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SKSKIL

Skillsoft Corp.

$SKIL·$53M·Education & Training Services·Consumer Defensive
$6.00-0.2%YTD-36.7%1Y-53.6%
Price updated 12m ago·X counts updated 2d ago
SKSKIL
$SKILSkillsoft Corp.
$6.00-0.17%13 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SKIL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

13X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SKIL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Skillsoft: -37% YTD, -54% TTM at $6.01 — Q2 EPS $1.17 beat 41% and CEO Hovsepian bought 6 tranches Sept 15-23 ($225K combined).

Skillsoft Corp is the online learning-and-training platform at $6.01 with $53M market cap. -37% YTD, -54% TTM. Q2 EPS $1.17 beat by 41%. CEO Ronald Hovsepian bought 6 tranches Sept 15-23 combined ($225K); director Frankola bought $128K Sept 15 — specific insider-conviction wave.

The tension in one line:

  • Insider buying is decisive: CEO Hovsepian 6 tranches ($66K + $51K + $83K + $17K + $8K + first Sept 16 $8K = ~$233K), plus director Frankola $128K — combined ~$360K open-market buying at depressed prices.
  • Q2 EPS +41% surprise: continued beat cadence (Q1 +2220%, Q4 2025 -0.8%, Q3 +30.9%) — the operational execution is landing but revenue Q1 $94M -24% YoY shows structural revenue decline.
  • Governance: independent director Helena Foulkes resigned Aug 31, new CLO Cushing filed Form 3 Aug 13 — governance transition mid-turnaround.

The bull path is Dec 9 Q3 print ($1.34 EPS est) confirming the beat cadence plus specific revenue-stabilization commentary. The bear path is continued -24% YoY revenue decline overwhelming EPS beats. Skillsoft LX Design Studio product launch adds commercial angle.

What to watch: Dec 9 Q3 print ($1.34 EPS est) — revenue trajectory vs Q1's -24%, Skillsoft LX Design Studio adoption, and any turnaround-strategy commentary. Continued CEO/director open-market buying patterns. New CLO Cushing strategic input.

On the calendar: 2026-12-09 — Q3 earnings

insider buyinglarge drawdown

Read the AI verdict on $SKIL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise learning platform offering AI-driven skills training, compliance courses, and instructor-led instruction for corporate workforce development.

Industry overviewAI analysisGenerated by AI from underlying data

Where Education & Training Services sits in its cycle right now — and what that implies for $SKIL.

Education & Training Services · Consumer Defensive

AI-assisted personalized learning platforms and corporate upskilling demand (AI/data science certification) are the growth segments within education. For-profit higher education faces continued enrollment headwinds and regulatory scrutiny; K-12 ed-tech platforms are lapping COVID-era procurement tailwinds with weaker retention rates.

What this means for $SKIL

Direct beneficiary — Enterprise learning platform offering AI-driven skills training, compliance courses, and instructor-led instruction for corporate workforce development.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+6.1%YTD
+5.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-6.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
13.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-7.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 9, 2026$1.17$0.83+41.0%
Q1 2026Jun 9, 2026$1.16$0.05+2220.0%
Q1 2026Apr 7, 2026$1.26$1.27-0.8%
Q3 2025Dec 10, 2025$1.65$1.26+31.0%
Next earningsWed, Dec 9·consensus EPS $1.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$94.5M-23.9%83.2%-7.4%$-4.89$28.5M
Q4 FY26$130.7M-2.3%73.8%-3.4%$-4.19$25.7M
Q3 FY26$129.0M-6.0%72.7%-7.3%$-4.74$-23.6M
Q2 FY26$128.8M-2.6%74.5%-6.9%$-2.78$-22.6M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$512.2M$512.2M – $512.2M$4.17$4.17 – $4.171
FY27$385.6M$385.6M – $385.6M$4.14$4.14 – $4.141
FY28$381.7M$381.7M – $381.7M$4.64$4.64 – $4.641

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 23Ronald W HovsepianCEO11.2K sh$66KBuySep 21Ronald W HovsepianCEO8.3K sh$51KBuySep 18Ronald W HovsepianCEO12.8K sh$83KBuySep 17Ronald W HovsepianCEO2.7K sh$17KBuySep 16Ronald W HovsepianCEO1.4K sh$8KBuySep 15Ronald W HovsepianCEO4.5K sh$25KBuySep 15Jim FrankolaDirector25.0K sh$129KBuyJun 15Jim FrankolaDirector27.0K sh$163KBuyJun 12Jim FrankolaDirector23.0K sh$139K
+ 37 other (18 exempts · 10 awards · 9 inkinds) in window

See when $SKIL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Skillsoft Corp. reported financial results for the fiscal quarter ended July 31, 2026 via press release (Exhibit 99.1) and posted a supplementary earnings presentation to its investor relations website. Specific revenue and earnings figures were furnished but not captured in the excerpt. This is a routine quarterly earnings announcement for the enterprise learning and talent development platform.

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Skillsoft disclosed that independent director Helena B. Foulkes resigned from its Board of Directors effective August 31, 2026, to focus on other commitments. Foulkes had served on Skillsoft's Board since June 2021 and her departure was not due to any disagreement with management, operations, policies, or practices. No replacement has been announced. Her resignation modestly reduces Board size and experience in consumer/retail leadership as Skillsoft continues its digital learning platform turnaround.

3New insider — initial holdingsAug 133
AI summary

Matthew J. Cushing, Chief Legal Officer of Skillsoft Corp. (SKIL), filed an initial Form 3 disclosing zero shares of common stock beneficially owned as of August 3, 2026. This is a routine Form 3 for a newly appointed officer with no current personal equity position.

8-KAcquisition completedJul 108-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

Skillsoft Corp. completed the sale of Global Knowledge Training LLC (its instructor-led training subsidiary operating under the Global Knowledge brand) to EHJob GP LLC (an affiliate of Enduring Ventures) on July 6, 2026, pursuant to a Sale and Purchase Agreement signed May 20, 2026. The transaction yielded approximately $5.4 million in initial cash consideration after working-capital adjustments, subject to a final post-closing true-up. This is a significant divestiture of Skillsoft's legacy instructor-led training business for only ~$5.4M, reflecting challenged market demand; it simplifies the portfolio but the low price signals weak underlying asset value.

8-KPress release / Reg FDJul 88-K — Item 7.01: Press release / Reg FD
AI summary

Skillsoft Corp. announced via Reg FD that the NYSE accepted the company's submitted business plan to regain compliance with NYSE continued listing standard 802.01B (minimum market capitalization/stockholders' equity), as disclosed in a July 8, 2026 press release. This is a positive compliance development — NYSE accepting the plan removes the immediate delisting risk, though Skillsoft must now execute the recovery plan; the underlying financial weakness that triggered the non-compliance remains.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Skillsoft shareholders at the 2026 Annual Meeting (June 25, 2026) approved the Second Amendment to the 2020 Omnibus Incentive Plan, increasing the share reserve by 550,000 shares to 4,305,658 total shares. The Board had approved the amendment subject to shareholder approval on March 25, 2026. The 550K share increase provides Skillsoft with additional equity compensation capacity; the filing also reports routine annual meeting vote outcomes including director elections.

8-KPress release / Reg FDJun 188-K — Item 7.01: Press release / Reg FD
AI summary

Skillsoft received clearance from Saudi Arabia's General Authority for Competition on June 18, 2026, completing all required regulatory approvals for the pending sale of its Global Knowledge business to EHJob GP LLC. The transaction is now subject only to customary closing conditions; Skillsoft expects the deal to close in its current fiscal second quarter. This is the final regulatory hurdle cleared — deal close is now imminent.

8-KPress release / Reg FDJun 98-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Skillsoft Corp. reported financial results for its fiscal Q1 2026 (ended April 30, 2026) on June 9, 2026, with results and commentary in a press release (Exhibit 99.1) and an earnings supplement presentation posted to its investor relations website. Specific revenue, operating income, and EPS figures are in the attached exhibits. This is a routine quarterly earnings disclosure.

+ 14 other (3 S-8s · 3 8-Ks · 2 10-Qs · 2 3s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Insider Buying: Skillsoft (NYSE:SKIL) Director Purchases $128,500.00 in Stockdefenseworld.net·9d agoSkillsoft LX Design Studio Reduces Custom Learning Content Development from Weeks to Daysbusinesswire.com·19d agoSkillsoft Corp. (SKIL) Q2 2027 Earnings Call Transcriptseekingalpha.com·20d agoSkillsoft Q2 Earnings Call Highlightsmarketbeat.com·20d agoSkillsoft Corp. (SKIL) Beats Q2 Earnings Estimateszacks.com·20d ago

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Voices on X · last 7 days

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