Financial PerformanceCoursera delivered solid third-quarter results, with revenues and profits exceeding estimates.
Growth PotentialCoursera is leaning into AI for platform enhancements by adding tools like Coach assistant and Course Builder, curating Gen-AI programs in enterprises with Gen-AI Academy, translating content, and AI-powered marketing.
Market PositioningShares are trading at a deeply discounted rate, well below 1x EV/S, for a business with a strong balance sheet and improving profitability.