Coursera Q2 revenue beats estimates, outlook raised

Coursera

29/07/2026 21:20

Overview
US online learning platform's Q2 revenue rose 60% yr/yr, beating analyst expectations
Company raised full-yr 2026 revenue outlook to $1.220 bln-$1.245 bln
Coursera invested $100 mln in AI-native learning firm LearnVector, repurchased $90 mln shares in Q2

Outlook
Coursera sees Q3 revenue between $364 mln and $372 mln
Company raises full-year 2026 revenue outlook to $1.220 bln-$1.245 bln
Coursera targets 2026 adjusted EBITDA margin of approximately 14%

Result Drivers
UDEMY COMBINATION - Q2 results included Udemy's operating results following completion of the all-stock transaction on May 11, 2026
SYNERGY REALIZATION - Co expects at least $85 mln of annual run-rate net synergies by end-2026, reflecting accelerated integration execution
AI STRATEGY INVESTMENT - $100 mln investment in LearnVector aimed at accelerating Coursera's AI strategy and product innovation

Company press release: ID:nBw27n9qLa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$298.6 mln
$293.61 mln (8 Analysts)
Q2 Loss Per Share
 
$0.34
 
Q2 Net Loss
 
$80.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Coursera Inc is $7.50, about 28.2% above its July 28 closing price of $5.85
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 13 three months ago

Reuters Recommended Reads
July 28 - Coursera backs co-founder Andrew Ng's new AI education firm with $100 million investment
July 29 - Strategic Education Q2 revenue beats estimates on education technology growth
July 28 - Sweden's eEducation Albert Q2 sales fall on discontinued revenue streams

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)