Investment case
Coursera, Inc.
COUR · 2 developments mapped · last assessed 2026-09-21
Market Ontology has mapped 2 macro, policy, and market developments to Coursera, Inc. since 2026-09-21. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for COUR yet, so no modelled value is shown. The COUR valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run COUR on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Open question
Coursera, Inc. Completes Combination with Udemy
Direct impact from acquisition integration, synergy realization, and market positioning. Potential for increased scale and market share, but also integration risks and dilution.
· Moves revenue growth rate (post acquisition), operating leverage from scale, cost of capital (wacc) due to increased debt/equity structure
What changed, by assumption
- 2026-09-21Coursera, Inc. Completes Combination with Udemy
- 2026-09-21Coursera Announces Legal Leadership Transition Following Udemy Combination
Assumption changes
Full ledger →| Date | Assumption | Direction | Why | Conf. |
|---|---|---|---|---|
| 2026-07-29 | Margin | Bullish | Raised annual Adjusted EBITDA Margin target by 100 basis points to approximately 14%. | 1.00 |
| 2026-06-23 | Share count | Bullish | Stock component of consideration dilutes existing acquirer holders. | 0.70 |
| 2026-06-23 | Net debt | Bullish | Cash component of consideration is typically debt-funded, raising net debt. | 0.70 |
| 2026-06-23 | Revenue | Bullish | Acquisition adds target revenue to acquirer P&L on close. | 0.70 |
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-21 | Coursera Announces Legal Leadership Transition Following Udemy Combination | mixed | 3-12m | 0.70 |
| 2026-09-21 | Coursera, Inc. Completes Combination with Udemy | mixed | 1-5y | 0.80 |