COUR
Coursera, Inc.

Coursera, Inc.COUR

Consumer Defensive · Education & Training Services
3.74USD
-0.27%
Nov 09, 2026
COUR overview ready
Online platform enabling enterprise AI upskilling and professional credentials
Coursera is a direct platform operator that monetizes online professional learning, credentials, and enterprise skill-development programs.
Theme not measured
Online Learning has no leadership state this session.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Unremarkable fundamentals
Primary risk
Intense competition in online education.
Market Nov 6Filing Sep 30Price action Nov 8Research Aug 30

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction1.4BusinessPerformance5.0BusinessQuality4.9Valuation2.2ThemeMomentum—Mixed — Revenue growth has accelerated across 3 consecutive quarters, rising from +9.1% to +94% year over year. Per-share figures are not comparable across a large share-count change; the net loss moved to -$25.6M from -$8.6M a year earlier. — From filed financial statements. Describes the recent trajectory of the business, not the stock. 20 of the 100 Conviction points.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
Online Learning — Online Learning has only one or two priced members — no leadership state
Its economic family, Consumer & Internet, reads Improving (+6.0pp vs SPY) — the family’s reading, not this theme’s.
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$947.3M
Avg Volume (60D)
7.6M
60 sessions
Revenue Growth YoY
+9.0%
FY2025 vs FY2024
Gross Margin
+57.0%
Trailing twelve months
Operating Margin
-16.0%
Trailing twelve months
Free Cash Flow Yield
+1.6%
Distance from 200DMA
-33.5%
P/E
N/M
Market metrics as of Nov 6, 2026
Financial results for the period ended Sep 30, 2026
Filed balance-sheet data as of Sep 30, 2026

Business Performance

Mixed

Revenue growth has accelerated across 3 consecutive quarters, rising from +9.1% to +94% year over year. Per-share figures are not comparable across a large share-count change; the net loss moved to -$25.6M from -$8.6M a year earlier.

Latest reported: Q3 FY2026, ended Sep 30
Revenue growthAccelerating
+94%
$377M in Q3 FY2026 · YoY
YoY growth, last 4 quarters
  1. +9.9%
  2. +9.1%
  3. +60%
  4. +94%
Earnings growthLoss widening
-$25.6M
Net income -$25.6M. Per-share figures are not comparable across a large share-count change.
Too few comparable EPS quarters: a loss or a turn to profit has no meaningful percentage.
Operating marginStable
-7.7%
+0.4 pp YoY · gross margin 58.4% (+3.9 pp)
The share count is rising

Business Quality

4.9 / 10

How well the business earns on its assets, converts earnings to cash and funds itself — read from its SEC filings.

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; intrinsic is the dissenting view.
Coursera, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. The business behind it shows an operating margin of -16%.

Company Research

Thesis
Coursera is a direct platform operator that monetizes online professional learning, credentials, and enterprise skill-development programs.
Opportunity
Moderate opportunity
Employer, government, and higher-education spending on role-based AI training, verified credentials, and skills-intelligence systems as generative AI changes job requirements and accelerates skill obsolescence.
Key risk
Intense competition in online education.

Economic classification

Loading the economic classification…

Business & Markets

Consumer Defensive · Education & Training Services
What they do

Coursera operates an online learning platform offering education and skills training globally through consumer and enterprise segments. It provides courses, guided projects, degrees, and professional certificates across various domains via its website.

How it earns

The company generates revenue primarily through subscriptions, course fees, and enterprise contracts for skill development programs.

Products & services
Guided projects
Online courses and specializations
Bachelor's and master's degrees
Professional certificates
Enterprise skill-development programs
Customers & end markets
Individual learners
Enterprise clients
Governments
Higher education institutions
Market position

Leader in online professional learning platforms with a broad consumer and enterprise presence.

Demand drivers
Low cyclicality

Demand for continuous skills training and credentialing is relatively stable and driven by structural workforce trends.

Related companies

Finding other covered companies in the same part of this story…