Coursera Q2: A Great Buy As Growth Accelerates

  • I'm rotating into undervalued small caps like Coursera, expecting them to outperform as large caps flatten or decline through 2025. Coursera's strong Q2 beat, accelerating growth, and improved free cash flow reinforce my bullish stance and justify a continued buy rating. The company's scalable platform, rapid AI course adoption, and expanding enterprise business offer significant long-term growth potential.