Udemy partners with LG CNS to expand in Korea's corporate learning market
Udemy Inc. saw a significant price increase of 30.91%, crossing above the 5-day SMA, amid positive market conditions with the Nasdaq-100 up 0.43% and the S&P 500 up 0.32%.
This surge is attributed to Udemy's partnership with LG CNS, a leading AI transformation company in Korea, which aims to enhance Udemy's market share in the corporate learning sector. The collaboration leverages LG CNS's extensive distribution network to penetrate the corporate learning market in Korea, addressing the skills gap and boosting productivity for organizations.
The implications of this partnership are substantial, as it not only accelerates Udemy's AI skills training in Korea but also positions the company for further expansion in the Asia-Pacific region, solidifying its leadership in AI-powered workforce development solutions.
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- Shareholder Rights Investigation: Halper Sadeh LLC is investigating Diamond Hill Investment Group, Inc. (NASDAQ:DHIL) for its sale to First Eagle Investments at $175.00 per share, which may involve federal securities law violations.
- Udemy Shareholder Rights: The transaction between Udemy, Inc. (NASDAQ:UDMY) and Coursera, Inc. involves exchanging each Udemy share for 0.800 shares of Coursera common stock, with Halper Sadeh LLC potentially seeking increased consideration for shareholders.
- Merger Transaction Review: The merger of Destination XL Group, Inc. (NASDAQ:DXLG) with FBB Holdings I, Inc. is also under investigation by Halper Sadeh LLC to ensure shareholder rights are protected.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, encouraging shareholders to reach out to discuss their legal rights and options to secure remedies against potential securities fraud and corporate misconduct.
- Legal Investigation Initiated: Halper Sadeh LLC is investigating Inspirato Incorporated (NASDAQ: ISPO) for its sale to Exclusive Investments LLC at $4.27 per share, potentially violating federal securities laws and fiduciary duties to shareholders.
- Shareholder Rights Protection: The firm is also examining Udemy, Inc. (NASDAQ: UDMY) for its exchange of 0.800 shares of Coursera common stock for each share of Udemy common stock, aiming to secure increased consideration and additional disclosures for shareholders.
- Cash Transaction Review: The sale of DigitalBridge Group, Inc. (NYSE: DBRG) to SoftBank Group Corp. for $16.00 per share in cash is also under scrutiny, with Halper Sadeh LLC potentially seeking further relief and benefits for shareholders.
- Global Investor Support: Halper Sadeh LLC represents investors worldwide, focusing on combating securities fraud and corporate misconduct, having successfully recovered millions for defrauded investors, highlighting its crucial role in safeguarding shareholder rights.
- Business Model Shift: Chegg, Inc. is transitioning to a business-to-business model to reduce reliance on student traffic, thereby mitigating risks associated with traffic volatility, particularly in the context of rapid generative AI adoption.
- Significant Revenue Decline: In Q3 2025, Chegg's total revenues fell by 42% year-over-year, with the core academic segment experiencing a revenue drop of over 40%, reflecting the pressures on traditional learning platforms amid AI tool proliferation and changing search behaviors.
- Traffic Challenges Intensified: By Q3 2025, Chegg's legacy traffic plummeted nearly 50%, primarily due to AI disruption and search-related issues, further weakening the company's market performance.
- B2B Priority Strategy: Chegg is prioritizing its B2B skilling operations, enhancing revenue visibility through contracted relationships with enterprises and workforce partners, thereby reducing reliance on volatile consumer traffic and potentially stabilizing performance.
- Upskilling Trends: Research from Udemy and Indeed indicates that while employees are heavily investing in future skills, only 4% of job postings mention AI, highlighting a disconnect that could impact long-term competitiveness for businesses.
- Soft Skills Gap: Despite the importance of soft skills like communication, critical thinking, and leadership in high-growth skill lists, these skills are nearly absent from Udemy's fastest-growing learning topics, suggesting an overemphasis on technical skills that may limit workplace performance.
- Industry Adoption Discrepancies: While professional services actively hire for AI skills, manufacturing workers are advancing faster, dedicating 60% of their learning to AI, indicating a significant time lag in AI adoption across industries that could affect transformation speeds.
- Shifts in Market Demand: In Australia and the US, the proportion of AI skills in job postings surged from 3.2% to 22.3% and from 5.8% to 21.9%, respectively, reflecting rapid changes in market demand for technical skills, necessitating timely adjustments in hiring strategies to attract the right talent.
- Merger Agreement: On December 17, Coursera announced an all-stock merger agreement with Udemy, aiming to leverage both companies' strengths to address global talent transformation opportunities, despite its stock falling approximately 17% over the past month, with a 52-week low of $5.76.
- Poor Stock Performance: Coursera's shares dropped 10.6% to close at $6.55 on Tuesday, with an RSI value of 19.8 indicating an oversold condition in the consumer discretionary sector, potentially presenting a buying opportunity for investors.
- Udemy Rating Downgrade: Keybanc analyst Devin Au downgraded Udemy from Overweight to Sector Weight, resulting in a 10% decline in its stock over the past five days, with a 52-week low of $4.86 and an RSI value of 28.2.
- ThredUp Rating Maintained: Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating on ThredUp with a $12 price target, even as its stock fell about 25% over the past month, currently at a 52-week low of $1.66 and an RSI value of 29.8.
- Market Underperformance: The education and training services sector declines by approximately 1.7%, indicating a weakening market confidence that could affect future investment decisions.
- KinderCare Leads Decline: KinderCare Learning Companies sees a drop of about 4.8%, reflecting investor concerns over its growth prospects, which may lead to capital outflows.
- Udemy Follows Suit: Udemy's stock falls by approximately 4.7%, mirroring KinderCare's performance and highlighting challenges faced in the ed-tech sector that could impact its market share.
- Weakness in Asset Management: The decline in the education and training services sector aligns with the weakness in the asset management industry, suggesting an overall low market sentiment that may affect the profitability of related companies.










