How Investors May Respond To Coursera (COUR) Expanding Global AI Education with Anthropic and AWIT

• In recent days, Anthropic announced two new AI Specializations on Coursera, developed in partnership with Advancing Women in Technology, to broaden access to ethical AI skills for developers and professionals worldwide.
• A unique aspect of this collaboration is its emphasis on practical, responsible AI adoption across industries, made widely accessible through Coursera’s global learning platform and inclusive content partnerships.
• We'll explore how expanding AI education partnerships, such as with Anthropic and AWIT, may influence Coursera's long-term growth thesis.

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Coursera Investment Narrative Recap

Coursera’s investment story rests on the belief that global demand for industry-relevant digital skills, particularly in AI and technology, will keep driving user and revenue growth. The new Anthropic partnership adds high-quality content that may support top-line expansion, but does not fundamentally alter the main short term catalyst, sustained enterprise and institutional adoption, or ease the ongoing challenge of declining profitability that remains the biggest near-term risk.

The appointment of Mike Foley as interim CFO is especially relevant, as financial leadership and cost discipline are increasingly important while the company focuses on scaling partnerships and transitioning toward profitability. For investors, stable financial stewardship could be just as critical as product innovation in determining Coursera's ability to meet growth targets.

However, it’s important to remember that despite the expanded AI course offerings, Coursera’s profitability outlook is still...

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 level of -$50.9 million.

Uncover how Coursera's forecasts yield a $12.23 fair value, a 51% upside to its current price.

Exploring Other Perspectives

Three community members from Simply Wall St estimate Coursera’s fair value between US$12.23 and US$13.94 per share. While optimism exists around new AI initiatives, persistent losses continue to shape many investors’ expectations about Coursera’s future performance, highlighting why views often diverge and multiple viewpoints matter.

Explore 3 other fair value estimates on Coursera - why the stock might be worth as much as 72% more than the current price!

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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