Coursera (NYSE:COUR) Issues Earnings Results, Beats Estimates By $0.06 EPS

Coursera (NYSE:COUR) announced its quarterly earnings data on Wednesday. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.06, FiscalAI reports. The company had revenue of $298.60 million during the quarter, compared to analyst estimates of $293.61 million. Coursera had a negative net margin of 8.23% and a negative return on equity of 5.41%.

Here are the key takeaways from Coursera’s conference call:

• 2026 outlook raised: Coursera increased its full-year revenue guidance to $1.22–$1.245 billion and lifted its adjusted EBITDA margin target to approximately 14%, with Q4 margin expected to exceed 16%.
• The Udemy integration is progressing faster than planned, with expected annual run-rate net synergies raised to at least $85 million by year-end 2026; the company remains on track toward its $150 million target.
• Q2 revenue reached $299 million, but normalized revenue declined 1% year over year. Consumer subscription revenue and paid subscribers grew strongly, while transactional offerings and disciplined paid marketing weighed on overall normalized consumer growth; enterprise net revenue retention was 91% amid pressure on corporate learning budgets.
• Coursera and Udemy are accelerating an AI-native unified learning platform targeted for initial rollout in the first half of 2027, featuring personalized learning paths, interactive role-play, skills mapping, and verified proof of mastery.
• Coursera invested $100 million for roughly one-third of LearnVector, an AI learning company founded by Coursera Chairman Andrew Ng. Management views the investment as an innovation accelerator, but it is a related-party transaction, will not be consolidated, and competes with other potential uses of capital such as share repurchases.

Coursera Stock Performance

Shares of COUR stock traded up $0.32 on Wednesday, reaching $6.17. The stock had a trading volume of 14,204,881 shares, compared to its average volume of 5,935,539. Coursera has a 1 year low of $5.00 and a 1 year high of $12.93. The stock has a market cap of $1.04 billion, a P/E ratio of -16.22, a price-to-earnings-growth ratio of 2.27 and a beta of 1.23. The company has a 50 day simple moving average of $5.53 and a 200 day simple moving average of $5.88.

Insider Activity

In other Coursera news, major shareholder Insight Holdings Group, Llc sold 1,466,372 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $5.24, for a total transaction of $7,683,789.28. Following the completion of the sale, the insider directly owned 419,784 shares of the company’s stock, valued at approximately $2,199,668.16. This represents a 77.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Alan B. Cardenas sold 9,139 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $5.52, for a total value of $50,447.28. Following the completion of the transaction, the senior vice president directly owned 255,934 shares in the company, valued at approximately $1,412,755.68. This represents a 3.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,009,139 shares of company stock valued at $10,643,180 in the last ninety days. Insiders own 16.30% of the company’s stock.

Institutional Investors Weigh In On Coursera

A number of institutional investors have recently added to or reduced their stakes in the stock. EP Wealth Advisors LLC purchased a new stake in shares of Coursera in the fourth quarter worth about $240,000. Freestone Grove Partners LP purchased a new position in Coursera during the 4th quarter valued at approximately $188,000. CIBC Bancorp USA Inc. purchased a new position in Coursera during the 3rd quarter valued at approximately $173,000. Holocene Advisors LP bought a new stake in Coursera in the 2nd quarter worth approximately $166,000. Finally, Prudential Financial Inc. increased its stake in Coursera by 70.7% in the 2nd quarter. Prudential Financial Inc. now owns 17,487 shares of the company’s stock worth $153,000 after acquiring an additional 7,240 shares during the last quarter. 89.55% of the stock is owned by hedge funds and other institutional investors.

Coursera declared that its board has initiated a share buyback program on Monday, May 18th that permits the company to repurchase $500.00 million in outstanding shares. This repurchase authorization permits the company to purchase up to 55.9% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Morgan Stanley set a $7.50 target price on Coursera in a report on Friday, April 24th. JPMorgan Chase & Co. lowered their price target on Coursera from $10.00 to $8.00 and set an “overweight” rating on the stock in a report on Friday, April 24th. Wall Street Zen cut Coursera from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings upgraded Coursera from a “sell (e+)” rating to a “sell (d-)” rating in a report on Tuesday. Finally, BMO Capital Markets lifted their price objective on Coursera from $7.00 to $8.00 and gave the stock an “outperform” rating in a report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $8.50.

Trending Headlines about Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Second-quarter results exceeded estimates. Coursera reported adjusted earnings of $0.17 per share, compared with the $0.11 consensus estimate, while revenue reached $298.6 million versus expectations of $293.6 million. The earnings beat is the clearest near-term catalyst for the stock. Coursera Reports Second Quarter 2026 Financial Results
• Positive Sentiment: AI strategy gained visibility. Coursera committed $100 million to LearnVector, an AI-native learning company founded by co-founder and chairman Andrew Ng. The investment could strengthen Coursera’s positioning in AI education and worker reskilling, areas that may support future growth. Coursera backs co-founder Andrew Ng’s new AI education firm
• Positive Sentiment: UNESCO partnership expands reach. A collaboration to offer a free AI ethics course worldwide may increase Coursera’s visibility, institutional relationships and long-term user funnel. UNESCO partners with Coursera
• Neutral Sentiment: Revenue outlook was essentially on target. Third-quarter revenue guidance of $364 million to $372 million brackets the $366.5 million analyst estimate. Full-year 2026 revenue guidance of approximately $1.2 billion also matched consensus, offering limited evidence of an upward forecast revision.
• Negative Sentiment: The LearnVector investment introduces execution and capital-allocation risk. The $100 million commitment is significant for a company that remains unprofitable on a GAAP basis, and reports of recent job cuts could raise questions about operating priorities and near-term cost pressures. Coursera Makes Strategic Investment in LearnVector

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.