Enterprise segment bookings growth and net retention rates (signals B2B momentum and validates ROI for corporate customers)
Paid learner conversion rates and consumer ARPU trends (indicates pricing power and engagement quality)
International expansion metrics, particularly penetration in India, Latin America, and Middle East markets where online education adoption is accelerating
New content partnerships with high-profile universities or tech companies (Google Career Certificates, IBM Professional Certificates drive enrollment spikes)
moderate - Business exhibits counter-cyclical and pro-cyclical dynamics simultaneously. Consumer segment shows counter-cyclical strength as unemployment drives reskilling demand (2020-2021 saw 60%+ learner growth during pandemic). Enterprise segment is pro-cyclical, tied to corporate training budgets which contract 15-25% in recessions. Degree segment relatively stable with 3-4 year commitment horizons. Net effect: revenue growth decelerates but remains positive in downturns, with mix shift toward lower-margin consumer revenue.
Rising rates create moderate headwinds through multiple channels. Higher discount rates compress valuation multiples for unprofitable growth companies (stock trades at 1.4x P/S vs 3-4x for profitable SaaS peers). Consumer financing options become less attractive, potentially reducing degree program enrollments. Enterprise customers face higher cost of capital, scrutinizing training ROI more rigorously. However, minimal debt (0.01 D/E) eliminates direct financing cost impact. Strong FCF generation ($0.1B, 10.4% yield) provides cushion.
Credential value erosion if employer recognition of online certificates fails to materialize at scale, particularly for non-degree credentials competing with traditional education
Content commoditization as MOOCs proliferate and YouTube/free alternatives improve quality, compressing willingness-to-pay for non-credentialed learning
Regulatory risk in international markets where online education faces licensing requirements or government restrictions (China precedent in 2021 eliminated major growth market)
growth - Investors focused on secular online education adoption trends, international expansion, and long-term TAM ($370B addressable market). Recent 48.6% decline attracts contrarian value investors betting on profitability inflection. Not suitable for income investors (no dividend) or risk-averse capital (high volatility, execution risk). Appeals to thematic investors focused on future-of-work, skills gap, and emerging market consumption trends.
Trend
-12.7% vs SMA 50 · -37.9% vs SMA 200
Momentum
Volume distribution is neutral or leaning toward distribution. No compelling squeeze setup based on current money flow data.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
ANALYST ESTIMATES
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2023 | $673.8M $664.5M–$684.4M | — | -$0.63 | — | ±2% | High5 |
FY2024 | $692.0M $691.0M–$692.8M | ▲ +2.7% | $0.30 | — | ±10% | High9 |
FY2025 | $752.4M $751.6M–$753.3M | ▲ +8.7% | $0.39 | ▲ +30.3% | ±4% | High10 |
INSTITUTIONAL OWNERSHIP
COUR News
About
Coursera was launched in 2012 by two Stanford Computer Science professors, Andrew Ng and Daphne Koller, with a mission to provide universal access to world-class learning. It is now one of the largest online learning platforms in the world, with 77 million registered learners. Coursera partners with over 200 leading university and industry partners to offer a broad catalog of content and credentials, including Guided Projects, courses, Specializations, certificates, and bachelor’s and master’s degrees. More than 6,000 institutions have used Coursera to upskill and reskill their employees, citizens, and students, including in high-demand fields such as data science,
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
COUR◀ | $5.28 | -4.14% | $894M | — | +904.4% | -673.3% | 1500 |
| $264.14 | -1.15% | $2.8T | 31.3 | +1237.8% | 1083.4% | 1521 | |
| $422.24 | -4.75% | $1.6T | 352.3 | -293.1% | 400.1% | 1507 | |
| $297.51 | -2.25% | $296.3B | 20.9 | +324.0% | 859.6% | 1477 | |
| $276.39 | +0.52% | $196.4B | 22.6 | +372.3% | 3185.0% | 1478 | |
| $147.43 | +0.05% | $163.2B | 30.2 | +711.9% | 910.0% | 1494 | |
| $218.42 | -2.32% | $122.3B | 18.3 | +312.2% | 771.2% | 1489 | |
| Sector avg | — | -2.01% | — | 79.3 | +509.9% | 933.7% | 1495 |