Telsey reiterates Outperform rating on Coursera stock, citing GenAI benefits

Published 15/08/2025, 11:10
Telsey reiterates Outperform rating on Coursera stock, citing GenAI benefits

Investing.com - Telsey Advisory Group has reiterated its Outperform rating and $14.00 price target on Coursera Inc (NYSE:COUR), according to a research note released Friday. The target aligns with broader analyst sentiment, as InvestingPro data shows analyst targets ranging from $9 to $15, with the stock currently trading near $12.

The firm’s analysis suggests Coursera is positioned to benefit early from the generative artificial intelligence transformation, potentially driving a "strong second wave of growth" following the surge observed during the COVID-19 pandemic. This optimism is supported by recent performance, with the stock showing a remarkable 34% gain over the past six months and revenue growth of 7.1%.

Telsey expects Coursera’s positive sales momentum to continue in the near term, supported by new content offerings, increasing enrollments in generative AI courses, upgrades to Coursera Plus subscriptions, and stability in its Enterprise business segment.

The research note also highlights operating enhancements, particularly language translation capabilities, as factors that could help Coursera attract new global learners and fuel further growth.

Telsey’s maintained $14.00 price target reflects the firm’s confidence in Coursera’s multi-year growth trajectory as the online education platform continues to expand its technological capabilities and global reach.

In other recent news, Coursera Inc. reported its second-quarter 2025 earnings, surpassing analysts’ expectations with an earnings per share of $0.12, compared to the forecasted $0.09. The company also posted revenue of $187.1 million, exceeding the anticipated $180.56 million. These strong financial results have led to several analyst firms raising their price targets for Coursera. BMO Capital increased its price target to $12 from $10, maintaining an Outperform rating. Similarly, KeyBanc Capital Markets also raised its price target to $12 from $11, citing accelerated revenue growth driven by strong subscription adoption. RBC Capital went further, setting a new price target of $13, up from $10, and maintained an Outperform rating, noting that both Consumer and Enterprise segments grew approximately 10% year-over-year. These developments indicate a positive sentiment among analysts towards Coursera’s financial health and growth prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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