- Udemy is maintaining strong growth, and its enterprise segment, highly recurring in nature, is growing in the mix.
- The market opportunity is large and is only being boosted by current trends in a pandemic world.
- Lock-up periods expire 180 days IPO for major venture holdings, so that could be a price headwind to look out for.
- Moreover, some Edu-tech firms have seen contraction in enrollment, which has spooked investors.
- However, network effects and a reasonable multiple with strong growth offers investors some margin of safety, so Udemy is a speculative buy even for quite conservative investors.
For further details see:
Is Udemy Stock A Buy, Sell, Or Hold After Recent IPO? What To Consider