COUR Coursera Inc.

Software Technology Re-underwrite / risk
Leaning adverse Trend: Falling
AI impact: Exposed to AI disruption, headwind
$5.16
−$0.11 −2.09% today

COUR price and valuation history

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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.

Education & Training Services · Mountain View, CA · 1,307 employees · coursera.org

Coursera operates a global digital education platform delivering skills training, courses, professional certificates, and full degree programs across subjects such as technology, business, and data science. It earns revenue through its consumer and enterprise divisions by providing educational content and subscriptions to individuals, businesses, universities, and governments.

Bull case

Although a trait common to many tracked peers, the company has demonstrated accelerating annual top-line growth.

  • Trades at the 16th percentile of its own valuation history.
  • Valued below what companies with similar growth, margins and size trade at.
  • Annual revenue growth rose from +7% to +23%.

Bear case

Significant share dilution continues to erode per-share value while the business burns cash after stock compensation. It also faces structural headwinds from artificial intelligence tools that could perform part of what its platform offers.

  • Heavy dilution is eroding each share's claim.
  • Burns cash after stock pay (-8% of revenue).
  • The share price trend is still falling.

Features

  • V-DEEP-VALUE Deep value The price is 33% below its own-history reference value.
  • V-ACCELERATING Growth accelerating Annual revenue growth rose from +7% to +23%. Shared by most companies we track
  • H-DILUTION Dilution The share count rose 43.6% over the past year, while revenue per share fell 15%.
  • F-UPSIDE Analyst upside Analysts' average target is 54% above the price.

AI impact

Exposed to AI disruption Headwind

Coursera sells online courses and degrees that face disruption as generative AI tools risk directly displacing demand for online learning. While the company also faces lower barriers for rivals producing competing educational content, its reports do not show an advantage from AI.

Where AI could hurt it

  • AI tools could do part of what it sells
  • AI makes it cheaper for rivals to build what it sells (minor)

In the company's words

Also, there can be no assurance that generative AI technology will not displace or otherwise adversely impact the demand for online learning solutions, including our offerings.

Assessed by AI from the company's own annual report filed 23 Feb 2026 and quarterly report filed 5 Aug 2026. A reading of the business, not a forecast or a recommendation.

Valuation position

COUR is at the 16th percentile of its own valuation history. Depending on how far back you look, it ranges from the 16th to the 22nd percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.

Lower than own history Higher than own history

Price ladder

The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.

Confirmed break: at least one break condition is active.

Quality versus peers

Each dimension is shown on its own; they are not combined into a score.

Earnings quality 31st percentile
Investment discipline 19th percentile
Profitability 35th percentile
Cash margin 44th percentile
Dilution discipline 21st percentile

Current analyst snapshot

Shown for reference only; not used in any measurement.

Positive ratings63.6%
Analysts9
Forward P/E6.3×

What would have to break

  • Not triggered — Revenue decline
  • Not triggered — Margin break
  • Not available — Cash burn with rising debt
  • Triggered — Heavy dilution
  • Not triggered — Warning language in filings

News

No recent brief on this company.