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Udemy, a leading AI-powered skills acceleration platform, announced on September 11, 2025, that its Board of Directors has authorized a $50 million share repurchase program, effective immediately. This move signals confidence in Udemy’s long-term growth amid the global demand for upskilling driven by generative AI.
Repurchase Program: Udemy authorized to repurchase up to $50M in common stock.
Stock Performance: UDMY at $6.815 on September 11, 2025, up from $6.67 (finance card above).
Strategic Context: Reflects confidence in capturing AI-driven upskilling opportunities.
Execution: Repurchases via open market, private transactions, or Rule 10b5-1 plans.
Market Cap: ~$1B, with stock down 8.4% year-to-date from $7.44 in September 2024.
Clients: Includes Ericsson, Samsung SDS, Tata Consultancy, and Volkswagen.
Udemy’s $50 million share repurchase program underscores its belief in capitalizing on the global upskilling revolution fueled by generative AI. “With generative AI transforming the global workforce, Udemy is well positioned to take the lead in driving the upskilling revolution,” said Hugo Sarrazin, President and CEO. The program aims to deliver shareholder value while supporting Udemy’s mission to provide personalized, multi-language learning solutions for enterprises like Ericsson, Samsung SDS, and Volkswagen.
As per the finance card above, Udemy’s stock (UDMY) closed at $6.815 on September 11, 2025, a 2.2% increase from the previous day’s close of $6.67, with a market cap of approximately $1 billion. The stock has declined 8.4% year-to-date from $7.44 in September 2024, reflecting volatility, though recent analyst upgrades (e.g., Morgan Stanley’s “overweight” rating) and a 19.9% upside potential to $8.17 suggest optimism. The $50 million repurchase represents ~5% of Udemy’s market cap, a modest but strategic move to signal undervaluation.
The repurchase program allows Udemy’s management to buy shares in the open market, through private negotiations, or via Rule 10b5-1 trading plans, which enable repurchasing during restricted periods. The program’s flexibility, with the option to suspend or discontinue, aligns with market conditions. Given Udemy’s cash reserves of $376 million as of Q2 2025, the $50 million allocation is financially prudent, preserving liquidity for growth initiatives.
The repurchase program signals confidence but comes amid a challenging year for UDMY’s stock, down 8.4% year-to-date and 35.8% from its 2021 peak of $15.02. While generative AI positions Udemy favorably, competition in the edtech space (e.g., Coursera) and macroeconomic pressures could limit upside. The program’s scale (~5% of market cap) may not significantly impact stock price unless paired with strong earnings growth. Execution risks, such as mistiming repurchases in a volatile market, also warrant caution.
Udemy (Nasdaq: UDMY) is an AI-powered skills acceleration platform transforming how companies and individuals build capabilities for the evolving workplace. Offering on-demand, multi-language content and real-time innovation, Udemy empowers organizations to scale workforce development. Trusted by thousands of companies, including Ericsson, Samsung SDS, and Volkswagen, Udemy is headquartered in San Francisco with global hubs.
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