Coursera’s (COUR) Outperform Rating Reaffirmed at Telsey Advisory Group

Telsey Advisory Group reissued their outperform rating on shares of Coursera (NYSE:COUR) in a research note published on Friday morning,Benzinga reports. They currently have a $14.00 price objective on the stock.

A number of other research analysts have also weighed in on COUR. JPMorgan Chase & Co. raised shares of Coursera from a “neutral” rating to an “overweight” rating and set a $12.00 price target on the stock in a research note on Wednesday, December 17th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Coursera in a research note on Wednesday, November 26th. Wall Street Zen upgraded Coursera from a “hold” rating to a “buy” rating in a research report on Sunday, January 25th. Needham & Company LLC restated a “buy” rating and issued a $10.00 price objective on shares of Coursera in a report on Friday. Finally, UBS Group reaffirmed a “neutral” rating and set a $7.00 target price on shares of Coursera in a research note on Friday. Eight research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Coursera has an average rating of “Hold” and an average price target of $10.62.

Coursera Price Performance

Shares of NYSE:COUR opened at $5.94 on Friday. The firm has a market capitalization of $988.42 million, a price-to-earnings ratio of -19.16 and a beta of 1.37. The business’s 50 day moving average price is $7.17 and its 200-day moving average price is $9.28. Coursera has a 1 year low of $5.72 and a 1 year high of $13.56.

Coursera (NYSE:COUR) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.06 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.06. Coursera had a negative net margin of 6.73% and a negative return on equity of 5.19%. The business had revenue of $196.90 million for the quarter, compared to the consensus estimate of $191.83 million. During the same period last year, the firm posted $0.08 earnings per share. The company’s revenue was up 9.9% compared to the same quarter last year. On average, sell-side analysts expect that Coursera will post -0.28 earnings per share for the current year.

Insiders Place Their Bets

In other Coursera news, SVP Alan B. Cardenas sold 8,078 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $8.17, for a total value of $65,997.26. Following the completion of the sale, the senior vice president directly owned 237,828 shares in the company, valued at $1,943,054.76. This represents a 3.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 16.80% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Nisa Investment Advisors LLC grew its holdings in shares of Coursera by 102.9% in the second quarter. Nisa Investment Advisors LLC now owns 3,652 shares of the company’s stock valued at $32,000 after purchasing an additional 1,852 shares during the period. Quarry LP boosted its holdings in Coursera by 619.9% in the 3rd quarter. Quarry LP now owns 4,024 shares of the company’s stock valued at $47,000 after purchasing an additional 3,465 shares during the last quarter. Daiwa Securities Group Inc. grew its stake in shares of Coursera by 163.7% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,330 shares of the company’s stock valued at $64,000 after buying an additional 4,550 shares during the period. Savant Capital LLC acquired a new stake in shares of Coursera during the 2nd quarter worth approximately $94,000. Finally, Oak Thistle LLC purchased a new stake in shares of Coursera during the 4th quarter valued at approximately $102,000. Hedge funds and other institutional investors own 89.55% of the company’s stock.

Key Stories Impacting Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Analysts reaffirmed bullish ratings with sizable price targets — Needham keeps a Buy with a $10 PT and Telsey keeps an Outperform with a $14 PT, signaling institutional confidence in upside from current levels. Needham Buy $10 Telsey Outperform $14
• Positive Sentiment: Management raised FY‑2026 revenue guidance to $805M–$815M (above consensus ~$798M) and issued Q1 revenue guidance above estimates — this shows top‑line acceleration assumptions tied to the Udemy deal and AI product initiatives. Press Release
• Positive Sentiment: Company outlined a $805M–$815M 2026 revenue target and said the Udemy merger plus AI work will accelerate platform evolution — strategic M&A and AI adoption are being presented as drivers of future growth. Coursera outlines $805M-$815M target
• Neutral Sentiment: Q4 revenue of $196.9M topped estimates (~$191.8M) and revenue grew ~9.9% YoY, but EPS of $0.06 simply met expectations — decent top‑line strength, mixed bottom‑line. Q4 Results
• Neutral Sentiment: Full Q4 earnings call transcript and analyst write‑ups are available for details on product cadence, Udemy integration timeline and margin assumptions — useful if you want to hear management tone and modeling details. Earnings Call Transcript
• Negative Sentiment: Profitability metrics remain pressured: net margin stayed negative and EPS declined year‑over‑year (from $0.08 to $0.06). Analysts still model negative full‑year EPS, highlighting margin risk as Coursera invests for growth and integrates Udemy. Key Metrics vs Estimates
• Negative Sentiment: Analysts and market pieces flag margin pressure from the Udemy deal and potential dilution/costs — the market appears to be weighing growth prospects against near‑term profitability headwinds. Margin Pressure Discussion

About Coursera

Coursera, Inc (NYSE:COUR) operates a leading online learning platform that delivers courses, specializations, professional certificates and fully accredited degree programs in collaboration with top universities and industry partners. Founded in 2012 by Stanford University professors Andrew Ng and Daphne Koller, Coursera’s mission is to provide universal access to world-class education and bridge skill gaps in a rapidly evolving job market.

The platform features more than 6,000 offerings created by over 275 academic institutions and corporate entities, spanning fields such as data science, business, technology, health care and the arts.