Hart Gregory M. sold $37K of COUR

Coursera (COUR) adopted a one-year stockholder rights plan after an investor acquired 14.7% of its stock. The plan, effective immediately, triggers if any party reaches 15% ownership, allowing other shareholders to buy shares at a 50% discount. The company will file details with the SEC in a Form 8-K.

Pale Fire Capital SE purchased 8,355,251 indirectly-held shares of Coursera, Inc. (COUR) at an average of $3.76 ($3.72–$3.85, $31.45M total) across 3 trades over 2026-11-03 to 2026-11-05. Filed jointly with Pale Fire Capital SICAV a.s. (10% owner), Pale Fire Capital investicni spolecnost a.s. (10% owner), Senkypl Dusan (10% owner) and Barta Jan (10% owner).

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.

Coursera (COUR) reported Q3 2026 revenue of $376.7M, up 94% YoY, beating estimates but guiding Q4 below expectations. Non-GAAP EPS of $0.21 exceeded forecasts. Management highlighted Udemy integration savings and Project Helix, an AI-native skills platform, while noting consumer segment challenges and cautious near-term outlook.

Coursera's shares dropped 19% after weak Q4 guidance and a 2027 outlook indicating shrinking sales. Q3 revenue fell 3% including Udemy, with Enterprise up 2% and Consumer down 9%. Analysts downgraded the stock, citing 'meaningfully lower' 2027 expectations. Coursera expects to meet cost-saving targets early, but revenue declines persist.

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.