Street Confidence Builds Around Coursera, Inc. (COUR)

Coursera, Inc. (NYSE:COUR) is among the most promising education stocks according to hedge funds. On February 7, TheFly reported that Eric Sheridan from Goldman Sachs trimmed the price target on Coursera, Inc. (NYSE:COUR) to $6 from $9 and maintained a Sell rating. According to the analyst, the company delivered a strong FY25 operating performance in the consumer segment despite a muted enterprise environment. The analyst advised investors to focus on topline progression and how initiatives advance into 2026.

KeyBanc also cut the price target on Coursera, Inc. (NYSE:COUR) to $10, down from $12, and reiterated an Overweight rating on February 6. The downward price target revision came after the company’s Q4 results, which demonstrated a 2.9% jump in total revenue, thanks to the Consumer and Enterprise segments.

Perhaps even more interesting is the initial 2026 revenue growth guidance of 6-8%, which is higher than the street’s projection of 5.8%. The firm’s price trim is driven by a recent pullback in valuation, with KeyBanc supporting Coursera, Inc. (NYSE:COUR)’s long-term potential in the Enterprise segment.

Coursera, Inc. (NYSE:COUR) is a California-based global provider of online educational services. Founded in 2011, the online learning platform operates through two segments: Consumer and Enterprise.

While we acknowledge the potential of COUR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk.

Disclosure: None.