Event-Driven Stocks

Udemy, Inc.

UDMYNasdaq

Other · Services-Educational Services · DE · SEC filings ↗ · Compare ⊕

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Signs3 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$789.8M$786.6M$728.9M$629.1M$515.7M$429.9M
Operating income−$4.2M−$89.3M−$121.9M−$151.2M−$77.9M−$73.4M
Net income$3.8M−$85.3M−$107.3M−$153.9M−$80.0M−$77.6M
Total assets$617.7M$605.6M$741.2M$737.6M$739.9M$282.1M
Total liabilities$407.2M$408.2M$384.3M$398.3M$350.2M$268.7M
Equity$210.5M$197.4M$356.9M$339.3M$389.7M−$260.7M
EPS (diluted)$0.03$-0.56$-0.71$-1.09$-1.46$-2.33
Shares out.147.7M158.1M145.4M139.5M139.2M35.6M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
−0.5%
Net margin
0.5%
Return on equity
1.8%
Return on assets
0.6%
Return on capital (ROCE)
−1.9%
Liabilities / assets
65.9%
Debt / equity
1.93×
Book value / share
$1.42
Revenue growth (YoY)
0.4%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
-2.41distress
Accruals / assets
13.6%clean
Beneish M-Score
-3.08normal
Piotroski F-Score
8/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
69
/ 100
Profitability 60Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 severe1 warning3 good
  • Altman Z″ in the distress zone
  • Operating losses (negative operating margin)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
4 acquisitions8 disposalsnet 24.5M shares · last 12
InsiderDateTypeSharesPrice
Lieberman JeffreyDirectorMay 11, 2026D147,477
Insight Holdings Group, Llc10% ownerMay 11, 2026D98,286
Insight Holdings Group, Llc10% ownerMay 11, 2026D24.2M
Rosenthal RobertOfficer — President, Udemy BusinessMay 11, 2026Grant68,750$0.00
Goldschmied Ozzie J.Officer — Chief Technology OfficerMay 11, 2026Grant34,375$0.00
Blanchard SarahOfficer — Chief Financial OfficerMay 11, 2026Grant125,000$0.00
Sarrazin HugoOfficer — President and CEOMay 11, 2026Grant168,750$0.00
Abbasi SohaibDirectorMay 11, 2026D114,171
Schechtman NatalieDirectorMay 11, 2026D93,657
Maco MarylouDirectorMay 11, 2026D60,484
Paterson LydiaDirectorMay 11, 2026D95,171
Hiles HeatherDirectorMay 11, 2026D70,143

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
Apr 30, 20267.0M4.2-9.9%
Apr 15, 20267.8M5.3-25.2%
Mar 31, 202610.4M6.9+6.8%
Mar 13, 20269.7M5.9-0.5%
Feb 27, 20269.8M5.3+1.0%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)