Feed / COUR

Coursera, Inc.

COUR

Consumer Defensive · 5.22 -1.7% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Coursera, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company-1.7% todayVolume comparison unavailable
Market group0 of 18 activeDigital Services & Software · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • COUR's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if COUR's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Education & Training Services

No new filing conclusion is available. 0 of 18 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • COUR's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements101
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +9.0% year over year.
  • Operating margin changed +6.1 percentage points in the latest annual period.
  • Net margin changed +4.7 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Diluted shares increased 4.1% in the latest annual period.
Questions before a position
  • EV/sales is 96% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

5.22
6m-18.6%12m-53.8%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$415.3M+41.5%$-1.28
2022-12-31$523.8M+26.1%$-1.21+27.9%
2023-12-31$635.8M+21.4%$-0.77+3.9%
2024-12-31$694.7M+9.3%$-0.51+4.2%
2025-12-31$757.5M+9.0%$-0.31+4.1%

What management says matters

Persistent and emerging business drivers

Restructuring and cost reductionspositive · 3 filings
For the three months ended March 31, 2025, net cash provided by operating activities was $33.5 million, primarily resulting from improved operating leverage and working capital driven by (i) deferred revenue growth, partially offset by (ii) the payout of annu…
10-Q · Apr 30, 2026
Legal and regulatory exposuremixed · 1 filings
The Merger, which is anticipated to close by the second half of calendar year 2026, is subject to regulatory approval, approval by the companies' respective stockholders, and other customary closing conditions.
10-K · Feb 23, 2026
Macroeconomic conditionsmixed · 1 filings
Revenue from Enterprise customers also varies quarter-over-quarter due to budgetary cycles and other macroeconomic factors.
10-K · Feb 23, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.1× · EV/sales 0.1×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

5.22-1.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for COUR. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for COUR. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind COUR

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

AMZNAmazon.com, Inc.partnerFeb 23, 2026

We also offer a broad selection of Professional Certificates in various languages that cover a wide range of roles, careers, and industries, many of which are authored by a growing list of well-known employer brands such as Amazon, Google, IBM, Meta, and Micr…

MSFTMicrosoft CorporationpartnerFeb 23, 2026

Coursera offers a portfolio of entry-level Professional Certificates from IBM, Microsoft, Google, Meta, and more that help develop the skills needed to land entry-level digital jobs in high-demand domains such as cybersecurity, data science, healthcare, marke…

SKILFiling-linked namepartnerOct 31, 2025

Ltd.; Global University Systems, operating the platform FutureLearn; Go1 Pty Limited; Google LLC through its YouTube services; Great Learning PTE Ltd.; Khan Academy, Inc.; LinkedIn Corporation through its LinkedIn Learning services; MasterClass; Noodle Partne…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

COUR is currently a Follower in the organic co-movement group Digital Services & Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for COUR; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.