Coursera Q2 Revenue Beats, Raises Full-Year Outlook to $1.22B-$1.25B
COUR sits 18% above its 52-week low of $5 on elevated volume (2.1× avg).
Summary
Coursera delivered a strong Q2, with revenue jumping 60% year-over-year to $298.6M, beating the $293.6M consensus. The company raised its full-year 2026 revenue guidance to $1.22B-$1.25B, reflecting confidence in the Udemy integration and demand trends. Management also provided Q3 revenue guidance of $364M-$372M and targeted a 14% adjusted EBITDA margin for the year. The quarter included a $100M strategic investment in AI-native learning firm LearnVector and $90M in share repurchases, signaling capital allocation discipline. This is the first combined quarter post-Udemy merger, and the beat plus raised outlook suggest synergy realization is ahead of schedule. The stock, trading at a depressed multiple, could see significant re-rating if execution continues.
At the time of this announcement, COUR was trading at $5.90 on NYSE in the Technology sector, with a market capitalization of approximately $1.8B. The 52-week trading range was $5.00 to $12.93. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.