Coursera (NYSE:COUR) Releases Quarterly Earnings Results, Beats Expectations By $0.01 EPS

Key Points

• Coursera reported a quarterly loss of ($0.04) earnings per share, missing expectations by ($0.13).
• Despite the earnings miss, Coursera's stock price increased by 1.6% to $10.62 after the report.
• Analysts have a mixed outlook with seven maintaining a Buy rating, while the average price target stands at $11.63.

Coursera (NYSE:COUR - Get Free Report) announced its quarterly earnings results on Thursday. The company reported $0.10 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.01, Briefing.com reports. Coursera had a negative net margin of 7.05% and a negative return on equity of 5.16%. The firm had revenue of $194.20 million during the quarter, compared to analysts' expectations of $190.33 million. During the same quarter in the prior year, the company earned $0.10 EPS. The company's revenue was up 10.3% compared to the same quarter last year. Coursera updated its Q4 2025 guidance to EPS.

Coursera Trading Up 1.6%

Shares of Coursera stock opened at $10.62 on Friday. Coursera has a 12-month low of $5.76 and a 12-month high of $13.56. The firm has a market capitalization of $1.71 billion, a price-to-earnings ratio of -32.17 and a beta of 1.40. The firm's 50 day simple moving average is $11.07 and its two-hundred day simple moving average is $9.68.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on COUR shares. Morgan Stanley upped their price target on shares of Coursera from $11.00 to $12.00 and gave the stock an "equal weight" rating in a research report on Friday, July 25th. Cantor Fitzgerald reaffirmed an "overweight" rating and issued a $13.00 price target on shares of Coursera in a research report on Thursday, September 11th. Wall Street Zen raised shares of Coursera from a "hold" rating to a "buy" rating in a research report on Saturday, July 26th. Weiss Ratings reissued a "sell (d-)" rating on shares of Coursera in a research report on Wednesday, October 8th. Finally, Bank of America raised shares of Coursera from an "underperform" rating to a "neutral" rating and increased their target price for the company from $7.00 to $12.00 in a research report on Friday, July 25th. Seven equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Coursera currently has an average rating of "Hold" and an average price target of $11.63.

Insider Buying and Selling at Coursera

In other Coursera news, SVP Alan B. Cardenas sold 24,631 shares of the company's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $11.14, for a total transaction of $274,389.34. Following the transaction, the senior vice president owned 258,526 shares in the company, valued at approximately $2,879,979.64. This represents a 8.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Kenneth R. Hahn sold 75,000 shares of the company's stock in a transaction that occurred on Thursday, August 14th. The shares were sold at an average price of $11.87, for a total transaction of $890,250.00. Following the transaction, the chief financial officer owned 1,075,853 shares in the company, valued at $12,770,375.11. The trade was a 6.52% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 184,131 shares of company stock worth $2,156,134. 16.80% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of COUR. Lazard Asset Management LLC increased its stake in Coursera by 260.7% during the 2nd quarter. Lazard Asset Management LLC now owns 1,259,227 shares of the company's stock valued at $11,030,000 after purchasing an additional 910,123 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Coursera in the second quarter worth $5,863,000. Squarepoint Ops LLC acquired a new stake in shares of Coursera in the second quarter worth $4,617,000. AQR Capital Management LLC increased its stake in shares of Coursera by 75.8% in the second quarter. AQR Capital Management LLC now owns 1,022,673 shares of the company's stock worth $8,959,000 after acquiring an additional 440,794 shares during the period. Finally, Baird Financial Group Inc. acquired a new stake in shares of Coursera in the second quarter worth $2,438,000. Institutional investors and hedge funds own 89.55% of the company's stock.

Coursera Company Profile

Coursera, Inc operates an online educational content platform in the United States, Europe, Africa, the Asia Pacific, the Middle East, and internationally. It operates in three segments: Consumer, Enterprise, and Degrees. The company offers guided projects, courses, and specializations, as well as online degrees; and certificates for entry-level professional, non-entry level professional, university, and MasterTrack.