Coursera, Inc.

NYSE:COUR 주식 리포트

시가총액: US$1.0b

Coursera 과거 순이익 실적

과거 기준 점검 0/6

Coursera은 연평균 16.9%의 비율로 수입이 증가해 온 반면, Consumer Services 산업은 연평균 25.5%의 비율로 증가했습니다. 매출은 연평균 15.4%의 비율로 증가했습니다.

핵심 정보

16.93%

순이익 성장률

32.32%

주당순이익(EPS) 성장률

Consumer Services 산업 성장률20.27%
매출 성장률15.37%
자기자본이익률-10.08%
순이익률-8.23%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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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새 내러티브 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
분석 기사 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
분석 기사 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
분석 기사 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
분석 기사 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...
분석 기사 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

매출 및 비용 세부 내역

Coursera가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:COUR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: COUR 은(는) 현재 수익성이 없습니다.

이익 마진 증가: COUR는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: COUR는 수익성이 없지만 지난 5년 동안 연평균 16.9%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 COUR의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: COUR은 수익성이 없어 지난 해 수익 성장률을 Consumer Services 업계(11.3%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: COUR는 현재 수익성이 없으므로 자본 수익률이 음수(-10.08%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 22:02
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Coursera, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Brett KnoblauchBerenberg
Phillip LeytesBerenberg
Jeffrey SilberBMO Capital Markets Equity Research