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
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.
Focus on integrating Udemy and achieving at least $85 million of annual run-rate net synergies by end of 2026 to strengthen financial profile and enable growth investments.
Stated as a priority in 3 quarters including 2026-Q1 and 2026-Q2 and in supplemental June 2026 remarks. Revenue grew from $196M in 2026-Q1 to $299M in 2026-Q2, reflecting Udemy acquisition impact. Management expects to achieve at least $85M of annual run-rate net synergies by end of 2026, showing delivering progress on integration and synergy realization.
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=2094).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Expect to achieve at least $85 million of annual run-rate net synergies by the end of 2026.”
“Moving quickly on integration planning for expected combination with Udemy.”
Grow combined Coursera and Udemy revenue and scale platform with focus on Enterprise and Consumer subscription growth.
Stated in 3 quarters including 2026-Q1 and 2026-Q2 and in June 2026 remarks. Revenue increased from $196M in 2026-Q1 to $299M in 2026-Q2, with full year 2026 revenue guidance raised to $1.220B-$1.245B. Management is delivering durable revenue growth and scaling the combined platform post-merger.
“Delivered second quarter revenue of $299 million and increased full year 2026 revenue outlook to $1.220B to $1.245B.”
“Delivered first quarter revenue of $196 million, up 9% year-over-year.”
Execute on Board-approved $500 million share repurchase program to return capital while maintaining investment capacity.
Stated in 2 quarters including 2026-Q2 and May 2026 announcement. The Board authorized a $500 million share repurchase program. Coursera repurchased $90 million in Q2 2026 and $140 million to date, showing active execution of the program.
“Repurchased approximately 16.5 million shares for $90.3 million in Q2 2026.”
Advance AI-native learning experiences and product innovation through $100 million strategic investment in LearnVector.
Newly stated in 2026-Q2. Coursera announced a $100 million strategic investment in LearnVector to accelerate AI strategy and product innovation. This is a recent initiative with no prior quarters stating this priority.
“Announced $100 million strategic investment in LearnVector to accelerate AI strategy and product innovation.”
Focus on disciplined execution, improving financial metrics including adjusted EBITDA margin expansion and cash flow management post-merger.
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, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated volatile grew net income 53% of the time over the next year (vs 51% for the rest of the cohort, n=947).
Not investment advice. As of 2026-09-04.