Coursera, Inc. (COUR)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
$3.75-3.85%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · COUR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Closing that skills gap is the opportunity we are positioning Coursera and Udemy to address, and we are on track to deliver our original 24-month synergy plan in just eight months as we create great…
Stated in 2 of 3 supplied quarters. Management reported: ““Closing that skills gap is the opportunity we are positioning Coursera and Udemy to address, and we are on track to deliver our original 24-month synergy plan in just eight months as we create greater capacity to invest in innovation.” “• Fourth quarter 2026: ◦ Revenue in the range of $358 million to $366 million ◦ Adjusted EBITDA in the range of $55 million to $59 million • Full year 2026: ◦ Revenue in the range of $1.229 billion to $1.237 billion ◦ Adjusted EBITDA Margin target of approximately 14% Actual results may differ materially from Coursera’s Financial Outlook as a result of, among other things, the factors described under “Special Note on Forward-Looking Statements” below.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2099).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Closing that skills gap is the opportunity we are positioning Coursera and Udemy to address, and we are on track to deliver our original 24-month synergy plan in just eight months as we create great…”
“We closed the Udemy transaction, began operating as a combined company, and now expect to achieve at least $85 million of annual run-rate net synergies by the end of 2026, positioning us to finish th…”
Project Helix brings together the complementary strengths of Coursera and Udemy on an AI-native platform designed to deliver more personalized learning, verified skills pathways, and stronger connect…
Stated in 2 of 3 supplied quarters. Management reported: “Project Helix brings together the complementary strengths of Coursera and Udemy on an AI-native platform designed to deliver more personalized learning, verified skills pathways, and stronger connections between human capabilities and business outcomes.”” “Strategic Investment in LearnVector On July 28, 2026, Coursera announced a $100 million strategic investment in LearnVector, a new AI-native learning company founded and led by Andrew Ng, Coursera’s co-founder and Chairman and one of the world’s most influential figures in AI.”
“Project Helix brings together the complementary strengths of Coursera and Udemy on an AI-native platform designed to deliver more personalized learning, verified skills pathways, and stronger connect…”
“Strategic Investment in LearnVector On July 28, 2026, Coursera announced a $100 million strategic investment in LearnVector, a new AI-native learning company founded and led by Andrew Ng, Coursera’s…”
Including purchases after quarter-end, as of October 28, 2026, the Company had repurchased more than $215 million of its common stock since the program was announced in May 2026, with significant rem…
Stated in 2 of 3 supplied quarters. Management reported: “Including purchases after quarter-end, as of October 28, 2026, the Company had repurchased more than $215 million of its common stock since the program was announced in May 2026, with significant remaining capacity under its $500 million authorization.” “Share repurchase As previously announced, following the completion of the Udemy transaction, Coursera’s Board of Directors approved a share repurchase program authorizing the Company to repurchase up to $500 million of its common stock.”
“Including purchases after quarter-end, as of October 28, 2026, the Company had repurchased more than $215 million of its common stock since the program was announced in May 2026, with significant rem…”
“Share repurchase As previously announced, following the completion of the Udemy transaction, Coursera’s Board of Directors approved a share repurchase program authorizing the Company to repurchase up…”
Combine the businesses, execute integration, and realize the committed annual run-rate net synergies.
Use the combined company's scale and AI strategy to develop more personalized, adaptive learning and verified skills products.
Over the trailing year it converted -1.20x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-04.