Skillsoft Corp. (SKIL)
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
$6.81+4.77%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesEducation & Training ServicesSnapshot 2026-09-04
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 | -78.6% |
| Our one-year growth estimate | diamond | -3.6% |
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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
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 74.9 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
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: Updates on free cash flow help us see the company's cash situation. It shows how well the company manages its cash.
Watch forFree cash flow guidance updated to $22M or higher.
Also watch forFree cash flow guidance remains at $14M or lower.
Why it matters: The sale simplifies operations and focuses on the core platform. It could improve financial metrics in the future.
Watch forQ2 results show better margins or profits after the sale.
Also watch forQ2 results show no improvement or worse numbers after the sale.
Why it matters: Confirming revenue guidance is key to restoring investor confidence. It shows growth potential.
Supportive ifManagement confirms revenue guidance of $388M-$406M for FY 2027 during the earnings call.
Worry ifManagement lowers revenue guidance below $388M for FY 2027.
Why it matters: Lawsuit results can affect financial health and investor trust. They may change future operations and growth.
Worry ifThe lawsuit ends well with no big financial costs.
Less concerning ifThe lawsuit leads to a large financial penalty or limits on operations.
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 | ±$336 on $10,000 · ±3.4% | How much price usually moves either way. |
| Bad day | $1,201 loss on $10,000 · 12.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,945 loss on $10,000 · 79.5% | 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: Not meeting free cash flow goals may show money problems and inefficiencies.
Worry ifFree cash flow reported below $14 million for fiscal 2027.
Less concerning ifFree cash flow reported above $22 million for fiscal 2027.
Why it matters: Not meeting revenue goals could raise worries about how well the company is doing.
Worry ifFiscal 2027 revenue was less than $388 million.
Less concerning ifFiscal 2027 revenue was more than $406 million.
Why it matters: Missing this goal could show problems in operations and hurt investor trust.
Worry ifAdjusted EBITDA was less than $108 million for fiscal 2027.
Less concerning ifAdjusted EBITDA was more than $116 million for fiscal 2027.