Key Drivers
- Large cash balance
- Persistent losses
- Low EV/revenue
AIAI Summary
Coursera has shifted from a growth‑at‑all‑cost edtech story to a cash‑rich, capital‑light platform with real upside optionality, but its valuation now depends critically on consumer monetization/AI product execution and reversing sub‑100% Enterprise net retention. Watch adjusted‑EBITDA margin progress, Enterprise net retention moving above 100%, and tangible Udemy synergy guidance — failure to show these will keep EV depressed despite the strong cash cushion.
Price Chart
Financial Metrics
Deep Analysis
Research tool. Not personalized advice.
Fundamental Analysis
Key Financial Insights:
- •Large cash balance
- •Persistent losses
- •Low EV/revenue
Cash‑rich and debt‑free with strong operating cash flow but ongoing large operating losses and high expenses that compress margins despite an attractive EV relative to revenue.
Price Behavior
Key Price Behavior Insights:
- •Lower highs
- •Weakening momentum
- •Critical support
COUR is in a short-term downtrend (price below its last-month average) with resistance at $6.30–$6.70 after a series of lower highs and immediate support around $5.74–$5.84 (a break below ~$5.70 would be bearish).
Steady lower-high sequence from $7.39 into mid-$6s signals loss of rally momentum
Sentiment & News
Key News Insights:
- •Udemy combination
- •Generative AI push
- •Bullish options surge
Coursera's announced Udemy combination and AI product integration, plus investor outreach at the Morgan Stanley TMT conference, coincided with a surge in bullish call activity and an insider sale, signaling heightened market and analyst attention.
These developments should increase investor focus and short-term trading volatility while reinforcing Coursera's strategic repositioning in the skills/edtech market
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