Coursera（COUR）株式概要
Coursera, Inc.はオンライン学習プラットフォームを運営し、米国、欧州、中東、アフリカ、アジア太平洋地域、および国際的に教育や技能訓練を提供している。 詳細
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Coursera
48.4% 割安 内在価値ディスカウント
Online education for the curious ones who seek knowledge
View narrativeJP
Published 20 Sep 2024
Coursera, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.04 |
| 52週高値 | US$12.32 |
| 52週安値 | US$5.00 |
| ベータ | 1.26 |
| 1ヶ月の変化 | -16.00% |
| 3ヶ月変化 | -5.08% |
| 1年変化 | -56.74% |
| 3年間の変化 | -72.17% |
| 5年間の変化 | -85.35% |
| IPOからの変化 | -88.80% |
最新ニュース
ナラティブ更新 • Aug 04
COUR: Udemy Integration AI Investment And Buyback Will Shape Balanced Outlook
Analysts raised their Coursera fair value estimate to $6.50 from $5.50, citing the recently closed Udemy acquisition as a key factor that could support higher revenue growth, a higher assumed future P/E multiple, and potential margin benefits, despite some execution risk. Analyst Commentary Recent research on Coursera after the Udemy acquisition paints a mixed picture, with some analysts more optimistic on the combined business model and others flagging execution and growth risks.Seeking Alpha • Jul 30
Coursera: Skeptical On Enterprise Customer Pullback Post-Udemy Close (Downgrade)
Summary Coursera faces increased execution risk following its all-stock acquisition of Udemy, despite remaining attractively valued. Q2 earnings marked the first quarter of Udemy's consolidation, highlighting operational uncertainties and integration challenges. Market volatility and shifting sentiment away from AI momentum stocks create a complex backdrop for COUR's rebound potential. Software stocks, including COUR, are showing tentative recovery, but COUR's investment case is now less compelling than previously thought. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Aug 04
COUR: Udemy Integration AI Investment And Buyback Will Shape Balanced Outlook
Analysts raised their Coursera fair value estimate to $6.50 from $5.50, citing the recently closed Udemy acquisition as a key factor that could support higher revenue growth, a higher assumed future P/E multiple, and potential margin benefits, despite some execution risk. Analyst Commentary Recent research on Coursera after the Udemy acquisition paints a mixed picture, with some analysts more optimistic on the combined business model and others flagging execution and growth risks.Seeking Alpha • Jul 30
Coursera: Skeptical On Enterprise Customer Pullback Post-Udemy Close (Downgrade)
Summary Coursera faces increased execution risk following its all-stock acquisition of Udemy, despite remaining attractively valued. Q2 earnings marked the first quarter of Udemy's consolidation, highlighting operational uncertainties and integration challenges. Market volatility and shifting sentiment away from AI momentum stocks create a complex backdrop for COUR's rebound potential. Software stocks, including COUR, are showing tentative recovery, but COUR's investment case is now less compelling than previously thought. Read the full article on Seeking Alphaナラティブ更新 • Jun 23
COUR: Post Merger Integration And Buyback Will Shape Fairly Balanced Outlook
Analysts have trimmed their Coursera price targets by a few dollars. This reflects slightly lower modeled fair value and revenue growth, a modestly higher discount rate, and a reduced future P/E assumption.
ナラティブ更新 • Jun 05
COUR: Margin Execution And Micro-Credential Adoption Will Support Long-Term Upside
Coursera's analyst price targets have been trimmed by up to $4, as analysts factor in slightly higher discount rates, modestly lower profit margin assumptions, and a lower future P/E multiple in their updated models. Analyst Commentary Recent Street research on Coursera reflects a more cautious tone on valuation, with several firms trimming price targets by US$1 to US$4 and one major bank resuming coverage at an Equal Weight rating.
ナラティブ更新 • May 21
COUR: Share Repurchase Plan Will Support Reset Expectations And Future Upside Potential
Analysts have reset Coursera's fair value estimate from $15.00 to $10.00, reflecting updated assumptions for slower revenue growth, lower profit margins, a higher discount rate, and a higher future P/E multiple following recent broad price target cuts across the Street. Analyst Commentary Recent Street research on Coursera clusters around lower price targets, but the tone is not uniformly negative.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...
新しいナラティブ • 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 Alpha分析記事 • 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分析記事 • 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株主還元
| COUR | US Consumer Services | US 市場 | |
|---|---|---|---|
| 7D | -3.4% | -1.1% | -0.2% |
| 1Y | -56.7% | -19.3% | 12.1% |
業界別リターン: COUR過去 1 年間で-19.3 % の収益を上げたUS Consumer Services業界を下回りました。
リターン対市場: COURは、過去 1 年間で12.1 % のリターンを上げたUS市場を下回りました。
価格変動
| COUR volatility | |
|---|---|
| COUR Average Weekly Movement | 8.8% |
| Consumer Services Industry Average Movement | 7.8% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: COUR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: COURの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2011 | 1,307 | Greg Hart | www.coursera.org |
Coursera, Inc. は、米国、欧州、中東、アフリカ、アジア太平洋地域、および世界各国において、教育およびスキル研修を提供するオンライン学習プラットフォームを運営しています。同社は、コンシューマー部門およびエンタープライズ部門を通じて事業を展開しています。 同社は、Coursera.org for Individuals、Coursera Plus、 Coursera for Enterprise、Coursera for Business、Coursera for Campus、Coursera for Governmentといったサービスを通じて、ビジネス、コンピュータサイエンス、テクノロジー、データサイエンスの各分野において、指導付きプロジェクト、コース、スペシャライゼーション、オンラインの学士号および修士号、大学院ディプロマ、ならびにエントリーレベルおよび非エントリーレベルの専門職向け認定資格を提供しています。また、スキルの発見とパーソナライズされた学習を、検証済みの能力やビジネス成果に結びつけるAIネイティブプラットフォーム「Helix」も提供しています。同社は、個人、企業、教育機関、雇用主、大学、組織、政府機関に製品を提供しています。 同社は以前はDkandu, Inc.として知られていましたが、2012年4月にCoursera, Inc.に社名を変更しました。Coursera, Inc.は2011年に設立され、カリフォルニア州マウンテンビューに本社を置いています。
Coursera, Inc. 基礎のまとめ
| COUR 基礎統計学 | |
|---|---|
| 時価総額 | US$1.33b |
| 収益（TTM） | -US$136.30m |
| 売上高(TTM) | US$885.40m |
1.5x
P/Sレシオ-9.8x
PER（株価収益率COUR は割高か？
公正価値と評価分析を参照収益と収入
| COUR 損益計算書（TTM） | |
|---|---|
| 収益 | US$885.40m |
| 売上原価 | US$390.50m |
| 売上総利益 | US$494.90m |
| その他の費用 | US$631.20m |
| 収益 | -US$136.30m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.52 |
| グロス・マージン | 55.90% |
| 純利益率 | -15.39% |
| 有利子負債／自己資本比率 | 0% |
COUR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/20 08:46 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Coursera, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Brett Knoblauch | Berenberg |
| Phillip Leytes | Berenberg |
| Jeffrey Silber | BMO Capital Markets Equity Research |