What Happened?
Shares of online learning platform Coursera (NYSE: COUR) jumped 3.1% in the afternoon session after the Competition Commission of India (CCI) cleared its planned merger with Udemy Inc.
The approval paved the way for the all-stock transaction, which positioned Udemy to become a wholly-owned subsidiary of Coursera. Upon completion, existing Coursera shareholders were expected to own about 59% of the combined company, with Udemy stockholders holding the remaining 41%. Adding to the positive sentiment, Coursera also introduced a learning agent within Microsoft 365 Copilot. This integration allowed users to access training content directly inside workplace tools, embedding learning into everyday workflows.
The shares closed the day at $5.87, up 3.1% from previous close.
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What Is The Market Telling Us
Coursera’s shares are quite volatile and have had 18 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 5 months ago when the stock dropped 12.9% on the news that its weak fourth-quarter profitability forecast overshadowed an otherwise strong third-quarter earnings report.
The company surpassed market expectations for its third quarter, reporting revenue of $194.2 million and an adjusted EPS of $0.10, both beating analyst estimates.
Additionally, Coursera's revenue guidance for the upcoming fourth quarter was better than expected at $191 million at the midpoint. However, investors focused on the company's weaker outlook for profitability. Coursera's guidance for fourth-quarter adjusted EBITDA, a key measure of profitability, was $8.5 million at the midpoint, well below the consensus estimate of $10.17 million. This shortfall suggested potential pressure on margins, spooking investors and leading to a significant sell-off despite the positive top-line performance.
Coursera is down 17.2% since the beginning of the year, and at $5.87 per share, it is trading 53.8% below its 52-week high of $12.70 from August 2025. Investors who bought $1,000 worth of Coursera’s shares 5 years ago would now be looking at only $130.33.
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