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COUR NYSE Software

Coursera, Inc.

$5,93
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Mcap
1,0B USD
P/E
EV / Rev
0,3x
Div yield
Op margin
-10,2 %
ROE
-8,1 %
Net margin
-6,7 %
Debt / equity
Beta
52w range
Volume
Day range
Prev close
$5,93
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Ex-dividend
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About

Coursera, Inc. is classified under Technology / Software and appears not currently profitable on the latest normalized snapshot.

Business. Coursera, Inc. (NYSE: COUR) is a technology company operating in the software and IT services industry, specifically within the application software sector. The firm utilizes a subscription-based revenue model to deliver its services. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. It is headquartered in the United States and is primarily listed on the New York Stock Exchange.

Classification98 %
SectorTechnology
Business sectorSoftware & IT Services
IndustrySoftware
ActivityApplication Software
Generated · rules-based
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
48
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
AQR Capital Management, LLC
largest disclosed fund holder
Profitability
-8,1 %
return on equity
Quality
64
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning COUR.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to COUR. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated · ServiceNow (NOW)
    • EarningsQ2 2026 earnings (expected)2026-08-28 · estimated · Salesforce (CRM)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Score breakdown48
    Valuation+24
    Profitability+12
    Sentiment+15
    Risk penalty−3
    Missing signals−1

    Synthesis

    Business

    Coursera, Inc. (NYSE: COUR) is a technology company operating in the software and IT services industry, specifically within the application software sector. The firm utilizes a subscription-based revenue model to deliver its services. As no specific operating segments or geographic breakdowns are provided, the company is described at the industry level. It is headquartered in the United States and is primarily listed on the New York Stock Exchange.

    Classification98 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustrySoftware
    ActivityApplication Software
    AI synthesis
    GENERATED

    Coursera, Inc. (COUR) is currently classified as Application Software within Software (Technology). Classification confidence: 0.98 (rule-based classification). Capital structure on the latest snapshot: total assets 1,000,500,000 USD, total equity 631,800,000, short-term debt 0, long-term debt 0. Net cash position is approximately 789,800,000 USD. Self-calculated market cap is 1,000,391,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 195,700,000, gross profit 108,600,000, operating income -25,300,000, net income -20,500,000. Return on equity ~-8.1%. Return on assets ~-5.1%. Operating-cash-flow to net-income ratio is -2.13. Risk profile from automated assessment: liquidity risk low, dilution risk medium. Flags: Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] 8-K: 8-K (sec_8k_material) on COUR — filing_type=8-K; max_severity=high; ignored_items=[]; material_items=['2.05']; all_items_found=['2.05']; severity_per_code={'2.05': 'high'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001651562-26-000055). Additional context: 8-K: filing_type=8-K; max_severity=high; ignored_items=[]; material_items=['2.05']; all_items_found=['2.05']; severity_per_code={'2.05': 'high'}; contributing_watchers=sec_8k_material. Comparable peers identified within the same class: Microsoft, Salesforce, ServiceNow.

    Key takeaways
    • Return on equity is about -8.1%.
    • Debt to equity is about 0.0x.
    • [TRIGGER] 8-K: 8-K (sec_8k_material) on COUR — filing_type=8-K; max_severity=high; ignored_items=[]; material_items=['2.05']; all_items_found=['2.05']; severity_per_code={'2.05': 'high'}; contributing_watchers=sec_8k_material (source=sec_8k_material; url=0001651562-26-000055)
    • Likely peers from the same classification include Microsoft, Salesforce, ServiceNow.
    • Companyfacts coverage was partial; recent filing facts backfilled short_term_investments.
    • Our largest content creator has global brand recognition and supplies a variety of in-demand content across multiple domains.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue grew at a 4.5% CAGR from FY2023 to FY2025, indicating consistent top-line expansion despite profitability challenges.

    Net losses narrowed significantly from $116.6 million in FY2023 to $51.0 million in FY2025, showing improving operational efficiency.

    The company maintains a low leverage band with a debt-to-equity ratio of 0.57, reducing financial distress risk.

    A current ratio of 2.51 suggests strong short-term liquidity, providing a buffer against immediate cash flow pressures.

    Liquidity risk is assessed as low, indicating sufficient access to capital markets or cash reserves for near-term obligations.

    BEAR CASE · 4

    Return on equity of -8.1% significantly underperforms the software cohort median of 2.8%, indicating poor capital efficiency.

    Cash conversion ratio of -2.13 places the company in the bottom quartile of its software peer group.

    Medium dilution risk exists, potentially eroding shareholder value if the company issues additional equity to fund operations.

    Top five institutional holders represent 0.0% of ownership, suggesting a lack of significant anchor investor confidence.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-03-31
    Q4 2025 · Quarter highlights
    Open report →

    Revenue $195.7M; Operating income -$25.3M.

    Revenue$195.7M
    Operating income-$25.3M
    Net income-$20.5M
    Free cash flow
    EPS
    Operating cash flow$14.6M
    Financials
    Income statement
    Revenue$195.7M
    Gross profit$108.6M
    Operating income-$25.3M
    Net income-$20.5M
    Margins
    Gross margin55.5%
    Operating margin-12.9%
    Net margin-10.5%
    FCF margin
    Balance sheet
    Total assets$1.00B
    Total liabilities$368.7M
    Total equity$631.8M
    Cash & equivalents$789.8M
    Long-term debt
    Cash flow
    Operating cash flow$14.6M
    CapEx
    Free cash flow
    SBC$20.3M
    P&L flow · revenue → net income
    Revenue $195.7MOperating costs $221.0MNet income $20.5M
    Highlights
    • Revenue $195.7M
    • Operating income -$25.3M
    • Net margin -10.5%

    Valuation FY

    Market price
    $5,93
    Market cap
    $1.00B
    Enterprise value
    $210.6M
    P/E
    Non-GAAP P/E
    EV / Revenue
    0.3x
    EV / Op income
    EV / OCF
    1.9x
    P / B
    1.7x
    P / Tangible book
    1.7x
    Tangible book
    $600.9M
    Net cash
    $789.8M
    Current ratio
    2.5
    Debt / equity
    ROA
    -5.1%
    ROE
    -8.1%
    Cash conversion
    -213.0%
    CapEx / revenue
    SBC / revenue
    12.6%
    Dilution ratio
    -0.4%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    Business relationships3 disclosed relationships · 1 type · extracted from filings & disclosures
    Competitors3
    MICROSOFT CORPORATIONMSFT.OCompetitor50%
    Salesforce IncCRM.OCompetitor50%
    Servicenow IncNOW.OCompetitor50%

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution12 analysts
    Strong buy1
    Buy6
    Hold4
    Sell1
    Strong sell0
    12-month price target$8,00 · Median $7,50
    Low $5,50High $10,00
    Operating income · consensus31,6M USD
    EPS surprise
    −5,5 %
    reported vs consensus · miss
    Revenue surprise
    −6,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$5,50
    Mean$8,00
    Median$7,50
    High$10,00
    Spot$5,93
    +34.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskMedium
    Liquidity riskLow
    Filing-based flags
    • Source documents mention dilution or offering risk.

    Benchmarks vs cohort

    Op Margin-10,2 %Below median
    Net Margin-6,7 %Below median
    ROE-8,1 %Below median
    D/E0,00Above median
    Cash Conv-2,13Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Regulatory filings
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    • Reference data
    How metrics are computed
    • Return On Assets
      net_income / total_assets
    • Ev To Revenue
      enterprise_value / revenue
    • Enterprise Value
      market_cap - net_cash
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Price To Tangible Book
      market_price / (tangible_book_value / shares_outstanding_diluted)
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    Source documents
    • Coursera, Inc. company facts · 2026-07-07
    • Coursera, Inc. 10-Q 2026-04-30 · 2026-07-07
    • Coursera, Inc. 10-K 2026-02-23 · 2026-07-07
    • Coursera, Inc. 10-Q 2025-10-31 · 2026-07-07
    • Coursera, Inc. 10-Q 2025-07-31 · 2026-07-07
    • 8-K (sec_8k_material) on COUR · 2026-07-07

    Ownership & reference

    Top holders

    • AQR Capital Management, LLCInvestment Managers · as of 2026-03-310,01 %$17M
    • AMERIPRISE FINANCIAL INCInstitutional Investor · as of 2026-03-310,01 %$27M
    • Nuveen LLCInvestment Managers · as of 2024-12-310,00 %$15M
    • Dimensional Fund Advisors, L.P.Investment Managers · as of 2026-03-310,00 %$16M
    • Arrowstreet Capital, Limited PartnershipInvestment Managers · as of 2026-03-310,00 %$5M
    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$14M
    • Goldman Sachs Asset Management, L.P.Investment Managers · as of 2026-03-310,00 %$15M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$76M
    • Vanguard Capital Management, LLCInvestment Managers · as of 2025-12-310,00 %$119M
    • Victory Capital Management Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • Charles Schwab Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$8M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$20M
    • Principal Global Investors (Equity)Investment Managers · as of 2026-03-310,00 %$2M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$7M
    • American Century Investment Management, Inc.Investment Managers · as of 2026-03-310,00 %$2M
    • AllianceBernstein L.P.Investment Managers · as of 2026-03-310,00 %$2M
    • Franklin Advisers, Inc.Investment Managers · as of 2026-03-310,00 %$3M
    • State Street Investment Management (US)Investment Managers · as of 2026-03-310,00 %$18M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$9M
    • Bank of New York Mellon CorpInstitutional Investor · as of 2026-03-310,00 %$3M
    • Invesco QQQ TrustFunds · as of 2026-03-310,00 %$2M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$1M
    • FMR LLCInstitutional Investor · as of 2026-03-310,00 %$5M
    • JANUS HENDERSON GROUP PLCInstitutional Investor · as of 2026-03-310,00 %$0M
    • T. Rowe Price Associates, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Raymond James & Associates, Inc.Brokerage Firms · as of 2026-03-310,00 %$0M
    • LPL Financial LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • PNC Investments LLCInvestment Managers · as of 2026-03-310,00 %$0M

    Leadership

    • Jeff Nacey MaggioncaldaPresident, Chief Executive Officer, Director

    Insider activity

    Net selling0 buys · 12 sellsnet -$10,6M13 insiders · last 365d
    • SANDELL SCOTT DDirector · Common StockOther 34 260 · 2026-06-11
    • Chang CarmenDirector · Common StockOther 34 260 · 2026-06-11
    • MITCHELL THEODOREDirector · Common StockOther 34 260 · 2026-06-11
    • McCarthy Christopher D.Director · Common StockOther 34 260 · 2026-06-11
    • Ng Andrew Y.Director · Common StockOther 34 260 · 2026-06-11
    • Paterson LydiaDirector · Common StockOther 34 260 · 2026-06-11
    • Maco MarylouDirector · Common StockOther 34 260 · 2026-06-11
    • ABBASI SOHAIBDirector · Common StockOther 34 260 · 2026-06-11
    • Insight Holdings Group, LLC10% owner · Common StockSold 21 655 @ $5,24$114K · 2026-05-20
    • Insight Holdings Group, LLC10% owner · Common StockSold 935 596 @ $5,24$4,9M · 2026-05-20
    • Insight Holdings Group, LLC10% owner · Common StockSold 59 179 @ $5,24$310K · 2026-05-20
    • Insight Holdings Group, LLC10% owner · Common StockSold 411 869 @ $5,24$2,2M · 2026-05-20
    • Insight Holdings Group, LLC10% owner · Common StockSold 38 073 @ $5,24$200K · 2026-05-20
    • Insight Holdings Group, LLC10% owner · Common StockSold 6 719 @ $5,41$36K · 2026-05-19
    • Insight Holdings Group, LLC10% owner · Common StockSold 127 799 @ $5,41$691K · 2026-05-19
    • Insight Holdings Group, LLC10% owner · Common StockSold 18 363 @ $5,41$99K · 2026-05-19
    • Insight Holdings Group, LLC10% owner · Common StockSold 290 305 @ $5,41$1,6M · 2026-05-19
    • Insight Holdings Group, LLC10% owner · Common StockSold 11 814 @ $5,41$64K · 2026-05-19
    • Cardenas Alan BSVP, General Counsel · Common StockSold 9 139 @ $5,52$50K · 2026-05-18
    • Insight Holdings Group, LLC10% owner · Common StockSold 78 628 @ $5,69$447K · 2026-05-18
    • Modica MarceloSVP, Chief People Officer · Common StockOther 11 241 @ $5,28$59K · 2026-05-15
    • Hart Gregory M.Director, President & CEO · Common StockOther 46 069 @ $5,28$243K · 2026-05-15
    • Cardenas Alan BSVP, General Counsel · Common StockOther 9 201 @ $5,28$49K · 2026-05-15
    • Cardenas Alan BSVP, General Counsel · Common StockOther 1 355 @ $5,28$7K · 2026-05-15
    • Modica MarceloSVP, Chief People Officer · Common StockOther 935 @ $5,28$5K · 2026-05-15

    Short positioning

    23.1Mshares short+11.8% vs prior
    3.51days to cover
    37.7%short of daily vol
    1fails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    COURCanonical
    NYSE · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskMedium
    Liquidity riskLow
    Source documents mention dilution or offering risk.
    Relationship graph
    COURMSFTCRMNOWSoftware
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data · Reference data Premium coverage