Coursera Inc. (COUR) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$3.47 -25.54% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.30

Coursera Inc. (COUR) carries a Roarable Rating of D (Sell) with 44/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D β€’ SELL / AVOID Cap $917.5M
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is COUR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Coursera Inc. (NYSE: COUR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $3.47 (-25.54% 1D, market cap $917.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, COUR ranks #435 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does COUR compare to NABL and TUYA in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Prepackaged Software), COUR carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of 54.6%, and ROIC of -35.0%. By comparison, NABL (N-able Inc.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC 2.5%, cap $978.5M) and TUYA (Tuya Inc. each representing one Class A Ordinary Share) posts a D+ grade (56/100 RQD, P/E 17.6x, ROIC 6.9%, cap $981.3M). Among the 5-stock peer group, TUYA leads on earnings multiple (17.6x) while RPD leads on capital efficiency (15.9% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for COUR?
β–Ό

Per COUR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001651562), Coursera Inc. generated $757.5M in revenue (+9.0% YoY), -$51.0M in net income, and $108.7M in free cash flow against $1.00B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $3.30 (-4.79%)🧬 Cannibal Buyback (-0.96% YoY Shares)βš™οΈ Cash Engine: 8/20 (D-) β€’ 14.3% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record Warning: Scores below 50 (44/100 Β· D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY β€’ 29.0% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D
025507510044
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- Β· Rk D
Cash (8)Whales (5)SEC (12)Macro (8)CEO (11)
Each axis scored 0–20
12M PRICE TARGET CONE-6.3% Base Target
$9 Bull$3 Base$3 Bear
πŸ“¬ FREE COUR RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for COUR)Realized 20D OHLCV Swing Band: Β±12.5%
Deterministic 5-Pillar Attribution (44/100 Composite)
πŸ” WHY COUR SCORES 44/100 (D) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+12/20 pts (27% of score)

Altman Z-Score 1.90 (WATCH ZONE (1.8–3.0)) β€’ Piotroski F-Score 7/9

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+11/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 55% Net Buy β€’ Cannibal Buyback (-0.96% YoY Shares)

β–Ό #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
52
Grade C-$4.97+2% Next Q
Q2 (-2Q)
49
Grade D$5.07-6.3% Next Q
Q3 (-1Q)
47
Grade D$4.75-26.9% Next Q
Current
44
Grade D$3.47-6.5% Hist 90D Ξ±
Trajectory: C- (52) β†’ D (44)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a COUR Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While COUR currently carries a cautious 44/100 (D) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Established market leader in Technology with deep daily trading liquidity.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($5.19) and Max Pain ($3.64) forces dealer call-delta covering toward $9.33.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-0.96% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $COURβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œCOUR Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL β€’ FY 2025 (10-K)

How COUR Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$108.7M (14.3% FCF Margin)
Revenue$757.5MGross Profit $413.4M (54.6%)Cost of Sales $344.1MOp Profit $0 (0%)OpEx (R&D/SG&A) $413.4MNet Profit$0 (0%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

β–  Revenueβ–  Net Profitβ–  Free Cash Flow
FY23
Rev $635.8M
FY24
Rev $694.7M
FY25
Rev $757.5M
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$757.5M54.6%-10.2%-$51.0M$108.7M-45%
FY 2024$694.7M53.5%-16.3%-$79.5M$95.4M-45%
FY 2023$635.8M54.6%-22.9%-$116.6M$29.7M-35%
ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring COUR)

  • βœ“Walkthrough of COUR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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COUR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -40.48%πŸ›‘οΈ HOLDING TREND SUPPORT
2026-11-03O $4.66H $4.66L $3.47C $3.47VOL 28.23M
RES: $6.83SUP: $3.41SMA50: $5.19SMA200: $5.66
$8.68$7.26$5.85$4.43$3.01RES $6.83SUP $3.41$3.472026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

COUR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
8.0%/yr Implied 5Y Growth

vs. +9.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on COUR today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for COUR. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for COUR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (COUR)

1. Head-to-Head Technology Peer Comparison (COUR vs. NABL, TUYA, GDYN, RPD)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Coursera Inc. (COUR) ranks #435 by composite RQD confidence (44/100, grade D) and #355 by equity capitalization ($917.5M). Within this direct 5-issuer industry benchmark cohort, TUYA leads on earnings valuation at 17.6x trailing P/E, while RPD leads on capital efficiency and profitability with 15.9% ROIC and 70.3% gross margin. GDYN currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with COUR at 44/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
COUR ACTIVE
Coursera Inc.
D 44/100 β€” 54.6% -35.0% -25.54% $917.5M Benchmark Subject
NABL
N-able Inc.
D+ 58/100 β€” 76.9% 2.5% 0.00% $978.5M /nabl-vs-cour β†’
TUYA
Tuya Inc. each representing one Class A Ordinary Share
D+ 56/100 17.6x 48.2% 6.9% -3.61% $981.3M /tuya-vs-cour β†’
GDYN
Grid Dynamics Holdings Inc. (Class A)
C+ 66/100 79.6x 34.6% -0.7% +40.78% $1.08B /gdyn-vs-cour β†’
RPD
Rapid7 Inc.
C 64/100 49.2x 70.3% 15.9% -3.04% $1.12B /rpd-vs-cour β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001651562

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Coursera Inc. (COUR) reported GAAP revenue of $757.5M (+9.0% vs. FY2024 revenue of $694.7M , and +19.1% cumulative change since FY2023) , GAAP net income of -$51.0M, operating cash flow of $108.7M, and free cash flow of $108.7M (+13.9% YoY). On the balance sheet, COUR closed FY2025 with $1.00B in total assets against $0 in total debt (Altman Z-Score: 1.90, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $757.5M -$51.0M $108.7M $108.7M $1.00B β€”
FY2024 (FY) 2024-12-31 $694.7M -$79.5M $95.4M $95.4M $930.3M β€”
FY2023 (FY) 2023-12-31 $635.8M -$116.6M $29.7M $29.7M β€” β€”

3. COUR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is COUR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Coursera Inc. (NYSE: COUR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $3.47 (-25.54% 1D, market cap $917.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, COUR ranks #435 in composite RQD confidence.

How does COUR compare to NABL and TUYA in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), COUR carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of 54.6%, and ROIC of -35.0%. By comparison, NABL (N-able Inc.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC 2.5%, cap $978.5M) and TUYA (Tuya Inc. each representing one Class A Ordinary Share) posts a D+ grade (56/100 RQD, P/E 17.6x, ROIC 6.9%, cap $981.3M). Among the 5-stock peer group, TUYA leads on earnings multiple (17.6x) while RPD leads on capital efficiency (15.9% ROIC).

What are the biggest fundamental strengths and SEC risk factors for COUR?

Per COUR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001651562), Coursera Inc. generated $757.5M in revenue (+9.0% YoY), -$51.0M in net income, and $108.7M in free cash flow against $1.00B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is COUR trading relative to its 50-day, 200-day, and 52-week technical levels?

COUR last traded at $3.47 (-25.54% on volume of 28,234,403 shares), positioning the stock -33.14% below its 50-day simple moving average ($5.19) and -38.69% below its 200-day simple moving average ($5.66). Across its 52-week range of $3.45 to $8.89, COUR sits at the 0.4% percentile with a 14-day RSI of 34.2 (NEUTRAL RANGE) and an implied next-earnings move of Β±12.5% ($3.04 to $3.90).

COUR Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

How profitable is Coursera Inc. (COUR)?

In FY 2025 (10-K), COUR converted $757.5M of revenue into a 54.6% gross margin, 0% operating margin, and $108.7M in free cash flow (14.3% FCF margin).

ROARABLE RATING BRIEF β€’ RQD 44/100 (D) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

COUR β€” Coursera Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:30:08Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, COUR holds an RQD Score of 44 out of 100, a letter grade of D, and a verdict label of "Roarable Sell β€” Underperform / Distribution Warning." The five pillars are: Fundamental Cash Engine at 8 / 20 (ROIC -35%; FCF yield 8.82%); Whale 13F Flow at 5 / 20 (institutional accumulation and options positioning); Insider Conviction at 11 / 20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 8 / 20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet at 12 / 20 (Altman Z 1.9; Piotroski F 7/9; Debt/Equity 0.5).

For a prospective investor, the weakest pillars are Whale 13F Flow and the Fundamental Cash Engine, which together point to limited institutional support and a return profile that is currently negative on an ROIC basis. The strongest pillar relative to its maximum is Insider Conviction, which the rating scores at 11 of 20, though the source does not specify the direction of the flow behind that score. The Forensic Balance Sheet pillar at 12 of 20 suggests the balance sheet is not the primary concern; the source metrics (Altman Z 1.9, Piotroski F 7/9, Debt/Equity 0.5) sit in a range the rating treats as moderate rather than distressed. A 8.82% FCF yield is a potential upside reference, but the rating weighs it against a -35% ROIC, so the cash generation is not translating into returns on invested capital. Taken together, the rating frames COUR as a name where cash flow and balance sheet provide some cushion while earnings quality, institutional demand, and capital efficiency weigh on the overall verdict.

Recent Catalysts & News Wire Analysis

Per the recent news feed, the most recent items are: a Yahoo Finance report on Q3 earnings exposing growth strain (GREEN, CATALYST); a Seeking Alpha report citing more subscribers alongside weak renewals and thin profit (YELLOW, MARKET WIRE); a FinancialContent report stating the company exceeded Q3 2026 expectations but the stock fell on weak guidance (RED, RISK WATCH); a TradingView report on shares falling (RED, RISK WATCH); a Yahoo Finance update (YELLOW, MARKET WIRE); and a MarketBeat institutional-interest piece (YELLOW, MARKET WIRE). The news feed's risk-watch items concentrate on guidance and renewal quality rather than on the balance sheet. Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links and no proprietary signals.

Open Questions

  • What are the company's products, customers, and revenue model, given that the source describes only sector classification?
  • What are the EPS, P/E, and EV/EBITDA figures that would allow valuation comparison against the 8.82% FCF yield?
  • What drove the reported Q3 renewal weakness and guidance cut referenced in the news feed, and how large is the impact?
  • What is the annual debt balance behind the Debt/Equity 0.5 figure, and how does it compare with the $792.6M cash position?
  • What is the direction and size of the insider and 13F flows that produce the Insider Conviction and Whale 13F Flow pillar scores?

COUR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Coursera Inc. (COUR) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to COUR Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

COUR Bull vs. Bear Conversation Board β€” What's Your Call at $3.47?

πŸ‚ 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON COUR 🐻 67% BEARISH CONVICTION
1. Pick Your Side on COUR:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $4.10 (-12.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is COUR (D β€’ RQD 44/100) a Buy at $4.66?

Welcome to the COUR (Coursera Inc.) Roar Pit. Current RQD Composite is 44/100 (Roarable Sell β€” Underperform / Distribution Warning) in Computer Software: Prepackaged Software. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $3.63 (-22.1%)
Spot @ $4.66

Pump the brakes on COUR β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on COUR, but look at what you are paying: current EV/EBITDA multiples with 54.6% gross margins. Unless Coursera Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MI MidwestValue Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $5.83 (+25.1%)
Spot @ $4.66

COUR cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on COUR, the market is fixating on short-term headline noise in Computer Software: Prepackaged Software and ignoring the balance sheet and cash flow trajectory. At $4.66 (52-wk range $3.45 - $8.89), any beat on forward guidance forces shorts and underweight funds to chase.

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