Coursera (COUR) Stock Forecast & Price Target

Coursera is focused on diversifying and expanding its revenue streams through its consumer and enterprise segments, as well as its recent merger with Udemy. The company's strong 4Q25 results and solid guidance for FY26 indicate a positive trend in revenue growth, with increased investments in marketing and promotions to drive consumer segment growth and the potential for cost synergies and revenue growth through its merger with Udemy. However, any potential changes to data privacy regulations or to Coursera's ability to attract content partners could negatively impact its value proposition and result in revenue headwinds.

Coursera is seeing mixed metrics in its Enterprise segment due to weakness in the Coursera for Business (C4B) segment, leading to declining net retention rates. Furthermore, changes to data privacy regulations could negatively impact the company's ability to gather learner data, potentially increasing customer acquisition costs. While the company is making strides in product innovation and content to drive growth and is expected to benefit from the AI transformation and the Udemy deal, the current macro uncertainty and risks associated with its business model lead to a negative outlook on the stock.