Analyst Maintains Buy on Coursera-Udemy Combination, Citing Strategic Synergies and Repurchase Support

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2026.05.11 20:15
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William Blair analyst Stephen Sheldon has maintained a Buy rating on Coursera stock, citing strategic synergies from its acquisition of Udemy. He believes the combination enhances the business model by leveraging strengths in consumer and enterprise learning, positioning the company for growth in a large market. Sheldon also notes a planned share repurchase program, reflecting confidence in valuation and cash generation. Despite mixed results from Udemy, he views potential integration synergies and diversified revenue as drivers for improved profitability and long-term growth.