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:
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美东时间10月26日，多家华尔街大行更新了$Coursera (COUR.US)$的评级，目标价介于10美元至15美元。
摩根士丹利分析师Josh Baer维持买入评级，并将目标价从15美元下调至10美元。
Loop Capital分析师Yun Kim维持买入评级，并将目标价从20美元下调至12美元。
KeyBanc分析师Devin Au CFA首予买入评级，目标价11美元。
加皇资本市场分析师Rishi Jaluria维持买入评级，并将目标价从18美元下调至10美元。
泰尔西咨询分析师Joe Feldman首予买入评级，目标价15美元。
此外，综合报道，$Coursera (COUR.US)$近期主要分析师观点如下：
最近的一项分析发现，虽然Coursera第三季度的业绩超出了市场共识，但第四季度的营业收入指引有所下调，2024财年的营业收入增长预期也从10%下调至9%。这一情况被归因于消费者留存率下降以及企业业务板块净营收留存率下降4个百分点至89%。预期这可能给股票带来下行压力。尽管如此，观点是目前股票代表的价值过于重要，公司的盈利增长轨迹不容忽视。
显而易见，Coursera正面临其目标市场迅速演变的市场环境，加上由于北美地域不利的宏观经济因素、更向价格更实惠的新兴地区的人口趋势以及教育机构对Gen-AI技术的更为渐进的接受而带来的额外挑战。然而，Coursera被认为处于一个合适的位置，可以改变新兴市场的高等教育格局，在那里对变革的抵抗程度相对较低。
公司第三季度的营业收入和息税折旧摊销前利润（EBITDA）数据略有改善，但Q4的营业收入预测下调，主要是因为消费者实力下降，这体现在专业证书的留存率降低。尽管降低的预测被视为令人沮丧，对企业和学位业务的持久潜力仍持乐观态度。
Coursera最近一个季度面临挑战，促使重新评估近期的增长预期，导致公司股价盘后下跌19%。Coursera的消费者业务板块面临再度困难，留存率趋势显示出疲弱迹象，而企业业务的表现不稳定。尽管面临这些挑战，对公司前景仍然充满信心。
Coursera第三季度的业绩超出预期，主要归功于谨慎的支出管理。然而，消费者参与度显示出疲软迹象，预期的留存挑战可能延续到第四季度。此外，观察到企业净留存营收下降，归因于某些政府合同的逐步淡出。尽管存在这些问题，在企业学习领域内出现了“稳定”的迹象。
以下为今日5位分析师对$Coursera (COUR.US)$的最新投资评级及目标价：
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