Can Coursera’s (COUR) AI Momentum Offset Slower Enterprise Growth for Its Long-Term Strategy?

• Coursera reported its third quarter earnings and raised full-year 2025 revenue guidance, disclosing US$194.2 million in quarterly sales and a net loss of US$8.6 million, both improved from the prior year.
• The company cited strong demand for AI-related courses in its Consumer segment and an expanded international course catalog as key contributors, while management expressed concerns over slower growth in the Enterprise segment.
• Next, we’ll explore how Coursera’s raised revenue outlook and strong Consumer growth influence its long-term investment narrative.

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Coursera Investment Narrative Recap

To believe in Coursera as a long-term investment, you need confidence in the continued global demand for online upskilling and the company’s ability to monetize this growing user base, especially through high-demand offerings like AI-related courses. The latest earnings beat and raised full-year revenue outlook reinforce the Consumer segment’s momentum but management's concerns over slower Enterprise growth mean the most important near-term catalyst, sustained consumer adoption, remains intact, while the biggest risk, persistent Enterprise segment sluggishness, is not materially alleviated by these results.

Among recent announcements, Coursera’s raised 2025 revenue guidance stands out as the most closely tied to the current news event, providing some reassurance around top-line growth as core Consumer demand accelerates, yet this guidance does not directly resolve uncertainty around Enterprise customer growth, a key risk still on the table for shareholders.

In contrast, even as Coursera’s consumer-facing strengths are highlighted, investors should be aware that lingering enterprise revenue risks continue to ...

Read the full narrative on Coursera (it's free!)

Coursera's narrative projects $859.8 million in revenue and $100.5 million in earnings by 2028. This requires 6.0% yearly revenue growth and a $151.4 million increase in earnings from the current -$50.9 million.

Uncover how Coursera's forecasts yield a $12.23 fair value, a 45% upside to its current price.

Exploring Other Perspectives

Three Community members estimate Coursera’s fair value between US$12.23 and US$13.99 per share. While some focus on expanding AI-driven offerings, persistent uncertainty over enterprise contracts continues to shape sentiment, see how your perspective compares with theirs.

Explore 3 other fair value estimates on Coursera - why the stock might be worth just $12.23!

Build Your Own Coursera Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Coursera research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Coursera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Coursera's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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