COUR

Over the past six months (April to October 2026), Coursera's stock price declined significantly, decreasing by 48.36% over the last 12 months and 11.68% in the past month as of October 6, 2026, reaching a 52-week low of $4.53 on September 28, 2026. This decline is partly due to broader market risk-off sentiment, influenced by Middle East tensions and rising expectations for a Federal Reserve rate hike, impacting growth and small/mid-cap tech-adjacent companies. In July 2026, Coursera reported strong Q2 2026 earnings, exceeding revenue and EPS expectations with a 59.6% year-over-year revenue increase to $298.6 million and an EPS of $0.17, and raised its full-year revenue guidance. Q2 2026 also marked the completion of Coursera's all-stock acquisition of Udemy, with an expectation of achieving at least $85 million in annual run-rate net synergies by the end of 2026. Coursera authorized a $500 million stock buyback in July 2026. Stock events also included insider selling by SVP Alan Cardenas in August 2026 and CEO Gregory Hart in October 2026. Institutional ownership saw churn, with new stakes from Legal & General, Bank of New York Mellon, and Readystate Asset Management, while Bank of America reduced its position. Pale Fire Capital added 8.4 million shares around $5.05 as of October 5, 2026, though Baillie Gifford's filing on the same date showed zero ownership. Coursera announced a partnership with Acadeum to integrate its professional certificates into Acadeum's college course marketplace and made a $100 million strategic investment in LearnVector, an AI-native learning company, in July 2026.