Operating through three business segments (Consumer, Enterprise, and Degrees), Coursera targets individuals, enterprises, and government institutions. The platform leverages its institutional partnerships and diverse course catalog to create multiple revenue streams while scaling globally.
Cyborg Score Rationale
Coursera faces significant headwinds with stock down 52% year-over-year and recent analyst downgrades, but maintains a market presence in an expanding edtech sector. Enterprise drag reported in Q4 2025 earnings contrasts with platform scale and diversified business model, creating mixed investment signals.
Top Insights
Market cap declined ~$350M (25%+) from 2025 highs; stock trading near 52-week lows as of late February 2026
Goldman Sachs lowered price target from $9 to $6 in early February 2026, signaling analyst skepticism
Three-segment model (Consumer, Enterprise, Degrees) provides diversification but Enterprise segment showing weakness per February 2026 earnings
Global footprint across six continents with institutional partnerships differentiates platform in increasingly crowded edtech market
Named Competitors
Online Learning Marketplace — Peer-to-peer course marketplace with millions of instructors
University Partnerships Platform — University-led online learning founded by MIT and Harvard
Professional Skills Platform — LinkedIn-owned learning platform integrated with professional network
Specialized Tech Training — Interactive coding and tech skills focused platform
Recent Developments
(February 2026) Q4 2025 earnings showed profit rise but enterprise segment weakness; Goldman Sachs lowered price target to $6
(February 2026) Analyst conflicted views on COUR with mixed Buy/Sell ratings
(Late January 2026) Market cap declined $350M+ from mid-2025 peak of $1.4B
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