Udemy Downgrade: Analyst Warns Of Negative Risk/Reward Profile While Demand Is Weak
Udemy Downgrade: Analyst Warns Of Negative Risk/Reward Profile While Demand Is Weak
In Udemy's case, the company already has a well-established Enterprise sales force targeting that market segment, making this shift more incremental.Morgan Stanley analyst Josh Baer downgraded Udemy, Inc. (NASDAQ:UDMY) to Underweight from Equal Weight, lowering the price forecast to $7.50 from $10.
摩根士丹利分析師Josh Baer將Udemy, Inc.（納斯達克: UDMY）的評級從等權調降至低於等權，將價格預測從10美元降至7.50美元。
The analyst suggests that Udemy's strategic shift may indicate weakening demand, contrasting with earlier expectations for near-term growth. Profitability targets depend on substantial operating leverage, which conflicts with lower top-line growth, Baer wrote.
分析師表示，Udemy的戰略轉變可能表明需求疲軟，與早前對短期增長的預期形成對比。盈利目標取決於大幅運營槓桿，這與較低的頂線增長相沖突，Baer寫道。
Additionally, a negative third-party data and overly optimistic consensus estimates present an unfavorable risk/reward profile for the stock, the analyst said.
此外，分析師稱，負面第三方數據和過於樂觀的一致預期爲該股票提供了不利的風險/回報風險配置。
In Udemy's case, the company already has a well-established Enterprise sales force targeting that market segment, making this shift more incremental.
在Udemy的情況下，該公司已經有一個成熟的企業銷售團隊針對該市場細分，使得這種轉變更具漸進性。
Also Read: Why Is IonQ Stock Trading Higher On Friday?
另請參閱: 爲什麼IonQ股票週五交易更高？
The analyst noted that the appointment of new CRO leadership in June 2024 and a significant reduction of about 280 employees (roughly 20% of the workforce) highlight substantial changes.
分析師指出，2024年6月任命新的首席營收官領導團隊，並大幅減少約280名員工（約工作人員總數的20%）突顯了實質性的變化。
Plans to rehire half of those positions in lower-cost regions, alongside efforts to achieve 17% EBITDA margin expansion from CY24 to CY27, suggest a shift in personnel, investments and strategic focus, which could lead to disruptions in the upcoming quarters.
計劃在成本較低的地區重新僱傭其中一半的職位，同時努力實現從CY24到CY27的17% EBITDA利潤率擴張，表明了人員、投資和戰略焦點的轉變，可能會導致未來幾個季度的中斷。
While Udemy's strategy may ultimately succeed, the analyst views the current transition as carrying a more negative risk/reward profile.
雖然Udemy的戰略最終可能會成功，但分析師認爲當前的轉變具有更負面的風險/回報配置。
UDMY Price Action: Udemy shares closed down 5.90% to $7.65 on Friday.
UDMY價格走勢：Udemy股價週五收盤下跌5.90%，至7.65美元。
- Fed's Preferred Inflation Gauge Comes In Below Expectations For August, Easing Concerns About Rising Prices
- 聯儲局8月首選通脹指標低於預期，緩解了對物價上漲的擔憂
This article was created using artificial intelligence and was reviewed by Benzinga editors.
本文是使用人工智能生成的，並由Benzinga編輯審查。
譯文內容由第三人軟體翻譯。
