Coursera (COUR) AI Stock Analysis

• Market Cap: $1.37B
• Dividend Yield: N/A
• Average Volume (3M): 2.42M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.21
• Revenue Growth: 8.10%
• EPS Growth: 43.35%
• Country: US
• Employees: 1,260
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Education & Training Services
• EPS (TTM): 0.10
• Shares Outstanding: 166,400,000
• 10 Day Avg. Volume: 2,166,469
• 30 Day Avg. Volume: 2,418,854
• PEG Ratio: 0.50
• Price to Book (P/B): 2.24
• Price to Sales (P/S): 1.93
• P/FCF Ratio: 14.26
• Enterprise Value/Market Cap: 0.83
• Enterprise Value/Revenue: 1.53
• Enterprise Value/Gross Profit: 2.81
• Enterprise Value/Ebitda: -44.04
• 1Y Price Target: $12.50
• Price Target Upside: 54.70% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 13
• EPS Forecast (FY): 0.39
• Revenue Forecast (FY): $752.27M

• Rating: 64 Neutral
• Price Target: $9.00 ▲(11.39% Upside)

Coursera's overall score reflects strong financial performance and positive earnings call sentiment, offset by weak technical indicators and high-risk valuation. The company's growth prospects are promising, but profitability challenges and bearish technical trends weigh on the score.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term expansion and stability.

Cash Flow Improvements

Improved cash flow reflects operational efficiency and provides financial flexibility for strategic investments and growth initiatives.

Strategic Partnerships

Strategic partnerships enhance Coursera's content offerings and technological capabilities, strengthening its competitive position in the edtech sector.

Negative Factors

Enterprise Segment Challenges

Sluggish growth in the Enterprise segment may hinder overall revenue expansion and reflects challenges in capturing corporate training budgets.

Profitability Challenges

Ongoing profitability challenges could strain resources and limit reinvestment capacity, affecting long-term financial health.

Leadership Transition

Leadership transitions can create uncertainty and disrupt strategic initiatives, potentially impacting operational continuity and investor confidence.

Coursera Business Overview & Revenue Model

Company Description

Coursera, Inc. operates an online educational content platform that connects learners, educators, organizations, and institutions. It offers online courses that include data science, business, computer science, information technology, health, social sciences, logic, project management, and digital marketing services; campus student plans; degree courses; and certification education. Coursera, Inc. was formerly known as Dkandu, Inc. and changed its name to Coursera, Inc. in April 2012. The company was incorporated in 2011 and is headquartered in Mountain View, California.

How the Company Makes Money

Coursera generates revenue through multiple channels, primarily by offering paid courses and degree programs. The company operates on a freemium model, where users can access many courses for free but must pay for certificates, specializations, or full degree programs. Additionally, Coursera partners with universities and companies to provide professional training and upskilling programs, often through subscription models for organizations seeking to train their employees. Significant partnerships with institutions like Stanford University and Google further enhance its credibility and market reach, facilitating a steady stream of revenue from both individual learners and corporate clients.

Coursera Financial Statement Overview

Summary

Coursera's financial performance is marked by consistent revenue growth and significant improvements in cash flow, despite ongoing profitability challenges. The balance sheet is strong with low leverage, positioning the company well for future growth.

Income Statement

Coursera's revenue has shown consistent growth, with a TTM revenue growth rate of 2.38%. However, the company is still operating at a loss, as indicated by negative net profit and EBIT margins. The gross profit margin remains strong at 54.36%, reflecting efficient cost management in generating revenue.

Balance Sheet

The balance sheet is relatively strong with a low debt-to-equity ratio, indicating low leverage and financial risk. However, the return on equity is negative, reflecting ongoing losses. The equity ratio is robust, suggesting a solid capital structure.

Cash Flow

Coursera has demonstrated significant improvement in cash flow, with a 20.69% growth in free cash flow. The operating cash flow to net income ratio is positive, indicating better cash generation relative to net income losses. The free cash flow to net income ratio is close to 1, showing efficient cash management despite net losses.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	739.78M	694.67M	635.76M	523.76M	415.29M	293.51M
Gross Profit	402.11M	371.41M	329.77M	331.48M	249.47M	154.66M
EBITDA	-25.65M	-79.19M	-129.13M	-148.73M	-128.33M	-55.70M
Net Income	-45.81M	-79.53M	-116.55M	-175.36M	-145.22M	-66.81M
Balance Sheet
Total Assets	995.30M	930.27M	920.53M	947.60M	958.91M	417.62M
Cash, Cash Equivalents and Short-Term Investments	797.70M	726.13M	722.07M	780.47M	821.77M	285.28M
Total Debt	0.00	3.06M	6.60M	14.45M	19.89M	26.23M
Total Liabilities	355.80M	332.85M	304.34M	253.02M	217.40M	177.16M
Stockholders Equity	639.50M	597.42M	616.19M	694.58M	741.51M	240.47M
Cash Flow
Free Cash Flow	116.29M	93.78M	13.24M	-51.93M	-11.90M	-26.91M
Operating Cash Flow	122.11M	95.36M	29.64M	-38.05M	1.75M	-14.99M
Investing Cash Flow	-34.23M	29.90M	384.80M	-234.02M	-51.61M	-101.44M
Financing Cash Flow	-11.05M	-54.94M	-79.23M	12.23M	550.16M	139.01M

Coursera Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 8.08
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For COUR, the sentiment is Negative. The current price of 8.08 is below the 20-day moving average (MA) of 8.15, below the 50-day MA of 8.87, and below the 200-day MA of 9.14, indicating a bearish trend. The MACD of -0.17 indicates Negative momentum. The RSI at 40.61 is Neutral, neither overbought nor oversold. The STOCH value of 31.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for COUR.

Coursera Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
GHC	75 Outperform	$4.76B	6.53	17.20%	0.64%	4.13%	228.37%
ATGE	73 Outperform	$3.38B	13.94	17.38%	―	12.24%	52.97%
EDU	70 Outperform	$8.78B	23.49	9.28%	1.08%	7.22%	-2.84%
LOPE	70 Neutral	$4.42B	21.18	27.77%	―	7.05%	-2.63%
COUR	64 Neutral	$1.37B	―	-7.43%	―	8.10%	43.35%
UDMY	64 Neutral	$819.71M	―	-1.78%	―	2.53%	95.79%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Coursera Corporate Events

Coursera Appoints Michael Foley as Interim CFO

On November 13, 2025, Coursera appointed Michael Foley as interim Senior Vice President, Chief Financial Officer, and Treasurer, effective November 17, 2025. Foley, with extensive experience in financial and operational roles across technology companies, is expected to guide Coursera’s finance organization during its search for a permanent CFO. His appointment is seen as a strategic move to strengthen Coursera’s leadership team and support its growth and innovation strategy, aiming to enhance customer experiences and drive sustainable growth.

Coursera CFO Kenneth Hahn Announces Resignation

On September 30, 2025, Coursera announced that Kenneth R. Hahn, the Senior Vice President, Chief Financial Officer, and Treasurer, will resign from his position effective October 29, 2025. Hahn will transition to an advisory role for a year to ensure a smooth handover of responsibilities. Under Hahn’s leadership, Coursera achieved significant milestones, including a successful IPO and substantial growth in registered learners. The company is actively searching for a permanent successor while reaffirming its financial guidance for the third quarter and full year 2025. This transition is expected to maintain stability and support Coursera’s long-term growth strategy.