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Skillsoft Corp

Skillsoft Corp

SKIL
$6.44USD↓-2.28%-0.15 today

MARKET CAP

57.8M

P/E (TTM)

1.3x

FWD P/E

2.0x

DAY RANGE

$6 – $7

52W RANGE

$3
$18

AI Summary

Stalk
Sell NowMedium

SKIL remains entrenched in a Stage 4 decline with confirmed downtrends across both medium and long terms. Short-term price is tightly tracking below the 9/21 EMAs without clear exhaustion despite oversold readings. Immediate execution favors selling rallies into the EMA resistance zone to capitalize on persistent selling pressure.

  • ↑Post-GK sale, Skillsoft sharpens focus on AI-native skills management
  • ↑Dollar retention rate rose to 105% in Q1 2027 from 91% YoY
  • ↓Q1 2027 revenue $94.5 M, down 4.7% YoY; government bookings soft
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The case for & against

Bull & Bear analysis

Bearish

Skillsoft Corp. (NYSE: SKIL) operates as a leading provider of digital learning and talent development solutions, focusing on enhancing workforce skills, particularly in AI-related fields. The business is transitioning away from traditional learning models to a modern, integrated platform emphasizing AI-native capabilities, an essential move to stay relevant in a rapidly evolving educational landscape.

Bull says

  • ↑Post-GK sale, Skillsoft sharpens focus on AI-native skills management
  • ↑Dollar retention rate rose to 105% in Q1 2027 from 91% YoY
  • ↑Adjusted EBITDA margin improved to 28.2% on $26.6 M EBITDA
  • ↑Dividend yield of 1.85% appeals to income-oriented investors
  • ↑Positive analyst revisions hint at growing institutional interest
  • ↑High-quality fundamentals and strong liquidity underpin resilience

Bear says

  • ↓Q1 2027 revenue $94.5 M, down 4.7% YoY; government bookings soft
  • ↓Consumer segment revenue plunged 21%, highlighting end-market risk
  • ↓Profitability remains weak with negative margins despite cost controls
  • ↓Expect cash burn in Q2–Q3, stressing liquidity post-divestiture
  • ↓Strong selling pressure suggests negative momentum headwinds
  • ↓AI transition questioned amid ongoing revenue declines

Investment themes with SKIL

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 06-10-2026neutral

Transcript signals

Bull points

  • Collectively, these leadership additions bring renewed focus and execution strength.
  • we expect to see positive free cash flow and top-line growth for the full fiscal year, both of which we committed to at our July 2024 Investor Day. We expect most of this growth to come in the back half of this year.
  • we have had three consecutive quarters of revenue growth. We believe our value proposition is resonating especially with customers that are transitioning to being a skills-based organization.

Bear points

  • As expected, we experienced macro uncertainty, which translated into lower discretionary spending by our customers and slightly elongated decision making. This directly impacted our live learning revenue in the quarter, which includes our global knowledge instructor-led training and TDS coaching products.
  • While we are seeing some elongation in decision-making and softening in discretionary spend, we are continuing to strategically focus our resources in key growth areas.
  • Global dollars revenue of $25.1 million in the quarter was down approximately 4.7 million or 15.7% year over year. As Ron commented earlier, we saw softer demand within the public sector, which impacted GK in the quarter. We also had a higher mix of reseller business for GK in this quarter, which is recognized net of fees.
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