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

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

Several other equities research analysts also recently issued reports on the company. Telsey Advisory Group reiterated an “outperform” rating and set a $14.00 price target on shares of Coursera in a report on Friday. JPMorgan Chase & Co. upgraded shares of Coursera from a “neutral” rating to an “overweight” rating and set a $12.00 target price for the company in a research note on Wednesday, December 17th. BMO Capital Markets reiterated an “outperform” rating and issued a $8.00 target price on shares of Coursera in a report on Friday. Cantor Fitzgerald restated an “overweight” rating on shares of Coursera in a report on Wednesday, November 26th. Finally, KeyCorp reduced their price objective on shares of Coursera from $12.00 to $10.00 and set an “overweight” rating for the company in a research report on Friday. Eight research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $10.62.

Coursera Trading Down 0.7%

COUR opened at $5.94 on Friday. Coursera has a 1-year low of $5.72 and a 1-year high of $13.56. The company has a market cap of $988.42 million, a price-to-earnings ratio of -19.16 and a beta of 1.37. The company’s fifty day moving average price is $7.17 and its two-hundred day moving average price is $9.28.

Coursera (NYSE:COUR) last posted 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 analyst estimates of $191.83 million. During the same quarter in the prior year, the business posted $0.08 EPS. The firm’s revenue was up 9.9% compared to the same quarter last year. As a group, equities analysts forecast that Coursera will post -0.28 earnings per share for the current fiscal year.

Insider Buying and Selling at Coursera

In other news, SVP Alan B. Cardenas sold 8,078 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $8.17, for a total transaction of $65,997.26. Following the completion of the sale, the senior vice president owned 237,828 shares in the company, valued at $1,943,054.76. This trade represents a 3.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 16.80% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in COUR. Baillie Gifford & Co. boosted its holdings in Coursera by 97.0% in the 4th quarter. Baillie Gifford & Co. now owns 14,590,942 shares of the company’s stock valued at $107,389,000 after purchasing an additional 7,184,167 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Coursera by 341.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,955,723 shares of the company’s stock valued at $34,612,000 after buying an additional 2,286,395 shares during the period. Vanguard Group Inc. increased its stake in Coursera by 15.8% in the 4th quarter. Vanguard Group Inc. now owns 16,116,748 shares of the company’s stock worth $118,619,000 after acquiring an additional 2,195,148 shares during the last quarter. Norges Bank bought a new position in Coursera in the 2nd quarter worth about $15,435,000. Finally, Lazard Asset Management LLC raised its holdings in shares of Coursera by 84.2% in the 3rd quarter. Lazard Asset Management LLC now owns 2,319,515 shares of the company’s stock valued at $27,162,000 after acquiring an additional 1,060,288 shares in the last quarter. Hedge funds and other institutional investors 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.