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Skillsoft (SKIL)
NYSE:SKIL
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Skillsoft (SKIL) AI Stock Analysis

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SKIL

Skillsoft

(NYSE:SKIL)

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Neutral 42 (OpenAI - Gpt-5.6Sol)
Rating:42Neutral
Price Target:
$4.50
▼(-42.97% Downside)
Action:Reiterated
Date:09/15/26
SKIL’s score is held down primarily by weak financial performance—negative equity, high leverage, declining revenue, and continued net losses—despite improving cash flow. Technical signals are also bearish, with the stock trading well below major moving averages and negative MACD. The earnings call provides some support via maintained EBITDA/FCF guidance and AI/enterprise momentum, but this is tempered by reduced revenue guidance and refinancing/debt-maturity risk.
Positive Factors
AI platform adoption
Strong dollar retention and growing CAISY usage indicate that enterprise customers are adopting Skillsoft’s AI-enabled learning tools. This supports recurring revenue durability, deeper customer engagement, and a stronger platform position as workforce development becomes more technology-driven.
Negative Factors
High leverage and negative equity
Heavy debt combined with negative equity materially limits financial flexibility and increases refinancing risk. The capital structure leaves less capacity to absorb operating setbacks or fund growth internally, making debt management an important constraint on Skillsoft’s durable strategy.
Read all positive and negative factors
Positive Factors
Negative Factors
AI platform adoption
Strong dollar retention and growing CAISY usage indicate that enterprise customers are adopting Skillsoft’s AI-enabled learning tools. This supports recurring revenue durability, deeper customer engagement, and a stronger platform position as workforce development becomes more technology-driven.
Read all positive factors

Skillsoft Key Performance Indicators (KPIs)

Any
Any
Revenue by Geography
Revenue by Geography
Shows where Skillsoft earns its revenue across regions, highlighting dependence on particular markets, exposure to local economic or currency risks, and where the company has room to expand its customer base.
Chart InsightsEMEA’s abrupt revenue collapse in the latest quarter reflects the removal of Global Knowledge from continuing operations rather than a sudden collapse in Skillsoft’s core enterprise demand; that divestiture will shrink reported EMEA/Other Americas revenue and create short‑term cash/transaction drag but should improve margins long‑term given GK’s losses. Underneath the geography shift, Q1 DRR and platform deal growth point to strengthening enterprise retention and higher‑value bookings—so investors should read the geographic drop as structural simplification (plus near‑term liquidity and refinancing risk), not purely organic revenue deterioration.
Data provided by:The Fly

Skillsoft (SKIL) vs. SPDR S&P 500 ETF (SPY)

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...
How the Company Makes Money
Skillsoft primarily makes money by selling access to its learning content and platforms on a contracted, recurring basis, generally structured as subscriptions or term licenses for organizations. Key revenue streams include: (1) Subscription and l...

Skillsoft Earnings Call Summary

Earnings Call Date:Sep 09, 2026
(Q2-2027)
|
% Change Since: |
Next Earnings Date:Dec 15, 2026
Earnings Call Sentiment Positive
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.
Read all updates
Q2-2027 Updates
Negative
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.
Read all positive updates
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 Financial Statement Overview

Summary
Financials are heavily constrained by a stressed capital structure: negative stockholders’ equity (~-$93M) alongside high total debt (~$574M) and ongoing net losses (TTM net margin ~-36%). While gross margin is strong (~77.8%) and TTM operating/free cash flow are positive (~$23.5M / ~$13.2M) with strong FCF growth, revenue is still declining (TTM -6.33%) and cash generation looks thin versus the debt load.
Income Statement
34
Negative
Balance Sheet
18
Very Negative
Cash Flow
56
Neutral
BreakdownTTMJan 2026Jan 2025Jan 2024Jan 2023Jan 2022
Income Statement
Total Revenue452.40M512.67M530.99M553.24M555.12M527.76M
Gross Profit351.86M378.04M396.12M400.08M403.11M376.68M
EBITDA60.81M34.10M66.46M-143.69M-594.35M94.61M
Net Income-163.47M-139.82M-121.91M-349.29M-724.96M-70.21M
Balance Sheet
Total Assets766.53M992.89M1.11B1.27B1.64B2.24B
Cash, Cash Equivalents and Short-Term Investments90.31M100.82M100.77M136.31M170.36M152.19M
Total Debt573.57M586.26M588.89M641.17M644.06M559.75M
Total Liabilities859.81M1.02B1.01B1.07B1.11B1.18B
Stockholders Equity-93.28M-30.23M93.85M205.59M531.76M1.06B
Cash Flow
Free Cash Flow13.24M23.28M11.60M-15.09M-36.20M49.05M
Operating Cash Flow23.47M25.05M29.96M2.82M-20.93M62.03M
Investing Cash Flow-25.52M-18.55M-18.36M-23.04M-42.18M-574.60M
Financing Cash Flow-6.86M-8.05M-51.51M-10.81M77.23M440.35M

Skillsoft Technical Analysis

Technical Analysis Sentiment
Negative
Last Price7.89
Price Trends
50DMA
6.96
Negative
100DMA
6.95
Negative
200DMA
6.70
Negative
Market Momentum
MACD
-0.30
Negative
RSI
43.44
Neutral
STOCH
25.14
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For SKIL, the sentiment is Negative. The current price of 7.89 is above the 20-day moving average (MA) of 5.95, above the 50-day MA of 6.96, and above the 200-day MA of 6.70, indicating a bearish trend. The MACD of -0.30 indicates Negative momentum. The RSI at 43.44 is Neutral, neither overbought nor oversold. The STOCH value of 25.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SKIL.

Skillsoft Risk Analysis

Skillsoft disclosed 48 risk factors in its most recent earnings report. Skillsoft reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Skillsoft Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$37.29M0.8032.87%11.35%-5.26%-3.04%
63
Neutral
$1.23B-6.96-17.74%―22.69%-112.56%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
50
Neutral
$1.77B75.12-8.24%―10.03%-27.61%
46
Neutral
$78.16M-1.49-41.94%―-47.59%81.39%
42
Neutral
$52.78M-0.31339.96%―-13.66%-10.94%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SKIL
Skillsoft
5.76
-7.17
-55.45%
CHGG
Chegg
0.73
-0.84
-53.53%
STG
Sunlands Online Education Group
2.88
-5.22
-64.44%
DAO
Youdao
15.15
5.45
56.19%
COUR
Coursera
4.96
-6.23
-55.67%

Skillsoft Corporate Events

Business Operations and StrategyFinancial DisclosuresM&A TransactionsProduct-Related Announcements
Skillsoft Updates Q2 Results and Fiscal 2027 Outlook
Neutral
Sep 9, 2026
On September 9, 2026, Skillsoft reported financial results for the second quarter of fiscal 2027, covering the period ended July 31, 2026, alongside an updated full-year outlook. The company, which now operates as a single segment after classifyin...
Executive/Board Changes
Skillsoft announces board director Helena Foulkes’ resignation
Neutral
Aug 27, 2026
Skillsoft Corp. announced that Helena B. Foulkes, a director on its Board since June 2021, has resigned from the Board and all associated committees, effective August 31, 2026. She served on the Audit Committee, Talent and Compensation Committee, ...
Business Operations and StrategyFinancial DisclosuresM&A TransactionsRegulatory Filings and Compliance
Skillsoft Divests Global Knowledge to Sharpen Core Focus
Positive
Jul 10, 2026
On July 6, 2026, Skillsoft completed the divestiture of its Global Knowledge Training LLC business, selling all interests in the instructor-led training unit to EHJob GP LLC, an affiliate of Enduring Ventures, under a previously agreed Sale and Pu...
Delistings and Listing ChangesRegulatory Filings and Compliance
Skillsoft’s NYSE Compliance Plan Accepted, Listing Secured
Positive
Jul 8, 2026
On July 8, 2026, Skillsoft announced that the New York Stock Exchange accepted its business plan to regain compliance with continued listing standard 802.01B, following a March 2026 notice that its market capitalization and stockholders’ equ...
Executive/Board ChangesShareholder Meetings
Skillsoft Shareholders Approve Directors, Executive Pay and Plan
Positive
Jun 30, 2026
At its June 25, 2026 annual meeting, Skillsoft shareholders elected three Class II directors—Michael S. Klein, Denis Nikolaev, and Arthur Gilliland—to three-year terms and approved, on an advisory basis, the compensation of the company...
Business Operations and StrategyM&A TransactionsRegulatory Filings and Compliance
Skillsoft Advances Divestiture With Saudi Regulatory Approval
Positive
Jun 18, 2026
On June 18, 2026, Skillsoft Corp. said Saudi Arabia’s General Authority for Competition approved EHJob GP LLC’s purchase of Skillsoft’s Global Knowledge business, meaning all required regulatory clearances for the divestiture are...
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.Date of analysis: Sep 15, 2026