Coursera (NYSE:COUR) Releases Earnings Results, Beats Estimates By $0.06 EPS

Coursera (NYSE:COUR) announced its earnings results on Wednesday. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.06, FiscalAI reports. The company had revenue of $298.60 million for the quarter, compared to analysts’ expectations of $293.61 million. Coursera had a negative return on equity of 5.41% and a negative net margin of 8.23%.Coursera’s quarterly revenue was up 59.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.12 earnings per share.

Here are the key takeaways from Coursera’s conference call:

• 2026 outlook raised: Coursera increased its full-year revenue guidance to $1.22–$1.245 billion and lifted its adjusted EBITDA margin target to approximately 14%, with Q4 margin expected to exceed 16%.
• The Udemy integration is progressing faster than planned, with expected annual run-rate net synergies raised to at least $85 million by year-end 2026; the company remains on track toward its $150 million target.
• Q2 revenue reached $299 million, but normalized revenue declined 1% year over year. Consumer subscription revenue and paid subscribers grew strongly, while transactional offerings and disciplined paid marketing weighed on overall normalized consumer growth; enterprise net revenue retention was 91% amid pressure on corporate learning budgets.
• Coursera and Udemy are accelerating an AI-native unified learning platform targeted for initial rollout in the first half of 2027, featuring personalized learning paths, interactive role-play, skills mapping, and verified proof of mastery.
• Coursera invested $100 million for roughly one-third of LearnVector, an AI learning company founded by Coursera Chairman Andrew Ng. Management views the investment as an innovation accelerator, but it is a related-party transaction, will not be consolidated, and competes with other potential uses of capital such as share repurchases.

Coursera Stock Performance

NYSE:COUR opened at $6.17 on Thursday. The business’s fifty day moving average is $5.55 and its 200 day moving average is $5.87. The firm has a market cap of $1.04 billion, a price-to-earnings ratio of -16.22, a PEG ratio of 2.36 and a beta of 1.23. Coursera has a 52-week low of $5.00 and a 52-week high of $12.93.

Insider Transactions at Coursera

In related news, major shareholder Insight Holdings Group, Llc sold 1,466,372 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $5.24, for a total transaction of $7,683,789.28. Following the sale, the insider owned 419,784 shares of the company’s stock, valued at approximately $2,199,668.16. This represents a 77.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Alan B. Cardenas sold 9,139 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $5.52, for a total transaction of $50,447.28. Following the completion of the sale, the senior vice president owned 255,934 shares in the company, valued at $1,412,755.68. This represents a 3.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,009,139 shares of company stock valued at $10,643,180 in the last ninety days. Insiders own 16.30% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Aster Capital Management DIFC Ltd purchased a new stake in shares of Coursera in the fourth quarter worth $25,000. Quarry LP raised its holdings in shares of Coursera by 619.9% in the 3rd 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. Caitong International Asset Management Co. Ltd raised its holdings 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 valued at $36,000 after acquiring an additional 3,415 shares in the last quarter. Daiwa Securities Group Inc. boosted its position in shares of Coursera by 163.7% during the 2nd quarter. Daiwa Securities Group Inc. now owns 7,330 shares of the company’s stock valued at $64,000 after acquiring an additional 4,550 shares during the last quarter. Finally, Entropy Technologies LP bought a new stake in shares of Coursera during the 3rd quarter valued at about $131,000. Institutional investors own 89.55% of the company’s stock.

Trending Headlines about Coursera

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Q2 results exceeded expectations. Coursera reported adjusted earnings of $0.17 per share, versus the $0.11 consensus estimate, while revenue reached $298.6 million, ahead of expectations of $293.6 million. Revenue increased 59.6% year over year, and EPS improved from $0.12 in the prior-year quarter. Coursera Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management highlighted stronger profitability. Coursera expects approximately a 14% adjusted EBITDA margin for 2026 and is targeting at least $85 million in run-rate synergies by year-end. These targets suggest operating leverage and potential improvement in cash generation. Coursera EBITDA Margin and Synergies
• Positive Sentiment: Growth expectations remain solid. Third-quarter revenue guidance of $364 million to $372 million was broadly consistent with the $366.5 million analyst consensus, while full-year revenue guidance was also in line with expectations. Zacks added COUR to its Rank #1 “Strong Buy” list, potentially supporting investor sentiment. Zacks Strong Buy List
• Positive Sentiment: AI-related initiatives could expand Coursera’s growth opportunity. The company made a $100 million strategic investment in LearnVector, an AI-native learning company founded by Coursera co-founder Andrew Ng. Coursera also partnered with UNESCO on a global AI ethics course, reinforcing its positioning in AI reskilling and education. Coursera Invests in LearnVector
• Negative Sentiment: Coursera remains unprofitable on a GAAP basis. The company reported a negative net margin of 8.23% and negative return on equity of 5.41%. The $100 million LearnVector investment also creates near-term capital-allocation risk, while the company’s AI strategy and recently announced job cuts may require execution before producing financial benefits.

Coursera announced that its board has initiated a share repurchase plan on Monday, May 18th that authorizes the company to buyback $500.00 million in outstanding shares. This buyback authorization authorizes the company to repurchase up to 55.9% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Zacks Research raised shares of Coursera from a “hold” rating to a “strong-buy” rating in a report on Friday, July 24th. JPMorgan Chase & Co. lowered their target price on shares of Coursera from $10.00 to $8.00 and set an “overweight” rating for the company in a report on Friday, April 24th. Bank of America dropped their price target on shares of Coursera from $8.00 to $7.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 30th. Needham & Company LLC restated a “buy” rating and set a $10.00 price target on shares of Coursera in a report on Wednesday, June 24th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $7.00 price objective on shares of Coursera in a research report on Wednesday, June 24th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Coursera has an average rating of “Moderate Buy” and a consensus target price of $8.50.

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.