2025 Q4 -tulosraportti
39 päivää sitten
‧56 min
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 24.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·17.1.Why invest in this: Dr J Rould shared this thesis with paying subscribers: «Going to give a deeper analysis into the fundamental setup for one of these as usual, I am seeking a small disruptor of a potentially large total addressable market $COUR The combined global higher education market hovers over $1 Trillion valuation and it is RIPE for disruption The "$300K for a 4-year degree" system DESERVES to be disrupted 😂 We feel this pressure all over today, with headlines shouting that value of a degree is plummeting (especially in the age of AI) Coursera market cap is just $1.25B Harvard endowment alone is north of $55 billion But of course, disrupting Harvard is no easy task The idea of Coursera is to bring university level courses online at a fraction of the cost with infinitely more accessibility - lowering the financial and physical barriers to higher ed They have taken a couple clever approaches: - Partnering directly with prestigious universities, which lends legitimacy - Partnering directly with corporations for professional certificates (Google, IBM, Meta, etc) that focus on skills rather than simply degrees In fact, if you are applying to relevant roles at Google, they will accept qualified Coursera professional certificates as the equivalent of a 4-year degree 🤯 The way I see it, this is the early signal that disruption is starting Their main competitor, Udemy, focused on short courses and skill learning vs prestige and comprehensiveness And I always considered if that route had more potential So I was pleasantly surprised to see that, just a couple weeks ago, Coursera announced plans to ACQUIRE Udemy this further crystallized my thesis that Coursera has the best odds of disrupting the higher ed market Onto their financials, we see arguably boring but steady revenue growth (19.5% CAGR over 5 years) but in that time, free cash flow flipped from negative to positive (1st chart) which then brings me to their market cap vs cash balance (2nd chart) Of their $1.25B valuation $798M is cash (!) If disruption is real, and revenue growth accelerates, the multiple can expand quickly here combined with the attractive technical setup (in my quoted post), I think I have painted the picture of why I am DCA buying here 😅 Given the strong cash balance and FCF positivity, I don't see very strong downside risk like on a lot of my other holdings. Yet I do see the long term Hail Mary potential (higher ed disruption) while I understand that it is a moonshot, I don't see it as "moon or broke". more like "moon or stable", so I am into that risk/reward»17.1. · Muokattu17.1. · MuokattuInnen 2029 by Grok: • Bear Case (~$4-5/share, 30-40% downside): Merger delays/fails due to regs/shareholder pushback; integration issues erode synergies. Rev growth slows to 5% CAGR (to ~$950M by 2028) amid AI commoditizing skills (e.g., free ChatGPT courses hurt uptake). Losses widen; FCF dips negative. Multiple compresses on execution risks—stock drifts to ~$4.50 (0.8x rev, MC ~$700M). Worst if higher ed rebounds traditionally post-AI hype. • Base Case (~$10-12/share, 50-80% upside): Merger closes smoothly; steady 10-12% CAGR (to ~$1.2B rev by 2028) from consumer/enterprise growth, plus $115M synergies. FCF grows to $100M+ annually; cash enables modest buybacks. Multiple holds ~1.5x as market sees stability but no explosive disruption—aligns with analyst PTs, hitting ~$11 (MC ~$1.7B). Realistic if AI boosts demand moderately without major setbacks. • Bull Case (~$18-22/share, 180-240% upside): Merger accelerates to 20%+ CAGR (to ~$1.6B rev by 2028) via AI integrations, more corp tie-ups (e.g., Google-style cert equivalencies expand), and global access gains. FCF surges to $200M+; multiple expands to 3x on “disruptor” narrative (ed market hits $2T+). Stock reaches ~$20 (MC ~$3B), a “moon” if headlines validate degree disruption (e.g., AI-era skills dominate hiring).
·14.11.2024Hello everyone, anyone who sees something in this stock is considering buying
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
39 päivää sitten
‧56 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17.1.Why invest in this: Dr J Rould shared this thesis with paying subscribers: «Going to give a deeper analysis into the fundamental setup for one of these as usual, I am seeking a small disruptor of a potentially large total addressable market $COUR The combined global higher education market hovers over $1 Trillion valuation and it is RIPE for disruption The "$300K for a 4-year degree" system DESERVES to be disrupted 😂 We feel this pressure all over today, with headlines shouting that value of a degree is plummeting (especially in the age of AI) Coursera market cap is just $1.25B Harvard endowment alone is north of $55 billion But of course, disrupting Harvard is no easy task The idea of Coursera is to bring university level courses online at a fraction of the cost with infinitely more accessibility - lowering the financial and physical barriers to higher ed They have taken a couple clever approaches: - Partnering directly with prestigious universities, which lends legitimacy - Partnering directly with corporations for professional certificates (Google, IBM, Meta, etc) that focus on skills rather than simply degrees In fact, if you are applying to relevant roles at Google, they will accept qualified Coursera professional certificates as the equivalent of a 4-year degree 🤯 The way I see it, this is the early signal that disruption is starting Their main competitor, Udemy, focused on short courses and skill learning vs prestige and comprehensiveness And I always considered if that route had more potential So I was pleasantly surprised to see that, just a couple weeks ago, Coursera announced plans to ACQUIRE Udemy this further crystallized my thesis that Coursera has the best odds of disrupting the higher ed market Onto their financials, we see arguably boring but steady revenue growth (19.5% CAGR over 5 years) but in that time, free cash flow flipped from negative to positive (1st chart) which then brings me to their market cap vs cash balance (2nd chart) Of their $1.25B valuation $798M is cash (!) If disruption is real, and revenue growth accelerates, the multiple can expand quickly here combined with the attractive technical setup (in my quoted post), I think I have painted the picture of why I am DCA buying here 😅 Given the strong cash balance and FCF positivity, I don't see very strong downside risk like on a lot of my other holdings. Yet I do see the long term Hail Mary potential (higher ed disruption) while I understand that it is a moonshot, I don't see it as "moon or broke". more like "moon or stable", so I am into that risk/reward»17.1. · Muokattu17.1. · MuokattuInnen 2029 by Grok: • Bear Case (~$4-5/share, 30-40% downside): Merger delays/fails due to regs/shareholder pushback; integration issues erode synergies. Rev growth slows to 5% CAGR (to ~$950M by 2028) amid AI commoditizing skills (e.g., free ChatGPT courses hurt uptake). Losses widen; FCF dips negative. Multiple compresses on execution risks—stock drifts to ~$4.50 (0.8x rev, MC ~$700M). Worst if higher ed rebounds traditionally post-AI hype. • Base Case (~$10-12/share, 50-80% upside): Merger closes smoothly; steady 10-12% CAGR (to ~$1.2B rev by 2028) from consumer/enterprise growth, plus $115M synergies. FCF grows to $100M+ annually; cash enables modest buybacks. Multiple holds ~1.5x as market sees stability but no explosive disruption—aligns with analyst PTs, hitting ~$11 (MC ~$1.7B). Realistic if AI boosts demand moderately without major setbacks. • Bull Case (~$18-22/share, 180-240% upside): Merger accelerates to 20%+ CAGR (to ~$1.6B rev by 2028) via AI integrations, more corp tie-ups (e.g., Google-style cert equivalencies expand), and global access gains. FCF surges to $200M+; multiple expands to 3x on “disruptor” narrative (ed market hits $2T+). Stock reaches ~$20 (MC ~$3B), a “moon” if headlines validate degree disruption (e.g., AI-era skills dominate hiring).
- ·14.11.2024Hello everyone, anyone who sees something in this stock is considering buying
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 24.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
2025 Q4 -tulosraportti
39 päivää sitten
‧56 min
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 23.4. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 24.7.2025 | ||
2025 Q1 -tulosraportti 24.4.2025 | ||
2024 Q4 -tulosraportti 30.1.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·17.1.Why invest in this: Dr J Rould shared this thesis with paying subscribers: «Going to give a deeper analysis into the fundamental setup for one of these as usual, I am seeking a small disruptor of a potentially large total addressable market $COUR The combined global higher education market hovers over $1 Trillion valuation and it is RIPE for disruption The "$300K for a 4-year degree" system DESERVES to be disrupted 😂 We feel this pressure all over today, with headlines shouting that value of a degree is plummeting (especially in the age of AI) Coursera market cap is just $1.25B Harvard endowment alone is north of $55 billion But of course, disrupting Harvard is no easy task The idea of Coursera is to bring university level courses online at a fraction of the cost with infinitely more accessibility - lowering the financial and physical barriers to higher ed They have taken a couple clever approaches: - Partnering directly with prestigious universities, which lends legitimacy - Partnering directly with corporations for professional certificates (Google, IBM, Meta, etc) that focus on skills rather than simply degrees In fact, if you are applying to relevant roles at Google, they will accept qualified Coursera professional certificates as the equivalent of a 4-year degree 🤯 The way I see it, this is the early signal that disruption is starting Their main competitor, Udemy, focused on short courses and skill learning vs prestige and comprehensiveness And I always considered if that route had more potential So I was pleasantly surprised to see that, just a couple weeks ago, Coursera announced plans to ACQUIRE Udemy this further crystallized my thesis that Coursera has the best odds of disrupting the higher ed market Onto their financials, we see arguably boring but steady revenue growth (19.5% CAGR over 5 years) but in that time, free cash flow flipped from negative to positive (1st chart) which then brings me to their market cap vs cash balance (2nd chart) Of their $1.25B valuation $798M is cash (!) If disruption is real, and revenue growth accelerates, the multiple can expand quickly here combined with the attractive technical setup (in my quoted post), I think I have painted the picture of why I am DCA buying here 😅 Given the strong cash balance and FCF positivity, I don't see very strong downside risk like on a lot of my other holdings. Yet I do see the long term Hail Mary potential (higher ed disruption) while I understand that it is a moonshot, I don't see it as "moon or broke". more like "moon or stable", so I am into that risk/reward»17.1. · Muokattu17.1. · MuokattuInnen 2029 by Grok: • Bear Case (~$4-5/share, 30-40% downside): Merger delays/fails due to regs/shareholder pushback; integration issues erode synergies. Rev growth slows to 5% CAGR (to ~$950M by 2028) amid AI commoditizing skills (e.g., free ChatGPT courses hurt uptake). Losses widen; FCF dips negative. Multiple compresses on execution risks—stock drifts to ~$4.50 (0.8x rev, MC ~$700M). Worst if higher ed rebounds traditionally post-AI hype. • Base Case (~$10-12/share, 50-80% upside): Merger closes smoothly; steady 10-12% CAGR (to ~$1.2B rev by 2028) from consumer/enterprise growth, plus $115M synergies. FCF grows to $100M+ annually; cash enables modest buybacks. Multiple holds ~1.5x as market sees stability but no explosive disruption—aligns with analyst PTs, hitting ~$11 (MC ~$1.7B). Realistic if AI boosts demand moderately without major setbacks. • Bull Case (~$18-22/share, 180-240% upside): Merger accelerates to 20%+ CAGR (to ~$1.6B rev by 2028) via AI integrations, more corp tie-ups (e.g., Google-style cert equivalencies expand), and global access gains. FCF surges to $200M+; multiple expands to 3x on “disruptor” narrative (ed market hits $2T+). Stock reaches ~$20 (MC ~$3B), a “moon” if headlines validate degree disruption (e.g., AI-era skills dominate hiring).
- ·14.11.2024Hello everyone, anyone who sees something in this stock is considering buying
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt