Coursera Q2 adjusted EPS beats estimates, raises FY revenue guidance

Overview

• Coursera Q2 2025 rev grows 10% yr/yr to $187.1 mln, beating analyst expectations, per LSEG data

• Q2 Adjusted EPS of $0.12 per share, beats consensus

• Co raises full-year 2025 revenue outlook by $17 mln

Outlook

• Coursera raises full-year 2025 revenue outlook to $738-$746 mln

• Company expects Q3 2025 revenue between $188 mln and $192 mln

• Coursera anticipates annual Adjusted EBITDA Margin improvement to 8.0%

• Company forecasts Q3 2025 Adjusted EBITDA of $10-$14 mln

Result Drivers

• NEW LEARNERS - Co attracted over seven million new learners in Q2, driving revenue growth

• MARKET EXPANSION - CEO cites expanding market opportunities as a key driver for growth

• OPERATIONAL LEVERAGE - CFO highlights strong operating leverage contributing to financial performance

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 5 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy."

• Wall Street's median 12-month price target for Coursera Inc is $10.00, about 10.4% above its July 23 closing price of $8.96

• The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBwbNwHv2a