Coursera (NYSE:COUR) Shares Gap Down on Disappointing Earnings

Coursera, Inc. (NYSE:COUR)’s share price gapped down before the market opened on Friday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $5.97, but opened at $5.19. Coursera shares last traded at $5.0550, with a volume of 3,410,999 shares trading hands.

The company reported $0.07 EPS for the quarter, missing analysts’ consensus estimates of $0.08 by ($0.01). The company had revenue of $195.70 million during the quarter, compared to the consensus estimate of $195.17 million. Coursera had a negative return on equity of 5.17% and a negative net margin of 6.73%.Coursera’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.12 EPS.

Key Stories Impacting Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Record learner and consumer growth driven by AI content and new specializations supports long‑term monetization opportunities and offsets some enterprise softness. Coursera Q1 revenue jumps with record learner growth
• Positive Sentiment: Needham reaffirmed a “buy” and set a $10 price target, signaling confidence in recovery potential and implying significant upside from current levels. Benzinga
• Neutral Sentiment: Telsey cut its price target from $14 to $10 but kept an “outperform” rating — a mixed signal that trims upside while still signaling conviction from some analysts.
• Neutral Sentiment: Coursera updated FY‑26 and Q2 revenue guidance (FY: ~$805M–$815M; Q2: ~$196M–$200M) that sits around or slightly below Street expectations, leaving investors focused on execution vs. forecast. Q1 Financial Results press release
• Negative Sentiment: Q1 EPS missed consensus ($0.07 vs. ~$0.08–$0.09) and the company reported a wider GAAP loss plus an ~88% drop in free cash flow, raising near‑term profitability and liquidity concerns. GAAP loss and FCF drop Earnings miss
• Negative Sentiment: Analyst coverage includes warnings about enterprise churn and shrinking adjusted‑EBITDA margins as Coursera increases product and sales spend — a structural risk that prompted at least one downgrade. Enterprise churn and margin concerns

Wall Street Analyst Weigh In

Several research firms recently commented on COUR. The Goldman Sachs Group reduced their target price on shares of Coursera from $9.00 to $6.00 and set a “sell” rating on the stock in a report on Saturday, February 7th. UBS Group reaffirmed a “neutral” rating and set a $7.00 target price on shares of Coursera in a report on Friday, February 6th. Telsey Advisory Group reduced their target price on shares of Coursera from $14.00 to $10.00 and set an “outperform” rating on the stock in a report on Friday. Royal Bank Of Canada reduced their target price on shares of Coursera from $11.00 to $8.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. Finally, Wall Street Zen raised shares of Coursera from a “hold” rating to a “buy” rating in a report on Saturday, April 11th. Eight analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, Coursera has a consensus rating of “Hold” and a consensus target price of $10.31.

Insider Transactions at Coursera

In other Coursera news, SVP Alan B. Cardenas sold 9,710 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $5.92, for a total value of $57,483.20. Following the sale, the senior vice president owned 217,876 shares of the company’s stock, valued at $1,289,825.92. This trade represents a 4.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 16.80% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Coursera

Large investors have recently added to or reduced their stakes in the company. Aster Capital Management DIFC Ltd bought a new stake in Coursera in the 4th quarter worth $25,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Coursera by 224.1% in 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 in the 4th quarter worth about $39,000. Quarry LP lifted its position in shares of Coursera by 619.9% in the 3rd quarter. Quarry LP now owns 4,024 shares of the company’s stock worth $47,000 after purchasing an additional 3,465 shares during the period. Finally, Falcon Wealth Planning purchased a new stake in shares of Coursera in the 1st quarter worth about $60,000. Institutional investors own 89.55% of the company’s stock.

Coursera Stock Performance

The company’s 50-day moving average price is $6.04 and its 200 day moving average price is $7.24. The stock has a market capitalization of $862.63 million, a PE ratio of -16.47 and a beta of 1.35.

About Coursera

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.