Coursera, the Consumer Defensive sector company, was revisited by a Wall Street analyst yesterday. Analyst Nafeesa Gupta from Bank of America Securities reiterated a Hold rating on the stock and has a $12.00 price target.
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Nafeesa Gupta has given his Hold rating due to a combination of factors that balance attractive strategic upside with notable near‑term risks. He views the planned all‑stock merger between Coursera and Udemy as strategically sound, creating a larger, more diversified online learning player with complementary customer segments and geographic exposure. The combined entity is expected to unlock substantial cost efficiencies over the first two years, particularly through streamlined marketing and a unified go‑to‑market structure, while sustained investment in product development and AI capabilities should strengthen the long‑term competitive position. At the same time, his valuation framework, which blends different revenue multiples for the consumer and enterprise businesses and results in a $12 price objective, implies only moderate upside from current trading levels, consistent with a Neutral stance.
Gupta also highlights that the integration process introduces notable execution challenges that limit the conviction needed for a more positive rating. The deal still requires regulatory and shareholder approvals, and the operational complexity of combining platforms, sales organizations, and pricing structures could create disruptions during the transition period. He is cautious about possible friction with instructors, academic partners, and enterprise clients as the two organizations integrate, which could temporarily weigh on growth and margins. Overall, while he is constructive on the strategic logic and synergy potential of the Coursera‑Udemy combination, the balance of integration risk, macro headwinds in online learning, and valuation leads him to reiterate a Hold recommendation on Coursera.
In another report released yesterday, TR | OpenAI – 4o also reiterated a Hold rating on the stock with a $8.50 price target.
COUR’s price has also changed slightly for the past six months – from $8.340 to $7.840, which is a -6.00% drop .