Coursera Shares Plunge 17% as Analysts Cut Price Targets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy COUR?
Source: stocktwits
- Significant Stock Drop: Coursera's shares plummeted 17% this week, marking its worst performance in 20 months, reflecting investor disappointment over the company's Q2 guidance, which has led to a notable decline in market confidence.
- Guidance Misses Expectations: The company’s Q2 revenue guidance of $196 to $200 million slightly fell short of analyst expectations of $198 to $200 million, while the FY26 guidance was updated to $805 million to $815 million, below the anticipated $815 million, indicating uncertainty in future growth.
- Divergent Analyst Ratings: According to Koyfin, among 13 analysts, 7 rated the stock as ‘buy’, 4 as ‘hold’, and 2 as ‘sell’, highlighting a significant divergence in market sentiment regarding Coursera's future performance.
- Weak Consumer Revenue Growth: RBC Capital lowered its price target to $7, noting that consumer revenue growth missed consensus estimates, and while enterprise revenue exceeded expectations, it still faces challenges in a mixed demand environment across customer segments and regions.
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Analyst Views on COUR
Wall Street analysts forecast COUR stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 5.970
Low
9.00
Averages
12.10
High
14.00
Current: 5.970
Low
9.00
Averages
12.10
High
14.00
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.
Coursera Reports Strong Q1 2026 Earnings with Strategic Udemy Merger Insights
- Revenue Growth: Coursera reported Q1 2026 revenue of $196 million, a 9% year-over-year increase, reflecting strong user acquisition with 7.6 million new registered learners, indicating sustained market demand for its educational offerings.
- Merger Strategy: CEO Hart emphasized that the merger with Udemy will enhance the company's competitive edge, leveraging insights from Udemy's 17,000 enterprise customers to accelerate product development and market expansion, thereby strengthening Coursera's industry position.
- Financial Health: The company achieved a non-GAAP gross margin of 57% and a net income of $12 million in Q1, demonstrating effective management in cost control and content production, which is expected to lay a solid foundation for future profitability.
- Future Outlook: Coursera expects Q2 revenue to range between $196 million and $200 million, with full-year revenue guidance set at $805 million to $815 million; despite pressures in the enterprise market, management remains optimistic about future growth prospects.
See More
Coursera Shares Plunge 17% as Analysts Cut Price Targets
- Significant Stock Drop: Coursera's shares plummeted 17% this week, marking its worst performance in 20 months, reflecting investor disappointment over the company's Q2 guidance, which has led to a notable decline in market confidence.
- Guidance Misses Expectations: The company’s Q2 revenue guidance of $196 to $200 million slightly fell short of analyst expectations of $198 to $200 million, while the FY26 guidance was updated to $805 million to $815 million, below the anticipated $815 million, indicating uncertainty in future growth.
- Divergent Analyst Ratings: According to Koyfin, among 13 analysts, 7 rated the stock as ‘buy’, 4 as ‘hold’, and 2 as ‘sell’, highlighting a significant divergence in market sentiment regarding Coursera's future performance.
- Weak Consumer Revenue Growth: RBC Capital lowered its price target to $7, noting that consumer revenue growth missed consensus estimates, and while enterprise revenue exceeded expectations, it still faces challenges in a mixed demand environment across customer segments and regions.
See More
Coursera Shares Plunge 11.6% Following Q1 Earnings Miss
- Significant Stock Decline: Coursera's stock fell 11.6% on Friday, contrasting with the S&P 500's 0.8% gain and the Nasdaq's 1.6% rise, indicating a negative market reaction to its earnings report, resulting in a year-to-date decline of approximately 28%.
- Earnings Report Analysis: The company reported non-GAAP earnings of $0.07 per share on sales of $195.7 million for Q1, surpassing sales expectations by about $0.6 million, yet falling short of earnings expectations by $0.01, raising concerns about its pricing power amid potential disruptions from artificial intelligence.
- Market Reaction and Outlook: Despite the disappointing Q1 results, Coursera reaffirmed its guidance for annual sales between $805 million and $815 million, and achieving the midpoint would indicate a growth of roughly 7% over last year's $757 million, reflecting the stability of its customer base.
- Investor Sentiment and Opportunities: While the stock has significantly declined, analysts suggest that investors may be overreacting to the earnings report, as Coursera still has opportunities to leverage AI to adapt to competitive changes, potentially leading to a recovery in growth.
See More
Midday Market Moves: Notable Stock Fluctuations
- Comcast Downgrade: Comcast's stock fell nearly 8% after Deutsche Bank downgraded its rating from Buy to Hold, with analysts indicating that while there is visibility into sustainable revenue and EBITDA growth, they do not expect multiple expansion, highlighting challenges in a stable but non-growing business environment.
- HCA Healthcare Decline: HCA Healthcare's stock dropped over 7% due to a milder flu season resulting in fewer patient admissions, and although the company narrowly beat analyst profit estimates, investors are concerned about declining patient demand as Affordable Care Act subsidies phase out.
- Organon Surge: Organon's stock spiked 22% following a report from The Economic Times that Sun Pharma plans to submit a $13 billion offer for the U.S.-based company, which could significantly enhance Organon's market value and investor confidence.
- Intel Earnings Beat: Intel reported first-quarter earnings of 29 cents per share on revenue of $13.58 billion, both exceeding Wall Street expectations, leading to a stock rally of over 23%, indicating a strong recovery momentum in the semiconductor market that may boost overall industry investment enthusiasm.
See More
Wall Street Futures Mixed Amid U.S.-Iran Stalemate and Earnings Reports
- Mixed Market Performance: Wall Street futures showed mixed performance on Friday, with S&P 500 E-minis flat, Nasdaq 100 E-minis up 0.60%, and Dow E-minis down 0.36%, reflecting investor caution amid geopolitical tensions.
- Geopolitical Impact: President Trump unilaterally extended the ceasefire with Iran while maintaining the naval blockade of Iranian ports, leading to diminished confidence in future negotiations and weakening investor expectations for lasting progress.
- Earnings Resilience: Despite strong earnings reports from several companies, some investors question their reliability as they reflect only one month of war disruption, potentially failing to provide an accurate outlook for future trends.
- Oil Price Volatility: Brent crude futures remain 47% above pre-war levels due to disruptions in the crucial Strait of Hormuz shipping route, making oil price uncertainty a significant market risk, although some investors view the current pullback as a buying opportunity.
See More
Intel's Strong Earnings Propel Stock Surge
- Intel's Earnings Beat: Intel reported a Q1 adjusted EPS of $0.29 and revenue of $13.58B, both exceeding expectations, leading to a 24% stock surge, driven by strong performance in Client Computing and Data Center & AI segments.
- Strong Cloud Growth: SAP's Q1 cloud revenue surged 27% year-over-year, with total revenue of $11.17B meeting estimates, bolstering confidence in its FY cloud revenue guidance of $30.1B to $30.6B due to robust cloud momentum.
- Coursera's Profitability Concerns: Despite adding 7.6M new learners in Q1, Coursera's stock fell 10% due to a wider-than-expected GAAP loss of $20.5M and declining free cash flow, raising concerns about its profitability outlook.
- Boyd Gaming's Missed Expectations: Boyd Gaming reported a Q1 non-GAAP EPS of $1.60 and revenue of $997.4M, both below expectations, as ongoing pressures in the Las Vegas market are expected to persist into Q2, impacting investor sentiment.
See More
Coursera Reports Strong Q1 2026 Earnings with Strategic Udemy Merger Insights
- Revenue Growth: Coursera reported Q1 2026 revenue of $196 million, a 9% year-over-year increase, reflecting strong user acquisition with 7.6 million new registered learners, indicating sustained market demand for its educational offerings.
- Merger Strategy: CEO Hart emphasized that the merger with Udemy will enhance the company's competitive edge, leveraging insights from Udemy's 17,000 enterprise customers to accelerate product development and market expansion, thereby strengthening Coursera's industry position.
- Financial Health: The company achieved a non-GAAP gross margin of 57% and a net income of $12 million in Q1, demonstrating effective management in cost control and content production, which is expected to lay a solid foundation for future profitability.
- Future Outlook: Coursera expects Q2 revenue to range between $196 million and $200 million, with full-year revenue guidance set at $805 million to $815 million; despite pressures in the enterprise market, management remains optimistic about future growth prospects.
See More
Coursera Shares Plunge 17% as Analysts Cut Price Targets
- Significant Stock Drop: Coursera's shares plummeted 17% this week, marking its worst performance in 20 months, reflecting investor disappointment over the company's Q2 guidance, which has led to a notable decline in market confidence.
- Guidance Misses Expectations: The company’s Q2 revenue guidance of $196 to $200 million slightly fell short of analyst expectations of $198 to $200 million, while the FY26 guidance was updated to $805 million to $815 million, below the anticipated $815 million, indicating uncertainty in future growth.
- Divergent Analyst Ratings: According to Koyfin, among 13 analysts, 7 rated the stock as ‘buy’, 4 as ‘hold’, and 2 as ‘sell’, highlighting a significant divergence in market sentiment regarding Coursera's future performance.
- Weak Consumer Revenue Growth: RBC Capital lowered its price target to $7, noting that consumer revenue growth missed consensus estimates, and while enterprise revenue exceeded expectations, it still faces challenges in a mixed demand environment across customer segments and regions.
See More
Coursera Shares Plunge 11.6% Following Q1 Earnings Miss
- Significant Stock Decline: Coursera's stock fell 11.6% on Friday, contrasting with the S&P 500's 0.8% gain and the Nasdaq's 1.6% rise, indicating a negative market reaction to its earnings report, resulting in a year-to-date decline of approximately 28%.
- Earnings Report Analysis: The company reported non-GAAP earnings of $0.07 per share on sales of $195.7 million for Q1, surpassing sales expectations by about $0.6 million, yet falling short of earnings expectations by $0.01, raising concerns about its pricing power amid potential disruptions from artificial intelligence.
- Market Reaction and Outlook: Despite the disappointing Q1 results, Coursera reaffirmed its guidance for annual sales between $805 million and $815 million, and achieving the midpoint would indicate a growth of roughly 7% over last year's $757 million, reflecting the stability of its customer base.
- Investor Sentiment and Opportunities: While the stock has significantly declined, analysts suggest that investors may be overreacting to the earnings report, as Coursera still has opportunities to leverage AI to adapt to competitive changes, potentially leading to a recovery in growth.
See More
Midday Market Moves: Notable Stock Fluctuations
- Comcast Downgrade: Comcast's stock fell nearly 8% after Deutsche Bank downgraded its rating from Buy to Hold, with analysts indicating that while there is visibility into sustainable revenue and EBITDA growth, they do not expect multiple expansion, highlighting challenges in a stable but non-growing business environment.
- HCA Healthcare Decline: HCA Healthcare's stock dropped over 7% due to a milder flu season resulting in fewer patient admissions, and although the company narrowly beat analyst profit estimates, investors are concerned about declining patient demand as Affordable Care Act subsidies phase out.
- Organon Surge: Organon's stock spiked 22% following a report from The Economic Times that Sun Pharma plans to submit a $13 billion offer for the U.S.-based company, which could significantly enhance Organon's market value and investor confidence.
- Intel Earnings Beat: Intel reported first-quarter earnings of 29 cents per share on revenue of $13.58 billion, both exceeding Wall Street expectations, leading to a stock rally of over 23%, indicating a strong recovery momentum in the semiconductor market that may boost overall industry investment enthusiasm.
See More
Wall Street Futures Mixed Amid U.S.-Iran Stalemate and Earnings Reports
- Mixed Market Performance: Wall Street futures showed mixed performance on Friday, with S&P 500 E-minis flat, Nasdaq 100 E-minis up 0.60%, and Dow E-minis down 0.36%, reflecting investor caution amid geopolitical tensions.
- Geopolitical Impact: President Trump unilaterally extended the ceasefire with Iran while maintaining the naval blockade of Iranian ports, leading to diminished confidence in future negotiations and weakening investor expectations for lasting progress.
- Earnings Resilience: Despite strong earnings reports from several companies, some investors question their reliability as they reflect only one month of war disruption, potentially failing to provide an accurate outlook for future trends.
- Oil Price Volatility: Brent crude futures remain 47% above pre-war levels due to disruptions in the crucial Strait of Hormuz shipping route, making oil price uncertainty a significant market risk, although some investors view the current pullback as a buying opportunity.
See More
Intel's Strong Earnings Propel Stock Surge
- Intel's Earnings Beat: Intel reported a Q1 adjusted EPS of $0.29 and revenue of $13.58B, both exceeding expectations, leading to a 24% stock surge, driven by strong performance in Client Computing and Data Center & AI segments.
- Strong Cloud Growth: SAP's Q1 cloud revenue surged 27% year-over-year, with total revenue of $11.17B meeting estimates, bolstering confidence in its FY cloud revenue guidance of $30.1B to $30.6B due to robust cloud momentum.
- Coursera's Profitability Concerns: Despite adding 7.6M new learners in Q1, Coursera's stock fell 10% due to a wider-than-expected GAAP loss of $20.5M and declining free cash flow, raising concerns about its profitability outlook.
- Boyd Gaming's Missed Expectations: Boyd Gaming reported a Q1 non-GAAP EPS of $1.60 and revenue of $997.4M, both below expectations, as ongoing pressures in the Las Vegas market are expected to persist into Q2, impacting investor sentiment.
See More
