Coursera (NYSE:COUR) Shares Gap Down – Here’s Why

Posted by Brenda Bartman on Aug 1st, 2026

Coursera, Inc. (NYSE:COUR – Get Free Report)’s stock price gapped down prior to trading on Thursday . The stock had previously closed at $6.18, but opened at $5.31. Coursera shares last traded at $5.1750, with a volume of 2,945,751 shares trading hands.

Coursera News Roundup

Here are the key news stories impacting Coursera this week:

Positive Sentiment: Coursera reported second-quarter adjusted earnings of $0.17 per share, above the $0.11 consensus estimate, while revenue reached approximately $298.6 million and increased 59.6% year over year. The results also exceeded some revenue expectations. Coursera Tops Q2 Earnings and Revenue Estimates
Positive Sentiment: Management expects roughly a 14% adjusted EBITDA margin in 2026 and at least $85 million in annualized run-rate synergies by year-end, supporting the potential for improved profitability following its Udemy combination. Coursera EBITDA Margin and Synergies
Positive Sentiment: Coursera announced a $100 million investment in LearnVector for an approximately one-third stake, potentially expanding its artificial-intelligence and learning technology capabilities. Zacks also upgraded COUR to a Rank #1, or Strong Buy, citing improving earnings prospects. Coursera Invests in LearnVector
Neutral Sentiment: Analysts view the quarter as a defining test of Coursera’s growth strategy: strong reported growth and cost synergies must be sustained while the company integrates Udemy and expands its AI offerings. Coursera Faces a Defining Growth Test
Negative Sentiment: The primary reason for the selloff was lower second-quarter core revenue and investor concern that enterprise customers are pulling back. This raised questions about the quality and durability of growth, even though headline revenue and EPS were strong. Coursera Slides on Lower Second-Quarter Core Revenue
Negative Sentiment: Coursera shares fell sharply after the results, with bearish commentary highlighting enterprise customer weakness and uncertainty surrounding the post-Udemy outlook. The $100 million LearnVector investment may also increase near-term execution and capital-allocation risk. Coursera Plunges After Q2 Results

Analysts Set New Price Targets

A number of equities analysts have recently commented on COUR shares. JPMorgan Chase & Co. lowered their price objective on Coursera from $10.00 to $8.00 and set an “overweight” rating for the company in a research report on Friday, April 24th. Wall Street Zen cut shares of Coursera from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $7.00 price target on shares of Coursera in a research note on Wednesday, June 24th. Morgan Stanley set a $7.50 price target on shares of Coursera in a report on Friday, April 24th. Finally, Telsey Advisory Group dropped their price objective on shares of Coursera from $14.00 to $10.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Coursera has a consensus rating of “Moderate Buy” and an average price target of $8.50.

Get Our Latest Report on COUR

Coursera Stock Performance

The company has a 50-day moving average price of $5.55 and a 200-day moving average price of $5.85. The firm has a market capitalization of $894.57 million, a price-to-earnings ratio of -7.88, a PEG ratio of 2.12 and a beta of 1.23.

Coursera (NYSE:COUR – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.07. Coursera had a negative return on equity of 2.08% and a negative net margin of 15.39%.The business had revenue of $298.60 million for the quarter, compared to the consensus estimate of $293.61 million. During the same quarter in the prior year, the business posted $0.12 EPS. The business’s revenue for the quarter was up 59.6% on a year-over-year basis. On average, research analysts expect that Coursera, Inc. will post 0.06 earnings per share for the current fiscal year.

Coursera declared that its Board of Directors has initiated a share buyback plan on Monday, May 18th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the company to repurchase up to 55.9% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

Insider Activity at Coursera

In other news, SVP Alan B. Cardenas sold 9,139 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $5.52, for a total transaction of $50,447.28. Following the completion of the sale, the senior vice president owned 255,934 shares in the company, valued at approximately $1,412,755.68. The trade was a 3.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Insight Holdings Group, Llc sold 1,466,372 shares of the company’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $5.24, for a total transaction of $7,683,789.28. Following the completion of the transaction, the insider owned 419,784 shares of the company’s stock, valued at approximately $2,199,668.16. The trade was a 77.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,009,139 shares of company stock worth $10,643,180 over the last quarter. 16.30% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Coursera

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Aster Capital Management DIFC Ltd purchased a new stake in Coursera in the fourth quarter valued at $25,000. Optiver Holding B.V. purchased a new position in shares of Coursera during the first quarter worth about $31,000. Versant Capital Management Inc grew its holdings in shares of Coursera by 63.2% during the second quarter. Versant Capital Management Inc now owns 5,555 shares of the company’s stock worth $31,000 after purchasing an additional 2,152 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of Coursera by 224.1% during the fourth 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 in the last quarter. Finally, Clearstead Trust LLC acquired a new stake in shares of Coursera during the fourth quarter worth about $39,000. 89.55% of the stock is currently owned by institutional investors and hedge funds.

About Coursera

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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.