Coursera Inc

Goldman Sachs upgraded Coursera from Sell to Neutral, citing new growth opportunities from its acquisition of Udemy. Analyst Eric Sheridan raised the price target by $1 to $6.50, noting that the combined company now derives 85% of total sales from recurring subscription revenue across enterprise and consumer businesses. Sheridan lifted third-quarter revenue estimates to $365 million from $205 million and adjusted EBITDA to $54 million from $22 million, but expects a wider GAAP loss of $0.24 per share due to restructuring charges and stock-based compensation. For fiscal 2026, revenue is projected at $1.23 billion with adjusted EBITDA of $169 million, though the per-share loss is seen widening to $0.92. Coursera shares rose 10% on Monday following the upgrade.

StockStory identifies Lyft and Coursera as two resilient internet stocks worth investigating, while recommending investors pass on Etsy. Lyft is praised for rising active riders, annual earnings per share growth of 69.1% over three years, and a free cash flow margin expansion of 24.1 percentage points. Coursera shows an exciting sales outlook with 82.6% growth expected over the next 12 months, alongside annual earnings per share growth of 47.3% over three years. In contrast, Etsy faces a 1.7% decline in active buyers, an estimated 2.1% sales drop, and flat earnings per share despite revenue growth. Lyft trades at 7.8 times forward EV-to-EBITDA, Coursera at 0.9 times, and Etsy at 14.4 times.