Why Udemy (UDMY) is Poised to Beat Earnings Estimates Again

Udemy (UDMY) is anticipated to continue its trend of beating earnings estimates, driven by favorable analytical indicators. The company has historically surpassed consensus EPS by an average of 31.43% over its last two quarters. With a current Zacks Earnings ESP of +10.64% and a Zacks Rank #3 (Hold), UDMY demonstrates a high probability of exceeding expectations in its next quarterly report, scheduled for July 30, 2025.

Analysis

Udemy (UDMY) presents a compelling case for a potential earnings beat in its upcoming quarterly report, based on a combination of historical performance and forward-looking analytical metrics. The company has surpassed consensus earnings estimates by an average of 31.43% over the last two quarters. This includes a notable 42.86% surprise in the prior quarter, where it reported $0.10 per share against a $0.07 consensus. While the most recent quarter is also cited as contributing a 20.00% positive surprise, the provided figures of an expected $0.12 EPS versus a reported $0.10 EPS are contradictory and would typically indicate a miss, highlighting a potential data inconsistency in the source article. More significantly for future performance, Udemy currently holds a positive Zacks Earnings ESP of +10.64%, indicating that the most recent analyst revisions are more bullish than the broader consensus. According to the source's research, combining a positive ESP with the stock's Zacks Rank #3 (Hold) has historically predicted an earnings beat with a probability approaching 70%. These factors suggest mounting analyst optimism for the company's near-term earnings potential ahead of its scheduled report on July 30, 2025.

Key Decisions for Investors

• Given the strong statistical likelihood of an earnings beat based on the positive Earnings ESP and historical precedent, traders might consider a tactical long position ahead of the July 30 report to capture potential upside from a positive surprise.
• Investors should exercise caution and conduct further due diligence regarding the contradictory earnings data reported for the most recent quarter, as this inconsistency represents a notable risk factor.
• Beyond the headline EPS number, focus should be on the quality of the earnings and, crucially, on management's forward guidance, as the stock's 'Hold' rating suggests the broader investment case may depend on more than just a short-term earnings beat.