Udemy Launches AI Learning Plan with Google
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy UDMY?
Udemy announced the launch of its new Learn AI with Google plan. This plan brings Google's newly launched AI Professional Certificate to more than 84 million Udemy learners, enabling them to master in-demand AI skills and learn directly from Google experts to meet the growing demand for AI skills in today's workforce. The company said, "Learn AI with Google is the first comprehensive AI subscription by Udemy for individual learners. This subscription offers access to an AI curriculum designed by experts at Google, coupled with a three month access to Google AI Pro for hands-on practice, all in a single integrated offering that goes beyond traditional courses. The all-in-one subscription delivers 3 Google AI learning pathways with access to the most advanced Google AI models. It includes: Google's AI curriculum including Google AI Essentials, Accelerate Your Job Search with Al, and the latest Google AI Professional Certificate; Expert-led instruction from trusted Google AI experts with hands on activities; Access to Google's most advanced models with three months of Google AI Pro at no cost; A chance to earn industry-recognized credentials from Google demonstrating AI fluency."
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Analyst Views on UDMY
Wall Street analysts forecast UDMY stock price to rise
7 Analyst Rating
3 Buy
4 Hold
0 Sell
Moderate Buy
Current: 5.030
Low
7.00
Averages
8.90
High
11.00
Current: 5.030
Low
7.00
Averages
8.90
High
11.00
About UDMY
Udemy, Inc. is a global learning company. The Company’s online platform empowers organizations and individuals with professional skill acquisition, development and validation. Its learning marketplace enables instructors to develop, distribute and enhance content. It leverages technology, including artificial intelligence (AI), and data and insights, to deliver personalized learning experiences. Its segments include Enterprise and Consumer. The Enterprise segment is engaged in selling subscription licenses to a variety of enterprise and government customers. The Consumer segment is focused on selling access to course content directly to individual learners. Through its Intelligent Skills Platform and a global community of diverse and knowledgeable instructors, millions of learners gain expertise in a wide range of technical and professional skills from generative AI to leadership. Its product offerings are Per Course, Subscriptions and Professional Services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Asset Allocation Shift: AppFolio's weighting in Insight Holdings' 13F assets dropped to 0.78% from 2.6% in the previous quarter, reflecting a broader trend of fund downsizing that may affect market attention towards AppFolio.
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- Business Model Challenges: AppFolio's revenue growth hinges on the number of units managed and the utilization of additional services; investors should monitor whether it can evolve into a financial backbone for clients, thereby increasing revenue per unit and enhancing competitive positioning.
See More
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- Decline in Position Value: The quarter-end value of AppFolio's position decreased by $31.70 million, highlighting the negative impact of trading activity and stock price fluctuations on asset management.
- Asset Allocation Shift: AppFolio now accounts for only 0.78% of Insight Holdings' 13F reportable assets, down from 2.6% in the previous quarter, suggesting a broader strategy of asset downsizing.
- Poor Market Performance: As of February 17, 2026, AppFolio shares were priced at $168.79, reflecting a 20.6% decline over the past year and underperforming the S&P 500 by 34.25 percentage points, illustrating the dual pressures from the cooling real estate market and high-multiple SaaS valuations.
See More
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- Complete Exit: According to a February 17, 2026 SEC filing, Insight Holdings Group, LLC sold its entire position of 8,425,026 shares in SentinelOne during Q4, with an estimated transaction value of $148.36 million, indicating a significant loss of confidence in the company.
- Poor Market Performance: As of February 17, 2026, SentinelOne's stock was priced at $13.40, down 45% over the past year, significantly underperforming the S&P 500 by 57.88 percentage points, reflecting widespread pessimism in the cybersecurity sector.
- Portfolio Reallocation: This transaction reduced Insight Holdings' stake in SentinelOne from over 9% to just 0.7%, suggesting a strategic shift away from the cybersecurity sector, likely due to the company's ongoing losses and the industry's overall poor performance.
- Uncertain Profitability Outlook: Despite a relatively low price-to-sales ratio of less than 5, SentinelOne's continuous net losses and lack of a clear path to profitability have led investors to adopt a cautious stance, with Insight's exit further underscoring the market's lack of confidence in the company's future.
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- Udemy and Coursera Merger: Udemy, Inc. is being sold to Coursera, Inc. for 0.800 shares of Coursera common stock per Udemy share, with Coursera shareholders expected to own approximately 59% of the combined entity, which may affect Udemy shareholders' interests.
- Burke & Herbert Merger: The merger between Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. is expected to result in Burke & Herbert shareholders owning about 75% of the combined company, which could influence shareholder decisions and rights.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, aiming to secure increased compensation and disclosures for affected shareholders, demonstrating a strong commitment to protecting investor rights.
See More
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- Remote Work Appeal: A FlexJobs report reveals that around 70% of workers considered or actually switched careers in the past year, primarily driven by the desire for more fulfilling work and remote options, highlighting a shift in work preferences.
- AI Impact: Experts predict that career transitions will accelerate as artificial intelligence expands in the workplace, leading many to prioritize human-centric skills like creativity and complex problem-solving, which AI cannot easily replicate, thus prompting a reevaluation of career trajectories.
- Reassessment of Education Value: Erik Brynjolfsson, an economics professor at Stanford, notes that families are reassessing the value of a four-year college degree, encouraging more cautious career choices to avoid becoming dispensable in the age of AI.
See More
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