Coursera (COUR) Company Overview

Coursera is proving its growth and profitability potential despite a challenging year, making it a strong candidate for a rebound and a buy rating. The company's diversified revenue streams, including individual consumers, enterprises, and universities, are all growing, with the degree segment showing the strongest growth at 14% y/y. Coursera's strategic shift towards credit courses and away from full degree programs is expected to enhance its profitability and appeal to higher education institutions.

Coursera (COUR) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.06 per share a year ago.

With $720 million in cash, Coursera is well-positioned for potential acquisitions or other strategic uses to spur growth or safeguard against losses. Coursera's growth has slowed, but I believe focusing on improving margins and maintaining steady growth is a prudent strategy. AI can significantly reduce course creation costs and drive demand for AI-related courses, positively impacting Coursera's margins and revenue.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera Announces Leadership Transition.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera to Announce Fourth Quarter and Full Year 2024 Financial Results.

Coursera stock price has crashed to a near-record low as the company's business growth decelerates amid an uptick in AI use. COUR was trading at $8.31, a few points above the record low of $6.26.

Boston, Dec. 17, 2024 (GLOBE NEWSWIRE) -- Coursera has been recognized as the leading online learning platform for 2024 by Expert Consumers, a trusted authority in evaluating educational technology. This distinction follows an in-depth review of key platforms and reflects a growing demand for accessible, high-quality digital education amid the ongoing transformation of global learning trends.

NEW YORK, NY / ACCESSWIRE / December 6, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Coursera, Inc. ("Coursera, Inc.") (NYSE:COUR) concerning possible violations of federal securities laws. On April 29, 2024, Coursera reported 1Q 2024 financial results that missed revenue estimates and then lowered its full-year guidance.

I remain bullish on Coursera stock, expecting growth to accelerate to mid-teens by FY26, driven by improving macro conditions and robust demand. The macro environment in the US and Europe is stabilizing, with inflation and consumer confidence showing positive trends, suggesting a better demand environment in 2025. COUR's large TAM and potential for online education growth, coupled with an improving macro backdrop, support a positive long-term growth outlook and valuation upside.