Coursera (NYSE:COUR) Price Target Lowered to $10.00 at Telsey Advisory Group

Key Points

• Telsey Advisory Group lowered Coursera's price target to $10 (from $14) while keeping an "outperform" rating, but the analyst consensus is a "Hold" with a $10.31 average target and mixed coverage (8 Buy / 5 Hold / 2 Sell).
• Coursera's Q1 results showed revenue roughly in line at $195.7M (+9.1% YoY) but an EPS miss ($0.07 vs. $0.08), wider GAAP losses, about an ~88% drop in free cash flow, and slightly soft Q2/FY guidance, raising concerns about enterprise churn and margin pressure.
• Shares opened at $5.98 with a market cap near $1.01B, and Telsey's $10 target implies roughly a 67% upside from the recent close, reflecting continued divergence in sentiment and valuation outlooks.

Coursera (NYSE:COUR - Get Free Report) had its target price lowered by equities research analysts at Telsey Advisory Group from $14.00 to $10.00 in a research note issued on Friday. The firm currently has an "outperform" rating on the stock. Telsey Advisory Group's target price would suggest a potential upside of 67.36% from the company's previous close.

Several other analysts also recently weighed in on the stock. The Goldman Sachs Group dropped their target price on shares of Coursera from $9.00 to $6.00 and set a "sell" rating on the stock in a research report on Saturday, February 7th. Wall Street Zen raised Coursera from a "hold" rating to a "buy" rating in a report on Saturday, April 11th. KeyCorp decreased their target price on shares of Coursera from $12.00 to $10.00 and set an "overweight" rating for the company in a research note on Friday, February 6th. Royal Bank Of Canada lowered their price target on Coursera from $11.00 to $8.00 and set an "outperform" rating on the stock in a research report on Friday, February 6th. Finally, Needham & Company LLC reaffirmed a "buy" rating and set a $10.00 price objective on shares of Coursera in a report on Friday, February 6th. Eight analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target of $10.31.

Coursera Price Performance

COUR opened at $5.98 on Friday. The business's 50-day moving average is $6.04 and its two-hundred day moving average is $7.24. Coursera has a 1 year low of $5.22 and a 1 year high of $13.56. The firm has a market capitalization of $1.01 billion, a PE ratio of -19.27 and a beta of 1.35.

Coursera (NYSE:COUR - Get Free Report) last posted its earnings results on Thursday, April 23rd. The company reported $0.07 EPS for the quarter, missing analysts' consensus estimates of $0.08 by ($0.01). Coursera had a negative net margin of 6.73% and a negative return on equity of 5.17%. The firm had revenue of $195.70 million for the quarter, compared to analysts' expectations of $195.17 million. During the same period in the previous year, the company earned $0.12 EPS. The company's revenue was up 9.1% on a year-over-year basis. As a group, sell-side analysts expect that Coursera will post -0.13 EPS for the current year.

Insiders Place Their Bets

In other Coursera news, SVP Alan B. Cardenas sold 9,710 shares of the business's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $5.92, for a total value of $57,483.20. Following the transaction, the senior vice president directly owned 217,876 shares in the company, valued at $1,289,825.92. The trade was a 4.27% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 16.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Coursera

A number of hedge funds have recently modified their holdings of the business. Aster Capital Management DIFC Ltd purchased a new position in Coursera during the fourth quarter worth about $25,000. Caitong International Asset Management Co. Ltd increased its holdings in Coursera by 224.1% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 4,939 shares of the company's stock worth $36,000 after purchasing an additional 3,415 shares during the period. Clearstead Trust LLC purchased a new stake in shares of Coursera during the fourth quarter worth approximately $39,000. Quarry LP raised its holdings in Coursera by 619.9% in the third quarter. Quarry LP now owns 4,024 shares of the company's stock valued at $47,000 after acquiring an additional 3,465 shares in the last quarter. Finally, Falcon Wealth Planning acquired a new stake in Coursera in the first quarter valued at approximately $60,000. 89.55% of the stock is currently owned by hedge funds and other institutional investors.

Coursera News Roundup

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Record learner and consumer growth — Coursera reported its largest-ever registered learner growth and continued strength in the consumer/AI-driven content segment, supporting top-line expansion (revenue up ~9% YoY). Coursera Q1 revenue jumps with record learner growth
• Positive Sentiment: New product offerings broaden consumer appeal — Coursera launched beginner specializations (NumPy/Pandas) and is leaning into AI-focused content, which may help monetization over time. Coursera launches NumPy and Pandas specialization for beginners
• Neutral Sentiment: Revenue roughly in line with expectations — Q1 revenue came in near consensus (~$195.7M) even as some metrics diverged; management provided FY and Q2 revenue ranges that are close to, but slightly below, street estimates. Coursera’s NYSE: COUR Q1 CY2026 Earnings Results
• Neutral Sentiment: Full earnings disclosure and call transcript available — investors can review the call transcript and company release for management commentary on enterprise dynamics and investment cadence. Coursera Q1 2026 Earnings Call Transcript
• Negative Sentiment: Enterprise churn and margin decay raised red flags — Analysts flagged weaker enterprise segment performance and shrinking adjusted EBITDA margins driven by increased product and sales investment, prompting at least one downgrade. Coursera: Enterprise Churn And Margin Decay Are Concerning (Downgrade)
• Negative Sentiment: EPS miss and weaker cash flow — Coursera reported $0.07 EPS (miss vs. consensus) and wider GAAP losses with an ~88% drop in free cash flow, which pressures near-term profitability and valuation. Coursera (COUR) Misses Q1 Earnings Estimates
• Negative Sentiment: Guidance slightly soft for Q2/FY — Management issued revenue ranges a touch below consensus for Q2 and FY 2026, leaving limited near-term upside and increasing sensitivity to enterprise recovery. Coursera Reports First Quarter 2026 Financial Results
• Negative Sentiment: Analyst sell-side reaction — Coverage notes (downgrades/negative write-ups) highlight operating risk and margin pressure, which can amplify near-term share weakness. Coursera shares weighed down by wider GAAP loss, 88% drop in free cash flow

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.

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