Coursera Croissance future
Future contrôle des critères 0/6
Coursera devrait augmenter ses bénéfices et son chiffre d'affaires de 85.6% et de 5.4% par an respectivement. Le BPA devrait croître de de 95.7% par an. Le rendement des capitaux propres devrait être 16.5% dans 3 ans.
Informations clés
85.6%
Taux de croissance des bénéfices
95.68%
Taux de croissance du BPA
| Consumer Services croissance des bénéfices | 13.5% |
| Taux de croissance des recettes | 5.4% |
| Rendement futur des capitaux propres | 16.50% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 27 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 07
COUR: Reset Expectations And Margin Execution Will Drive Long-Term Upside
Coursera's analyst price targets have broadly moved lower, with the fair value estimate shifting from about $10.11 to $8.00 as analysts factor in updated assumptions on discount rates, revenue growth, profit margins, and future P/E following a series of target cuts across major firms. Analyst Commentary Recent Street research on Coursera clusters around a series of price target trims, with several major firms revisiting their assumptions on growth, profitability, and appropriate P/E multiples.Seeking Alpha • Apr 20
Coursera: A Merger With Udemy Cannot Offset AI Concerns
Summary Coursera announced an all-stock merger with Udemy, creating a $2.5 billion equity combination amid significant AI disruption concerns. Pro forma sales reach $1.5 billion with $150 million EBITDA, but GAAP operating losses and heavy stock-based compensation cloud true profitability. Shares now trade at a fraction of sales and EBITDA, reflecting deep market skepticism despite strong net cash and credible synergy targets. I remain cautious, given AI risks, integration challenges, and lack of sustainable profits, despite the potential for value realization if synergies materialize. Read the full article on Seeking AlphaMise à jour du récit • Apr 20
COUR: Margin Execution And New CFO Appointment Will Support Long-Term Upside
Analysts have trimmed Coursera's price target by a few dollars to reflect more cautious revenue growth assumptions and updated discount rate inputs, even as profit margin and future P/E expectations remain broadly aligned with prior views. Analyst Commentary Recent Street research reflects a cluster of modest price target cuts on Coursera, with JPMorgan trimming its target by US$2 and several other banks making similar US$2 to US$3 adjustments.
Mise à jour du récit • Apr 05
COUR: Recent Price Cuts And Guidance Will Shape Fairly Balanced Outlook
The analyst price target for Coursera has been reduced by approximately $3, as analysts incorporate updated assumptions on fair value, expected profitability and future P/E multiples following a series of recent target cuts from major banks. Analyst Commentary Recent research updates show a cluster of price target cuts on Coursera, with reductions of around $2 to $3 from several banks, including JPMorgan and Goldman Sachs.Mise à jour du récit • Mar 22
COUR: Reset Earnings Power Assumptions As Margin Execution Will Support Long-Term Upside
Coursera's analyst price target has been reduced by a few dollars, reflecting a more cautious stance from several firms that recently trimmed their price objectives while still incorporating updated assumptions around discount rate, profit margin, and future P/E. Analyst Commentary Recent research updates from firms including JPMorgan and Goldman Sachs point to a more measured stance on Coursera, with several analysts trimming their price targets by US$2 to US$3 while refreshing assumptions around discount rate, profit margin, and future P/E.Mise à jour du récit • Mar 07
COUR: Reset Sector Risk Assumptions Will Support Long-Term Earnings Power
The analyst price target for Coursera has been reduced by several dollars per share to reflect updated sector views and stock specific risk assumptions, while analysts continue to model similar fair value, margins and P/E expectations. Analyst Commentary Recent Street research has focused on recalibrating Coursera's price targets by a few dollars per share, rather than rewriting the core thesis.Mise à jour du récit • Feb 21
COUR: Reset Expectations Will Support Long-Term Earnings Power And Margin Expansion
The analyst price target for Coursera has been reduced by about $1.18, as analysts reflect updated assumptions around fair value, discount rates, growth, margins, and a lower future P/E multiple following a series of recent target cuts across major firms. Analyst Commentary Recent Street research shows a cluster of price target cuts on Coursera, including reductions of $2 to $3 from JPMorgan, Goldman Sachs and several other firms.Mise à jour du récit • Feb 06
COUR: AI Partnerships And Margin Expansion Will Support Long-Term Earnings Power
Coursera's analyst price target has been trimmed by a few dollars to reflect slightly lower profit margin expectations and updated discount rate assumptions, even as some analysts continue to apply a higher future P/E multiple in their models. Analyst Commentary Recent research updates have focused on fine tuning valuation frameworks for Coursera, with several firms trimming their price targets by US$2 to US$3 while keeping an eye on how execution and profitability evolve from here.Mise à jour du récit • Jan 23
COUR: AI Partnerships And New Finance Leadership Will Support Long-Term Earnings Power
Analysts have kept their price target on Coursera broadly steady, pointing to only minor tweaks in the discount rate, revenue growth and future P/E inputs rather than any major shift in their outlook. What's in the News Coursera partnered with Anthropic to launch two new AI Specializations, Building with the Claude API and Real-World AI for Everyone, focused on practical AI skills for developers and professionals.Mise à jour du récit • Jan 08
COUR: AI Education Expansion And New Leadership Will Support Long-Term Earnings Power
Analysts have nudged their fair value estimate for Coursera slightly lower from US$11.64 to US$11.45, reflecting modest adjustments to assumptions around revenue growth, profit margins and future P/E multiples. What's in the News Coursera launched two Anthropic powered Specializations, Building with the Claude API and Real-World AI for Everyone, aimed at helping developers and professionals use Claude for workflows, writing, analysis, and communication while emphasizing safe and inclusive AI use (Key Developments).Mise à jour du récit • Dec 24
COUR: AI Partnerships And ChatGPT Integration Will Drive Long-Term Earnings Power
Analysts have modestly reduced their price target on Coursera to approximately $11.64 from about $12.23, citing slightly higher discount rates despite improved long term revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Coursera launches two new AI Specializations with Anthropic and Advancing Women in Technology, focusing on building with the Claude API and real world AI skills for professionals, with an emphasis on safe and inclusive AI adoption (Key Developments).Article d’analyse • Oct 30
Some Confidence Is Lacking In Coursera, Inc. (NYSE:COUR) As Shares Slide 30%
Coursera, Inc. ( NYSE:COUR ) shareholders that were waiting for something to happen have been dealt a blow with a 30...Article d’analyse • Aug 29
Some Shareholders Feeling Restless Over Coursera, Inc.'s (NYSE:COUR) P/S Ratio
When you see that almost half of the companies in the Consumer Services industry in the United States have...Article d’analyse • Jul 13
At US$8.09, Is Coursera, Inc. (NYSE:COUR) Worth Looking At Closely?
Coursera, Inc. ( NYSE:COUR ), might not be a large cap stock, but it led the NYSE gainers with a relatively large price...Article d’analyse • Jun 16
A Look At The Fair Value Of Coursera, Inc. (NYSE:COUR)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Coursera fair value estimate is US$10.21 With US$8.30 share...Seeking Alpha • Apr 26
Coursera: Great Momentum With Content Expansion
Summary Coursera's strong Q1 results and growth plans highlight its resilience and potential, making it a compelling buy amid macroeconomic volatility. The company's scalable business model, growing certification importance, AI-driven translation, and robust balance sheet underpin its long-term bullish outlook. Coursera's revenue grew 6% y/y, beating expectations, with significant new student registrations and improved profitability, despite slightly softening retention rates. Coursera's low valuation at ~1x revenue and ~12x adjusted EBITDA, alongside a high likelihood of upside guidance revisions, make it a highly attractive investment; stay long and ride the momentum. Read the full article on Seeking AlphaArticle d’analyse • Apr 21
Coursera, Inc.'s (NYSE:COUR) Share Price Not Quite Adding Up
It's not a stretch to say that Coursera, Inc.'s ( NYSE:COUR ) price-to-sales (or "P/S") ratio of 1.7x right now seems...
Nouveau récit • Mar 24
AI Integration And University Partnerships Will Expand Global Reach
Expanding partnerships and AI integration could drive growth in enrollments and revenue through technology-driven learning solutions and operational efficiencies.Seeking Alpha • Mar 07
Coursera: Guiding For A Decline In Its Most Promising Segment
Summary Coursera's stock has been devastated since its 2021 IPO, despite now being cash-generative and posting some growth. Degrees have been the bright spot, and also a source of positive mix effects, but the guidance is declines in Q1 and the FY 2025. We don't fully understand why there would be declines, and would like an emerging growth engine before picking up this beleaguered stock. There are also significant dilution effects, with outstanding dilution as much as 16%, with clear hits to shareholders from stock-based compensation. With FCF yields, which exclude SBC, not being high enough either for the stock to be attractive, and then also dilution and growth questions in degrees, we stay away for now. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
If Online Education Has A Future, Coursera Is Positioned To Be In It
Summary With $720 million in cash, Coursera is well-positioned for potential acquisitions or other strategic uses to spur growth or safeguard against losses. Coursera's growth has slowed, but I believe focusing on improving margins and maintaining steady growth is a prudent strategy. AI can significantly reduce course creation costs and drive demand for AI-related courses, positively impacting Coursera's margins and revenue. My Discounted FCF valuation gives me a target price of $13.52. Read the full article on Seeking AlphaArticle d’analyse • Dec 18
Coursera, Inc.'s (NYSE:COUR) Intrinsic Value Is Potentially 74% Above Its Share Price
Key Insights The projected fair value for Coursera is US$15.43 based on 2 Stage Free Cash Flow to Equity Coursera is...Seeking Alpha • Nov 29
Coursera: Massive Cash Position, Some Growth, GAAP Unprofitable - A Step By Step Strategy
Summary Coursera has potential in the growing eLearning market, despite its current lack of profitability and economic moat. Coursera's business model shows potential network effects among learners, educators, and institutions, but it currently lacks an economic moat. Coursera's expense reduction initiative and massive cash position offer financial flexibility, making it undervalued compared to Udemy, and with a DCF Fair Value of $10.7. For better returns and safety, I suggest a Covered Call strategy, potentially yielding a 45% return, or even more by timing the purchase around earnings dates. Read the full article on Seeking AlphaArticle d’analyse • Nov 10
What Coursera, Inc.'s (NYSE:COUR) P/S Is Not Telling You
With a median price-to-sales (or "P/S") ratio of close to 1.5x in the Consumer Services industry in the United States...Seeking Alpha • Oct 25
You Don't Have To Be An Optimist To Like Coursera
Summary COUR stock's significant drop after revising FY24 revenue guidance downward is seen as an overreaction. Valued at around $1 billion, COUR is in value territory with $719 million in cash, no debt, and positive Free Cash Flow. Coursera is well-positioned in the growing online education sector, with a user base of 155 million and strong segments in Enterprise and Degrees, set to benefit from global upskilling trends. With a combination of Quant, Valuation and Future Factors, I initiate coverage on Coursera stock with a 'BUY' recommendation. Read the full article on Seeking AlphaArticle d’analyse • Sep 18
Is Coursera, Inc. (NYSE:COUR) Trading At A 36% Discount?
Key Insights Coursera's estimated fair value is US$12.38 based on 2 Stage Free Cash Flow to Equity Coursera's US$7.98...Seeking Alpha • Sep 18
Coursera: The AI Revolution Hasn't Truly Started Yet
Summary AI's impact on jobs will drive a higher education boom; Coursera is well-positioned to benefit from this trend and is currently undervalued. Coursera's large cash position and low debt reduce financial risk, with potential for significant upside as AI reshapes the job market due to strong and diversifying partners. Potential risks include how Coursera is managing its cash and whether its certificates truly help people get jobs. Despite some risks, Coursera's growth potential and balance sheet justify a Buy rating, anticipating increased demand for reskilling and education. Read the full article on Seeking AlphaArticle d’analyse • Aug 23
Is It Time To Consider Buying Coursera, Inc. (NYSE:COUR)?
Coursera, Inc. ( NYSE:COUR ), is not the largest company out there, but it saw a significant share price rise of 24% in...Article d’analyse • Jul 27
Coursera, Inc.'s (NYSE:COUR) Shares Climb 65% But Its Business Is Yet to Catch Up
Those holding Coursera, Inc. ( NYSE:COUR ) shares would be relieved that the share price has rebounded 65% in the last...Seeking Alpha • Jun 18
Coursera: A Good Contrarian Buy
Summary Coursera has strong revenue growth potential driven by demand for professional certifications and online degree courses. The company benefits from operating leverage, cost-saving initiatives, and a healthy balance sheet, making it a good contrarian buying opportunity. Coursera's margin growth prospects look positive with inherent leverage in its business model and cost-saving initiatives through AI implementation. Read the full article on Seeking AlphaSeeking Alpha • May 13
Coursera: Likely An Overreaction From Temporary Headwinds
Summary Coursera's stock has declined by over 21% since last year, but I maintain a buy rating and believe it is undervalued. The company's revenue growth has slowed down, but operating cash flow generation has improved. The delay in content launch and potential slowdown in the consumer segment are temporary issues that can be mitigated by Coursera's focus on AI content. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 874 | N/A | N/A | N/A | 2 |
| 12/31/2027 | 861 | -9 | 95 | 133 | 11 |
| 12/31/2026 | 811 | -36 | 69 | 106 | 12 |
| 3/31/2026 | 774 | -64 | 56 | 90 | N/A |
| 12/31/2025 | 758 | -51 | 79 | 109 | N/A |
| 9/30/2025 | 740 | -46 | 88 | 122 | N/A |
| 6/30/2025 | 722 | -51 | 78 | 116 | N/A |
| 3/31/2025 | 705 | -66 | 67 | 104 | N/A |
| 12/31/2024 | 695 | -79 | 59 | 95 | N/A |
| 9/30/2024 | 684 | -78 | 58 | 88 | N/A |
| 6/30/2024 | 674 | -97 | 54 | 80 | N/A |
| 3/31/2024 | 657 | -105 | 25 | 49 | N/A |
| 12/31/2023 | 636 | -117 | 8 | 30 | N/A |
| 9/30/2023 | 609 | -148 | -6 | 13 | N/A |
| 6/30/2023 | 580 | -152 | -18 | -2 | N/A |
| 3/31/2023 | 551 | -169 | -10 | 5 | N/A |
| 12/31/2022 | 524 | -175 | -53 | -38 | N/A |
| 9/30/2022 | 497 | -171 | -48 | -32 | N/A |
| 6/30/2022 | 470 | -168 | -42 | -26 | N/A |
| 3/31/2022 | 447 | -165 | -47 | -32 | N/A |
| 12/31/2021 | 415 | -145 | -13 | 2 | N/A |
| 9/30/2021 | 384 | -124 | -32 | -17 | N/A |
| 6/30/2021 | 356 | -104 | -43 | -29 | N/A |
| 3/31/2021 | 328 | -71 | -26 | -12 | N/A |
| 12/31/2020 | 294 | -67 | -27 | -15 | N/A |
| 12/31/2019 | 184 | -47 | N/A | -21 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: COUR devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: COUR devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: COUR devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de COUR ( 5.4% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de COUR ( 5.4% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de COUR devrait être faible dans 3 ans ( 16.5 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/13 10:44 |
| Cours de l'action en fin de journée | 2026/05/13 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Coursera, Inc. est couverte par 21 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Phillip Leytes | Berenberg |
| Brett Knoblauch | Berenberg |
| Jeffrey Silber | BMO Capital Markets Equity Research |