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MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera to Announce Third Quarter 2026 Financial Results.

Coursera (NYSE: COUR), a leading global online learning platform, today released the [url="]eighth edition[/url] of its Global Skills Report. The United States

Key Takeaways Coursera's Udemy combination is driving AI innovation, with at least $85M in 2026 run-rate synergies.COUR reported an $80.4M Q2 net loss as $79.8M of merger and restructuring costs weighed on results.Chegg's adjusted EBITDA reached $9.1M, while free cash flow was $6.4M in Q2 2026. Online education platforms like Coursera, Inc. (COUR - Free Report) and Chegg, Inc. (CHGG - Free Report) are currently witnessing renewed relevance because education is increasingly shifting from a one-time degree model toward continuous, skills-based learning and employability. One of the major catalysts of this turnaround is the rapid adoption of generative AI and automation, as well as other factors like flexible learning, low-cost options and easy access to micro-credentials.

Coursera is a California-based online learning platform provider offering Massive Open Online Courses (MOOCs), certificate programs and degree programs in collaboration with universities and corporations. Meanwhile, Chegg’s online platform mainly focuses on homework help, textbook services and tutoring services through innovative digital models.

Let’s compare the fundamentals of the two edtech stocks to determine which is the better investment now.

The Case for Coursera StockCoursera is benefiting from its investments in AI-based options and the recent Udemy acquisition. On May 11, 2026, Coursera officially closed its combination with Udemy, meant to accelerate AI-powered innovation and create a comprehensive skills platform. The combined company is developing a unified platform that connects skills, personalized learning, practice and verified outcomes, supported by a skills and career graph with more than 2 million data points. Meanwhile, GenAI demand is accelerating, with nearly 10,000 GenAI courses across Coursera and Udemy and enrollment exceeding 45 per minute year to date.

Management believes this transaction is already generating meaningful efficiency gains, creating a potentially powerful catalyst for profitability. Additionally, the $100 million strategic investment in LearnVector, founded by Andrew Ng, could further accelerate personalized, one-to-one learning capabilities. If successfully executed, the AI-native platform could strengthen engagement, improve monetization and differentiate Coursera in an increasingly competitive online learning market.

COUR raised its expectation for annual run-rate net synergies to at least $85 million by the end of 2026, up from $80 million previously, and now expects to achieve the full $115 million target before the end of 2027, ahead of the original timeline. As integration progresses and duplicated costs are eliminated, these savings could provide greater operating leverage and support stronger earnings and free cash flow over the longer term. Coursera ended the second quarter of 2026 with approximately $982 million in cash, cash equivalents and marketable securities, and no debt, providing substantial financial flexibility. This liquidity can support integration expenses, AI and platform investments, strategic opportunities and shareholder returns.

However, Coursera’s integration of Udemy is creating a substantial near-term financial burden. The company reported an $80.4 million net loss and negative $32.6 million free cash flow in the second quarter of 2026, with $79.8 million of merger, integration and restructuring costs weighing on earnings. Until these expenses subside and free cash flow improves, the merger could continue to pressure Coursera’s financial flexibility and near-term shareholder returns. Besides, on a normalized basis, total revenues declined 1% year over year, while Consumer revenues fell 5%, as consumer subscription growth is being offset by weakness in transactional offerings and disciplined paid marketing. These trends suggest that the combined company still faces a challenging underlying demand environment.

The Case for Chegg StockChegg is leveraging its proprietary data, AI capabilities and student relationships to expand beyond academic services into the larger employability market. It plans to launch its next-generation platform in the third quarter of 2026, combining job search, matching, coaching, resume and cover-letter assistance, interview preparation and skills development. More than 10,000 students have already used the beta, providing early validation ahead of the broader rollout through 2027. Additionally, Chegg is benefiting from its large existing student reach and internships.com traffic. Its proprietary database includes more than 100 million Q&A pairs, providing a substantial data asset for personalized academic and job-related experiences.

CHGG’s AI-first restructuring is materially improving operating efficiency and profitability despite a challenging revenue environment. In the second quarter of 2026, adjusted operating expenses fell nearly 50% year over year to $32.3 million, while adjusted EBITDA reached $9.1 million, representing a 17% margin. Free cash flow was $6.4 million as of June 30, 2026, including approximately $1.5 million of restructuring-related severance payments. In the first half, Chegg generated $9.5 million of free cash flow despite $14.4 million of severance costs, highlighting improving cash-generation efficiency.

Owing to its growing trends, Chegg has significantly strengthened its financial position, creating greater flexibility to invest in its transformation while returning capital to shareholders. At the end of the second quarter of 2026, the company held $72.3 million of cash and investments, a $38.5 million net cash position and repurchased $1.7 million of shares. Management also expects to fully repay its convertible debt in the third quarter of 2026, which should further reduce financial obligations and improve flexibility. Importantly, Chegg expects to remain free-cash-flow positive in the second half of 2026, supporting continued investment and potential capital returns.

However, the edtech company continues to face significant top-line pressure as AI reshapes the education market and reduces demand for its traditional academic services. Although Chegg Study’s monthly retention remains strong, the company acknowledged declining revenues and user traffic as key risks. The transition toward an employability-focused model is still in its early stages, meaning the new platform must offset continued deterioration in the legacy business. This creates uncertainty around the timing and magnitude of any sustainable return to growth.

Stock Performance & ValuationAs witnessed from the chart below, during the past six months, Chegg’s share price performance has outperformed Coursera’s, with the latter indicating a declining trend.

Image Source: Zacks Investment Research

Considering valuation, over the last five years, Coursera has been trading above Chegg on a forward 12-month price-to-sales (P/S) ratio basis.

Image Source: Zacks Investment Research

Overall, from these technical indicators, it can be deduced that CHGG stock offers an increasing growth trend with a discounted valuation, while COUR stock offers a declining trend at a premium valuation.

Comparing EPS Estimate Trends: COUR vs. CHGGThe Zacks Consensus Estimate for COUR’s 2026 and 2027 earnings has moved north to 65 cents and 92 cents per share, respectively, over the past 60 days. The revised estimated figures for 2026 and 2027 imply year-over-year growth of 66.7% and 40.3%, respectively.

COUR's EPS Trend

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CHGG’s 2026 and 2027 earnings has remained stable at a loss per share of 16 cents, respectively, over the past 60 days. The estimates for 2026 and 2027 indicate a whopping 633.3% year-over-year decline and a breakeven point, respectively.

CHGG's EPS Trend

Image Source: Zacks Investment Research

Return on Equity (ROE) of COUR & CHGG StocksCoursera’s trailing 12-month ROE of 10.49% exceeds Chegg’s average, underscoring its efficiency in generating shareholder returns.

Image Source: Zacks Investment Research

Which EdTech Stock Has More Upside Potential: COUR or CHGG?Coursera and Chegg are adapting to an evolving edtech landscape shaped by generative AI, skills-based learning and demand for flexible education.

Coursera is benefiting from its Udemy combination, AI investments and expanding skills platform. Nearly 10,000 GenAI courses are available across the combined platform, with enrollment exceeding 45 per minute. COUR also has nearly $982 million in cash and marketable securities with no debt. However, normalized revenues declined 1% year over year in the second quarter, while net loss reached $80.4 million and FCF was negative $32.6 million.

Chegg faces steeper revenue pressure but is showing meaningful cost and cash-flow improvements. Adjusted operating expenses fell nearly 50% year over year to $32.3 million, while adjusted EBITDA reached $9.1 million, or a 17% margin. Chegg also generated $9.5 million of first-half FCF despite restructuring costs and is transitioning toward an employability platform.

Given that both the edtech stocks currently carry Zacks Rank #3 (Hold), CHGG stock offers greater potential for a valuation-driven rebound, supported by improving profitability, positive FCF and a discounted valuation. However, COUR stock has stronger projected EPS growth, higher ROE and greater financial resources, making the choice dependent on whether investors prioritize growth in comparison to turnaround priorities. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Coursera ended Q2 with more than 1.65 million paid subscribers, up 44% year over year.COUR's adjusted EBITDA surged 137% to $42.7M as adjusted gross margin climbed 620 bps to 62.2%.Coursera's recurring subscription streams now account for more than 85% of total revenues. Coursera, Inc. (COUR - Free Report) is seeing strong momentum in its subscription business, with a sharp increase in paid subscribers providing a potentially important lever for improving profitability. However, sustaining this growth while managing pressure in transactional offerings remains key.

Coursera ended the second quarter of 2026 with more than 1.65 million paid subscribers, up 44% year over year. Consumer subscription revenues reached approximately $122 million, accounting for more than 75% of Consumer revenues. Management said core subscriptions remain the segment’s growth engine as the company shifts toward a subscription-first model. The improving subscription mix is also supporting margins. During the second quarter of 2026, consumer gross profit increased 37% year over year to $103.2 million, while segment gross margin expanded 380 basis points (bps) to 65.1%. Companywide adjusted gross margin climbed 620 bps to 62.2%, while adjusted EBITDA jumped 137% to $42.7 million, translating into a 14.3% margin.

COUR also raised its full-year 2026 adjusted EBITDA margin target to approximately 14%, up 100 bps from its June outlook. Fourth-quarter 2026 adjusted EBITDA margin is expected to exceed 16%, reflecting anticipated benefits from integration and synergy initiatives following the Udemy combination. Still, challenges remain. Consumer revenues declined 5% on a normalized basis, as subscription growth was offset by pressure in individual-program subscriptions and transactional offerings. Overall normalized revenues also declined 1%.

With recurring subscription streams now accounting for more than 85% of total revenues, Coursera's ability to sustain subscriber growth while converting its expanding recurring base into higher margins will be crucial to its profitability trajectory.

Coursera vs. Stride & Chegg: Who Has the Stronger User Base?Coursera, alongside its market peers Stride, Inc. (LRN - Free Report) and Chegg, Inc. (CHGG - Free Report) , addresses different segments of the expanding online-learning market. Coursera offers courses, professional certificates, degrees and enterprise upskilling, and its combination with Udemy has created an ecosystem exceeding 300 million learners and 1.65 million paid subscribers. Paid subscribers rose 44% year over year in the second quarter of 2026, highlighting strong subscription traffic.

Meanwhile, Stride focuses on K-12 and career learning through virtual schools, curriculum, technology and support services. Its fiscal 2026 enrollments rose 4.2% to 243,900, with Career Learning enrollments increasing 13.9%. Chegg remains more concentrated in student learning and workforce skilling. However, the second quarter of 2026 revenues fell 51%, while Skilling revenues increased 2%, reflecting the ongoing shift toward employability-focused offerings.

COUR has a distinct scale and platform-breadth advantage, particularly following the Udemy combination, while its AI investments and growing subscription base align with rising demand for continuous skills development. However, its enterprise net retention rate was 91%, showing that corporate learning demand remains mixed.

COUR Stock’s Price Performance & Valuation TrendShares of this California-based online learning platform provider have declined 10.5% over the past six months, underperforming the Zacks Technology Services industry, the Zacks Business Services sector and the S&P 500 Index, as the trendlines highlight below.

Image Source: Zacks Investment Research

COUR stock is currently trading at a discount compared with its industry peers, with a forward 12-month price-to-sales (P/S) ratio of 0.96, as the trend lines suggest below.

Image Source: Zacks Investment Research

Earnings Estimate Revision of COURCOUR’s earnings estimates for 2026 and 2027 have moved north to 65 cents and 92 cents per share, respectively, over the past 60 days. The revised estimated figures for 2026 and 2027 imply year-over-year growth of 66.7% and 40.3%, respectively.

Image Source: Zacks Investment Research

Coursera currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

COUR's Udemy deal is driving major synergy gains and stronger profitability, but weak organic growth and integration costs remain key risks.

New Oriental Education & Technology Group (NYSE:EDU – Get Free Report) and Coursera (NYSE:COUR – Get Free Report) are both consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, risk, earnings, analyst recommendations, dividends and institutional ownership.

Analyst Ratings This is a breakdown of current recommendations and price targets for New Oriental Education & Technology Group and Coursera, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score New Oriental Education & Technology Group 0 2 4 1 2.86 Coursera 1 4 7 0 2.50 New Oriental Education & Technology Group currently has a consensus target price of $61.92, indicating a potential upside of 8.40%. Coursera has a consensus target price of $8.55, indicating a potential upside of 53.53%. Given Coursera’s higher possible upside, analysts clearly believe Coursera is more favorable than New Oriental Education & Technology Group.

Earnings & Valuation This table compares New Oriental Education & Technology Group and Coursera”s revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio New Oriental Education & Technology Group $5.66 billion 1.59 $475.17 million $2.96 19.30 Coursera $885.40 million 1.66 -$51.00 million ($0.67) -8.31 New Oriental Education & Technology Group has higher revenue and earnings than Coursera. Coursera is trading at a lower price-to-earnings ratio than New Oriental Education & Technology Group, indicating that it is currently the more affordable of the two stocks.

Insider & Institutional Ownership 89.6% of Coursera shares are held by institutional investors. 15.5% of New Oriental Education & Technology Group shares are held by insiders. Comparatively, 16.3% of Coursera shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Risk & Volatility New Oriental Education & Technology Group has a beta of 0.23, suggesting that its share price is 77% less volatile than the S&P 500. Comparatively, Coursera has a beta of 1.26, suggesting that its share price is 26% more volatile than the S&P 500.

Profitability This table compares New Oriental Education & Technology Group and Coursera’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets New Oriental Education & Technology Group 8.39% 11.32% 5.84% Coursera -15.39% -1.72% -1.07% Summary New Oriental Education & Technology Group beats Coursera on 9 of the 15 factors compared between the two stocks.

(Get Free Report)

New Oriental Education & Technology Group, Inc. is a holding company, which engages in the provision of private educational services. It operates through the following segments: Educational Services and Test Preparation Courses, Private Label Products and Livestreaming E-Commerce, Overseas Study Consulting Services, and Educational Materials and Distribution. The company was founded by Min Hong Yu and Yong Qiang Qian on November 16, 1993, and is headquartered in Beijing, China.

About Coursera (Get Free Report)

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. It offers its products to individuals, enterprise, business, campus, and government. The company was formerly known as Dkandu, Inc. and changed its name to Coursera, Inc. in April 2012. Coursera, Inc. was incorporated in 2011 and is headquartered in Mountain View, California.

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Bank of America Corp DE lessened its stake in shares of Coursera, Inc. (NYSE:COUR – Free Report) by 47.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 217,011 shares of the company’s stock after selling 199,602 shares during the quarter. Bank of America Corp DE owned about 0.13% of Coursera worth $1,263,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Coursera by 15.8% during the fourth quarter. Vanguard Group Inc. now owns 16,116,748 shares of the company’s stock valued at $118,619,000 after buying an additional 2,195,148 shares during the period. Caledonia Private Investments Pty Ltd lifted its holdings in Coursera by 29.4% during the fourth quarter. Caledonia Private Investments Pty Ltd now owns 12,052,670 shares of the company’s stock worth $88,708,000 after buying an additional 2,739,039 shares during the period. Pale Fire Capital SE purchased a new stake in Coursera during the first quarter worth $61,178,000. Mak Capital One LLC bought a new stake in Coursera during the 4th quarter valued at $27,610,000. Finally, Geode Capital Management LLC boosted its position in Coursera by 3.3% during the 4th quarter. Geode Capital Management LLC now owns 3,359,248 shares of the company’s stock valued at $24,729,000 after acquiring an additional 106,287 shares in the last quarter. Institutional investors and hedge funds own 89.55% of the company’s stock.

Insider Activity In related news, SVP Alan Cardenas sold 9,139 shares of Coursera stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $5.71, for a total value of $52,183.69. Following the sale, the senior vice president owned 236,237 shares of the company’s stock, valued at approximately $1,348,913.27. The trade was a 3.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 16.30% of the company’s stock.

Analysts Set New Price Targets COUR has been the topic of a number of analyst reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $10.00 price objective on shares of Coursera in a research report on Wednesday, June 24th. KeyCorp reissued an “overweight” rating on shares of Coursera in a research report on Wednesday, June 24th. BMO Capital Markets restated an “outperform” rating on shares of Coursera in a research note on Thursday, July 30th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $7.00 price target on shares of Coursera in a report on Wednesday, June 24th. Finally, Wall Street Zen downgraded Coursera from a “buy” rating to a “hold” rating in a research report on Saturday, August 29th. Seven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $8.55. Read Our Latest Stock Analysis on Coursera

Coursera Trading Down 3.8% Shares of Coursera stock opened at $5.78 on Friday. The stock’s fifty day simple moving average is $5.80 and its 200 day simple moving average is $5.80. The company has a market capitalization of $1.53 billion, a PE ratio of -8.63, a PEG ratio of 0.76 and a beta of 1.26. Coursera, Inc. has a 12 month low of $5.00 and a 12 month high of $12.32.

Coursera (NYSE:COUR – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.07. The company had revenue of $298.60 million during the quarter, compared to analysts’ expectations of $293.61 million. Coursera had a negative net margin of 15.39% and a negative return on equity of 1.72%. The business’s quarterly revenue was up 59.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.12 earnings per share. Analysts predict that Coursera, Inc. will post 0.16 EPS for the current fiscal year.

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

Coursera Profile (Free Report)

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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Deutsche Bank AG purchased a new stake in shares of Coursera, Inc. (NYSE:COUR – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 1,746,029 shares of the company’s stock, valued at approximately $9,848,000. Deutsche Bank AG owned about 1.03% of Coursera as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Aster Capital Management DIFC Ltd bought a new position in Coursera during the fourth quarter valued at approximately $25,000. Quarry LP grew its position in 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. Caitong International Asset Management Co. Ltd grew its position in 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 Coursera during the 4th quarter valued at $39,000. Finally, Optiver Holding B.V. purchased a new stake in Coursera during the 1st quarter valued at $31,000. 89.55% of the stock is currently owned by institutional investors.

Insiders Place Their Bets In other Coursera news, SVP Alan B. Cardenas sold 9,139 shares of the business’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $5.71, for a total transaction of $52,183.69. Following the completion of the sale, the senior vice president owned 236,237 shares of the company’s stock, valued at approximately $1,348,913.27. The trade was a 3.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 16.30% of the company’s stock.

Coursera Price Performance Shares of Coursera stock opened at $6.02 on Monday. The company’s fifty day simple moving average is $5.66 and its 200-day simple moving average is $5.78. The stock has a market capitalization of $1.59 billion, a PE ratio of -8.98, a P/E/G ratio of 0.76 and a beta of 1.24. Coursera, Inc. has a 1-year low of $5.00 and a 1-year high of $12.32. Coursera (NYSE:COUR – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. The firm had revenue of $298.60 million during the quarter, compared to the consensus estimate of $293.61 million. Coursera had a negative net margin of 15.39% and a negative return on equity of 1.72%. The company’s revenue for the quarter was up 59.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.12 EPS. As a group, research analysts anticipate that Coursera, Inc. will post 0.16 EPS for the current year.

Coursera declared that its board has approved a stock repurchase program on Monday, May 18th that authorizes the company to repurchase $500.00 million in outstanding shares. This repurchase authorization authorizes the company to buy up to 55.9% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets Several research firms have recently weighed in on COUR. Wall Street Zen raised Coursera from a “hold” rating to a “buy” rating in a report on Sunday, August 2nd. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $7.00 price objective on shares of Coursera in a report on Wednesday, June 24th. The Goldman Sachs Group upgraded Coursera from a “sell” rating to a “neutral” rating and upped their price objective for the company from $5.50 to $6.50 in a research report on Monday, August 3rd. KeyCorp reissued an “overweight” rating on shares of Coursera in a report on Wednesday, June 24th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Coursera in a research report on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $8.55.

Get Our Latest Report on COUR

About Coursera (Free Report)

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.

Featured Articles Five stocks we like better than Coursera VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding COUR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Coursera, Inc. (NYSE:COUR – Free Report).

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Gregory M. Hart, President & CEO of Coursera, Inc. (COUR +2.71%), reported the disposition of 46,069 shares of common stock on August 15, 2026, as detailed in a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$266,279Shares sold46,069Post-transaction shares (directly held)1,549,311Post-transaction value$8.58 millionTransaction value based on SEC Form 4 weighted average sale price ($5.78).

Key questionsWhat was the nature of this share disposition?
The transaction was a non-discretionary withholding of shares by the issuer to cover tax liabilities associated with the vesting of restricted stock units (RSUs) on August 15, 2026. This automated execution is a standard component of equity compensation management and does not represent an open-market trade or a change in the insider's view on the stock.How does this affect Gregory Hart's remaining equity position?
Following this transaction, Hart directly holds ~1.5 million shares of common stock. This remaining stake represents a market value of $8.58 million based on the August 17, 2026 market close.What is the company's current financial and market position?
Coursera maintains a market cap of $1 billion as of August 17, 2026. The company reported trailing-twelve-month revenue of $885.4 million and a net loss of $136.3 million while operating as a global online learning platform with 1,307 employees.Company OverviewMetricValueShare Price (as of market close 2026-08-17)$5.54Market Capitalization$1.0 billionRevenue (TTM)$885.4 millionNet Income (TTM)-$136.3 millionCompany SnapshotCoursera operates a comprehensive online learning platform offering guided projects, courses, specializations, online bachelor's and master's degrees, postgraduate diplomas, and professional certificates across multiple educational levels and disciplines.The company generates revenue through a dual-segment model comprising consumer and enterprise divisions, monetizing through course enrollments, degree programs, professional certifications, and enterprise training solutions for organizations.The platform serves a global customer base spanning the United States, Europe, the Middle East, Africa, and the Asia Pacific region, targeting both individual learners seeking skill development and enterprise clients requiring workforce training solutions.Coursera is a leading digital education platform with a global reach across multiple continents, serving over 1.3 million employees through its consumer and enterprise segments. The company has established a diversified revenue model spanning individual learner subscriptions, degree programs, and enterprise training partnerships.

Despite current net losses, Coursera maintains substantial scale at $885.4 million trailing 12-month revenue, positioning itself as a significant player in the rapidly expanding online education and skills training market.

What this transaction means for investorsCoursera CEO Gregory Hart's Aug. 15 sale of company stock is not a cause for investor concern. The disposition was executed to fulfill tax withholding obligations in regards to the vesting of RSUs. A restricted stock unit is a type of employee compensation where a company promises to grant an employee shares of stock at a future date. When that vesting date arrives, as was the case here, a "sell to cover" transaction occurs to pay for the associated taxes.

Hart retains a substantial equity stake in Coursera, post-transaction. His direct holdings totaled 1.5 million shares, ensuring continued alignment with shareholder interests.

Hart's transaction at $5.78 per share was near Coursera's 52-week low of $5 reached in April. The stock is down as the company makes changes to stay relevant in the artificial intelligence era.

Coursera acquired Udemy, an online learning platform, and invested $100 million in LearnVector, an AI-based learning company founded by Coursera's founder, Andrew Ng. These uses of its funds were frowned upon by investors, given net losses in the second quarter soared to $80.4 million compared to a loss of $7.8 million in 2025.

Robert Izquierdo has positions in Coursera. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Investors looking for stocks in the Technology Services sector might want to consider either Coursera (COUR - Free Report) or Nomura Research Institute (NRILY - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with specific traits.

Currently, Coursera has a Zacks Rank of #1 (Strong Buy), while Nomura Research Institute has a Zacks Rank of #4 (Sell). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that COUR is likely seeing its earnings outlook improve to a greater extent. But this is just one piece of the puzzle for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

COUR currently has a forward P/E ratio of 8.71, while NRILY has a forward P/E of 22.56. We also note that COUR has a PEG ratio of 0.18. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. NRILY currently has a PEG ratio of 1.80.

Another notable valuation metric for COUR is its P/B ratio of 0.83. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, NRILY has a P/B of 6.22.

Based on these metrics and many more, COUR holds a Value grade of A, while NRILY has a Value grade of C.

COUR has seen stronger estimate revision activity and sports more attractive valuation metrics than NRILY, so it seems like value investors will conclude that COUR is the superior option right now.

Posted by Defense World Staff on Aug 8th, 2026

Dimensional Fund Advisors LP cut its holdings in shares of Coursera, Inc. (NYSE:COUR – Free Report) by 11.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,730,508 shares of the company’s stock after selling 336,570 shares during the period. Dimensional Fund Advisors LP owned about 1.61% of Coursera worth $15,890,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in COUR. Aster Capital Management DIFC Ltd purchased a new position in Coursera during the fourth quarter valued at approximately $25,000. Quarry LP grew its stake in shares of Coursera by 619.9% during 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. Caitong International Asset Management Co. Ltd increased its holdings in shares of Coursera by 224.1% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 4,939 shares of the company’s stock valued at $36,000 after purchasing an additional 3,415 shares in the last quarter. Clearstead Trust LLC purchased a new position in shares of Coursera during the 4th quarter valued at approximately $39,000. Finally, Daiwa Securities Group Inc. lifted its stake in shares of Coursera by 163.7% in the 2nd quarter. Daiwa Securities Group Inc. now owns 7,330 shares of the company’s stock valued at $64,000 after purchasing an additional 4,550 shares during the period. 89.55% of the stock is owned by hedge funds and other institutional investors.

Coursera Trading Up 4.0% COUR stock opened at $5.79 on Friday. The company has a market capitalization of $979.57 million, a PE ratio of -8.63, a P/E/G ratio of 1.87 and a beta of 1.24. Coursera, Inc. has a 12-month low of $5.00 and a 12-month high of $12.35. The business’s fifty day moving average price is $5.60 and its 200 day moving average price is $5.82.

Coursera (NYSE:COUR – Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.07. 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 1.72% and a negative net margin of 15.39%.Coursera’s revenue was up 59.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.12 EPS. Research analysts predict that Coursera, Inc. will post 0.06 EPS for the current fiscal year.

Coursera declared that its Board of Directors has approved a share repurchase program on Monday, May 18th that permits the company to buyback $500.00 million in shares. This buyback authorization permits the company to buy up to 55.9% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s management believes its stock is undervalued.

Analyst Ratings Changes A number of equities research analysts have recently commented on the company. Royal Bank Of Canada restated an “outperform” rating and set a $7.00 target price on shares of Coursera in a research report on Wednesday, June 24th. Needham & Company LLC reaffirmed a “buy” rating and set a $10.00 target price on shares of Coursera in a research note on Wednesday, June 24th. KeyCorp reiterated an “overweight” rating on shares of Coursera in a research report on Wednesday, June 24th. Weiss Ratings raised shares of Coursera from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Tuesday, July 28th. Finally, Zacks Research raised shares of Coursera from a “hold” rating to a “strong-buy” rating in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $8.55.

View Our Latest Report on COUR

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

About Coursera (Free Report)

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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Investors might want to bet on Coursera (COUR - Free Report) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for Coursera basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Coursera imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for CourseraFor the fiscal year ending December 2026, this online learning platform is expected to earn $0.59 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Coursera. Over the past three months, the Zacks Consensus Estimate for the company has increased 157.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Coursera to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

Coursera (COUR - Free Report) : This online learning platform, which partners with university and industry partners to offer a broad catalog of content and credentials, including Guided Projects, courses, Specializations, certificates and bachelor's and master's degrees, has seen the Zacks Consensus Estimate for its current year earnings increasing 47.5% over the last 60 days.

The Travelers Companies (TRV - Free Report) : This company, which is principally engaged in providing a wide variety of property and casualty insurance and surety products and services to businesses, organizations and individuals in the United States, has seen the Zacks Consensus Estimate for its current year earnings increasing 18.5% over the last 60 days.

OP Bancorp (OPBK - Free Report) : This company, which provides commercial banking services to retail and institutional customers, has seen the Zacks Consensus Estimate for its current year earnings increasing 8.4% over the last 60 days.

Enova International (ENVA - Free Report) : This digital financial services company, that provides online loans and credit solutions to non-prime consumers and small and medium businesses (SMB), has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 day.

Kaiser Aluminum (KALU - Free Report) : This company, which is a leading producer of semi-fabricated specialty aluminum products, serving customers worldwide with highly-engineered solutions for aerospace and high-strength, general engineering, and custom automotive and industrial applications, has seen the Zacks Consensus Estimate for its current year earnings increasing 5% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

MarketBeat Week in Review – 03/30 - 04/03Coursera NYSE: COUR reported second-quarter revenue of $299 million, its first quarter as a combined company following the May 11 close of its transaction with Udemy. Revenue increased 60% year over year on an as-reported basis due to Udemy’s inclusion, while normalized revenue declined 1% when including Udemy’s pre-close results for comparison.

President and Chief Executive Officer Greg Hart said the company’s focus is on using the combination to build a larger learning ecosystem and accelerate development of a unified, AI-native platform. The company now expects to achieve at least $85 million in annual run-rate net synergies by the end of 2026, above its prior $80 million expectation.

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Coursera's Options Anomaly: A Big Bet on What's Next?“The goal was never simply to become larger,” Hart said. “It was to build a stronger, more capable company with the scale, data, and innovation capacity to create next-generation learning experiences faster than either company could alone.”

Margins Expand and Outlook Rises Coursera reported gross profit of $186 million, up 77% from a year earlier, with gross margin rising to 62%. The company said the margin expansion reflected rate improvements and structural changes made by both businesses before their combination, including changes to content economics and a greater mix of subscription revenue.

Can Gen-AI Drive Coursera Stock to Double-Bagger Returns?Operating expenses totaled $150 million, or 50% of revenue. Net income was $40 million, equal to 13.5% of revenue, while adjusted EBITDA was nearly $43 million, or 14.3% of revenue.

Chief Financial Officer Mike Foley said the company took steps in early July to simplify the combined organization and reduce duplicative functions. Coursera also has begun aligning global account coverage and integrating its go-to-market organization.

For the third quarter, Coursera projected revenue of $364 million to $372 million and adjusted EBITDA of $52 million to $56 million. For full-year 2026, the company raised and narrowed its revenue forecast to $1.22 billion to $1.245 billion. It also increased its adjusted EBITDA margin target by 100 basis points from its June outlook, to approximately 14%.

Foley said Coursera expects adjusted EBITDA margin to exceed 16% in the fourth quarter as integration benefits and synergy actions become more visible. The company previously reported an adjusted EBITDA margin of 8.4% for full-year 2025.

Enterprise and Consumer Trends Enterprise revenue totaled $140 million, rising 118% as reported and 3% on a normalized basis. The company ended the quarter with 12,107 enterprise customers, while net revenue retention was 91%.

Foley said enterprise demand remained mixed across customer segments, regions and use cases. He cited continued pressure on learning and development budgets in the company’s largest business segment, while describing its campus business as differentiated and its government business as potentially volatile because many government customers sign annual agreements.

Consumer revenue was $159 million, up 29% as reported but down 5% on a normalized basis. Coursera ended the quarter with more than 1.65 million paid subscribers, a 44% year-over-year increase. Consumer subscription revenue was approximately $122 million and represented more than 75% of consumer-segment revenue.

The company said its core subscription products, including Coursera Plus, remain its consumer growth engine. However, subscriptions to individual programs and Udemy’s transactional offerings continued to face pressure. Coursera said it plans to maintain disciplined paid marketing spending focused on profitable growth as it shifts toward a subscription-first model.

More than 85% of Coursera’s total revenue now comes from recurring subscription streams in its enterprise and consumer operations, according to Hart.

AI Platform Plans and LearnVector Investment Coursera announced a $100 million strategic investment in LearnVector, a newly formed AI-native learning company founded and led by Coursera Chairman and Co-founder Andrew Ng. Hart said Coursera owns roughly one-third of LearnVector and is not a majority investor. Foley said LearnVector’s results will not be consolidated into Coursera’s financial statements; the investment will sit on Coursera’s balance sheet.

Hart said a special committee of Coursera’s board handled the related-party transaction. The company is also developing a commercial relationship with LearnVector that could bring its future innovations to Coursera’s unified platform.

Ng said LearnVector is seeking to shift learning from a traditional one-to-many model to a personalized, one-to-one experience. He said the company is building an agentic AI system intended to plan learning paths, adapt to individual learners and provide step-by-step instruction through skill mastery.

“Good learning experiences will require much more than just a chatbot,” Ng said, adding that chatbots without guardrails can harm learning through cognitive offloading and unreliable responses.

Coursera plans to introduce elements of its unified platform beginning in the first half of 2027. Hart said the platform will use a skills and career graph informed by more than 2 million data points connecting jobs, skills and learning content. The company has developed an early end-to-end prototype and is engaging enterprise customers and content creators as design partners.

Product Development and Capital Allocation Coursera highlighted product developments across both platforms, including expanded AI-powered Role Play tools. Role Play is now available in more than 2,300 Coursera courses and includes real-time voice simulations and immediate feedback. Udemy has added customization, immersive video and AI avatars to its role-play experiences.

The company also introduced Ollie, a mobile app for Coursera Plus subscribers centered on short daily learning sessions, and expanded integrations that connect learning content to workplace AI tools. In June, Coursera announced its Connector for Claude, which allows enterprise learners to receive content recommendations and access role-play experiences from within Claude.

Across Coursera and Udemy, the company offers nearly 10,000 generative AI courses. Learners are enrolling in generative AI content at a combined rate of more than 45 enrollments per minute in 2026, compared with 25 enrollments per minute a year earlier, Hart said.

Coursera ended the quarter with approximately $982 million in unrestricted cash equivalents and marketable securities and no debt. Free cash flow was negative $33 million during the quarter, including roughly $39 million of merger and integration costs and $18 million of other merger-related payments. Excluding those payments, free cash flow would have been approximately $25 million, Foley said.

The company repurchased about $90 million of shares through the end of June at an average price of $5.45 per share. Total repurchases under its $500 million authorization have reached approximately $140 million.

About Coursera (NYSE:COUR)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Coursera (COUR - Free Report) reported $298.6 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 59.6%. EPS of $0.17 for the same period compares to $0.12 a year ago.

The reported revenue represents a surprise of +1.61% over the Zacks Consensus Estimate of $293.87 million. With the consensus EPS estimate being $0.11, the EPS surprise was +54.55%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Coursera performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Enterprise: $140 million versus $136.1 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +117.7% change.Revenues- Consumer: $158.6 million versus $157.56 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.2% change.Gross Profit- Enterprise: $111 million versus $99.24 million estimated by two analysts on average.Gross Profit- Consumer: $103.2 million compared to the $102.25 million average estimate based on two analysts.View all Key Company Metrics for Coursera here>>>

Shares of Coursera have returned +3.7% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera Makes $100 Million Strategic Investment in LearnVector, a New AI-Native Learning Company Founded by Andrew Ng.

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:

Coursera (COUR - Free Report) : This online learning platform, which partners with university and industry partners to offer a broad catalog of content and credentials, including Guided Projects, courses, Specializations, certificates and bachelor's and master's degrees, has seen the Zacks Consensus Estimate for its current year earnings increasing 46.3% over the last 60 day.

Avidia Bancorp, Inc. (AVBC - Free Report) : This chartered stock savings bank, which operates full-service banking offices principally in western Middlesex County and eastern Worcester County, in MA, has seen the Zacks Consensus Estimate for its current year earnings increasing 9.9% over the last 60 days.

JAKKS Pacific (JAKK - Free Report) : This multi-brand company, that has been designing and marketing a broad range of toys and consumer products since 1995, has seen the Zacks Consensus Estimate for its current year earnings increasing 8.3% over the last 60 days.

Vita Coco Company (COCO - Free Report) : This leading coconut water brand in the United States, which is leveraging its strong brand equity, expanding global presence and asset-light business model to capitalize on the growing demand for healthier hydration beverages, has seen the Zacks Consensus Estimate for its current year earnings increasing 6.8% over the last 60 days.

Vita Coco Company, Inc. Price and Consensus

Vita Coco Company, Inc. price-consensus-chart | Vita Coco Company, Inc. Quote

Texas Instruments (TXN - Free Report) : This company, which is an original equipment manufacturer of analog, mixed signal and digital signal processing (DSP) integrated circuits, has seen the Zacks Consensus Estimate for its current year earnings increasing 6.7% over the last 60 days.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Coursera (COUR - Free Report) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis online learning platform is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of -8.3%.

Revenues are expected to be $294.06 million, up 57.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 2933.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Coursera?For Coursera, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination makes it difficult to conclusively predict that Coursera will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Coursera would post earnings of $0.09 per share when it actually produced earnings of $0.07, delivering a surprise of -22.22%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Coursera doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAmong the stocks in the Zacks Technology Services industry, Mirion Technologies, Inc. (MIR - Free Report) , is soon expected to post earnings of $0.1 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of -9.1%. This quarter's revenue is expected to be $272.14 million, up 22.1% from the year-ago quarter.

The consensus EPS estimate for Mirion Technologies has been revised 1.6% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +7.84%.

This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Mirion Technologies will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

Investors looking for stocks in the Technology Services sector might want to consider either Coursera (COUR - Free Report) or Amplitude, Inc. (AMPL - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.

Coursera has a Zacks Rank of #2 (Buy), while Amplitude, Inc. has a Zacks Rank of #3 (Hold) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that COUR has an improving earnings outlook. But this is just one factor that value investors are interested in.

Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

COUR currently has a forward P/E ratio of 9.60, while AMPL has a forward P/E of 205.54. We also note that COUR has a PEG ratio of 0.23. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. AMPL currently has a PEG ratio of 4.95.

Another notable valuation metric for COUR is its P/B ratio of 1.53. The P/B ratio is used to compare a stock's market value with its book value, which is defined as total assets minus total liabilities. For comparison, AMPL has a P/B of 4.63.

These metrics, and several others, help COUR earn a Value grade of B, while AMPL has been given a Value grade of D.

COUR is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that COUR is likely the superior value option right now.

Coursera gets a buy rating for my initial coverage, as a compelling growth idea driven by the Udemy merger and potential synergies. While not a dividend payer, Coursera has performed well in operating cashflow trends, and had a low D/E pre-merger, as did Udemy. COUR showed a steady growth trend of new learners over time.

Coursera (COUR - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Coursera is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For Coursera, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for CourseraThis online learning platform is expected to earn $0.55 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Coursera. Over the past three months, the Zacks Consensus Estimate for the company has increased 106.3%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Coursera to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Coursera (COUR - Free Report) closed the last trading session at $5.76, gaining 8.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $7.91 indicates a 37.3% upside potential.

The average comprises 11 short-term price targets ranging from a low of $5.50 to a high of $10.00, with a standard deviation of $1.5. While the lowest estimate indicates a decline of 4.5% from the current price level, the most optimistic estimate points to a 73.6% upside. More than the range, one should note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.

But, for COUR, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Here's Why There Could be Plenty of Upside Left in COURAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Over the last 30 days, the Zacks Consensus Estimate for the current year has increased 108.9%, as three estimates have moved higher compared to no negative revision.

Moreover, COUR currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much COUR could gain, the direction of price movement it implies does appear to be a good guide.

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera, Inc. (NYSE: COUR), a leading global online learning platform, has posted materials for today’s supplemental post-merger modeling call to its investor relations website at investor.coursera.com.

Conference Call Details

As previously announced, Coursera will hold a conference call where the company’s chief financial officer, Mike Foley, will provide an overview of the combined company’s full year 2026 financial profile following the close of its merger with Udemy, Inc. on May 11, 2026. Prepared remarks will be followed by an analyst question-and-answer session today, June 23, 2026, at 5:30 a.m. Pacific Time (8:30 a.m. Eastern Time).

A live, audio-only webcast of the conference call and supplemental materials can be found on our investor relations page at investor.coursera.com. For those unable to listen to the broadcast live, an archived replay will be accessible in the same location for one year.

Disclosure Information

In compliance with disclosure obligations under Regulation FD, Coursera announces material information to the public through a variety of means, including filings with the Securities and Exchange Commission (“SEC”), press releases, company blog posts, public conference calls, and webcasts, as well as via Coursera’s investor relations website.

About Coursera

Coursera was launched in 2012 by Andrew Ng and Daphne Koller with a mission to provide universal access to world-class learning. Coursera partners with leading university and industry partners to offer a broad catalog of content and credentials, including courses, Specializations, Professional Certificates, and degrees. Coursera’s platform innovations — including AI-powered personalized guide and features, like Role Play and Course Builder, and role-based solutions like Skills Tracks — enable instructors, partners, and companies to deliver scalable, personalized, and verified learning. Institutions worldwide rely on Coursera to upskill and reskill their employees, students, and citizens in high-demand fields such as GenAI, data science, technology, and business, while learners globally turn to Coursera to master the skills they need to advance their careers. Coursera is a Delaware public benefit corporation and a B Corp. Coursera recently combined with Udemy to create one of the world’s most comprehensive skills development platforms.

Source Code: COUR-IR

Coursera, Inc. (COUR) Shareholder/Analyst Call Transcript

Insight Holdings Group, LLC, one of several affiliated entities within the Insight Partners family of funds -- which collectively carry a 10% owner designation for Coursera (COUR +0.19%) -- reported the indirect sale of 78,628 shares of common stock for a transaction value of approximately $447,000 on May 18, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueShares sold78,628Shares sold (indirect)78,628Transaction value$447,000Post-transaction shares (direct)0Post-transaction shares (indirect)0Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 reported price ($5.69); post-transaction value is $0.00 as of May 18, 2026, since all shares were disposed of.

Key questionsWhat proportion of Insight Holdings Group, LLC’s Coursera position was affected by this transaction?
The sale represented 100% of the reporting entity's indirect holdings in Coursera common stock -- both its indirect position and total reported position were reduced to zero as of May 18, 2026.Did the transaction involve direct or indirect ownership, and what does this imply?
All 78,628 shares were held and sold via indirect ownership. There were no direct holdings before or after the transaction, meaning the entity's exposure was held through affiliated funds or vehicles rather than through a personal or direct account.How does the transaction value relate to Coursera’s trading price at the time?
Shares were sold at approximately $5.69 per share, resulting in a total transaction value of approximately $447,000.Company overviewMetricValueMarket cap$1.5 billionRevenue (TTM)$773.9 millionNet income (TTM)-$63.7 million1-year price change*-37.2%* 1-year price change calculated using June 12, 2026, as the reference date.

Company snapshotCoursera, Inc. is a global online learning platform -- originally launched in 2012 -- that partners with universities and industry leaders to deliver accessible education at scale. As of May 2026, Coursera completed its merger with Udemy, Inc., creating a combined platform serving approximately 290 million learners worldwide.

Offers online courses, professional certificates, degree programs, and enterprise workforce training across disciplines, including data science, business, computer science, and health.Serves individual learners, higher education institutions, and enterprise clients; generates revenue through course enrollments, certification fees, institutional partnerships, and subscription offerings.What this transaction means for investorsGiven the timing of Insight Partners’ sale, this is an interesting transaction. On the surface, seeing an Insight Partners affiliate quietly sell off its entire remaining position is the kind of thing that can make investors nervous. But this is less a vote of no-confidence and more likely a routine portfolio exit by a venture-stage investor that has been unwinding a long-held position over time.

Insight Partners is a technology-focused venture and private equity firm, and Coursera has been in its portfolio since before the company's IPO. Importantly, this filing covers only one entity within the broader Insight Partners family -- Insight Holdings Group, LLC -- which held just 78,628 shares before the sale. Other Insight-affiliated funds continue to hold tens of millions of Coursera shares, as reflected in a separate Form 4 filed the same day. So while this particular entity has fully exited its position, Insight Partners as a whole remains a substantial Coursera shareholder.

What may be more meaningful to long-term investors is what's happening at the company itself. Coursera just completed its merger with Udemy in May 2026, uniting two of the world's largest online learning platforms into a single organization serving roughly 290 million learners and 18,000 enterprise customers. The same day as this filing, Coursera's board announced a $500 million share repurchase program -- a meaningful signal of leadership's confidence in the company's balance sheet and future cash generation. On the financial front, Coursera reported Q1 2026 revenue of approximately $196 million, up 9% year over year, including its fourth consecutive quarter of double-digit growth in the Consumer segment. The company also reaffirmed its full-year 2026 revenue guidance of $805 to $815 million. The Udemy integration brings meaningful scale, though investors will want to watch how smoothly the combined business executes going forward.

For investors, the key takeaway is that this sale reflects one fund exiting a legacy position, not a broader signal that Insight Partners has lost faith in Coursera. Other Insight-affiliated entities continued to hold approximately 28.4 million Coursera shares as reported in a separate filing -- a significant remaining stake by any measure. With the Udemy merger now complete and a $500 million buyback authorized, the more interesting story is how the combined company will perform from here.