Coursera Q1 revenue slightly beats estimates, driven by consumer segment growth

Coursera

23/04/2026 21:21

Overview

US online learning platform's Q1 revenue rose 9% yr/yr, slightly beating analyst expectations

Company reaffirmed full-year 2026 revenue outlook and cited strong Consumer segment growth

Outlook

Coursera sees Q2 2026 revenue between $196 mln and $200 mln

Company expects Q2 2026 adjusted EBITDA of $12 mln to $16 mln

Coursera reaffirms 2026 revenue outlook of $805 mln to $815 mln

Result Drivers

CONSUMER SEGMENT GROWTH - Co said Consumer segment revenue grew 10% yr/yr, marking the fourth consecutive quarter of double-digit growth

USER GROWTH - Co added a first quarter record of 7.6 mln new registered learners, bringing cumulative total to 205 mln

Company press release: ID:nBw5LhWGLa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Slight Beat*
$195.7 mln
$195.05 mln (11 Analysts)
Q1 EPS
-$0.12
Q1 Net Income
-$20.5 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 $10.00, about 61.8% above its April 22 closing price of $6.18

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 16 three months ago

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.)