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KLTR: Higher Future Earnings Multiple Is Expected To Drive Bullish Repricing

Rising Data Privacy Costs And Open-Source Shifts Will Constrain Outlook

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KLTR
AnalystLowTarget
Not Invested
Published 10 Aug 2025

Update shared on 14 Dec 2025

Fair value Increased 50%
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AnalystLowTarget's Fair Value
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1Y
-28.1%
7D
0.6%

Analysts have raised their price target on Kaltura from approximately 1.50 dollars to 2.25 dollars, citing a modestly lower discount rate and higher projected future earnings multiples, despite slightly tempered expectations for revenue growth and profit margins.

What's in the News

  • Chief Financial Officer John Doherty will step down effective December 5, 2025, and remain as an advisor through March 31, 2026 to support a smooth transition (company filing).
  • The Board appointed EVP of FP&A Liron Sharon as interim Principal Financial Officer effective December 6, 2025. An external search firm is leading the process to recruit a new permanent CFO (company filing).
  • Kaltura issued revenue guidance for the fourth quarter of 2025, projecting subscription revenue of 41.6 million to 42.3 million dollars and total revenue of 45.0 million to 45.7 million dollars (company guidance).
  • For full year 2025, the company expects subscription revenue of 170.9 million to 171.6 million dollars and total revenue of 180.3 million to 181.0 million dollars (company guidance).
  • Kaltura completed a share repurchase program totaling 3,949,042 shares, or 2.56 percent of shares, for 8.11 million dollars, with no additional shares repurchased in the most recent quarter (company filing).

Valuation Changes

  • The fair value estimate was raised from 1.50 dollars to 2.25 dollars, reflecting a moderate upward revision in the intrinsic value assessment.
  • The discount rate edged down slightly from 8.998571 percent to 8.980020398430005 percent, implying a marginally lower perceived risk profile.
  • Revenue growth was reduced from 2.824354 percent to 2.3972635770526107 percent, indicating slightly more conservative top line expectations.
  • The net profit margin was trimmed from 13.442608 percent to 12.410620699999999 percent, signaling modestly lower forecasted profitability.
  • The future P/E increased significantly from 12.606457 times to 19.69079461125283 times, suggesting investors are expected to pay a higher multiple for projected earnings.

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