Coursera Inc (COUR)

Several events impacted Coursera's stock price in the past six months. Coursera reported strong Q2 2025 earnings, leading to a stock price increase, but concerns about international pricing reductions caused a stock drop. The CFO's resignation created uncertainty and a stock decline. Q3 2025 earnings beat expectations, but the stock declined due to muted market reaction. Analyst ratings were adjusted by several firms. Coursera announced a merger with Udemy, which is under investigation regarding its fairness to Coursera shareholders.

Coursera's products and services experience demand seasonality, with Q4 revenue impacted and Q1 historically a seasonal low for margins. Demand for online learning, especially for emerging technology skills like AI, is a significant driver for Coursera's growth.

Coursera, Inc. is an online learning platform that partners with universities and organizations to provide educational content. Its business model focuses on accessible education through three segments: Consumer, Enterprise, and Degrees. The Consumer segment targets individual learners, the Enterprise segment serves businesses and institutions, and the Degrees segment offers online degree programs. Major offerings include guided projects, courses, specializations, online degrees, professional certificates, and Coursera Plus.

Coursera, Inc. has a significant international presence, operating in the United States, Europe, Africa, the Asia Pacific region, and the Middle East.

Coursera has maintained a positive brand reputation, driven by strategic partnerships and innovation in online learning. The company collaborates with over 350 leading universities and companies and has expanded its content catalog with new professional certificates and AI courses. Coursera has also integrated AI technologies to enhance learning experiences. A class-action lawsuit filed in January 2023 alleging misleading subscription practices could have a lingering impact on public perception.

Coursera, Inc. has a mixed ownership structure. Institutional investors hold a significant portion of the stock, with major holders including BlackRock, Inc. and Vanguard Group Inc. Insiders also own a notable portion of the company, with Scott D. Sandell being the largest individual shareholder.