Coursera (COUR) Is Up 39.2% After Raising Revenue Guidance on Strong Q2 Results—Has the Bull Case Changed?

• On July 24, 2025, Coursera reported strong second-quarter results, including US$187.1 million in revenue, over seven million new learners, and a narrowing net loss to US$7.8 million, prompting the company to raise both its third-quarter and full-year 2025 revenue guidance.
• A standout aspect of the announcement was Coursera's significant year-over-year improvement in net loss, reflecting the company's progress towards greater operational efficiency.
• With management raising its outlook for 2025, we'll now explore how the improved revenue guidance could impact Coursera's long-term investment narrative.

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Coursera Investment Narrative Recap

To invest in Coursera, you have to believe in the company’s ability to drive learner growth and expand its revenue base through innovation and operational discipline. The latest quarterly results and upgraded revenue guidance highlight this momentum, but they do not fully resolve the concern that slower growth in enterprise or degrees segments could still weigh on Coursera’s short-term prospects.

The recent appointment of Grant Parsamyan as Chief Data Officer stands out, given Coursera’s increasing focus on AI-driven learning tools. Strengthening the company’s data and analytics capabilities supports ambitions to deliver more personalized learning, which could help drive future engagement, a key element of the company’s growth story.

However, despite the operational progress, investors should not overlook the potential impact of economic uncertainty on enterprise upskilling budgets...

Read the full narrative on Coursera (it's free!)

Coursera's narrative projects $808.9 million revenue and $93.9 million earnings by 2028. This requires 4.7% yearly revenue growth and a $159.9 million increase in earnings from -$66.0 million today.

Uncover how Coursera's forecasts yield a $9.85 fair value, a 22% downside to its current price.

Exploring Other Perspectives

Three individual fair value estimates from the Simply Wall St Community put Coursera’s worth between US$9.77 and US$14.70 per share. While opinions differ, recent revenue guidance upgrades may shift how participants view Coursera’s long-term ability to turn growth into profits.

Explore 3 other fair value estimates on Coursera - why the stock might be worth 23% less than the current price!

Build Your Own Coursera Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Coursera research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Coursera research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Coursera's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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