Coursera (COUR)

• Market cap: $1.1B
• 1 day: -2.29%
• 5 days: -7.94%
• 1 month: -14.61%
• 3 months: -17.19%
• 6 months: -13.53%
• Year to date: -19.34%
• 1 year: -53.60%
• 5 years: -84.80%
• 10 years: -84.80%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Coursera Inc is an online learning platform that connects learners, educators, and institutions with the goal of providing educational content that is affordable, accessible, and relevant. It combines content, data, and technology into a single, unified platform that is customizable and extensible to both individual learners and institutions. The company operates through three reporting segments: Consumer, Enterprise, and Degrees. The majority of revenue is generated from the Consumer segment. The consumer segment targets individual learners seeking to obtain hands-on learning, gain valuable job skills, receive professional-level certifications, and otherwise increase their knowledge to start or advance their careers.

Employees: 1,260

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

10% more capital invested

Capital invested by funds: $966M [Q3] → $1.06B (+$97.6M) [Q4]

2% more funds holding

Funds holding: 204 [Q3] → 208 (+4) [Q4]

1.44% more ownership

Funds ownership: 77.55% [Q3] → 78.99% (+1.44%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]

8% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $7.2M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $8.50 24% upside
• Avg. target: $10.38 52% upside
• High target: $12 75% upside

4 analyst ratings

• positive: 3 75%
• neutral: 1 25%
• negative: 0 0%

UBS Jennifer Swanson Lowe 0 / 0 met price target	24% upside $8.50	Neutral Maintained	31 Jan 2025
RBC Capital Rishi Jaluria 33% 1-year accuracy 24 / 72 met price target	46% upside $10	Outperform Reiterated	31 Jan 2025
Needham Ryan MacDonald 33% 1-year accuracy 28 / 84 met price target	61% upside $11	Buy Reiterated	31 Jan 2025
Telsey Advisory Group Sarang Vora 11% 1-year accuracy 3 / 27 met price target	75% upside $12	Outperform Maintained	31 Jan 2025