BMO cuts target for Coursera stock from USD 8.00 to USD 6.00

Published on 10/07/2026 at 01:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Coursera stock had 1.65 million paid subscribers in Q2 2026, up 44.00 percent. Third-quarter revenue guidance is USD 364.00-372.00 million.

COUR, US22266M1045, Illustration mit AI erstellt.

Coursera, Inc. (ISIN US22266M1045) faces a lower valuation marker after BMO Capital Markets maintained its Outperform rating and cut the price target from USD 8.00 to USD 6.00 on October 5, 2026, as reported by Benzinga. The revision puts execution after the Udemy combination at the center of the investment case.

Revenue jumps after the merger

Coursera reported USD 299.00 million in revenue for the second quarter of 2026, up 60.00 percent year over year on an as-reported basis, according to Yahoo Finance. The figure includes Udemy revenue from the May 11, 2026 transaction close, making the reported growth materially different from the normalized revenue trend.

The same second-quarter transcript put adjusted EBITDA at USD 43.00 million, or a 14.30 percent margin, while normalized revenue declined 1.00 percent year over year. That contrast matters: the combined company is producing a larger reported revenue base, but the underlying demand picture still depends on integration and subscription execution.

Guidance sets the next test

For the third quarter of 2026, management guided to revenue of USD 364.00 million to USD 372.00 million and adjusted EBITDA of USD 52.00 million to USD 56.00 million, according to Yahoo Finance. Full-year 2026 revenue guidance stands at USD 1.22 billion to USD 1.245 billion, alongside an adjusted EBITDA margin target of approximately 14.00 percent.

Paid subscribers exceeded 1.65 million in the second quarter, up 44.00 percent year over year. Coursera also expects at least USD 85.00 million in annual run-rate net synergies by the end of 2026, up from the USD 80.00 million target outlined in June, according to Yahoo Finance. The operating payoff therefore depends on converting subscriber growth and merger savings into sustainable cash generation.

Stock range keeps valuation in view

Coursera's market capitalization was USD 940.1 million on October 6, 2026, while its NYSE 52-week range stood at USD 4.53 to USD 10.77. The next earnings report is scheduled for October 22, 2026, according to Investing.com.

The combination of a USD 6.00 BMO target, a 14.00 percent full-year adjusted EBITDA margin goal and a 44.00 percent subscriber increase gives investors three measurable checkpoints for the post-merger story.

Market value and upcoming results

Coursera's USD 940.1 million market capitalization and USD 4.53 to USD 10.77 52-week range provide the market context for the October 22, 2026 earnings date. The next report will show whether the USD 364.00 million to USD 372.00 million third-quarter revenue outlook is translating into operating leverage. The further course of trading is shown by the continuously updated real-time quote of Coursera stock.