Coursera

COUR · NYSE

$5.07+$0.07 (+1.40%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $5.00

COUR analyst rating

BuyConsensus of 11 analysts over the last 12 months. 64% rate it a buy.

Strong buy0
Buy7
Hold4
Underperform0
Sell0

12-month price target · 11 analysts

Average $8.35 (+64.7% upside)

Low: $6.57
Now: $5.07
High: $10.50

Upgrades and downgrades

The latest rating actions, newest first

COUR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BMO Capital	Oct 5, 2026	Maintains	Outperform	$8.00 → $6.00	60%
Goldman Sachs	Aug 3, 2026	Upgrade	Sell → Neutral	$5.50 → $6.50	55%
BMO Capital	Jul 6, 2026	Maintains	Outperform	$7.00 → $8.00	60%
B of A Securities	Jun 30, 2026	Maintains	Neutral	$8.00 → $7.00	50%
RBC Capital	Jun 24, 2026	Maintains	Outperform	$7.00	51%
Needham	Jun 24, 2026	Maintains	Buy	$10.00	46%
BMO Capital	Apr 27, 2026	Maintains	Outperform	$8.00 → $7.00	60%
JP Morgan	Apr 24, 2026	Maintains	Overweight	$10.00 → $8.00	27%
Needham	Apr 24, 2026	Maintains	Buy	$10.00	46%
Goldman Sachs	Feb 9, 2026	Maintains	Sell	$9.00 → $6.00	55%

The case for and against

Updated Oct 14, 2026

Bull case

Coursera is well positioned by a durable multi-segment model in Consumer and Enterprise that should create a flywheel of brand awareness, lower CAC, and recurring institutional demand, while management’s transparency into subscriptions and paid subscribers improves visibility. The company delivered 1Q26 revenue of $195.7M with 9.1% growth, gross margin of 56.6%, and adjusted EBITDA of $13.5M, supported by $789.8M in cash and no debt, showing a solid financial base. Its outlook is further strengthened by $115M+ of annual run-rate synergies tracking ahead of schedule, >$70M of buybacks already executed, and the expectation that the combined platform can expand revenue opportunities, cross-sell potential, and long-term margin leverage.

Bear case

Coursera is viewed negatively because its consumer business is still in a transition period, with Udemy’s transactional weakness pressuring traffic and average selling prices, and management expecting declines to persist through FY26 and FY27 as subscriptions take priority. The company also faces meaningful regulatory risk, since tighter data privacy rules could raise customer acquisition costs across Consumer and Degrees, while new OPM revenue-share changes could limit Degrees growth and program launches. In addition, reliance on universities and corporate partners creates execution risk if content supply or partner relationships weaken, threatening retention, revenue, and the value proposition.

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