Coursera earnings beat by $0.03, revenue topped estimates

Coursera (NYSE: COUR) reported Q3 EPS of $0.21, beating estimates by $0.03, with revenue of $376.7M, surpassing expectations. The company forecasted Q4 2026 revenue of $358M-$366M, below consensus. FY 2026 revenue is projected at $1.23B-$1.24B. The stock is down 12.24% over 3 months and 43.72% over 12 months.

Original reporting
Published Oct 29, 2026, 8:27 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 29, 2026, 8:40 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$COUR
Bearish
high confidence
Mentioned
$COUR
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$COURBearishMed
01

Why it matters

The earnings beat offers a modest positive surprise, but the guidance miss is likely to dominate market reaction, creating short‑term downside risk.

02

Market read

First‑time earnings disclosure for Coursera with mixed signals; relevance primarily to traders focused on ed‑tech stocks.

03

What to watch

Potential new partnership announcements or cost‑cutting measures not disclosed in the brief could mitigate the guidance shortfall.

Relevance 7/10Novelty 8/10Timing: post‑market release

Background

Coursera (NYSE: COUR) is a publicly traded online learning platform. The article provides its latest quarterly earnings and forward guidance.

Company-level read

Ticker impact

$COURBearishHigh confidence
Context

Coursera posted Q3 EPS of $0.21 beating estimates by $0.03 and revenue of $376.7M beating consensus, while guidance for Q4 and FY 2026 falls short of analyst expectations.

Expected impact

downward pressure as the market prices in the below‑consensus revenue guidance

Evidence & confidence

Investors typically react negatively to guidance that misses consensus, even when the earnings beat, leading to a likely price decline.

Market effects

May weigh on other online education platforms as guidance suggests slower growth in the sector.

Limited to U.S. tech and education stocks; no broad regional effect.

Minimal global impact beyond niche ed‑tech investors.

Counterpoint

If the earnings beat signals operational improvements, the stock could rebound despite weak guidance.

Key entities

  • Coursera

    Online education platform reporting Q3 results.

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Why Coursera (COUR) shares are falling today

Coursera (COUR) shares fell 15.2% after Q3 2026 earnings beat expectations but Q4 guidance missed estimates. Revenue was $376.7M, up 94% YoY, and adjusted earnings were $0.21 per share. Q4 revenue guidance of $362M was 2.7% below estimates. The stock is down 49.5% YTD and 58% from its 52-week high.

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Why is Coursera stock sliding today?

Coursera (COUR) shares fell 8.6% pre-market to $4.26 after Q3 2026 earnings. Revenue was $376.7M, beating estimates, but Q4 guidance of $358M-$366M missed consensus. Analysts downgraded, citing weak demand and integration risks from the Udemy acquisition. Broader market declines also pressured shares.

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Telsey cuts Coursera stock price target on valuation adjustment

Telsey reduced its 12-month price target for Coursera (COUR) to $7.00 from $10.00, citing valuation adjustments. The stock trades near its 52-week low. The firm maintained an Outperform rating, highlighting Coursera's AI benefits, Udemy deal, and strong cash position. Coursera's Q3 earnings beat expectations, but its outlook and slower growth have raised concerns among investors.