Coursera (NYSE:COUR) Hits New 52-Week Low – What’s Next?

Shares of Coursera, Inc. (NYSE:COUR) hit a new 52-week low during trading on Friday . The stock traded as low as $5.72 and last traded at $5.9680, with a volume of 1553590 shares. The stock had previously closed at $5.98.

Key Headlines 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

Analysts Set New Price Targets

Several brokerages have issued reports on COUR. JPMorgan Chase & Co. upgraded shares of Coursera from a “neutral” rating to an “overweight” rating and set a $12.00 price objective for the company in a research report on Wednesday, December 17th. BMO Capital Markets reiterated an “outperform” rating and set a $8.00 target price on shares of Coursera in a research note on Friday. Telsey Advisory Group reissued an “outperform” rating and set a $14.00 price target on shares of Coursera in a report on Friday. UBS Group reaffirmed a “neutral” rating and issued a $7.00 price objective on shares of Coursera in a report on Friday. Finally, KeyCorp lowered their price objective on Coursera from $12.00 to $10.00 and set an “overweight” rating on the stock in a research report on Friday. Eight equities 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 company. According to data from MarketBeat, Coursera currently has a consensus rating of “Hold” and a consensus price target of $10.62.

Coursera Price Performance

The firm has a market cap of $988.42 million, a price-to-earnings ratio of -19.16 and a beta of 1.37. The stock has a 50-day moving average of $7.17 and a 200-day moving average of $9.29.

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

Insider Buying and Selling

In related news, SVP Alan B. Cardenas sold 8,078 shares of the company’s stock in a transaction dated 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 of the company’s stock, valued at $1,943,054.76. This represents a 3.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 16.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Coursera

Several hedge funds have recently bought and sold shares of the company. Nisa Investment Advisors LLC lifted its holdings in shares of Coursera by 102.9% during the 2nd quarter. Nisa Investment Advisors LLC now owns 3,652 shares of the company’s stock worth $32,000 after acquiring an additional 1,852 shares during the period. Quarry LP raised its position in Coursera by 619.9% during the third quarter. Quarry LP now owns 4,024 shares of the company’s stock valued at $47,000 after purchasing an additional 3,465 shares in the last quarter. Daiwa Securities Group Inc. lifted its stake in Coursera by 163.7% during the second quarter. Daiwa Securities Group Inc. now owns 7,330 shares of the company’s stock worth $64,000 after purchasing an additional 4,550 shares during the last quarter. State of Alaska Department of Revenue acquired a new stake in shares of Coursera in the 3rd quarter valued at $104,000. Finally, Savant Capital LLC acquired a new stake in shares of Coursera in the 2nd quarter valued at $94,000. 89.55% of the stock is owned by institutional investors.

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.