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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 2.6% |
| Our one-year growth estimate | diamond | 49.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 46.9 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 10 industry peers
COUR — workforce reduction
Dated 2026-07-06
Costs Associated with Exit or Disposal Activities. As previously disclosed, on May 11, 2026, Coursera, Inc. (the “Company,” “we,” “us,” or “our”) completed its combination with Udemy, Inc. (“Udemy”), pursuant to that certain Agreement and Plan of Merger, dated as of December 17, 2025 (the “Merger Agreement”), by and among Udemy, the Company, and Chess Merger Sub, Inc., a wholly owned subsidiary of the Company (“Merger Sub”). Pursuant to the terms of the Merger Agreement, Merger Sub merged wit…
Why it matters: What management thinks can show how the company will do later. A good change can help confidence.
Supportive ifManagement raises revenue growth guidance for the next quarter.
Worry ifManagement cuts revenue growth guidance or keeps a bad outlook.
Why it matters: A smaller net loss means the company is doing better after the merger.
Supportive ifNet loss reported below $20 million in Q2.
Worry ifNet loss stays at or above $20 million in Q2. This shows ongoing operational issues.
Why it matters: Coursera's results compared to Walmart and Costco show it is strong in the market.
Watch forCoursera does better than peers in the composite insight score, which is above -5.0.
Also watch forCoursera's composite insight score is below -6.0 when compared to peers.
Why it matters: Ongoing share buybacks show management believes in the company's worth and health.
Supportive ifCoursera buys back another $100 million in shares from the $500 million plan.
Worry ifNo more share buybacks happen, raising worries about cash flow or market issues.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$182 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $598 loss on $10,000 · 6.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,783 loss on $10,000 · 57.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: This program shows management believes in the company's future. Updates on it can show financial health.
Supportive ifThe company says it will complete at least $100 million in share buybacks in the next quarter.
Worry ifNo updates or delays in the share buyback program are shared in the next earnings call.
Why it matters: Revenue growth trends impact investor confidence. A decline signals deeper issues.
Worry ifQ2 revenue growth reported below 4% year over year.
Less concerning ifQ2 revenue growth stabilizes or exceeds 4% year over year.
Why it matters: Successful integration is key to realizing expected synergies and driving growth. Investors will want to see clear signs of progress.
Supportive ifManagement plans to reach at least $85 million in yearly net synergies by 2026.
Worry ifThere may be delays in integration. The expected benefits might not happen by the end of 2026.
Why it matters: Getting these cost savings is important for making more money after the Udemy deal.
Supportive ifManagement says it will save at least $50M in costs next quarter.
Worry ifCost savings are below $30M, showing problems with the integration.
Why it matters: Meeting or exceeding this revenue target would show strong growth post-merger with Udemy.
Supportive ifQ3 2026 revenue reported at or above $364 million.
Worry ifQ3 2026 revenue reported below $364 million.
Why it matters: A steady or rising net retention rate shows that customers are happy and loyal.
Supportive ifNet retention rate for enterprise customers is above 90%.
Worry ifNet retention rate for enterprise customers falls below 90%.