COUR
Coursera, Inc.

Coursera, Inc.COUR

Consumer Defensive · Education & Training Services
5.06USD
-1.17%
Sep 25, 2026
COUR overview ready
AI-Enabled Online Learning Platform Driving Enterprise Upskilling and Skills Intelligence
Coursera is a direct platform operator that monetizes online professional learning, credentials, and enterprise skill-development programs.
Narrative not measured
AI Workforce Transition and Skills ReconfigurationEnterprise AI Upskilling and Skills Intelligence PlatformsPure play
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, 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 Sep 24Filing Jun 30Price action Sep 24Research Aug 30

Conviction Level

NarrativeHeat—ThemeHeat6.8PriceAction3.4Valuation2.7CompanyPosition9.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery

The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.

Key Financials

Market Cap
$1.3B
Avg Volume (60D)
5.7M
60 sessions
Revenue Growth YoY
+9.0%
FY2025 vs FY2024
Gross Margin
+55.9%
Trailing twelve months
Operating Margin
-17.8%
Trailing twelve months
Free Cash Flow Yield
+2.5%
Distance from 200DMA
-16.3%
Next Earnings
2026-10-29
P/E
N/M
Market metrics as of Sep 24, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

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 -18%.

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.

Narrative & Theme

AI Workforce Transition and Skills Reconfiguration
Part of Enterprise AI Upskilling and Skills Intelligence Platforms, with strong fit.
COUR has direct commercial exposure to a real AI-era workforce-retraining demand system: organizations and individuals need faster, role-specific training and credible signals of proficiency as AI changes workflows.
Narrative HeatNeutral4.8 / 10
This reading is no longer current (last measured 2026-09-11). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral6.8 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

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.

How it earns

The company generates revenue primarily through subscriptions, course fees, and degree program enrollments.

Products & services
Guided projects
Online courses and specializations
Online bachelor's and master's degrees
Postgraduate diplomas
Certificates for professional and academic programs
Customers & end markets
Individual learners
Enterprise clients
Market position

Leader in the online education platform market with a broad global reach.

Demand drivers
Low cyclicality

Demand for online education and skills training tends to be stable and less sensitive to economic cycles.