Analysts anticipate Q2 revenue of $294.06 million and an EPS of $0.11, with the current stock price of $5.36 trailing the average analyst price target of $11.00.
Investors are primarily focused on the integration progress of the Udemy merger and its impact on Enterprise segment scalability. Management recently raised 2026 guidance to reflect institutional demand, projecting a path toward sustained profitability. This shift comes as the company attempts to transition from a consumer-heavy model to a high-margin enterprise platform.