COUR · Coursera, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $42.7M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net loss -80.4M
+79.8M Merger, integration, and restructuring related costs
+23.8M Stock-based compensation expense
+22.5M Depreciation and amortization
+2.1M Income tax expense
+1.3M Other expense (income), net
+0.7M Payroll tax expense related to stock-based compensation
+0.6M Significant and non-recurring legal and regulatory matters
-7.7M Interest income, net
= Adjusted EBITDA 42.7M
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| Adjusted EBITDA Margin non-GAAP | 14.3% | Three Months Ended June 30, 2026 | — |
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| Consumer gross profit non-GAAP | $103.2M | Q2 2026 | — |
| Consumer Segment Gross Profit Margin non-GAAP | 65.1% | Q2'26 | — |
| Consumer Subscription Revenue | $121.7M | Q2'26 | — |
| Enterprise Customers | 12.1K | Q2 2026 | — |
| Enterprise gross profit non-GAAP | $111M | Q2 2026 | — |
| Enterprise Segment Gross Profit Margin non-GAAP | 79.3% | Q2'26 | — |
| Free Cash Flow non-GAAP | -$32.6M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash (used in) provided by operating activities -19.8M
-7.4M Less: capitalized internal-use software costs
-5.1M Less: purchases of content assets
-0.3M Less: purchases of property, equipment, and software
= Free Cash Flow -32.6M
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| Net Retention Rate | 91% | Q2 2026 | — |
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| Net Retention Rate (NRR) | 91% | Q2'26 | — |
| Net Retention Rate for Enterprise Customers | 91% | Three Months Ended June 30, 2026 | — |
| Non-GAAP Gross Margin non-GAAP | 62.2% | Q2'26 | — |
| Non-GAAP Gross Profit non-GAAP | $185.8M | Q2'26 | — |
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GAAP → non-GAAP reconciliationGAAP Gross profit 173.4M
+9.5M Amortization of acquired intangible assets
+1M Stock-based compensation expense
+1.8M Amortization of stock-based compensation capitalized as internal-use software costs
+0.1M Payroll tax expense related to stock-based compensation
= Non-GAAP gross profit 185.8M
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| Non-GAAP Net Income non-GAAP | $40.4M | Q2'26 | — |
GAAP → non-GAAP reconciliationGAAP Net loss -80.4M
+79.8M Merger, integration, and restructuring related costs
+23.8M Stock-based compensation expense
+14.1M Amortization of acquired intangible assets
+1.8M Amortization of stock-based compensation capitalized as internal-use software costs
+0.7M Payroll tax expense related to stock-based compensation
+0.6M Significant and non-recurring legal and regulatory matters
= Non-GAAP net income 40.4M
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| Non-GAAP Operating Expenses non-GAAP | $149.7M | Q2'26 | — |
| Paid Subscribers | 1.66M | Q2 2026 | — |
| Consumer gross profit margin | 63% | Q1 2026 | — |
| Enterprise gross profit margin | 71% | Q1 2026 | — |
| Net Retention Rate for Paid Enterprise Customers | 90% | Q1 2026 | — |
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| New Registered Learners | 7.6M | Q1 2026 | — |
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| Non-GAAP gross profit margin non-GAAP | 56.6% | Three Months Ended March 31, 2026 | — |
| Non-GAAP net income per share—diluted non-GAAP | $0.07 | Three Months Ended March 31, 2026 | — |
| Paid Enterprise Customers | 1,729 | Q1 2026 | — |
| Registered Learners | 205M | Q1 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Education & Training Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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COUR
this stock
Coursera, Inc.
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$1.64B | -17.7% | +9.0% | — | 8.8% |
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EDU
New Oriental Education & Technology Group Inc.
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$9.26B | +4.9% | +13.6% | — | 1.9% |
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TAL
TAL Education Group
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$6.93B | +7.1% | +33.7% | — | 3.7% |
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LAUR
Laureate Education, Inc.
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$5.34B | +14.9% | +19.5% | 17.6 | 2.4% |
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CVSA
Covista Inc.
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$4.75B | +33.2% | +9.3% | 19.8 | 4.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| COUR | +3.6% | -1.9% | -1.8% | +14.1% | -17.7% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | +4.0% | -7.0% | -14.2% | +11.6% | -30.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.