Skillsoft Corp. (SKIL) AI Stock Analysis

Skillsoft Corp. delivers digital learning solutions for corporate environments worldwide from its headquarters in Nashua, New Hampshire. The company operates through three segments: Content, Global Knowledge, and SumTotal. Its enterprise learning solutions address organizational skill gaps, drive behavior change, and advance workforce development. Platform capabilities include open platforms, customizable learning channels and journeys, content administration tools, training assignments, tracking and reporting features, and records management. Additionally, Skillsoft provides learning management systems and talent management software designed to streamline learning workflows and enhance employee talent acquisition, development, and retention.

Revenue fell from $555.1M in FY2023 to $531.0M in FY2025 and $512.7M in FY2026, representing a 3.5% contraction in FY2026. The 5-year revenue CAGR through FY2026 stands at -0.1%. Gross margins remained steady, posting 74.6% in FY2025 and 73.7% in FY2026. However, operating margins were negative across five straight fiscal years, reaching -7.6% in FY2026 alongside a net loss of -$139.8M. For the latest quarter ended July 31, 2026, quarterly revenue fell 2.9% year-over-year, while trailing twelve-month net profit margin stood at -32.4% with trailing EPS of -$12.71.

As of July 31, 2026, Skillsoft held $90.3M in cash and short-term investments against total debt of $573.6M, resulting in net debt of $483.3M. The company operates with negative equity of -$93.3M and a current ratio of 0.87. Operating cash flow improved to $25.1M in FY2026 from $30.0M in FY2025. In FY2026, capital expenditures were $1.8M, yielding free cash flow of $23.3M. Capital deployment in FY2026 included $3.2M in share buybacks.

Skillsoft trades at a forward P/E of 1.4x, well below the median of 14.3x for its US-listed Consumer Defensive peers. Its price-to-sales multiple of 0.1x is also below the peer median of 0.7x, while its EV-to-EBITDA sits at 11.9x compared to the peer median of 11.7x. The company has an enterprise value of $538.1M against a market capitalization of $52.6M. Over the past year, SKIL shares declined 61.1%, trailing the S&P 500 return of 16.8%.

Wall Street coverage includes 1 Hold rating and zero Buy or Sell ratings. The mean price target is $50.00, representing an upside of 765.1% over the last close of $5.78 on October 16, 2026. For the fiscal year ending January 31, 2027, the consensus EPS estimate is $4.14 on projected revenue of $385.6M. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is December 9, 2026.

This page is an AI-written research summary of Skillsoft Corp. (SKIL). 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: SKIL income statement, SKIL balance sheet, SKIL key metrics, SKIL analyst forecast, SKIL chart. See the SKIL stock overview for the latest quote and news.