UDMY Earnings

UDMY reported its earnings on 2026-02-05, showcasing a revenue of 193.99M against an estimate of 193.21M, resulting in a 0.4% surprise. The EPS was 0.12, surpassing the expected 0.1 by 20%. The stock experienced a 0% price change on the earnings day and a -1.49% change over the next five days, reflecting market reactions to the results.

Following UDMY's earnings announcement on 2026-02-05, the stock price moved by 0% on the day of the release. Over the subsequent five days, it saw a -1.49% change. Historically, UDMY's stock price tends to shift by an average of -0.4% in the 10 days leading up to earnings and 2.23% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate UDMY's annual revenue to reach 198.06M, while the EPS is projected at 0.11. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between UDMY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, UDMY's stock price typically moves by -0.4% in the 10 days before its earnings and 2.23% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.11 and revenue of 198.06M.

The earnings call reflects strong financial performance, with stable retention rates and growing pipelines. AI product development and partnerships are poised to drive future growth. While consumer revenue is declining, the subscription model shows promise, and there is optimism about future revenue stabilization. The company's strategic focus on AI and partnerships, along with solid financial metrics, suggests a positive outlook, although some uncertainties remain in consumer revenue timelines. Given the small-cap nature of the stock, a positive sentiment is expected to translate to a 2%-8% increase in stock price.