COUR Stock Records Worst Week In 20 Months Over Weak Earnings, Multiple Price Target Cuts

• Coursera shares dropped 17% this week. 
•  COUR Q2 guidance came in at $196 to $200 million, against analyst expectations of $198 to $200 million. 
• Seven out of 13 analysts rate the stock ‘buy’, four rate ‘hold’, and two rate ‘sell’, according to Koyfin. 

Coursera (COUR) recorded its worst week in 20 months after multiple analysts cut their price target on the stock after the firm’s Q2 guidance disappointed investors. 

The company reported $0.07 earnings per share for Q1, missing analysts' consensus estimates of $0.08. The company had revenue of $195.70 million during the quarter, compared to analysts' expectations of $195.17 million.

Its Q2 guidance and full-year 2026 guidance fell short of expectations. Coursera updated its FY26 guidance to $805 million to $815 million, where analysts expected $815 million, while Q2 revenue guidance of $196 million to $200 million sat slightly below Street expectations of $198 million to $200 million.

What Did Analysts Say?

RBC Capital lowered the firm's price target on Coursera to $7 from $8 and kept an ‘Outperform’ rating. The company delivered mixed Q1 results as Consumer revenue growth missed consensus estimates, the analyst told investors in a research note. RBC added that while Enterprise exceeded consensus, it remains challenged, with a mixed demand environment across customer segments, regions, and use cases.

Morgan Stanley lowered the firm's price target on Coursera to $7.50 from $8.50 and kept an ‘Equal Weight’ rating on the shares following what the firm describes as "solid but uninspiring results." The firm sees "no immediate urgency to own" shares as it awaits a clearer post-merger strategy, the analyst told investors.

Meanwhile, JPMorgan analyst Bryan Smilek lowered the firm's price target on Coursera to $8 from $10 and kept an ‘Overweight’ rating on the shares.

Retail Take

Retail sentiment on Stocktwits was ‘bullish’ with ‘high’ message volumes. 

One user noted that all analysts still recommend buying or holding the stock. 

The stock lost 28% year-to-date.

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