Coursera, Inc.

Report azionario NYSE:COUR

Capitalizzazione di mercato: US$1.0b

Coursera Performance degli utili passati

Criteri Il passato verificati 0/6

Coursera ha registrato una crescita degli utili a un tasso medio annuo di 16.9%, mentre il settore Consumer Services ha registrato utili in crescita a un tasso medio annuo di 25.5%. I ricavi sono stati in crescita a un tasso medio annuo di 15.4%.

Informazioni chiave

16.93%

Tasso di crescita degli utili

32.32%

Tasso di crescita dell'EPS

Consumer Services Crescita del settore20.27%
Tasso di crescita dei ricavi15.37%
Rendimento del capitale proprio-10.08%
Margine netto-8.23%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento dell'analisi 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 Alpha
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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).
Aggiornamento dell'analisi 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
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Nuova analisi 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 Alpha
Seeking 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 Alpha
Articolo di analisi 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 Alpha
Articolo di analisi 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 Alpha
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Seeking 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 Alpha

Ripartizione dei ricavi e delle spese

Come Coursera guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:COUR Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 26774-64377123
31 Dec 25758-51358122
30 Sep 25740-46349121
30 Jun 25722-51343123
31 Mar 25705-66341127
31 Dec 24695-79340132
30 Sep 24684-78334137
30 Jun 24674-97333143
31 Mar 24657-105322151
31 Dec 23636-117321160
30 Sep 23609-148331166
30 Jun 23580-152331169
31 Mar 23551-169333171
31 Dec 22524-175327165
30 Sep 22497-171319161
30 Jun 22470-168300154
31 Mar 22447-165286151
31 Dec 21415-145257135
30 Sep 21384-124223120
30 Jun 21356-104194106
31 Mar 21328-7116283
31 Dec 20294-6714477
31 Dec 19184-478756

Guadagni di qualità: COUR al momento non è redditizia.

Margine di profitto in crescita: COUR al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: COUR non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 16.9% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di COUR nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: COUR non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Consumer Services ( 11.3% ).


Rendimento del capitale proprio

ROE elevato: COUR ha un Return on Equity negativo ( -10.08% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 18:05
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Coursera, Inc. è coperta da 21 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Brett KnoblauchBerenberg
Phillip LeytesBerenberg
Jeffrey SilberBMO Capital Markets Equity Research