Coursera Inc (COUR)

Over the past six months, Coursera's stock price has been impacted by several events. The company reported strong fourth-quarter and full-year 2025 financial results in early February 2026, with revenue growth and record free cash flow. In December 2025, Coursera announced a strategic agreement to combine with Udemy in an all-stock transaction, aiming to accelerate its strategy and enhance platform capabilities. As of February 4, 2026, the company's stock price was $6.07 per share, representing a decline of 20.96% from February 5, 2025.

Demand for Coursera's products and services exhibits seasonality. The company's financial outlook for Q1 2026 reflects typical seasonality, and it strategically deploys growth investments early in the year. Demand can vary based on seasonal use, and Coursera offers discounts and seasonal promotions throughout the year.

Coursera, Inc. is an American online learning platform collaborating with universities to deliver educational content. It operates in the E-learning and Online Education sector. Coursera's mission is to provide universal access to education and bridge skill gaps. Its major products and services are categorized into Consumer, Enterprise, and Degrees segments, with offerings including courses, specializations, certificates, and online degrees. Coursera also provides subscription services and institutional programs, with a focus on its Generative AI Catalog developed with leading technology companies.

Coursera, Inc. has a global geographic footprint, providing online educational services across the United States, Europe, Africa, the Asia Pacific, and the Middle East. The platform serves a worldwide audience, with 197 million registered learners as of December 31, 2025.

Coursera's brand reputation has been influenced by positive developments and challenges. The company has focused on AI-native product innovation and expanding its generative AI catalog, driving demand. However, Coursera faced a class-action lawsuit in November 2023 alleging privacy rights violations. In Q1 2025, Coursera restructured its reporting segments, eliminating the Degrees segment as a standalone unit, which some viewed as a move to hide future weakness in degrees.

Coursera, Inc. has 413 institutional owners and shareholders holding a total of 152,247,004 shares. Approximately 17.00% of the company's stock is owned by Institutional Investors, 15.78% by Insiders, and 13.42% by Public Companies and Individual Investors. Retail investors hold approximately 53.80% of Coursera Inc. (COUR) stock. Major institutional shareholders include Vanguard Group Inc., Baillie Gifford & Co., and BlackRock, Inc. Scott Sandell owns the most shares of Coursera Inc.