Coursera, Inc. (COUR)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
$5.80-3.49%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
Broken: Primary pillar broken — Revenue growth reaching at least $1.5 billion in FY26: FY26 rev $1.22B-$1.25B vs $1.5B target.
Coursera completed its acquisition of Udemy to grow revenue. The company targets $115 million in annual cost savings. It also announced a $500 million share buyback to boost shareholder value. Analysts expect revenue to grow about 55% next year.
Cost savings may take longer than planned and reduce profits. The merger could cause integration problems and higher expenses. Revenue growth might slow if demand weakens or competition rises.
The stock price is about 6% above our fair value near $5. Analysts expect 55% revenue growth, which the price reflects. Our fair value is 24% below the Street median, so the market is somewhat optimistic.
Breaks if: Cost synergies fall short of $115 million within 24 months
Breaks if: Revenue falls below $1.5 billion in FY26
Buyback program is canceled or materially delayed
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround opportunity in the Consumer Staples sector. The current thesis state indicates a cautious outlook, with management focused on integrating recent acquisitions and driving revenue growth.
The market appears to have priced in a low expectations gap, suggesting that investors are not overly optimistic about COUR's near-term performance. Valuation is aligned with peers, but there is a slight premium, indicating some confidence in future recovery.
Management is on track with key priorities, including realizing synergies from the Udemy acquisition and driving revenue growth. However, the company remains loss-making, and recent financial performance has been weak, which could pose risks in the near term.
The long-term thesis hinges on management's ability to execute on integration and growth strategies, as well as external factors like inflation and sector performance. A potential cut in guidance could negatively impact sentiment, while positive earnings from sector peers could provide support.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports this improved outlook. There are no new threats impacting the thesis at this time.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Overall, COUR's path forward is uncertain, with both risks and opportunities present in the coming years. Not investment advice.