Analyst Ryan MacDonald from Needham reiterated a Buy rating on Coursera and keeping the price target at $14.00.
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Ryan MacDonald has given his Buy rating due to a combination of factors, primarily focusing on the strategic initiatives led by Coursera’s CEO, Greg Hart. The discussion highlighted the company’s efforts to revitalize its operations over the past year and the strategic plans set for 2026 to maintain this momentum.
Despite challenges in the Enterprise segment, Coursera’s partnerships in AI are strengthening its competitive edge by enhancing its platform’s content and channels. Furthermore, while there has been notable progress in attracting new consumers, the more significant potential lies in improving conversion and retention rates. The management’s commitment to balancing growth investments with margin protection, by setting annual rather than quarterly margin targets, reflects a sound strategic approach. This prudent management and the company’s position in the AI upskilling market are key reasons for the Buy rating.
Based on the recent corporate insider activity of 46 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of COUR in relation to earlier this year.