Coursera, Inc. (COUR) AI Stock Analysis
COUR AI stock analysis summary
AI ResearchCoursera, Inc. (COUR) operates an online learning platform connecting learners, educators, and institutions globally. Revenue reached $757.5M in FY2025 with positive free cash flow of $107.2M, though trailing twelve month net income remained negative at an EPS of -$0.71. The balance sheet is anchored by $972.5M in net cash as of June 30, 2026.
- Market cap
- $1.41B
- Revenue (TTM)
- $885.4M
- P/E
- — fwd 6.2x
- 1Y return
- -51.0% S&P 500 16.8%
- Avg. target
- $7.94 60.8% vs last close
Bull case
- Free cash flow reached $107.2M in FY2025, driven by $108.7M in operating cash flow.
- The balance sheet carries substantial liquidity with $972.5M in net cash and minimal total debt of $9.7M as of June 30, 2026.
- Quarterly revenue growth accelerated to 59.6% year-over-year in the quarter ending June 30, 2026, bringing trailing twelve month revenue to $885.4M.
Bear case
- Coursera posted an annual net loss of -$51.0M in FY2025, with trailing twelve month EPS remaining negative at -$0.71.
- The stock has dropped significantly, returning -51.0% over the past year and declining 85.0% over five years.
- Shareholder dilution has been notable, with share count increasing 42.6% over the past five years.
What Coursera does
Coursera, Inc. runs a prominent online educational platform facilitating connections among learners, educators, organizations, and institutions worldwide. Established in 2011 and headquartered in Mountain View, California, the company offers a vast array of online courses covering subjects such as data science, business, computer science, health, and digital marketing. In addition to individual courses, Coursera provides specialized offerings including campus student plans, degree programs, and certification education for both individual learners and corporate clients. Through partnerships with universities and organizations, the platform democratizes education by making high-quality learning accessible globally.
Growth and profitability
Coursera generated revenue of $757.5M in FY2025, representing 9.0% annual growth, following $694.7M in FY2024 and $635.8M in FY2023. Gross margin was 54.6% in FY2025, compared to 53.5% in FY2024 and 51.9% in FY2023. Operating margin improved from -34.4% in FY2021 to -10.3% in FY2025, while net income totaled -$51.0M. For the trailing twelve months ending June 30, 2026, revenue stood at $885.4M, supported by quarterly revenue growth of 59.6% year-over-year. Operating cash flow reached $108.7M in FY2025, yielding free cash flow of $107.2M.
Balance sheet and cash flow
As of June 30, 2026, Coursera held $982.2M in cash and short-term investments against total debt of $9.7M, creating a net cash position of $972.5M. The company reported shareholders' equity of $1.17B and total assets of $1.95B. Its current ratio stood at 1.59, alongside a debt-to-equity ratio of 0.01. During FY2025, capital expenditures were $1.5M, while the share count increased 42.6% over five years.
Valuation and performance
At a last close of $4.94 on October 16, 2026, Coursera has a market cap of $1.41B and an enterprise value of $608.8M. The stock trades at a forward P/E of 6.2x, below the 14.3x median of its US-listed Consumer Defensive peers. Its price-to-sales ratio of 1.6x is above the peer median of 0.7x, while its EV-to-revenue stands at 0.7x. Over the past year, COUR returned -51.0%, underperforming the S&P 500 return of 16.8%. Over five years, the shares fell 85.0% compared to an 83.0% gain for the benchmark index.
What analysts expect
Wall Street analysts hold 4 Strong Buy, 3 Buy, and 4 Hold ratings on Coursera, with no Sell or Strong Sell ratings. The mean price target of $7.94 implies 60.8% potential upside from the last close of $4.94. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.24B and EPS of $0.63. For the next fiscal year, 10 analysts estimate revenue of $1.51B and EPS of $0.82. Coursera beat EPS estimates in 2 of the last 4 quarters, with its next earnings date set for October 22, 2026.
Key risks and what to watch
- Trailing twelve month profit margin is -15.4%, reflecting ongoing profitability challenges.
- The stock carries elevated market sensitivity with a beta of 1.25 and trades 14.9% below its 200-day moving average.
- Short interest accounts for 10.5% of the float, indicating continued bearish sentiment among investors.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this COUR AI stock analysis
This page is an AI-written research summary of Coursera, Inc. (COUR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: COUR income statement, COUR balance sheet, COUR key metrics, COUR analyst forecast, COUR chart. See the COUR stock overview for the latest quote and news.
COUR AI stock analysis FAQ
What is Coursera's ticker and stock exchange?
Coursera trades on the NYSE under the ticker symbol COUR.
Does Coursera pay a dividend?
Coursera does not pay a dividend.
How much cash and debt does Coursera have?
As of June 30, 2026, Coursera held $982.2M in cash and short-term investments and $9.7M in total debt, leaving it with net cash of $972.5M.
What is the consensus analyst price target for COUR?
The mean analyst price target is $7.94, representing 60.8% upside compared to the last closing price of $4.94 on October 16, 2026.