Telsey Advisory Group raises Coursera's PT to $14, maintains Outperform rating.

Telsey Advisory Group raises Coursera's PT to $14, maintains Outperform rating.

Telsey Advisory Group has reiterated its Outperform rating and raised its price target on Coursera Inc. (NYSE: COUR) to $14.00, according to a research note released on July 2, 2025. The firm's analysis suggests that Coursera is well-positioned to benefit from the generative artificial intelligence (AI) transformation, which could drive a "strong second wave of growth" following the COVID-19 pandemic. This optimism is supported by Coursera's recent financial performance, with the stock showing a remarkable 34% gain over the past six months and revenue growth of 7.1% [1].

Telsey expects Coursera’s positive sales momentum to continue in the near term, supported by new content offerings, increasing enrollments in generative AI courses, upgrades to Coursera Plus subscriptions, and stability in its Enterprise business segment. The research note also highlights operating enhancements, particularly language translation capabilities, as factors that could help Coursera attract new global learners and fuel further growth [1].

The firm's maintained $14.00 price target reflects its confidence in Coursera’s multi-year growth trajectory as the online education platform continues to expand its technological capabilities and global reach. This positive outlook is echoed by several other analyst firms, who have also raised their price targets for Coursera following its strong second-quarter 2025 earnings report [1].

Coursera reported its second-quarter 2025 earnings, surpassing analysts' expectations with an earnings per share of $0.12, compared to the forecasted $0.09. The company also posted revenue of $187.1 million, exceeding the anticipated $180.56 million. These strong financial results have led to several analyst firms raising their price targets for Coursera. BMO Capital increased its price target to $12 from $10, maintaining an Outperform rating. Similarly, KeyBanc Capital Markets also raised its price target to $12 from $11, citing accelerated revenue growth driven by strong subscription adoption. RBC Capital went further, setting a new price target of $13, up from $10, and maintained an Outperform rating, noting that both Consumer and Enterprise segments grew approximately 10% year-over-year [1].

These developments indicate a positive sentiment among analysts towards Coursera’s financial health and growth prospects. Coursera's stock has been performing well, with recent gains of 36% on higher revenue outlook and 28% after earnings beat expectations [2].

References:
[1] https://www.investing.com/news/analyst-ratings/telsey-reiterates-outperform-rating-on-coursera-stock-citing-genai-benefits-93CH-4194854
[2] https://finviz.com/quote.ashx?t=COUR