Coursera’s fourth quarter results reflected a combination of product innovation and stronger execution across its consumer and enterprise businesses. Management highlighted the impact of AI-powered course launches and a redesigned learner experience, which contributed to record new learner additions and improved engagement. CEO Gregory Hart attributed the quarter’s performance to “sharpened execution refining how we operate and embedding faster AI native product innovation,” as well as ongoing expansion in international markets. The company also benefited from enhancements in marketing and localization, driving growth in subscriptions and supporting overall revenue momentum.
The second week of February 2026 has sent a chilling reminder through global equity markets that the "AI Gold Rush" has a darker, more destructive twin: the "AI Crosshairs." In what analysts are now calling "Software-mageddon," a massive rotation out of traditional application software and service-oriented sectors has erased more
Online learning platform Coursera (NYSE:COUR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.9% year on year to $196.9 million. Guidance for next quarter’s revenue was optimistic at $195 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.
Online learning platform Coursera (NYSE:COUR) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 9.9% year on year to $196.9 million. Guidance for next quarter’s revenue was optimistic at $195 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.06 per share was in line with analysts’ consensus estimates.
Consumer internet businesses are redefining how people engage with the world by giving them instant connectivity and convenience. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending,
and the market seems to believe the tide is turning in the wrong direction -
over the past six months, the industry has tumbled by 1.9%. This performance is a noticeable divergence from the S&P 500’s 10% return.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
Shares of online learning platform Coursera (NYSE:COUR) fell 7.1% in the afternoon session after the stock's momentum weakened as the company announced a definitive all-stock merger with competitor Udemy in a deal valued at approximately $2.5 billion.
A number of stocks jumped in the afternoon session after the latest Consumer Price Index (CPI) report showed inflation cooling more than anticipated, fueling optimism for potential Federal Reserve interest rate cuts.
Coursera currently trades at $8.09 per share and has shown little upside over the past six months, posting a small loss of 2.1%. The stock also fell short of the S&P 500’s 14.4% gain during that period.
Investors can certainly boost their returns by concentrating on stocks trading between $1 and $10.
However, a disciplined approach is necessary because many of these businesses are speculative and lack the underlying fundamentals to support their prices.
The U.S. labor market delivered an unexpected jolt to the economy last month, as small businesses, the traditional engine of job creation, shed a staggering 120,000 positions in November 2025. This significant contraction, revealed in the latest ADP National Employment Report, has immediately amplified concerns about a decelerating
Looking back on consumer subscription stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Coursera (NYSE:COUR) and its peers.
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.
Wall Street has set ambitious price targets for the stocks in this article.
While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south.
While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
