Coursera (NYSE:COUR) Rating Lowered to Hold at Wall Street Zen

Coursera (NYSE:COUR) was downgraded by stock analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.

COUR has been the topic of a number of other research reports. UBS Group reissued a “neutral” rating and issued a $7.00 target price on shares of Coursera in a report on Friday. KeyCorp dropped their price target on Coursera from $12.00 to $10.00 and set an “overweight” rating on the stock in a research report on Friday. The Goldman Sachs Group reissued a “sell” rating and issued a $6.00 price target on shares of Coursera in a report on Saturday. Cantor Fitzgerald restated an “overweight” rating on shares of Coursera in a research note on Wednesday, November 26th. Finally, JPMorgan Chase & Co. upgraded Coursera from a “neutral” rating to an “overweight” rating and set a $12.00 target price on the stock in a research note on Wednesday, December 17th. Eight equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $10.62.

Coursera Price Performance

Shares of COUR opened at $5.94 on Friday. The stock has a market capitalization of $988.42 million, a PE ratio of -19.16 and a beta of 1.37. The business’s fifty day moving average price is $7.17 and its 200 day moving average price is $9.29. Coursera has a 12-month low of $5.72 and a 12-month high of $13.56.

Coursera (NYSE:COUR) last issued its earnings results on Thursday, February 5th. The company reported $0.06 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.06. Coursera had a negative net margin of 6.73% and a negative return on equity of 5.19%. The company had revenue of $196.90 million for the quarter, compared to analysts’ expectations of $191.83 million. During the same period in the prior year, the company earned $0.08 earnings per share. The firm’s revenue was up 9.9% compared to the same quarter last year. As a group, research analysts anticipate that Coursera will post -0.28 earnings per share for the current fiscal year.

Insider Activity

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

Institutional Investors Weigh In On Coursera

Several institutional investors have recently bought and sold shares of the stock. Squarepoint Ops LLC acquired a new position in Coursera in the second quarter worth approximately $4,617,000. Norges Bank bought a new stake in shares of Coursera during the 2nd quarter worth $15,435,000. Quantedge Capital Pte Ltd acquired a new stake in shares of Coursera during the second quarter worth $1,652,000. Y Intercept Hong Kong Ltd lifted its holdings in shares of Coursera by 967.2% during the second quarter. Y Intercept Hong Kong Ltd now owns 218,179 shares of the company’s stock valued at $1,911,000 after purchasing an additional 197,734 shares during the last quarter. Finally, Jump Financial LLC boosted its position in shares of Coursera by 67.4% in the 2nd quarter. Jump Financial LLC now owns 404,180 shares of the company’s stock valued at $3,541,000 after purchasing an additional 162,667 shares during the period. Institutional investors and hedge funds own 89.55% of the company’s stock.

Trending Headlines about 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

Coursera Company Profile

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.