Coursera SVP Cardenas sells $57k in shares
Coursera SVP, General Counsel Alan B Cardenas sold 9,710 shares of common stock for $57,483 on February 17, 2026, as part of a Rule 10b5-1 trading plan. This follows Coursera's strong Q4 2025 financial results, including 10% revenue growth and 18% adjusted EBITDA growth, and early antitrust clearance for its merger with Udemy. Analyst reactions have been mixed, with some lowering price targets due to margin concerns while others reiterated Buy/Outperform ratings.
ZAWYA-PRESSR: UAE enterprises accelerate AI adoption while building critical human and technical skills: Coursera Job Skills Report 2026
A new report from Coursera indicates that UAE enterprises are significantly increasing their investment in both advanced technical and critical human skills to thrive in an AI-powered economy. The "Job Skills Report 2026" highlights a surge in AI and professional certificate enrollments, emphasizing that AI adoption aims to augment human expertise rather than replace it. This trend underscores a national effort to build a resilient workforce capable of leveraging AI responsibly and at scale, as GenAI is projected to substantially contribute to the UAE's economy.
JPMorgan Lowers its Price Target on Coursera, Inc. (COUR) to $10 and Keeps an Overweight Rating
JPMorgan has lowered its price target on Coursera, Inc. (COUR) to $10 from $12 but maintained an Overweight rating, citing strong execution and AI positioning despite mixed 2026 guidance. Other analysts, including Goldman Sachs and RBC Capital, have also adjusted price targets, with Goldman Sachs maintaining a Sell rating due to a muted enterprise environment, while RBC Capital upheld an Outperform rating after solid fourth-quarter results. Coursera exceeded Q4 revenue estimates and provided an optimistic 2026 revenue outlook.
JPMorgan Lowers its Price Target on Coursera, Inc. (COUR) to $10 and Keeps an Overweight Rating
JPMorgan has lowered its price target for Coursera, Inc. (COUR) to $10 from $12 while maintaining an "Overweight" rating, citing mixed 2026 guidance despite upside in Q4 estimates. Other analysts, including Goldman Sachs and RBC Capital, have also adjusted their price targets, acknowledging strong consumer segment performance but noting a muted enterprise environment. Coursera reported Q4 revenue ahead of consensus and projects 2026 revenue between $805 million and $815 million.
UAPB tests Coursera’s new integration with Blackboard
The University of Arkansas at Pine Bluff (UAPB) has become a pioneer in digital learning by integrating Coursera’s new 1EdTech-certified LTI 1.3 integration with Blackboard, making it the first HBCU to adopt this advanced system. This integration allows for single sign-on access, automatic grade-sharing, and direct access to Coursera content within Blackboard, significantly streamlining the learning experience for students and faculty. Dora Sanders, director of the Center for Excellence in Innovative Teaching and Learning, led UAPB through this successful implementation, marking a significant advancement in educational technology.
Coursera's Q4 Earnings Call: Our Top 5 Analyst Questions
Coursera's Q4 CY2025 results surpassed analyst expectations for revenue and adjusted EBITDA, driven by AI-powered innovations and international expansion. Despite strong performance, some financial metrics like Annual Recurring Revenue and Q1 EBITDA guidance fell short. The article highlights key analyst questions from the earnings call, focusing on platform fees, data advantage, international strategy, the Udemy merger, and enterprise account fluctuations.
FTC grants early termination for Udemy and Coursera merger review
The U.S. Federal Trade Commission has granted early termination of the Hart-Scott-Rodino waiting period for the proposed all-stock merger between Udemy and Coursera. This removes a key regulatory hurdle for the transaction, which was initially announced on December 17, 2025. The merger still requires additional regulatory approvals and stockholder consent from both companies.
Coursera Advances Udemy Merger After Antitrust Clearance
Coursera and Udemy are proceeding with their merger after receiving antitrust clearance from the U.S. Federal Trade Commission on February 9, 2026. The all-stock transaction, initiated on December 17, 2025, aims to create a larger, integrated online learning platform. Completion of the merger remains subject to customary closing conditions, including further regulatory approvals and stockholder votes.
Coursera and Udemy Announce Merger Progress
Coursera and Udemy have received FTC approval for their merger, which is structured as an all-stock transaction. The FTC granted early termination of the HSR Act waiting period, though the merger still requires additional regulatory and stockholder approvals. The companies aim to enhance operational synergies and strengthen their market position through this merger.
Coursera Q4 2025 Earnings Call: Complete Transcript
Coursera reported strong Q4 2025 financial results, with revenue growing 9% to $757 million and free cash flow increasing 32% to $78 million for the full year. The company announced plans to combine with Udemy, aiming to accelerate strategy and expand capabilities. For 2026, Coursera expects 6-8% revenue growth and an adjusted EBITDA margin of approximately 9%, supported by a new platform fee and continued investment in AI-native capabilities and consumer subscriptions.
Coursera (COUR) Q4 Loss Of US$26.8 Million Tests Bullish Profitability Narratives
Coursera (COUR) reported a Q4 FY 2025 net loss of US$26.8 million and a basic EPS loss of US$0.16, with revenue reaching US$196.9 million. While the company's earnings losses have been improving over five years, the most recent quarterly loss shows this progress can be uneven. Coursera's revenue growth rate is slower than the broader US market, and profitability is not expected within the next three years, despite a P/S ratio below peers and a significant gap to its DCF fair value.
Analysts Offer Insights on Consumer Goods Companies: Post Holdings (POST) and Coursera (COUR)
Two analysts have offered bullish sentiments on consumer goods companies Post Holdings (POST) and Coursera (COUR). Evercore ISI analyst David Palmer maintained a Buy rating on Post Holdings with a $129.00 price target, while Telsey Advisory analyst Sarang Vora maintained a Buy rating on Coursera with a price target of $14.00. Both companies have consensus ratings from analysts indicating potential upside.
Coursera (COUR) Q4 Loss Of US$26.8 Million Tests Bullish Profitability Narratives
Coursera (COUR) reported a Q4 net loss of US$26.8 million despite revenues of US$196.9 million, concluding FY 2025 with a total trailing 12-month loss of US$51 million. While the company's losses have been improving over five years, its revenue growth rate of 6.2% lags behind the broader US market's 10.2%. This performance, coupled with a P/S ratio below peers but a valuation significantly below its DCF fair value, leads to ongoing debate among investors regarding its future profitability.
Coursera stock price target lowered to $8 by BMO Capital on margin outlook
BMO Capital has lowered its price target for Coursera (NYSE:COUR) stock to $8.00 from $11.00, while maintaining an Outperform rating. This adjustment follows Coursera's Q4 2025 results, which exceeded revenue and adjusted EBITDA expectations, and considers the anticipated positive impact of a 15% platform fee and the Udemy acquisition on future margins and enterprise exposure.
Coursera (NYSE:COUR) Rating Lowered to Hold at Wall Street Zen
Wall Street Zen has downgraded Coursera (NYSE:COUR) from a "buy" to a "hold" rating. Despite this, other analysts have recently issued "outperform" or "overweight" ratings with various price targets, and the company recently met earnings per share estimates while exceeding revenue expectations for the last quarter. Coursera faces ongoing margin pressure due to investments in growth and the integration of the Udemy deal, although management projects increased revenue for FY-2026 driven by this merger and AI product initiatives.
Coursera (NYSE:COUR) Sets New 1-Year Low - Time to Sell?
Coursera (NYSE:COUR) recently hit a new 52-week low of $5.72, despite beating Q4 revenue expectations with $196.9M and raising its FY2026 guidance to $805M–$815M, driven by the Udemy acquisition and AI initiatives. However, profitability remains a concern, with Q4 EPS falling to $0.06 and a negative net margin, as analysts warn about potential margin pressure from integrating Udemy. While some analysts maintain "Buy" ratings and raised price targets, others have lowered targets, and institutional investors have adjusted their holdings.
KeyBanc lowers Coursera stock price target to $10 from $12
KeyBanc has lowered its price target for Coursera Inc (NYSE:COUR) to $10 from $12, while maintaining an Overweight rating, despite the stock trading near its 52-week low. This adjustment comes after Coursera's fourth-quarter results showed strong total revenue growth and exceeded revenue guidance, driven by consumer and enterprise segments. The firm cites the recent valuation pullback but remains positive on Coursera's long-term enterprise opportunity and its pending merger with Udemy.
Coursera Inc (COUR) PT Lowered to $10 at KeyBanc
KeyBanc analyst Devin Au has lowered the price target for Coursera Inc (COUR) to $10. This report, updated on February 6, 2026, indicates a revised outlook for the company's valuation. The full article is available to premium subscribers of StreetInsider.com.
Needham reiterates Buy rating on Coursera stock after strong Q4 results
Needham has reiterated its Buy rating and $10.00 price target for Coursera (NYSE:COUR) following strong Q4 2025 results, despite a mixed FY2026 outlook skewing towards growth over immediate profitability. The firm anticipates future margin improvements, especially with a new platform fee and the pending Udemy transaction, which is expected to address enterprise sector shortcomings. Coursera's consumer segment is projected to grow over 10% in FY2026, surpassing initial expectations.
Coursera, Inc. (NYSE:COUR) Q4 2025 Earnings Call Transcript
Coursera held its Q4 and Full Year 2025 earnings call, reporting $757 million in revenue for the full year, a 9% increase, and record free cash flow of $78 million. The company announced an agreement to combine with Udemy, aiming to accelerate strategy, enhance investment in AI-native product innovation, and expand its global ecosystem of learners and enterprise customers. Coursera also introduced a 15% platform fee for new eligible sales to fund ongoing investments in its AI-native platform capabilities, expecting a gradual financial impact beginning in the second half of 2026.
COUR Q4 Deep Dive: AI Product Expansion and Udemy Merger Shape Outlook
Coursera (NYSE:COUR) exceeded Q4 CY2025 revenue expectations due to product innovation, AI-powered course launches, and stronger execution in consumer and enterprise segments. The company's future outlook is shaped by continued investment in AI-driven platform enhancements, the introduction of a new platform fee, and a potential merger with Udemy, which is expected to enhance scale and diversify content. While the platform fee will gradually improve margins, the financial benefits are anticipated to be more pronounced in the latter half of the year.
Coursera Inc (COUR) PT Lowered to $8 at BMO Capital
BMO Capital analyst Jeffrey Silber has lowered the price target for Coursera Inc (NYSE: COUR) to $8.00 from $11.00. The analyst is maintaining a neutral rating on the stock. Details regarding the rationale for this change are part of a premium article, requiring a StreetInsider.com Premium subscription to access.
Coursera's (NYSE:COUR) Q4 CY2025 Sales Top Estimates
Coursera (NYSE:COUR) exceeded Wall Street's revenue expectations in Q4 CY2025, with sales increasing by 9.9% year-on-year to $196.9 million. The company's guidance for Q1 CY2026 revenue was optimistic, surpassing analyst estimates, while its adjusted EPS met expectations. Coursera also announced a definitive merger agreement with Udemy, Inc. (NASDAQ:UDMY) on December 17, 2025, which has been unanimously approved by both companies' boards.
Coursera: Q4 Financial Overview
Coursera Inc. reported a Q4 net loss of $26.8 million, or $0.16 per share, with adjusted earnings meeting analyst expectations at $0.06 per share. The company's revenue for the quarter reached $196.9 million, exceeding forecasts. For the full year, Coursera posted a total loss of $51 million on $757.5 million in revenue, and it projects future revenue between $193 million and $197 million for Q1 and $805 million to $815 million for the full year.
Coursera: Q4 Earnings Snapshot
Coursera Inc (COUR) reported a Q4 loss of $26.8 million, or 16 cents per share, with adjusted earnings of 6 cents per share meeting Wall Street's expectations. The online learning platform's revenue for the quarter was $196.9 million, surpassing forecasts. For the full year, Coursera had a loss of $51 million on revenue of $757.5 million and provided revenue guidance for the upcoming quarter and full year.
Coursera (NYSE:COUR) Posts Earnings Results
Coursera (NYSE:COUR) recently reported Q4 earnings per share of $0.06, meeting analyst consensus, but the company remains unprofitable with negative return on equity and net margin. Shares dropped 1.7% to $5.97, nearing a 52-week low on heavy trading volume. Analysts hold a "Hold" consensus rating with a target price of $12.27, though individual ratings and price targets vary.
Earnings call transcript: Coursera Q4 2025 sees steady revenue growth and stock stability
Coursera Inc. (COUR) reported its Q4 2025 earnings, with EPS matching expectations at $0.06 and revenue slightly exceeding forecasts at $197 million, a 10% year-over-year increase. The company also announced a record free cash flow of $78 million for the year and is progressing with a strategic merger with Udemy, expected to close in the latter half of 2026. For 2026, Coursera projects revenue between $805 million and $815 million, reflecting 6-8% growth, and adjusted EBITDA between $70 million and $76 million.
Coursera Inc. (COUR) Reports In-Line Q4 EPS, Beats on Revenue; Offers FY26 Revenue Guidance
Coursera Inc. (COUR) announced its Q4 earnings, reporting an EPS of $0.06, which was in line with analyst estimates. The company surpassed revenue expectations, bringing in $197 million against a consensus of $191.79 million. Additionally, Coursera provided strong FY2026 revenue guidance, projecting $805-815 million, exceeding the consensus estimate of $797.5 million.
Coursera, Inc. (COUR): A Bull Case Theory
This article summarizes a bullish thesis on Coursera, Inc. (COUR), arguing that the market is mispricing the company due to misguided fears about generative AI's impact on EdTech. The thesis highlights Coursera's differentiated model focused on credentials and structured learning, which is less susceptible to AI disruption than skill-based platforms. Coursera is positioned as a beneficiary of AI-driven reskilling and offers an attractive long-term risk/reward profile.
Coursera, Inc. (COUR): A Bull Case Theory
This article summarizes a bullish thesis on Coursera, Inc. (COUR) by Thanh’s Value Investing Blog, arguing that the market is mispricing the company despite fears that generative AI will make its model obsolete. The thesis highlights Coursera's differentiated positioning with credential-led offerings, its strong financial position, and how AI can act as a catalyst for its core customer base. The company is seen as a long-term beneficiary of AI-driven job displacement, offering significant upside potential.
Coursera’s (NYSE:COUR) Q4 CY2025 Sales Top Estimates
Coursera (NYSE:COUR) exceeded Q4 CY2025 revenue expectations, reporting sales of $196.9 million, a 9.9% year-on-year increase. The company also announced a definitive merger agreement with Udemy (NASDAQ:UDMY) in an all-stock transaction. Despite positive revenue guidance for Q1 CY2026, EBITDA guidance was below analyst estimates, and the company reported negative free cash flow for the quarter.
Coursera earnings up next: Can Udemy deal offset margin pressure? By Investing.com
Coursera is set to report its fourth-quarter results, with analysts anticipating EPS of $0.06 and revenue of $191.8 million, a sequential decline from the previous quarter. The company recently announced the acquisition of Udemy, creating an online education giant valued at $2.5 billion. Investors will be closely watching the integration strategy for Udemy, margin sustainability, and the path to sustained profitability, particularly after the previous quarter's profit and a projected EPS growth of 177%.
Coursera (COUR) Q4 Earnings: What To Expect
Coursera (COUR) is set to report its Q4 earnings on Thursday. Analysts expect a 7% year-on-year revenue growth to $191.7 million and adjusted earnings of $0.06 per share. Despite generally reconfirmed estimates, the stock's performance reflects broader underperformance in the consumer internet segment, with Coursera down 16.8% over the last month.
Coursera’s Stock Tests Investor Patience As Wall Street Weighs Growth Against Profitability
Coursera's stock is experiencing a period of investor caution, balancing continued user growth against ongoing profitability concerns. While an investment made a year ago would show double-digit returns, recent trading volume shows modest selling pressure after the latest quarterly results did not deliver an aggressive "beat and raise." Wall Street analysts generally hold a "Buy" or "Outperform" rating, seeing long-term potential in the company's shift towards enterprise and degree offerings, but remain hesitant due to the slower path to consistent profitability.
Coursera (NYSE:COUR) Given Outperform Rating at Telsey Advisory Group
Telsey Advisory Group has reiterated an "Outperform" rating for Coursera (NYSE:COUR) with a $14 target price, suggesting a significant upside. This rating contrasts with the mixed analyst consensus of "Hold" and an average price target of $12.27. The article also notes recent stock movements, insider selling, and institutional investments in Coursera.
AWS Launches Generative AI Essentials Course on Coursera and edX
AWS has introduced a new Generative AI Essentials course on Coursera and edX, designed to equip developers, students, and early-career professionals with practical, production-oriented generative AI skills. The course focuses on AWS services like Amazon Q Developer and Amazon Bedrock, teaching concepts such as prompt engineering, security guardrails, and agent workflows. It emphasizes hands-on application and integrating AI into existing development environments.
Coursera (COUR) to Release Earnings on Thursday
Coursera (COUR) is scheduled to release its Q4 2025 earnings after the market closes on Thursday, February 5th, with analysts projecting earnings of $0.06 per share and revenue of $191.8 million. The stock currently trades below its 50-day and 200-day moving averages, and insider selling activity was noted, though institutional investors have shown mixed activity. Analyst ratings are varied, with a consensus "Hold" rating and an average target price of $12.27.
Coursera Outlines 2026 Trends Shaping AI-Driven Learning
Coursera anticipates that AI will profoundly transform learning, skill development, and workforce preparation by 2026, driven by an increasing demand for technology-aligned training. The online learning platform has identified four key trends, including the rise of agentic AI, the integration of learning into daily work, the necessity of large-scale role-based AI training, and the growing importance of microcredentials. These shifts aim to create a more continuous, embedded, and labor market-aligned training model.
Baillie Gifford & Co. Sells 170,871 Shares of Coursera, Inc. $COUR
Baillie Gifford & Co. reduced its stake in Coursera, Inc. by 2.3% in the third quarter of 2025, selling 170,871 shares and retaining 7,406,775 shares valued at approximately $86.7 million. Coursera exceeded its Q3 earnings expectations with $0.10 EPS and $194.2 million in revenue, despite having negative net margins and return on equity. The stock is currently trading around $6.51, and while analyst coverage is mixed with a consensus "Hold" rating and a $12.27 price target, some firms have recently upgraded the shares.
Coursera (NYSE:COUR) Raised to Buy at Wall Street Zen
Wall Street Zen has upgraded Coursera (NYSE:COUR) from "Hold" to "Buy," as stated in a research note. Despite this positive change, analysts generally remain mixed, with a consensus "Hold" rating and a target price of $12.27, even though some firms have lowered their targets. Coursera's shares opened at $6.51 with a market cap of approximately $1.08 billion, and the company recently reported slight beats on EPS and revenue, though it still faces a negative net margin.
Udemy Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Udemy, Inc. - UDMY
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Udemy, Inc. (NasdaqGS: UDMY) to Coursera, Inc. (NYSE: COUR). Shareholders of Udemy are set to receive 0.800 shares of Coursera common stock for each Udemy share. KSF is scrutinizing whether this consideration adequately values Udemy and whether the process leading to the sale was fair.
Udemy (UDMY) Investigated for Proposed Sale to Coursera (COUR) at 0.8 Shares per Share
Former Louisiana Attorney General Charles C. Foti and Kahn Swick & Foti (KSF) are investigating the proposed sale of Udemy (UDMY) to Coursera (COUR) at 0.8 shares per Udemy share. The investigation aims to determine if the deal adequately values Udemy and protects shareholder rights. KSF is offering legal consultation to shareholders concerned about potential undervaluation, and the outcome of this investigation could affect Udemy's market performance.
Is Andrew Ng’s India AI Upskilling Push Quietly Reframing Coursera’s (COUR) Long-Term Platform Ambition?
Andrew Ng's recent comments on the urgent need for AI upskilling in India highlight both the risks of job disruption due to AI and a potential opportunity for platforms like Coursera. While these comments fit Coursera's bullish narrative for enterprise AI training, the modest stock reaction suggests no immediate change to Coursera's outlook. The core challenge for Coursera remains improving monetization without excessive marketing spend, especially with ongoing losses and pressure on average revenue per user.
India must speed up AI upskilling: Coursera cofounder Andrew Ng
Andrew Ng, cofounder of Coursera and DeepLearning.AI, stressed the urgent need for India's $280 billion IT services industry to rapidly upskill in AI to prevent significant job disruption. He also cautioned against the excessive hype surrounding Artificial General Intelligence (AGI), stating that current large language models are not a path to human-level intelligence and claims of AGI being imminent are misleading. Ng emphasized that businesses should focus on strategic AI adoption and leadership involvement rather than waiting for AGI or solely relying on bottom-up innovation.
Coursera Study: 91% Of Students And Educators In Saudi Arabia Affirm Positive Impact Of AI In Higher Education
A Coursera study reveals that 91% of students and educators in Saudi Arabia view AI's impact on higher education positively, with 86% of students reporting improved grades due to AI use. While AI offers benefits like personalized learning and administrative efficiency, 77% recognize the need for the higher education system to evolve its approach to ethically integrate AI, addressing concerns about academic integrity, data privacy, and the long-term value of degrees. The study highlights significant student reliance on AI and an urgent need for universities to embed AI literacy and ethical frameworks to responsibly harness its potential.
Coursera outlines 2025 growth strategy with focus on AI-driven innovation and expanded enterprise offerings
Coursera has announced its 2025 growth strategy, which centers on leveraging AI-driven innovation to enhance its platform. The company plans to expand its offerings specifically for enterprise clients, aiming to capture a larger share of the corporate learning market. This strategic direction indicates Coursera's commitment to evolving its educational technology and increasing its business footprint.
Coursera to Announce Fourth Quarter and Full Year 2025 Financial Results
Coursera, Inc. will release its financial results for the fourth quarter and full year ended December 31, 2025, after the U.S. stock market closes on Thursday, February 5, 2026. The company will issue a press release and hold a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A live webcast and archived replay of the call will be available on Coursera's investor relations website, investor.coursera.com.
Coursera, Inc. (NYSE:COUR) Given Consensus Rating of "Hold" by Brokerages
Coursera, Inc. (NYSE:COUR) has received a consensus "Hold" rating from thirteen brokerage firms, with an average one-year target price of $12.27. The company recently reported Q3 revenue of $194.2 million, up 10.3% year-over-year, and an EPS of $0.10, beating estimates. Insider sales and institutional ownership are also highlighted, with insiders owning 16.8% and institutions 89.6% of the stock.
Coursera to Announce Fourth Quarter and Full Year 2025 Financial Results
Coursera, Inc. (NYSE: COUR) announced it will release its financial results for the fourth quarter and full year ended December 31, 2025, after the U.S. stock market closes on Thursday, February 5, 2026. The company will issue a press release with financial information and hold a conference call broadcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A live webcast and archived replay will be available on Coursera's investor relations website.
RBC Capital Maintains Optimism on Coursera (COUR) With $11 Price Target
RBC Capital Markets analyst Rishi Jaluria reiterated an "Outperform" rating for Coursera (COUR) but lowered the price target from $13 to $11, still indicating a 51% upside due to expected AI-related catalysts. Bank of America Securities analyst Nafeesa Gupta maintained a neutral rating with a $12 price target, citing Coursera's global user base and its platform's potential in AI-driven online learning. Coursera offers online degrees and certifications across Consumer, Enterprise, and Degrees segments.
