Coursera (NYSE:COUR) Shares Gap Down – Should You Sell?

Shares of Coursera, Inc. (NYSE:COUR) gapped down before the market opened on Thursday . The stock had previously closed at $6.18, but opened at $5.31. Coursera shares last traded at $5.1750, with a volume of 2,945,751 shares traded.

Key Coursera News

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Q2 earnings and revenue beat estimates: Coursera reported adjusted earnings of $0.17 per share versus the $0.11 consensus estimate. Revenue rose 59.6% year over year to $298.6 million, exceeding expectations of $293.6 million. Coursera Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Profitability initiatives are improving: Management is targeting at least $85 million in annualized run-rate synergies by year-end and expects an approximately 14% adjusted EBITDA margin for 2026, supporting the company’s path toward stronger cash generation. Coursera EBITDA Margin and Synergies Outlook
• Positive Sentiment: Analyst-ranking momentum: COUR was added to the Zacks Rank #1, or “Strong Buy,” list, which could improve investor sentiment. New Strong Buy Stocks for July 30th
• Positive Sentiment: AI-focused expansion: Coursera made a $100 million strategic investment in LearnVector, an AI-native learning company founded by Coursera co-founder Andrew Ng. The move could strengthen Coursera’s positioning in AI reskilling. Coursera Invests in LearnVector
• Neutral Sentiment: Near-term guidance is broadly in line: Third-quarter revenue guidance of $364 million to $372 million brackets the $366.5 million consensus estimate, while full-year revenue guidance of approximately $1.2 billion is consistent with expectations. Coursera Q2 2026 Earnings Call Transcript
• Negative Sentiment: Investment and execution concerns remain: The $100 million LearnVector commitment could raise capital-allocation and related-party concerns, particularly as Coursera continues to report a negative net margin. The company’s relatively modest guidance outlook may also limit the impact of the quarterly beat.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. BMO Capital Markets increased their price objective on shares of Coursera from $7.00 to $8.00 and gave the company an “outperform” rating in a research report on Monday, July 6th. Telsey Advisory Group reduced their target price on shares of Coursera from $14.00 to $10.00 and set an “outperform” rating for the company in a report on Friday, April 24th. Wall Street Zen lowered shares of Coursera from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Weiss Ratings raised shares of Coursera from a “sell (e+)” rating to a “sell (d-)” rating in a report on Tuesday. Finally, KeyCorp restated an “overweight” rating on shares of Coursera in a research report on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $8.50.

Coursera Stock Performance

The stock has a market capitalization of $861.04 million, a price-to-earnings ratio of -13.46, a price-to-earnings-growth ratio of 2.36 and a beta of 1.23. The business has a fifty day simple moving average of $5.55 and a 200 day simple moving average of $5.87.

Coursera (NYSE:COUR) last posted its earnings results on Wednesday, July 29th. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.06. The company had revenue of $298.60 million during the quarter, compared to the consensus estimate of $293.61 million. Coursera had a negative return on equity of 5.41% and a negative net margin of 8.23%.The company’s revenue was up 59.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.12 earnings per share. On average, sell-side analysts forecast that Coursera, Inc. will post 0.06 earnings per share for the current fiscal year.

Coursera declared that its board has approved a stock buyback plan on Monday, May 18th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the company to repurchase up to 55.9% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s board believes its stock is undervalued.

Insider Transactions at Coursera

In other Coursera news, major shareholder Insight Holdings Group, Llc sold 1,466,372 shares of Coursera stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $5.24, for a total value of $7,683,789.28. Following the completion of the sale, the insider owned 419,784 shares in the company, valued at $2,199,668.16. The trade was a 77.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Alan B. Cardenas sold 9,139 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were 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 directly owned 255,934 shares of the company’s stock, valued at $1,412,755.68. This represents a 3.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,009,139 shares of company stock worth $10,643,180. 16.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Coursera

A number of large investors have recently added to or reduced their stakes in the stock. Aster Capital Management DIFC Ltd acquired a new position in Coursera in the 4th quarter valued at $25,000. Optiver Holding B.V. acquired a new stake in shares of Coursera during the 1st quarter worth $31,000. Versant Capital Management Inc increased its position in shares of Coursera by 63.2% in the second quarter. Versant Capital Management Inc now owns 5,555 shares of the company’s stock worth $31,000 after purchasing an additional 2,152 shares during the period. Caitong International Asset Management Co. Ltd increased its position in shares of Coursera by 224.1% in the fourth 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. Finally, Clearstead Trust LLC bought a new position in shares of Coursera in the fourth quarter worth $39,000. Institutional investors and hedge funds own 89.55% of the company’s stock.

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.