EDUCATION & TRAINING SERVICES

Sep 29, 2026

Pale Fire Capital, a major shareholder in Coursera (NYSE:COUR), recently increased its stake by purchasing over 1.3 million shares for approximately $6.74 million and an additional 1 million shares for $4.61 million. These acquisitions increased Pale Fire Capital's direct ownership by 5.03% to 27.8 million shares. Despite Coursera's stock trading near its 12-month low and below key moving averages, with a P/E ratio of -6.94, the company reported a significant 59.6% year-over-year revenue increase in its last quarter.

Sep 29, 2026

Pale Fire Capital SE, along with four affiliated reporting persons, has filed a Form 3 with the SEC, disclosing an indirect ownership of 26,473,673 shares of Coursera, Inc. common stock as of September 25, 2026. This filing indicates that the group collectively owns more than 10% of Coursera's outstanding shares. The ownership is primarily held through Pale Fire Capital SICAV a.s., with Pale Fire Capital SE as the controlling entity and Dusan Senkypl and Jan Barta identified as beneficial owners through this structure.

Sep 29, 2026

TAL Education Group (NYSE:TAL) shares recently surpassed their 200-day moving average, trading as high as $12.25 and closing at $11.8750. The company reported strong quarterly earnings, beating analyst expectations with $0.75 EPS and $758.38 million in revenue. Analysts generally maintain a "Moderate Buy" rating with a consensus target price of $14.80.

Sep 27, 2026

Bank of America Corp DE acquired a significant stake of 1,398,397 shares in Coursera, Inc. (NYSE:COUR) during the second quarter, valued at approximately $7.9 million. This purchase is part of broader institutional investment, with various firms adding to their positions, bringing total institutional ownership to 89.55%. Coursera reported strong quarterly revenue growth of 59.6% year-over-year, exceeding analyst expectations, despite operating with a negative net margin.

Sep 27, 2026

Bank of America Corp DE has made a new $9.51 million investment in Lincoln Educational Services Corporation (LINC), acquiring 190,500 shares. Despite this new investment and a "Moderate Buy" consensus analyst rating, Lincoln Educational Services faces significant legal and operational challenges, including allegations of overstated student enrollment conversion and attendance, which previously led to a 24% stock decline. The company reported Q2 revenue of $142.56 million and EPS of $0.06, exceeding analyst expectations, and maintained its fiscal 2026 EPS guidance.

Sep 27, 2026

Stride (LRN) has experienced a recent pullback, with its share price down over the past month and quarter, despite strong year-to-date and three-year performance. The company, an education platform business, is considered undervalued by many investors, with a fair value estimated at $113.50 against its current trading price of $78.56. This valuation is supported by consistent enrollment growth and expansion into tutoring and career-focused learning, though regulatory risks and potential contract losses are noted as concerns.

Sep 26, 2026

Bank of America Corp DE has acquired a new position in Universal Technical Institute Inc (NYSE:UTI), purchasing 318,968 shares worth approximately $13.6 million. This acquisition makes Bank of America Corp DE the owner of about 0.58% of the company, with institutional investors and hedge funds collectively holding 75.67% of UTI stock. Despite the stock trading near its one-year low, analysts maintain a "Moderate Buy" rating with a consensus price target of $42.83, even as CEO Jerome Grant recently sold a significant portion of his holdings.

Sep 25, 2026

Northland Securities has issued its Q1 2027 earnings per share (EPS) estimate for Legacy Education (NYSEAMERICAN:LGCY) at $0.17, with a full-year 2027 EPS forecast of $0.72. This compares to the current consensus full-year estimate of $0.69. Legacy Education's stock opened at $10.64, trading above its 52-week low and below its moving averages, and institutional investors have recently adjusted their holdings in the company.

Sep 25, 2026

Bank of America Corp DE has acquired 132,272 shares of Grand Canyon Education (LOPE), valued at approximately $18.9 million, representing a 0.51% stake in the company. Grand Canyon Education exceeded its quarterly earnings expectations with an EPS of $1.81 and revenue of $264.05 million. The stock currently holds a "Moderate Buy" consensus rating from analysts, with an average price target of $161.67.