Coursera (NYSE:COUR) Hits New 1-Year Low on Analyst Downgrade

Coursera, Inc. (NYSE:COUR)’s share price hit a new 52-week low on Friday after JPMorgan Chase & Co. downgraded the stock from an overweight rating to a neutral rating. JPMorgan Chase & Co. now has a $5.00 price target on the stock, down from their previous price target of $8.00. Coursera traded as low as $3.68 and last traded at $3.8850, with a volume of 3,062,334 shares changing hands. The stock had previously closed at $4.66.

Several other research analysts have also recently issued reports on the company. Zacks Research cut Coursera from a “strong-buy” rating to a “hold” rating in a research note on Monday, August 24th. Needham & Company LLC cut their price objective on shares of Coursera from $10.00 to $6.00 and set a “buy” rating on the stock in a research note on Friday. BMO Capital Markets reduced their price objective on shares of Coursera from $8.00 to $6.00 and set an “outperform” rating for the company in a report on Monday, October 5th. The Goldman Sachs Group upgraded shares of Coursera from a “sell” rating to a “neutral” rating and increased their target price for the company from $5.50 to $6.50 in a research report on Monday, August 3rd. Finally, KeyCorp cut shares of Coursera from an “overweight” rating to a “sector weight” rating in a report on Friday. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Coursera has a consensus rating of “Hold” and a consensus target price of $6.90.

Insider Transactions at Coursera

In related news, major shareholder Pale Fire Capital Se purchased 1,000,000 shares of the stock in a transaction dated Tuesday, September 29th. The shares were acquired at an average cost of $4.61 per share, for a total transaction of $4,610,000.00. Following the acquisition, the insider directly owned 28,806,415 shares in the company, valued at approximately $132,797,573.15. The trade was a 3.60% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Alan B. Cardenas sold 9,139 shares of the firm’s 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 directly owned 236,237 shares of the company’s stock, valued at $1,348,913.27. This trade represents a 3.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 16.30% of the stock is currently owned by insiders.

Key Coursera News

Here are the key news stories impacting Coursera this week:

• Positive Sentiment: Coursera reported third-quarter adjusted earnings of $0.21 per share, exceeding estimates of approximately $0.18–$0.19. Revenue reached $376.7 million, above the $368.5 million consensus and up 94% year over year. Coursera Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company expects to achieve more than $150 million in gross cost savings by year-end as integration efforts advance. Management highlighted margin expansion and synergy momentum, which could support profitability if savings are realized. Coursera Q4 Revenue and Cost Savings Outlook
• Neutral Sentiment: Coursera forecast fourth-quarter revenue of $358 million to $366 million. The outlook reflects continued scale but implies a sequential decline from the third quarter, making execution of the integration and cost-cutting program especially important. Coursera Third Quarter 2026 Financial Results
• Negative Sentiment: JPMorgan downgraded COUR from “overweight” to “neutral” and reduced its price target from $8 to $5. The lower target signals less confidence in near-term upside, even though it remains above the referenced trading level. JPMorgan Analyst Recommendations
• Negative Sentiment: Investors appear to be treating the weaker fourth-quarter revenue outlook as more important than the earnings beat. Coursera also continues to report a negative net margin, underscoring that the company must convert its planned synergies into sustainable profitability.

Hedge Funds Weigh In On Coursera

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Pinnacle Wealth Planning Services Inc. boosted its holdings in Coursera by 440.6% during the third quarter. Pinnacle Wealth Planning Services Inc. now owns 28,220 shares of the company’s stock valued at $140,000 after purchasing an additional 23,000 shares in the last quarter. Total Clarity Wealth Management Inc. bought a new position in shares of Coursera in the third quarter valued at about $178,000. Inspire Investing LLC lifted its position in Coursera by 5.1% during the 3rd quarter. Inspire Investing LLC now owns 126,131 shares of the company’s stock worth $626,000 after buying an additional 6,099 shares in the last quarter. SBI Securities Co. Ltd. grew its holdings in Coursera by 28.4% during the 3rd quarter. SBI Securities Co. Ltd. now owns 15,532 shares of the company’s stock worth $77,000 after acquiring an additional 3,435 shares during the last quarter. Finally, Counterpoint Mutual Funds LLC bought a new position in shares of Coursera in the third quarter worth about $551,000. Institutional investors and hedge funds own 89.55% of the company’s stock.

Coursera Price Performance

The stock’s 50 day simple moving average is $5.32 and its two-hundred day simple moving average is $5.71. The company has a market capitalization of $1.04 billion, a P/E ratio of -5.84, a P/E/G ratio of 0.49 and a beta of 1.24.

Coursera (NYSE:COUR) last posted its quarterly earnings results on Thursday, October 29th. The company reported $0.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.03. Coursera had a negative return on equity of 1.72% and a negative net margin of 15.39%. The business had revenue of $376.70 million for the quarter, compared to analysts’ expectations of $368.52 million. During the same quarter last year, the business earned $0.10 earnings per share. The firm’s quarterly revenue was up 94.0% compared to the same quarter last year. As a group, equities research analysts expect that Coursera, Inc. will post 0.20 earnings per share for the current year.

Coursera Company Profile

Coursera, Inc is an online learning platform that provides access to courses, professional certificates, guided projects, and degree programs. The company works with universities, colleges, and industry partners to offer content in areas such as business, technology, data science, computer science, and personal development.

Coursera serves individual learners, businesses, governments, and academic institutions in countries around the world. Its enterprise and government offerings support employee training, workforce development, and large-scale education initiatives, while its consumer platform allows learners to enroll in individual courses or broader credential and degree programs.

Coursera was founded in 2012 by computer-science professors Andrew Ng and Daphne Koller.