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Coursera Inc

Coursera Inc

COUR
$5.56USD↓-1.42%-0.08 today

MARKET CAP

1.6B

P/E (TTM)

15.9x

FWD P/E

10.9x

DAY RANGE

$5 – $6

52W RANGE

$5
$14

AI Summary

Stalk
TrimMedium

The asset remains in a confirmed Stage 4 decline with price below all key EMAs and a dominant Lower Highs & Lower Lows pattern. Medium-term bias is bearish, favoring selling into rallies toward the 9/21 EMA and upper consolidation zone. Short-term execution readiness is neutral, lacking a decisive rejection pattern at resistance. Execution should be deferred (Trim) until price rallies into the EMA/resistance area and shows clear rejection.

  • ↑Q1 2026 revenue grew 9% YoY to $196M, fueled by $130M consumer sales
  • ↑Consumer segment revenue rose 10% YoY to $130M, showing strong user acquisition
  • ↓Enterprise revenue grew just 7% YoY to $66M, below management targets
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The case for & against

Bull & Bear analysis

Bearish

Coursera, Inc. (NYSE: COUR) is a leading online education platform that partners with top universities and organizations to deliver professional courses aimed at meeting the growing demand for job-relevant skills. Following its recent merger with Udemy, Coursera is strategically positioned to become a key player in the burgeoning ed-tech space, specifically focusing on AI and skills development in response to the evolving workforce. The company aims to broaden its reach and enhance its course offerings to cater to a diverse global learner base.

Bull says

  • ↑Q1 2026 revenue grew 9% YoY to $196M, fueled by $130M consumer sales
  • ↑Consumer segment revenue rose 10% YoY to $130M, showing strong user acquisition
  • ↑Udemy merger to generate $115M in annual cost synergies, boosting scale
  • ↑Expanded AI catalog to 1,300+ courses with 20 enrollments per minute
  • ↑Unrestricted cash of $790M and zero debt support growth investments
  • ↑High liquidity and solid institutional backing underwrite stock stability

Bear says

  • ↓Enterprise revenue grew just 7% YoY to $66M, below management targets
  • ↓Net retention in enterprise at 89% falls short of expectations
  • ↓Leverage risk elevated due to high debt levels, raising funding costs
  • ↓Negative price momentum and elevated volatility signal market skepticism
  • ↓Stock dropped 17% post-Q1 amid multiple analyst price-target cuts
  • ↓Weak profitability and earnings yield raise doubts on return potential

Investment themes with COUR

Consumer Services↑ +0.53%

Everyday goods and personal services for consumers

MAR · DASH · EBAY
Most Shorted Stocks↑ +0.54%

Stocks with highest short interest

LITE · FSLY · SPHR

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-24-2026neutral

Transcript signals

Bull points

  • In Q1, we generated total revenue of $196 million, up 9% year over year, driven by sustained momentum in our Coursera Plus consumer subscription.
  • Gross profit was $111 million, up 11% year over year, representing a gross margin of 57%, marking the highest gross margin in three years.
  • we're making strong progress on delivering structural gross margin expansion with benefits that should compound once our efforts to improve our enterprise segment trajectory begin to materialize.

Bear points

  • performance in Coursera for Business, our largest enterprise offering remains below our long-term expectations.
  • we expect revenue to be in the range of $196 to $200 million, reflecting the slower trajectory in enterprise consistent with the full-year segment-level expectations outlined last quarter.
  • I think it's a little early to forecast the latter part of your question yet.
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