Coursera Inc. experienced a price increase of 5.67%, crossing above its 5-day SMA, despite the Nasdaq-100 and S&P 500 showing declines of 0.52% and 0.22%, respectively.
The surge in Coursera's stock is attributed to the announcement of a merger with Udemy in a deal valued at $2.5 billion. This merger is expected to consolidate resources from both companies, enhancing their competitiveness in the online education market. The combined entity aims to expand its user base and course offerings, which is likely to attract more investor interest and promote long-term growth.
This merger positions Coursera to leverage synergies in technology and content, optimizing operational efficiency and potentially driving significant revenue growth in a rapidly evolving sector.
Wall Street analysts forecast COUR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COUR is 12.10 USD with a low forecast of 9.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast COUR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COUR is 12.10 USD with a low forecast of 9.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 6.180
Low
9.00
Averages
12.10
High
14.00
Current: 6.180
Low
9.00
Averages
12.10
High
14.00
RBC Capital
Outperform
to
NULL
downgrade
$13 -> $11
2026-01-05
Reason
RBC Capital
Price Target
$13 -> $11
AI Analysis
2026-01-05
downgrade
Outperform
to
NULL
Reason
RBC Capital lowered the firm's price target on Coursera to $11 from $13 and keeps an Outperform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.
UBS
Neutral
downgrade
$11 -> $9
2025-12-18
Reason
UBS
Price Target
$11 -> $9
2025-12-18
downgrade
Neutral
Reason
UBS lowered the firm's price target on Coursera (COUR) to $9 from $11 and keeps a Neutral rating on the shares. The firm updated its estimates following the Udemy (UDMY) merger.
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JPMorgan
Bryan Smilek
Neutral -> Overweight
upgrade
$12
2025-12-17
Reason
JPMorgan
Bryan Smilek
Price Target
$12
2025-12-17
upgrade
Neutral -> Overweight
Reason
JPMorgan analyst Bryan Smilek upgraded Coursera to Overweight from Neutral with a $12 price target.
Canaccord
Buy
to
Hold
downgrade
$7
2025-12-17
Reason
Canaccord
Price Target
$7
2025-12-17
downgrade
Buy
to
Hold
Reason
Canaccord downgraded Udemy (UDMY) to Hold from Buy with a $7 price target after the company announced a merger with Coursera (COUR).
About COUR
Coursera, Inc. provides an online learning platform that connects learners, educators, and institutions by providing affordable and relevant educational content. It offers a range of paid offerings, including standalone courses, multi-course specializations, industry certificate programs, and university degrees. Its segments include Consumer, Enterprise, and Degrees. The Consumer segment targets individual learners seeking to obtain hands-on learning, gain valuable job skills, receive professional-level certifications, and otherwise increase their knowledge to start or advance their careers. The Enterprise segment is focused on serving businesses, government organizations, and academic institutions by providing an online platform with access to job-relevant educational content enabling them to train, upskill, and reskill their employees, citizens, and students. The Degrees segment is engaged in partnering with universities to deliver fully online bachelor’s and master’s degrees.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
