Coursera (COUR) AI Stock Analysis

• Market Cap: $1.38B
• Dividend Yield: N/A
• Average Volume (3M): 2.95M
• Price to Earnings (P/E): ―
• Beta (1Y): 1.25
• 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: 163,700,000
• 10 Day Avg. Volume: 3,551,989
• 30 Day Avg. Volume: 2,949,637
• 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: 0.00
• Enterprise Value/Revenue: 0.00
• Enterprise Value/Gross Profit: 0.00
• Enterprise Value/Ebitda: 0.00
• 1Y Price Target: $12.50
• Price Target Upside: 37.51% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 13

• Rating: 63 Neutral
• Price Target: $10.00 ▲(10.01% Upside)

Coursera's strong financial performance and positive earnings call guidance are offset by technical analysis indicating bearish momentum and valuation challenges due to ongoing losses. The Consumer segment's growth is a significant strength, while the Enterprise segment's challenges pose risks.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, enhancing Coursera's market position.

Cash Flow Improvements

Improved cash flow reflects operational efficiency and financial health, providing Coursera with flexibility for future investments.

Partnerships and Innovation

Strategic partnerships and content expansion enhance Coursera's competitive edge and appeal in the evolving ed-tech landscape.

Negative Factors

Enterprise Segment Challenges

Slow growth in the Enterprise segment suggests challenges in scaling corporate partnerships, potentially hindering overall revenue diversification.

Profitability Challenges

Negative margins indicate difficulty in achieving profitability, which may impact long-term financial sustainability and investor confidence.

Seasonality Impact

Seasonal revenue fluctuations can lead to inconsistent financial performance, affecting strategic planning and resource allocation.

Coursera Business Overview & Revenue Model

Company Description

Coursera (COUR) is a leading online learning platform that offers a wide range of courses, specializations, and degree programs in collaboration with top universities and organizations worldwide. It operates primarily in the education technology sector, providing accessible and flexible learning opportunities to individuals, businesses, and educational institutions. The platform features a diverse catalog of content across various disciplines, including computer science, business, arts, and health, catering to learners at all levels.

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 shows strong revenue growth and cash flow improvements, with a robust balance sheet. However, ongoing profitability challenges due to negative net profit and EBIT margins limit the score.

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	-152.13M	-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: 9.09
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Positive
• STOCH: Positive

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 9.09 is below the 20-day moving average (MA) of 10.04, below the 50-day MA of 10.85, and below the 200-day MA of 9.16, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 27.07 is Positive, neither overbought nor oversold. The STOCH value of 7.40 is Positive, 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
LOPE	―	$5.73B	24.74	30.77%	―	6.52%	11.72%
EDU	―	$9.85B	25.29	9.28%	―	7.22%	-2.84%
ATGE	―	$5.12B	22.77	16.60%	―	12.85%	81.69%
GHC	―	$4.55B	6.81	16.28%	0.68%	4.73%	426.68%
UDMY	―	$1.03B	―	-12.62%	―	3.93%	63.52%
COUR	―	$1.38B	―	-7.43%	―	8.10%	43.35%
Sector *	―	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Coursera Corporate Events

Coursera’s Earnings Call: Growth Amid Challenges

Coursera’s Q3 Earnings Call: A Mixed Bag of Growth and Challenges

Coursera Inc. Reports Strong Q3 2025 Growth

Coursera Inc., a prominent global online learning platform, partners with universities and industry leaders to offer a wide range of courses and credentials, leveraging innovative AI-powered features to enhance learning experiences. In its third quarter of 2025, Coursera reported a revenue increase to $194 million, marking a 10% year-over-year growth, primarily driven by a 13% rise in its Consumer segment. The company also raised its full-year revenue outlook by $10 million, now expecting between $750 to $754 million for 2025. Key financial highlights include a net cash flow from operations of $34 million and a free cash flow of $27 million, alongside a significant improvement in net loss, which decreased by 37% compared to the previous year. Coursera’s Consumer segment showed robust performance with a 13% revenue increase and a 16% rise in gross profit, while the Enterprise segment saw a 6% revenue growth. The company also reported a stable net retention rate for paid enterprise customers at 89%. Looking ahead, Coursera remains committed to expanding its market presence and enhancing its AI-native learning experiences, with management expressing confidence in achieving its revised financial targets for the year.

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.

The most recent analyst rating on (COUR) stock is a Hold with a $12.00 price target. To see the full list of analyst forecasts on Coursera stock, see the COUR Stock Forecast page.

Coursera’s Q2 Earnings: Strong Growth Amid Challenges

Coursera’s Q2 2025 Earnings Call: A Positive Outlook with Challenges Ahead