Coursera Q4 revenue beats estimates

Coursera

05/02/2026 21:17

Overview

Online learning platform's Q4 revenue rose 10% yr/yr, beating analyst expectations

Company provides 2026 revenue guidance of $805 to $815 mln

Company announced in December merger agreement with Udemy to broaden reach

Outlook

Coursera expects Q1 2026 revenue between $193 mln and $197 mln

Company projects full-year 2026 revenue of $805 mln to $815 mln

Coursera anticipates full-year 2026 adjusted EBITDA of $70 mln to $76 mln

Result Drivers

CONSUMER SEGMENT GROWTH - Q4 revenue growth driven by 12% increase in Consumer segment

AI-POWERED EXPERIENCES - Co built new product, content, and go-to-market capabilities for AI-powered experiences

MERGER WITH UDEMY - Agreement to merge with Udemy to broaden reach and enhance platform value

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$196.90 mln
$191.84 mln (13 Analysts)
Q4 EPS
-$0.16
Q4 Net Income
-$26.80 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "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 $11.00, about 81.2% above its February 4 closing price of $6.07

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw8tDk6Fa

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(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.)