Coursera’s (COUR) Outperform Rating Reaffirmed at Telsey Advisory Group

Coursera (NYSE:COUR)‘s stock had its “outperform” rating reiterated by Telsey Advisory Group in a report released on Friday,Benzinga reports. They currently have a $14.00 price objective on the stock. Telsey Advisory Group’s price target suggests a potential upside of 134.70% from the company’s current price.

Several other equities research analysts also recently issued reports on the company. Wall Street Zen raised Coursera from a “hold” rating to a “buy” rating in a research report on Sunday, January 25th. Needham & Company LLC reaffirmed a “buy” rating and issued a $10.00 target price on shares of Coursera in a report on Friday. Royal Bank Of Canada dropped their price target on Coursera from $13.00 to $11.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. UBS Group reissued a “neutral” rating and issued a $7.00 price objective on shares of Coursera in a research report on Friday. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Coursera in a research report on Wednesday, November 26th. Seven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $11.73.

Coursera Stock Down 1.7%

NYSE:COUR opened at $5.97 on Friday. Coursera has a 12 month low of $5.72 and a 12 month high of $13.56. The firm has a market cap of $992.58 million, a price-to-earnings ratio of -20.57 and a beta of 1.37. The company’s 50 day moving average is $7.21 and its 200-day moving average is $9.31.

Coursera (NYSE:COUR) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.06 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.06. The business had revenue of $196.90 million during the quarter, compared to the consensus estimate of $191.83 million. Coursera had a negative net margin of 6.19% and a negative return on equity of 4.75%. Coursera’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.08 EPS. Research analysts predict that Coursera will post -0.28 EPS for the current fiscal year.

Insiders Place Their Bets

In other Coursera news, SVP Alan B. Cardenas sold 8,078 shares of Coursera stock in a transaction 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 sale, the senior vice president owned 237,828 shares in the company, valued at $1,943,054.76. The trade was a 3.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 16.80% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Coursera

A number of hedge funds and other institutional investors have recently made changes to their positions in COUR. Baillie Gifford & Co. raised its holdings in shares of Coursera by 97.0% in the 4th quarter. Baillie Gifford & Co. now owns 14,590,942 shares of the company’s stock worth $107,389,000 after buying an additional 7,184,167 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in Coursera by 341.6% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,955,723 shares of the company’s stock valued at $34,612,000 after acquiring an additional 2,286,395 shares during the period. Vanguard Group Inc. raised its stake in Coursera by 15.8% during the fourth 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 in the last quarter. Norges Bank bought a new position in shares of Coursera during the second quarter valued at $15,435,000. Finally, Lazard Asset Management LLC lifted its holdings in shares of Coursera by 84.2% during the third 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 during the period. 89.55% of the stock is owned by institutional investors.

Key Coursera News

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Revenue beat and top-line growth — Q4 revenue was $196.9M (+9.9% YoY), above consensus, signaling continued demand across Coursera’s offerings. Coursera Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Raised revenue guidance — Q1 FY26 revenue guide of $193M–$197M and FY26 revenue guide of $805M–$815M both sit above Street revenue expectations, providing forward visibility that investors liked. Coursera Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: EPS in line with expectations — GAAP EPS was $0.06, matching consensus but down from $0.08 a year ago, so the beat was on revenue rather than profitability. Coursera (COUR) Meets Q4 Earnings Estimates
• Neutral Sentiment: Management commentary and strategy details available — earnings call/transcripts provide color on growth initiatives, product investments and the potential impact of third-party content/partnerships (see transcript for details). Coursera, Inc. (COUR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Profitability remains a concern — net margin was negative (~-6.2%) and ROE negative, underlining that revenue growth has not yet translated into sustainable profitability. Coursera Q4 earnings snapshot and metrics
• Negative Sentiment: Margin pressure and partnership costs could weigh — analysts and coverage pieces note that deals (e.g., potential content/partnership arrangements like Udemy coverage) may help revenue/scale but could compress margins in the near term. Coursera earnings up next: Can Udemy deal offset margin pressure?

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.