Coursera Inc (COUR)
NYSE:COUR
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Coursera
(NYSE:COUR)
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Rating:58Neutral
Price Target:
$5.50
Action:Reiterated
Date:05/26/26
The score is supported primarily by improving fundamentals—strong revenue scaling, a very low-debt balance sheet, and positive free cash flow—along with positive corporate actions (Udemy merger with synergy targets and a large buyback authorization). Offsetting this, technical signals are broadly bearish (price below major moving averages with negative MACD), and valuation remains constrained by ongoing net losses (negative P/E).
Positive Factors
Balance sheet strength
Near-zero debt and a sizable equity base give Coursera durable financial flexibility to fund integration, invest in product development, and absorb cyclical shocks. This capital structure reduces bankruptcy risk and supports multi-year execution of merger synergies and buybacks without stressing liquidity.
Negative Factors
Ongoing operating losses
Despite strong top-line scaling, persistent operating losses and negative margins mean the company has yet to consistently convert scale into net profitability. Continued losses erode returns on equity and leave execution dependent on delivering sustained margin improvement post-integration.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Near-zero debt and a sizable equity base give Coursera durable financial flexibility to fund integration, invest in product development, and absorb cyclical shocks. This capital structure reduces bankruptcy risk and supports multi-year execution of merger synergies and buybacks without stressing liquidity.
Read all positive factors
Coursera (COUR) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.57B
Dividend YieldN/A
Average Volume (3M)7.30M
Price to Earnings (P/E)―
Beta (1Y)1.31
Revenue Growth9.79%
EPS Growth8.61%
CountryUS
Employees1,260
SectorConsumer Defensive
Sector Strength42
IndustryEducation & Training Services
Share Statistics
EPS (TTM)-0.38
Shares Outstanding286,325,200
10 Day Avg. Volume7,380,956
30 Day Avg. Volume7,299,141
Financial Highlights & Ratios
PEG Ratio0.60
Price to Book (P/B)1.90
Price to Sales (P/S)1.59
P/FCF Ratio11.25
Enterprise Value/Market Cap0.08
Enterprise Value/Revenue0.16
Enterprise Value/Gross Profit0.29
Enterprise Value/Ebitda-3.44
Forecast
1Y Price Target
$8.42Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)0.41
Revenue Forecast (FY)$810.85M
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, soci...
How the Company Makes Money
Coursera generates revenue primarily by selling access to online learning content and credential programs across consumer, enterprise, and degree channels. In its consumer business, it earns money from subscriptions (e.g., Coursera Plus) and fees ...
Coursera Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
78
Positive
Cash Flow
73
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 773.90M | 757.50M | 694.67M | 635.76M | 523.76M | 415.29M |
| Gross Profit | 424.10M | 413.40M | 371.41M | 329.77M | 331.48M | 249.47M |
| EBITDA | -35.70M | -17.10M | -79.19M | -129.13M | -148.73M | -128.33M |
| Net Income | -63.70M | -51.00M | -79.53M | -116.55M | -175.36M | -145.22M |
Balance Sheet | ||||||
| Total Assets | 1.00B | 1.00B | 930.27M | 920.53M | 947.60M | 958.91M |
| Cash, Cash Equivalents and Short-Term Investments | 789.80M | 792.60M | 727.70M | 722.07M | 780.96M | 821.77M |
| Total Debt | 0.00 | 5.00M | 3.06M | 6.60M | 14.45M | 19.89M |
| Total Liabilities | 368.70M | 364.30M | 332.85M | 304.34M | 253.02M | 217.40M |
| Stockholders Equity | 631.80M | 635.70M | 597.42M | 616.19M | 694.58M | 741.51M |
Cash Flow | ||||||
| Free Cash Flow | 83.80M | 107.20M | 93.78M | 13.24M | -51.93M | -11.90M |
| Operating Cash Flow | 89.80M | 108.70M | 95.36M | 29.64M | -38.05M | 1.75M |
| Investing Cash Flow | -33.60M | -30.20M | 29.90M | 384.80M | -234.02M | -51.61M |
| Financing Cash Flow | -14.20M | -13.50M | -54.94M | -79.23M | 12.23M | 550.16M |
Coursera Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
* Consumer Defensive Sector Average
Performance Comparison
Coursera Corporate Events
Business Operations and StrategyStock Buyback
Coursera Announces $500 Million Share Repurchase Program
Positive
May 18, 2026
On May 15, 2026, Coursera’s board approved a stock repurchase program authorizing the company to buy back up to $500 million of its common shares, to be conducted via open market transactions and, where appropriate, Rule 10b5-1 trading plans...
Business Operations and StrategyExecutive/Board ChangesDelistings and Listing ChangesM&A TransactionsRegulatory Filings and ComplianceShareholder Meetings
Coursera Completes Udemy Merger, Forming Unified Learning Platform
Positive
May 11, 2026
On May 11, 2026, Coursera completed its previously announced all-stock combination with Udemy, merging Udemy into a wholly owned subsidiary and exchanging each Udemy share for 0.8 Coursera shares, with former Coursera investors now holding about 5...
M&A TransactionsShareholder Meetings
Coursera Shareholders Approve Udemy Merger and Stock Increase
Positive
Apr 9, 2026
On December 17, 2025, Coursera, Inc. entered into a merger agreement with online learning peer Udemy, Inc., under which a Coursera subsidiary will merge with Udemy, leaving Udemy as a wholly owned subsidiary of Coursera. At a special shareholder m...
Financial DisclosuresLegal ProceedingsM&A TransactionsRegulatory Filings and ComplianceShareholder Meetings
Coursera Advances Udemy Merger with Supplemental Disclosures
Neutral
Mar 31, 2026
On December 17, 2025, Coursera agreed to merge its wholly owned subsidiary with Udemy in an all-stock transaction that will leave Udemy as a direct, wholly owned subsidiary of Coursera, with key regulatory filings made between February 25 and Marc...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.