COUR Coursera Inc

$COUR I'm bullish on $COUR at these levels. Yes, guidance was softer than expected, but let's not ignore the positives. They beat earnings and revenue estimates, the Udemy integration is progressing ahead of schedule, and they're targeting $115M in annual cost savings. Also, let's not forget the entire market was getting crushed Friday. Nasdaq dropped nearly 3%, which IMO only fueled the downside and made COUR's selloff even worse. The merger creates a much larger company with opportunities to improve profitability. Growth needs to improve, but I think the market is overlooking the longer-term potential here. At these prices, I see more opportunity than reason to panic. IMO. Adding more Monday

Education spending reaches several kinds of businesses $COUR focuses on digital learning and skills. $ATGE brings institutional healthcare education into the picture. $RYET offers another angle through campus services, AI learning tools and infrastructure deployments. YeeZo’s approximately $880K project combines 10 AIGC labs and 610 workstations My interest is in how institutions combine software, equipment and training—and whether RYET can win more of those integrated projects.

Education is an economy with several ways to participate. $COUR brings digital learning and skills development. $ATGE offers institutional healthcare education. $RYET adds campus services, AI learning applications and integrated university infrastructure. Its approximately $880K YeeZo project combines 10 AIGC labs and 610 workstations. I’m interested in how institutions allocate spending across content, software, equipment and training. For RYET, the opportunity is to make those components useful together-and win additional deployments

$COUR I am buying coursera. The stock has struck my deep value entry point. Will post a write up this weekend. The equity is as ugly as it could get at this point. Thanks Mr Market.

$COUR still has roughly $285M remaining from its $500M authorized buyback. They've already bought back over $215M worth of shares. My guess is management will be gobbling up shares at these depressed prices. IMO this selloff presents a golden opportunity for them to retire even more shares. Bullish!

$COUR who were selling? Coursera expects more than $150 million of annualized gross cost savings in place by the end of 2026. That's eight months after the Udemy deal closed, against an original plan of 24 months

$COUR taking a stab with 10k shares here. Still $300 mm in authorized buybacks. If this gets low enough they will devour close to 100 mm

$COUR reports earnings today after the close. I’m bullish heading into the report: COUR has beaten EPS estimates in 6 of its last 8 reports, according to Stock Meadow.

$COUR ..new IPO's usually always do this...and this had decent numbers. easy double for the patient!

$COUR Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.21 up 110.00% YoY • Reported revenue of $376.7M up 93.98% YoY • Coursera's Q4 2026 guidance: $358M $366M and $55M $59M; full-year 2026 $1.23B $1.24B, with approximately 14% Adjusted EBITDA Margin target.

$COUR tomorrow will be pivotal. Not touching though until they confirm synergies are working and a path to profitability.

$COUR ..given the open interest in options in this month I wouldnt expect a big reversal until late this year or early next year. IMHO.

$COUR Project Helix launch appears to be on track per new CIO. Let's see what they have. Hopefully early. 🤞

$COUR selling courses while the model answers the homework for free is a tough seat. seems like when the tutor is bundled into every phone, the classroom has to prove it adds more than a prompt

$COUR The CEO Greg Hart and Chairman Andrew Ng are thanking shareholders' generosity of providing them the $40 million pay package and $100 million investment respectively. Merci, actionnaire. Both of them are laughing all the way to the bank. LOL

$COUR If I was Pale Fire, I would make this stock under $3 first. Then oust the executives like CEO and CFO so that their granted options would be worthless, which is the biggest sell presure of this stock. The next step would be install my own people as CEO.

$COUR Beat the quarter, but delivered disappointing guidance. Growth acceleration didn’t show up. Sad day indeed.