Goldman Sachs analyst Eric Sheridan maintains $Coursera (COUR.US)$ with a sell rating, and sets the target price at $7.25.
According to TipRanks data, the analyst has a success rate of 55.2% and a total average return of 13.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Coursera (COUR.US)$'s main analysts recently are as follows:
Following the third quarter results, which surpassed consensus, there was a downward adjustment in the fourth quarter revenue guidance and a reduction in the anticipated revenue growth for FY24 from 10% to 9%. This was attributed to a decrease in consumer retention alongside a 4 point decline in Net Revenue Retention to 89% within the Enterprise segment. This situation is expected to exert downward pressure on the stock. Nevertheless, it is believed that the current valuation of the shares does not fully reflect the company's profitable growth prospects.
It is evident that Coursera is navigating through evolving market dynamics within its target markets, with challenging macroeconomic factors adding to the headwinds, particularly in the North American region. There's also a noticeable demographic pivot towards more cost-sensitive emerging regions and a gradual uptake of Gen-AI technology among educational bodies. Nonetheless, Coursera is seen as being strategically placed to transform the higher education landscape in emerging markets, which tend to be more open to innovation.
The company exceeded expectations slightly with its Q3 revenue and EBITDA, yet projected a softer Q4 revenue, mainly due to a dip in professional certificate retention. Despite the less encouraging forecast, the long-term prospects for the company's enterprise and degree segments continue to be viewed optimistically.
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.
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高盛集團分析師Eric Sheridan維持$Coursera (COUR.US)$賣出評級，目標價7.25美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.2%，總平均回報率為13.4%。
此外，綜合報道，$Coursera (COUR.US)$近期主要分析師觀點如下：
在第三季度業績超過共識之後，第四季度營收指引出現下調，預計2024財年的營收增長率從10%降至9%。這歸因於消費者保留率下降，企業板塊淨營業收入保留率降低4個百分點至89%。預計這種情況將對股票施加壓力。儘管如此，人們認爲公司股票的當前估值並沒有完全反映出公司盈利增長前景。
Coursera正在應對其目標市場內不斷髮展的市場動態，面臨挑戰的宏觀經濟因素，尤其是在北美地區。還可以看到人口結構向更關注成本的新興地區轉變，教育機構日益接受Gen-AI技術。儘管如此，Coursera被視爲戰略性地位優越，能夠改變新興市場的高等教育格局，這些市場更願意接受創新。
該公司略微超出預期，第三季度營收和EBITDA表現良好，但預計第四季度營收增長較爲疲軟，主要是由於專業證書保留率下降。儘管預測較爲不利，但該公司的企業和學位板塊的長期前景仍然被樂觀看待。
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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。
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