On Oct 26, major Wall Street analysts update their ratings for $Coursera (COUR.US)$, with price targets ranging from $10 to $15.
Morgan Stanley analyst Josh Baer maintains with a buy rating, and adjusts the target price from $15 to $10.
Loop Capital analyst Yun Kim maintains with a buy rating, and adjusts the target price from $20 to $12.
KeyBanc analyst Devin Au CFA initiates coverage with a buy rating, and sets the target price at $11.
RBC Capital analyst Rishi Jaluria maintains with a buy rating, and adjusts the target price from $18 to $10.
Telsey Advisory analyst Joe Feldman initiates coverage with a buy rating, and sets the target price at $15.
Furthermore, according to the comprehensive report, the opinions of $Coursera (COUR.US)$'s main analysts recently are as follows:
A recent analysis observed that while Coursera's Q3 results surpassed consensus, there was a reduction in Q4 revenue guidance and a decrease in FY24 revenue growth projections from 10% to 9%. This was attributed to declining consumer retention and a 4 point decrease in Net Revenue Retention to 89% within the Enterprise segment. The expectation is that this could exert downward pressure on the stock. Nonetheless, the viewpoint is that shares currently represent a value that is too significant to overlook, given the company's profitable growth trajectory.
It is evident that Coursera is confronted with rapidly evolving market circumstances in its target markets, accompanied by additional challenges due to unfavorable macroeconomic factors in its North American region, a demographic trend towards more affordable emerging regions, and a more gradual uptake of Gen-AI technology among educational institutions. Nevertheless, Coursera is perceived to be aptly positioned to transform the higher education landscape in emerging markets, where there is a comparatively lower resistance to change.
The company delivered marginally improved Q3 revenue and EBITDA figures, yet projected a reduced revenue forecast for Q4, predominantly due to a decline in consumer strength, which is seen in the lesser retention of professional certificates. Although the reduced forecast is seen as disheartening, there remains an optimistic stance on the company's enduring potential within enterprise and degree offerings.
The recent quarter for Coursera was challenging, prompting a reassessment of the near-term growth expectations, which saw the company's shares decline by 19% after hours. The Consumer segment of Coursera is facing renewed difficulties as retention trends have shown signs of weakening, while the performance of its Enterprise business has been inconsistent. Despite these challenges, there remains long-term confidence in the company's prospects.
Coursera's third-quarter outcomes surpassed expectations, largely due to judicious expenditure management. Nevertheless, consumer engagement showed signs of weakening, with anticipated retention challenges likely extending into the fourth quarter. Additionally, a drop in Enterprise net retention revenue was observed, attributed to the phasing out of certain Government contracts. Despite these issues, there's an indication of 'stabilization' within the realm of corporate learning.
Here are the latest investment ratings and price targets for $Coursera (COUR.US)$ from 5 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美東時間10月26日，多家華爾街大行更新了$Coursera (COUR.US)$的評級，目標價介於10美元至15美元。
摩根士丹利分析師Josh Baer維持買入評級，並將目標價從15美元下調至10美元。
Loop Capital分析師Yun Kim維持買入評級，並將目標價從20美元下調至12美元。
KeyBanc分析師Devin Au CFA首次給予買入評級，目標價11美元。
加皇資本市場分析師Rishi Jaluria維持買入評級，並將目標價從18美元下調至10美元。
泰爾西諮詢分析師Joe Feldman首次給予買入評級，目標價15美元。
此外，綜合報道，$Coursera (COUR.US)$近期主要分析師觀點如下：
最近的分析發現，雖然Coursera的第三季度業績超出了共識，但第四季度的營收預測下調，未來24財年的營收增長預期也從10%下調至9%。這歸因於消費者留存率下降，企業板塊淨營收留存率降至89%，減少了4個百分點。預期這可能給股票施加下行壓力。儘管如此，觀點是目前股價代表了一個太重要不容忽視的價值，鑑於公司盈利增長軌跡。
顯而易見，Coursera正面臨其目標市場中迅速變化的市場環境，加上由於北美地區不利的宏觀經濟因素、向更具價格競爭力的新興地區的人口趨勢、以及教育機構對Gen-AI技術較爲謹慎的採用速度而帶來的額外挑戰。然而，Coursera被認爲處於恰當位置，可以改變新興市場中的高等教育格局，那裏對變革的抵抗相對較低。
該公司交付了略有改善的第三季度營收和EBITDA數據，但對第四季度的營收預期下調，主要是由於消費者實力下降，表現爲專業證書的保留減少。儘管降低的預期被視爲令人沮喪，但公司在企業和學位課程方面的持續潛力仍然持樂觀態度。
最近一季對Coursera來說是具有挑戰性的，促使重新評估近期的增長預期，導致公司盤後股價下跌了19%。Coursera的消費板塊正面臨復甦困難，留存趨勢顯示出疲軟跡象，而其企業業務的表現則表現不一。儘管存在這些挑戰，但對公司前景仍持長期信心。
Coursera第三季度的業績超出預期，主要歸功於謹慎的支出管理。然而，消費者參與度顯示出疲軟跡象，預計保留挑戰可能延續到第四季度。此外，還觀察到企業淨營收留存減少，歸因於一些政府合同的逐步減少。儘管存在這些問題，在企業學習領域內有「穩定」跡象。
以下爲今日5位分析師對$Coursera (COUR.US)$的最新投資評級及目標價：
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
