Udemy Inc. (UDMY) Maintains Strong Outlook with 50% Upside Potential

Udemy, Inc. (NASDAQ:UDMY) is a global learning company with a solid Q3 adjusted EBITDA performance and revenue. Needham analyst Ryan MacDonald maintains a Buy rating with an $11 price target, expecting the company's focus on subscription-based revenue to drive long-term success. Despite a potential slowdown in consumer segment growth in H1 2026, subscription revenues in H2 2026 are expected to exceed transaction revenues.