Analysts expect Coursera to report Q3 2026 revenue of $368.56 million and adjusted EPS of $0.18, as the stock trades near $4.84 against a consensus price target of $7.94. Investors are primarily focused on the integration of the Udemy merger, specifically the company's progress toward achieving its goal of $85 million in annual run-rate cost synergies.
This quarter marks the first full reporting period reflecting the combined operations, putting adjusted EBITDA margins and organic growth trends under intense scrutiny. While the acquisition is driving a projected 90% year-over-year headline revenue increase, analysts are looking for signs that the platform can return to positive organic growth following recent declines.