集体诉讼案件核心信息 - 律师事务所Robbins Geller Rudman & Dowd LLP宣布，针对Stride公司的证券集体诉讼已提起，购买或收购其证券的投资者可在2026年1月12日前申请成为首席原告 [1] - 该诉讼指控Stride公司及其部分高管违反了1934年《证券交易法》 [1] - 诉讼案名为MacMahon v. Stride, Inc.，案件编号为25-cv-02019，由弗吉尼亚东区法院审理 [1] 诉讼指控内容 - 指控公司在整个集体诉讼期间（2024年10月22日至2025年10月28日）做出了虚假和/或误导性陈述，且未能披露多项信息 [3] - 具体指控包括：通过保留“幽灵学生”虚报入学人数；通过给教师分配远超法定限额的工作量来削减人员成本；忽视合规要求，包括员工背景调查和执照法，以及忽视联邦规定的学生特殊教育服务；压制记录公司领导层为维持利润率而延迟招聘和拒绝服务的财务指令的举报人；以及正在流失现有和潜在的入学人数 [3] 引发股价下跌的关键事件 - 2025年9月14日，一份报告称Gallup-McKinley县学校董事会已对Stride提起诉讼，指控其存在欺诈、欺骗性贸易行为、系统性违法以及故意侵权不当行为，包括通过保留“幽灵学生”来获取按学生分配的州资金 [4] - 受此消息影响，Stride股价下跌近12% [4] - 2025年10月28日，公司宣布“糟糕的客户体验”导致“更高的退学率”、“更低的转化率”，并使学生流失 [5] - 公司估计此影响导致入学人数减少约10,000至15,000名，并表示因此其前景与往年相比“黯淡” [5] - 受此消息影响，Stride股价下跌超过54% [5] 公司业务描述 - Stride公司提供专有和第三方的在线课程、软件系统和教育服务 [2]

分析师评级与目标价变动 - Canaccord Genuity将Udemy评级从买入下调至持有 但设定目标价为7美元 较当前6.28美元有11.38%的潜在上涨空间 [1][6] - 此次评级下调正值在线教育行业发生重大发展之际 [1] 行业重大并购事件 - Coursera与Udemy宣布合并 交易价值达25亿美元 为全股票交易 [2][6] - 合并旨在整合双方优势 提升对个人学习者和企业客户的服务能力 [2] - 合并预计在明年下半年完成 需等待监管和股东批准 [4] 市场交易与股价反应 - 合并消息宣布后 Udemy股价飙升21.7%至约6.50美元 Coursera股价上涨3.6%至约8美元 [2] - Udemy当前股价为6.25美元 日内涨幅16.39% 交易区间在6.05至7.40美元之间 [5] - 公司当前市值约为9.28亿美元 纳斯达克交易量达24,489,825股 显示投资者兴趣浓厚 [5] 合并财务预期与协同效应 - 合并后实体预计年收入将超过15亿美元 [3][6] - Coursera预计在两年内实现1.15亿美元的年化成本协同效应 [3][6] - 合并后 Coursera计划实施股票回购计划 [3] 行业与公司背景 - 尽管近期有收入增长 但两家公司均面临市场挑战 股价此前呈下跌趋势 [4] - 此次合并旨在通过结合Coursera的合作伙伴网络与Udemy的课程市场优势 来应对投资者的担忧 [4]

Coursera, Inc. ( COUR ) and Udemy, Inc. ( UDMY ) just announced plans to merge both companies, which could result in meaningful synergies if approved and if things go according to plan. In additionAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alph ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec from the radio room.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. A decidedly down day. Stocks at session lows right now as we get just less than 2 minutes to those bells and Carol Massar, we're going to close below some key mov ...

2025 was a big year for dealmaking, and activity has particularly focused on laggards in the small- and mid-cap space. In education, Coursera ( COUR ) just announced its all-stock purchase of its slightly smaller rival, Udemy ( UDMY ).With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contrib ...

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the merger of Coursera, Inc. (NYSE: COUR) and Udemy, Inc. is fair to Coursera shareholders. Upon completion of the proposed transaction, Coursera shareholders are expected to own approximately 59% of the combined company. Halper Sadeh encourages Coursera shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersade ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Takeaways LRN is benefiting from hybrid K-12 and career programs, with Career Learning revenues up 16.3% YoY.Stride faced enrollment losses after platform glitches, causing 10K-15K fewer enrollments than expected.COUR is driven by subscriptions and AI tools, with Consumer segment revenues rising 9% YTD in 2025.The online education and E-learning market is booming thanks to the increased adoption across K-12, higher education, workforce training and corporate learning. The shifting demands of students an ...

PresentationI would now like to turn the call over to Cam Carey, Vice President of Investor Relations. Mr. Carey, you may begin.Ladies and gentlemen, thank you for standing by, and welcome to today's conference call. [Operator Instructions]. And this call is being recorded. [Operator Instructions]Cam CareyHead of Investor Relations Good morning. Thank you for joining us to discuss Coursera's announced combination with Udemy. You can find more information about the transaction, including our press release an ...

​Coursera and Udemy announced on Wednesday a landmark merger agreement valued at approximately $2.5 billion, bringing together two of the biggest names in online learning.Coursera will acquire Udemy in an all-stock transaction, marking a pivotal moment in online education. The companies said the merger will be finalized in the second half of next year, pending regulatory review and shareholder approval. ​This agreement comes at a challenging time for both Udemy and Coursera, as each faces market headwinds. ...