Shares of Udemy, Inc. (NASDAQ: UDMY) are soaring 14.09% in intraday trading on Thursday, building on the 8% pre-market gain following the release of the company's impressive second-quarter 2025 financial results. The online learning platform significantly exceeded analyst expectations and provided an optimistic outlook for the coming quarters, boosting investor confidence.

Udemy reported Q2 revenue of $199.9 million, surpassing the consensus estimate of $197 million and marking a 2.8% increase year-over-year. Adjusted earnings per share came in at $0.16, substantially beating the analyst consensus of $0.12 and showing a remarkable turnaround from the $0.04 loss per share in the same quarter last year. The company's adjusted EBITDA also outperformed expectations, reaching $28.4 million compared to the estimated $23.1 million.

Looking ahead, Udemy provided a positive outlook for both the third quarter and full-year 2025. For Q3, the company expects revenue between $190 million and $195 million, aligning with the consensus of $192.58 million. The full-year 2025 revenue guidance of $784 million to $794 million also closely matches analyst expectations of $787.27 million. This forward-looking guidance, coupled with the strong Q2 performance, has likely contributed to the significant stock price surge as investors show confidence in Udemy's growth trajectory and ability to navigate market challenges. Adding to the positive sentiment, Cantor Fitzgerald analyst Yi Fu Lee reiterated a Buy rating on Udemy with a price target of $10.00.