Skillsoft Corp. (SKIL)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
$4.65+0.65%
Close 2026-11-04 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-11-04
QuarterlyIQ Insights · SKIL
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 | -82.4% |
| Our one-year growth estimate | diamond | -20.2% |
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 2026-11-04.
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 62.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 7 industry peers
SKIL — officer change
Dated 2026-08-27
Director — Helena B. Foulkes: A board director resigned without any stated disagreement with the company, representing a standard governance change rather than a senior executive loss.
Why it matters: Skillsoft cut its revenue range to $380 million–$390 million. A result below $380 million would signal more pressure than the new range allows.
Worry ifFY2027 revenue comes in below $380 million, or management cuts its range below $380 million.
Less concerning ifFY2027 revenue lands at or above $380 million, within or above the current range.
Why it matters: Skillsoft said CAISY use rose, but its report did not link that growth to revenue. More growth would support the case for its AI tools.
Supportive ifAt the December 9, 2026 earnings report, Skillsoft says CAISY learner count is still growing year over year from the prior 23% gain.
Worry ifSkillsoft reports flat or falling CAISY learner count year over year at the December 9, 2026 earnings report.
Why it matters: Skillsoft is focused on cash flow and debt. A result below its $14 million floor would add pressure to that plan.
Worry ifFY2027 free cash flow is below $14 million, or management lowers the range below $14 million.
Less concerning ifFY2027 free cash flow reaches at least $14 million, within or above the current range.
Why it matters: Management called debt work its top financial priority. The sale closed, but the supplied report gives no debt deal terms.
Watch forSkillsoft announces a debt deal with disclosed terms. The deal lowers its debt burden or extends key repayment dates.
Also watch forSkillsoft reports no debt deal by its December 9, 2026 earnings call, or discloses terms that raise its debt burden.
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 | ±$306 on $10,000 · ±3.1% | How much price usually moves either way. |
| Bad day | $1,214 loss on $10,000 · 12.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,141 loss on $10,000 · 71.4% | 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.