Financial PerformanceCoursera delivered solid third-quarter results, with revenues and profits exceeding estimates.
Market PositionCoursera is well-positioned to capture share of its $309B total addressable market with a greater focus on reskilling/upskilling around GenAI.
ValuationShares are trading at a deeply discounted rate, well below 1x EV/S, for a business with a strong balance sheet and improving profitability.