%
ROA-0.6%
% insiders2.3%
% institutions94.0%
Last declaration on 13 May 2026
Declarations311 total
98,286 sharesCommon StockSEC:0000899140-26-000485:0
97,352 shares0Common StockSEC:0001883129-26-000011:0
9,599 shares@ US$4.680.0057% mcap0.5% of flowCommon StockSEC:0001607939-26-000051:0
5,411 shares0Common StockSEC:0001275992-26-000003:0
1,596 shares0Common StockSEC:0002045690-26-000002:0
3,246 shares0Common StockSEC:0001883140-26-000002:0
10,777 shares@ US$4.7711.7% of flowCommon StockSEC:0001607939-26-000050:0
25,000 shares@ US$4.7751.4% of flowCommon StockSEC:0001607939-26-000049:0
305,500 shares0Common StockSEC:0002059993-26-000002:0
80,500 shares0Common StockSEC:0002025619-26-000004:0
194,500 shares0Common StockSEC:0001883129-26-000007:0
91,666 shares0Common StockSEC:0001734410-26-000002:0
97,532 shares0Common StockSEC:0001883129-26-000005:0
34,148 shares0Common StockSEC:0002025619-26-000002:0
4,969 shares@ US$4.700.3% of flowCommon StockSEC:0001607939-26-000025:0
10,747 shares@ US$5.190.7% of flowCommon StockSEC:0001883129-26-000002:0
4,273 shares0Common StockSEC:0001607939-26-000002:0
104,274 shares@ US$6.05100.0% of flowCommon StockSEC:0001734410-25-000004:0
139,305 shares@ US$6.050.11% mcap83.3% of flowCommon StockSEC:0002059993-25-000003:0
10,777 shares@ US$5.2512.6% of flowCommon StockSEC:0002025619-25-000006:0
25,000 shares@ US$5.25021.5% of flowCommon StockSEC:0001883129-25-000011:0
14,842 shares@ US$5.250.0098% mcap0.9% of flowCommon StockSEC:0001883129-25-000013:0
25,619 shares@ US$5.251.6% of flowCommon StockSEC:0001607939-25-000143:0
4,846 shares@ US$5.180.3% of flowCommon StockSEC:0001883129-25-000008:0
9,599 shares@ US$6.500.7% of flowCommon StockSEC:0001883129-25-000006:0
25 of 311 declarations
About Udemy, Inc.
Udemy, Inc. (ticker UDMY) is a US technology company listed on the NASDAQ market in the United States. The business sits at the intersection of digital education, enterprise software, and online marketplace economics. Founded in January 2010 and headquartered in San Francisco, California, Udemy was built around a simple but scalable idea: connect learners with expert instructors through a global platform that makes practical, job-relevant training accessible on demand. Over time, that model evolved from a consumer learning marketplace into a broader skills-acceleration platform serving both individuals and organizations.
Udemy operates through two symbiotic segments. The consumer marketplace offers individual learners access to courses that can be purchased on a subscription basis or, in some cases, as a single-course lifetime license. The enterprise business, branded Udemy Business, curates the highest-rated content from the marketplace and packages it for corporate customers as an on-demand learning and development solution. This enterprise layer is strategically important because it gives Udemy recurring revenue exposure, stronger customer relationships, and a more software-like value proposition. It also enables the company to address workforce reskilling, leadership development, and technology training in a more structured way.
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The company’s competitive position is differentiated by its hybrid model. Unlike a pure enterprise learning management vendor, Udemy benefits from a large, continuously refreshed instructor ecosystem and a broad marketplace catalog. That creates a flywheel effect: more learners attract more instructors, which expands content depth and variety, which in turn supports both consumer engagement and enterprise adoption. In recent filings, Udemy has highlighted the use of AI-powered features such as skills mapping, personalized learning paths, and content discovery tools, reflecting the company’s push to align its platform with the rapid rise in AI-driven skills demand.
Geographically, Udemy is global in scope. Its headquarters are in San Francisco, while its go-to-market and operational footprint extends across multiple international hubs and regions. The enterprise product is delivered across numerous languages and supports customers in many countries, making the company relevant not only in North America but also in EMEA and other international markets.
Recent developments are important for investors. In 2025 and early 2026, Udemy reported progress in subscription revenue, margin expansion, and demand for AI-related learning content. The company also announced a definitive all-stock merger agreement with Coursera in December 2025, a major strategic event that remains subject to customary regulatory and shareholder approvals based on the latest public disclosures. For equity investors, Udemy remains a secular growth and transformation story, tied to corporate upskilling, digital learning adoption, and the long-term shift toward skills-based workforce development.
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