Coursera (COUR) narrowed its losses over the past five years at an average annual rate of 7.9%, but remains unprofitable and is expected to stay in the red for at least three more years. Revenue is projected to grow 6.1% per year, which lags the broader US market’s 10% forecast, while shares currently trade at $9.20, below some analyst estimates of fair value. Against a backdrop of ongoing unprofitability and share price volatility, investors will be weighing slower growth and risks against discounted valuation and signs of operational improvement.
See our full analysis for Coursera.
Now, it’s time to see how these results measure up to the dominant stories and expectations in the market. We will dive into the prevailing narratives next.
See what the community is saying about Coursera
-
Coursera’s profit margin stands at -7.1%. While it is narrowing its losses by an average of 7.9% per year, there is no expectation from analysts for the company to reach profitability within the next three years.
-
According to the analysts’ consensus view, rising demand for tech and job-relevant credentials coupled with enterprise partnerships is fueling gradual improvements in average revenue per user. However, persistent costs and only modest margin improvement have delayed any near-term path to positive earnings.
-
Consensus narrative notes that ongoing product innovation and new features could improve user retention, but heavy reliance on external partners makes faster margin expansion uncertain.
-
Expected revenue growth of just 6.1% per year will also limit how quickly these margin improvements materialize.
-
-
To see how analysts balance hopes for gradual progress with ongoing risks, check the full consensus narrative for deeper context. 📊 Read the full Coursera Consensus Narrative.
-
The share price, at $9.20, is volatile and below the single analyst price target of 12.38. The past quarter saw significant insider selling, signaling potential caution from company leadership.
-
Consensus narrative flags that even as global demand for upskilling expands the user base, weak share price trends and insider selling reinforce investor concerns about Coursera’s ability to drive consistent performance.
-
Bears argue that short-term price uncertainty and lack of profitability deter value-focused investors, especially when major holders are offloading shares.
-
The analysts’ consensus also highlights how ongoing macroeconomic pressures and competitive threats can further weigh on the stock’s stability.
-
