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Skillsoft (C58) AI Stock Analysis

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DE:C58

Skillsoft

(Frankfurt:C58)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
AI Product AdoptionGrowing CAISY usage indicates increasing adoption of Skillsoft’s AI-enabled learning capabilities across both learners and organizations. This can deepen customer engagement, support recurring platform demand, and strengthen the company’s differentiation in scalable workforce development.
Negative Factors
Consumer Revenue PressureThe consumer segment faces a structural demand challenge because AI is reducing the need for some coding-related learning. Continued weakness could pressure consolidated revenue, dilute growth from enterprise products, and make the company more dependent on successful platform expansion.

Skillsoft (C58) vs. iShares MSCI Germany ETF (EWG)

-80%-60%-40%-20%0%20%DE:C58-60.38%EWG+5.34%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 41.95M
Dividend Yield
―
Average Volume (3M)
1,300
Price to Earnings (P/E)
-0.2
Beta (1Y)
1.27
Revenue Growth
-18.95%
EPS Growth
-3.54%
Country
Germany
Employees
2,225
Sector
Consumer Defensive
Sector Strength
62
Industry
Education & Training Services

Skillsoft Business Overview & Revenue Model

Company Description

Skillsoft Corp. provides skills management platform and associated learning solutions in the United States, Other Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It operates in two segments, Talent Development Solutions and Global Kn...

Skillsoft Earnings Call Summary

Earnings Call Date:Sep 08, 2026(Q2-2027)|% Change Since:-27.02%|Next Earnings Date:Dec 14, 2026
Earnings Call SentimentPositive

The call was broadly optimistic about Skillsoft's simplified enterprise focus, AI-native platform, customer adoption, pipeline, operating discipline, and maintained profitability and free cash flow outlook. These positives were tempered by accelerating consumer weakness driven in part by AI's impact on coding-related demand, a revenue guidance reduction, negative second-quarter free cash flow, elevated debt and upcoming maturities, and the early stage of operational efficiency initiatives.

Positive Updates

Global Knowledge Divestiture Simplified the Business
The completed divestiture of Global Knowledge leaves Skillsoft centered on its core enterprise platform mission. Management said the sale created a simpler operating model, clearer focus, and improved stability, predictability, and visibility of the cash flow profile.

Negative Updates

Revenue Declined in the Second Quarter
Total second-quarter revenue was $98.2 million, down 2.9% compared with Q2 fiscal 2026. The decline was largely attributable to the consumer business.

Company Guidance

Skillsoft reduced fiscal 2027 revenue guidance to a range of $380 million to $390 million from the previous range of $388 million to $406 million, while maintaining adjusted EBITDA from continuing operations guidance of between $108 million and $116 million or approximately 28% of revenue and free cash flow from continuing business operations guidance in the range of $14 million to $22 million; the company expects to generate free cash flow from continuing operations in the fourth quarter of the year and remains on track to hit its goal of $5 million in platform bookings by the end of this fiscal year. For fiscal year '27 free cash flow, Global Knowledge disposal is expected to consume about $15 million of cash, $12 million of which was incurred through July 31, 2026, while Q3 cash from investing activities will include approximately $4 million of cash used for third-party advisors; the transaction also included approximately $13 million of deferred proceeds, including $4 million due this fiscal year, $6 million due in fiscal year 2028, and the remainder due in fiscal year 2029.

Skillsoft Risk Analysis

Skillsoft disclosed 48 risk factors in its most recent earnings report. Skillsoft reported the most risks in the "Finance & Corporate" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy

Latest Risks Added

3 New Risks
1.There can be no assurance that the disposition of our GK business (the "Transaction") will achieve the anticipated benefits, including the receipt of anticipated consideration.Q2, 2026
2.Notwithstanding consummation of the Transaction, we remain subject to business uncertainties that could harm our business relationships, financial condition and results of operations.Q2, 2026
3.As a result of the Transaction, our current and prospective employees could experience uncertainty about their future with us, and as a result, key employees may depart.Q2, 2026

Skillsoft Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

DE:C58 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
STGSTG69Neutral$32.57M0.6632.87%―-5.26%-3.04%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
COURCOUR56Neutral$1.00B-4.88-17.56%―44.35%-154.13%
DAODAO50Neutral$2.39B97.40-8.24%―10.03%-27.61%
CHGGCHGG48Neutral$74.43M-1.77-41.94%―-47.68%49.06%

* Consumer Defensive Sector Average

Performance Comparison

-50%0%50%DE:C58CHGGSTGDAOCOURDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
DE:C58 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:C58Skillsoft Corp4.16-6.14-59.61%
CHGGChegg Inc0.65-0.27-29.13%
STGSunlands Online Education Group2.40-3.48-59.18%
DAOYoudao Inc Adr Class A19.739.2387.90%
COURCoursera Inc3.71-4.40-54.25%
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.