$COUR

BMO Capital Markets identified Coursera, PowerSchool, and Strategic Education as potential value opportunities in the education sector after a recent sell-off. The firms noted these companies are trading in net cash positions and at or near all-time low valuations. Grand Canyon Education and PowerSchool reported slower growth and weaker guidance. Strategic Education was downgraded to Market Perform by BMO Capital.

Coursera, Inc. (COUR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 Coursera Adopts Limited-Duration Stockholder Rights Plan Board of Directors Takes Action to Protect Long-Term Value for All Stockholders and Other Stakeholders in Response to a Recent Third-Party Share Accumulation MOUNTAIN VIEW, Calif., November 9, 2026 — Coursera,

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.

Coursera (COUR) ranked 6th in a list of 10 best small-cap value stocks. The company reported Q3 revenue of $376.7M, up 94% due to Udemy consolidation, with a 64% gross margin and $61.5M adjusted EBITDA. Shares fell 19% post-earnings due to a net loss and lower Q4 revenue guidance. Management expects to achieve $115M in annual synergies within 8 months.

On Thursday, significant insider trading activity was reported for U.S. stocks. Pale Fire Capital bought $31.45M of Coursera (COUR) shares, while Liberty Energy (LBRT) CEO acquired $377K in stock. Flowco (FLOC) and Blackstone Mortgage (BXMT) also saw insider purchases. Galaxy Digital (GLXY) CEO bought $9.86M in shares. On the sell side, Fermi (FRMI) director sold $13.02M in stock, Hyatt (H) CEO sold $16M, and Ibotta (IBTA) saw $41.8M in sales. Snowflake (SNOW) director sold $14.62M in shares.

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).

Shares of DoorDash (DASH), Coursera (COUR), Etsy (ETSY), Upwork (UPWK), and Airbnb (ABNB) surged after crude oil prices dropped 7% on Middle East diplomatic hopes, reducing fuel costs. Coursera reported Q3 revenue of $376.7M, up 94% YoY, but guidance fell short of estimates. These companies benefit from lower fuel costs, boosting consumer spending on their platforms.

Wingstop's stock rose 25% this week, its best performance since 2022, driven by Q3 earnings that beat estimates. Analysts raised price targets but maintained varied ratings. Carvana's stock gained 18% after Q3 retail unit growth surged 39% YoY. Coursera, Sprouts, and MercadoLibre stocks declined due to disappointing outlooks and market conditions.

Scotiabank kept its Sector Perform rating on Coursera but cut its price target to $4.50 from $7, a 35.7% reduction. The new target suggests a 29.7% upside from the Oct 30 close of $3.47. Recent analyst price targets for Coursera range from $5 to $7.

Telsey Advisory Group kept its Outperform rating on Coursera but reduced its price target from $10 to $7, a 30% cut. This implies a 50.2% upside from the Oct 29 close of $4.66. Recent analyst price targets for Coursera range from $5 to $6.