Needham Reiterates Buy on Coursera, Holds $14 Price Target

Coursera, Inc. (NYSE:COUR) is one of the best EdTech stocks to buy now.

On October 24, 2025, Wall Street started weighing in on Coursera following its Q3 print. Needham’s Ryan MacDonald reiterated a Buy with a $14 price target, staying constructive after the quarter and framing Coursera’s performance and reinvestment as supportive of the bull case.

Coursera reported Q3 2025 results on October 23. Coursera’s Q3 worked because the consumer engine accelerated and cash conversion improved. Revenue rose 10% to $194.2M, driven by 13% growth in Consumer to $130.3M as learners chased job-market skills and new AI-native features increased engagement. Consumer gross margin expanded about 180 bps, while Enterprise grew 6% but mixed slightly softer on margin. Operating discipline showed up in cash: operating cash flow hit $33.9M and free cash flow was $26.6M.

Adjusted EBITDA rose 17% to $15.6M with an 8.0% margin. Management raised full-year revenue guidance to $750–$754M, crediting durable Consumer momentum, product integrations such as the ChatGPT app ecosystem, and an Anthropic content partnership that deepens the catalog.

Coursera, Inc. (NYSE:COUR) operates a global online learning platform spanning Consumer, Enterprise (Udemy Business-style peer: Coursera for Business), and Degree segments, partnering with universities and industry to deliver courses, certificates, and degrees worldwide. The company is based in Mountain View, California.

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