Coursera (COUR) Stock Falls on Q1 2026 Earnings

Coursera Inc. (COUR) reported first-quarter 2026 results.

Revenue rose 9.2% year over year to $195.7 million (consensus $199.0 million).

Gross profit increased 10.9% to $108.6 million.

Operating loss was $25.3 million, an improvement of 75.7% year over year.

Net loss attributable to common shareholders was $20.5 million, an improvement of 162.8% year over year.

Diluted EPS was -$0.12, up 140.0% year over year (estimate $0.08).

Cash from operating activities totaled $14.6 million, down 56.4% year over year.

Purchases of property, plant and equipment (capex) were $11.6 million, a steep increase versus the prior year.

Cash and cash equivalents stood at $797.7 million, up 6.6% year over year.

Total liabilities were $368.7 million, up 8.2% year over year.

Cost of sales came in at $87.7 million, up 7.7% year over year.

Overall, Coursera delivered solid revenue and gross-profit growth while reducing operating and net losses versus the prior year, but operating cash flow weakened and capital spending rose sharply. The stock reacted negatively, trading down 9.55% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Coursera Inc. Insider Trading Activity

Coursera Inc. insiders have traded $COUR stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $COUR stock by insiders over the last 6 months:

ALAN B CARDENAS (SVP, General Counsel) has made 0 purchases and 2 sales selling 17,788 shares for an estimated $123,480.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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Coursera Inc. Hedge Fund Activity

We have seen 124 institutional investors add shares of Coursera Inc. stock to their portfolio, and 118 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BAILLIE GIFFORD & CO added 7,184,167 shares (+97.0%) to their portfolio in Q4 2025, for an estimated $52,875,469
CREATIVE PLANNING added 4,146,856 shares (+8379.9%) to their portfolio in Q4 2025, for an estimated $30,520,860
MAK CAPITAL ONE LLC added 3,751,368 shares (+inf%) to their portfolio in Q4 2025, for an estimated $27,610,068
AMERICAN CENTURY COMPANIES INC added 3,085,452 shares (+938.9%) to their portfolio in Q4 2025, for an estimated $22,708,926
CALEDONIA (PRIVATE) INVESTMENTS PTY LTD added 2,739,039 shares (+29.4%) to their portfolio in Q4 2025, for an estimated $20,159,327
AMERIPRISE FINANCIAL INC added 2,337,091 shares (+181.6%) to their portfolio in Q4 2025, for an estimated $17,200,989
VANGUARD GROUP INC added 2,195,148 shares (+15.8%) to their portfolio in Q4 2025, for an estimated $16,156,289

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Coursera Inc. Government Contracts

We have seen $1,268,596 of award payments to $COUR over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

FY25 DFAS IT COURSERA USER LICENSES: $290,000
COURSERA USER LICENSES, IN SUPPORT OF DEPARTMENT OF DEFENSE (DOD) CUSTOMERS OF DIGITAL UNIVERSITY (DU): $284,200
FY25 RENEWAL FOR USSF/S6 COURSERA LICENSES FOR DIGITAL UNIVERSITY: $188,500
FY25 COURSERA USER LICENSES FOR DU FOR SAF/SA: $145,000
FY25 DFAS LDD COURSERA: $106,430

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Coursera Inc. Analyst Ratings

Wall Street analysts have issued reports on $COUR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Telsey Advisory Group issued a "Outperform" rating on 01/30/2026
RBC Capital issued a "Outperform" rating on 01/05/2026
Needham issued a "Buy" rating on 11/26/2025

To track analyst ratings and price targets for Coursera Inc., check out Quiver Quantitative's $COUR forecast page.

Coursera Inc. Price Targets

Multiple analysts have issued price targets for $COUR recently. We have seen 7 analysts offer price targets for $COUR in the last 6 months, with a median target of $10.0.

Here are some recent targets:

Eric Sheridan from Goldman Sachs set a target price of $6.0 on 02/09/2026
Sarang Vora from Telsey Advisory Group set a target price of $14.0 on 02/06/2026
Ryan MacDonald from Needham set a target price of $10.0 on 02/06/2026
Jason Celino from Keybanc set a target price of $10.0 on 02/06/2026
Rishi Jaluria from RBC Capital set a target price of $8.0 on 02/06/2026
Taylor McGinnis from UBS set a target price of $9.0 on 12/18/2025
Bryan Smilek from JP Morgan set a target price of $12.0 on 12/17/2025