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Udemy Accelerates CEO Compensation Amid Planned Coursera Merger

Story Highlights
  • Udemy signed a December 18, 2025 acceleration deal with CEO Hugo Sarrazin to mitigate tax exposure tied to a Coursera-related merger.
  • The agreement accelerates part of Sarrazin’s 2025 bonus and RSUs but includes clawback-style forfeiture terms that preserve his original economics and vesting timeline.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Udemy Accelerates CEO Compensation Amid Planned Coursera Merger

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Udemy Inc ( (UDMY) ) has provided an announcement.

On December 18, 2025, Udemy, Inc. entered into an acceleration agreement with its president and CEO, Hugo Sarrazin, to adjust the timing of certain compensation elements in connection with a planned merger involving Coursera, Inc., with the aim of mitigating his potential tax exposure under Sections 280G and 4999 of the Internal Revenue Code. Under the agreement, a portion of Sarrazin’s 2025 target annual bonus will be paid before year-end 2025 and a substantial block of restricted stock units that was originally set to vest in March 2026 will vest immediately, but both the accelerated cash and equity are subject to repayment or forfeiture on an after-tax basis if he resigns or is terminated for cause before the original bonus payment date or vesting date, effectively keeping the economic value and vesting profile of his compensation materially unchanged while addressing tax and transaction-related considerations.

The most recent analyst rating on (UDMY) stock is a Hold with a $7.00 price target. To see the full list of analyst forecasts on Udemy Inc stock, see the UDMY Stock Forecast page.

Spark’s Take on UDMY Stock

According to Spark, TipRanks’ AI Analyst, UDMY is a Neutral.

Udemy’s overall stock score reflects strong corporate events and positive earnings call insights, indicating strategic growth potential. However, ongoing profitability challenges and valuation concerns weigh on the score. The technical analysis suggests mixed trends, with potential overbought conditions.

To see Spark’s full report on UDMY stock, click here.

More about Udemy Inc

Udemy, Inc. is an online learning platform provider that offers a marketplace of courses for individuals and enterprises, positioning itself within the broader education technology industry and serving global learners and corporate customers seeking skills development and professional training.

Average Trading Volume: 2,681,790

Technical Sentiment Signal: Sell

Current Market Cap: $862.3M

See more data about UDMY stock on TipRanks’ Stock Analysis page.

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