Kaltura（KLTR）株式概要
Kaltura, Inc.は、その子会社とともに、米国、ヨーロッパ、中東、アフリカ、そして国際的に、さまざまなSaaS（Software-as-a-Service）製品やソリューション、PaaS（Platform-as-a-Service）を提供している。 詳細
KLTR Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Kaltura, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$1.42 |
| 52週高値 | US$2.18 |
| 52週安値 | US$1.06 |
| ベータ | 1.15 |
| 1ヶ月の変化 | 4.41% |
| 3ヶ月変化 | 5.19% |
| 1年変化 | -32.70% |
| 3年間の変化 | -27.92% |
| 5年間の変化 | n/a |
| IPOからの変化 | -88.17% |
最新ニュース
ナラティブの更新 • Jun 02
KLTR: Expanded AI Offerings And Guidance Will Drive Future Bullish Repricing
Analysts have reaffirmed their Kaltura price target at $3.50, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions while keeping the headline target level unchanged. What's in the News Kaltura issued earnings guidance for the first quarter of fiscal 2026, with expected subscription revenue of US$41.2 million to US$42.0 million and total revenue of US$42.6 million to US$43.4 million, and for the full year with subscription revenue of US$172.5 million to US$175.5 million and total revenue of US$181.2 million to US$184.2 million.分析記事 • May 14
US$3.50 - That's What Analysts Think Kaltura, Inc. (NASDAQ:KLTR) Is Worth After These Results
It's been a good week for Kaltura, Inc. ( NASDAQ:KLTR ) shareholders, because the company has just released its latest...Recent updates
ナラティブの更新 • Jun 02
KLTR: Expanded AI Offerings And Guidance Will Drive Future Bullish Repricing
Analysts have reaffirmed their Kaltura price target at $3.50, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions while keeping the headline target level unchanged. What's in the News Kaltura issued earnings guidance for the first quarter of fiscal 2026, with expected subscription revenue of US$41.2 million to US$42.0 million and total revenue of US$42.6 million to US$43.4 million, and for the full year with subscription revenue of US$172.5 million to US$175.5 million and total revenue of US$181.2 million to US$184.2 million.分析記事 • May 14
US$3.50 - That's What Analysts Think Kaltura, Inc. (NASDAQ:KLTR) Is Worth After These Results
It's been a good week for Kaltura, Inc. ( NASDAQ:KLTR ) shareholders, because the company has just released its latest...ナラティブの更新 • May 11
KLTR: Expanding AI Agent Capabilities Will Support Future Bullish Repricing
Analysts have adjusted their price targets for Kaltura to reflect updated assumptions around a discount rate, a profit margin of 11.95%, and a future P/E of 25.86x. Together, these factors feed into a refreshed fair value estimate of $3.50 per share.Seeking Alpha • Apr 23
Kaltura: Disappointing Trends And Over-Reliance On M&A (Downgrade)
Summary Kaltura has suffered significant declines, down ~20% YTD and ~40% over the past year amid industry-wide SaaS weakness. I now rate KLTR as "Neutral," given deteriorating growth trends and the emergence of better value opportunities among higher-quality software peers. KLTR benefits from secular video content tailwinds and has improved adjusted EBITDA margins, aiming for double-digit revenue growth and Rule of 30 by FY28. Despite operational improvements, KLTR's risks and lack of unique value now balance its bull and bear cases, warranting a more cautious stance. Read the full article on Seeking Alphaナラティブの更新 • Apr 23
KLTR: Agentic Video Integrations And Stable Fair Value Will Support Bullish Repricing
Analysts have slightly adjusted their price target on Kaltura to reflect updated assumptions around the discount rate, long term revenue growth, profit margins, and future P/E, keeping the target broadly in line with the prior fair value at $3.50. What's in the News Kaltura introduced native integrations with Adobe Experience Manager, WordPress, and Drupal, allowing customers to embed its video intelligence, agentic experiences, and analytics directly into existing sites without custom builds or migrations (Client Announcements).ナラティブの更新 • Apr 09
KLTR: AI Avatar Platform And Stable Fair Value Will Drive Bullish Repricing
Analysts have adjusted their price target for Kaltura to reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E. Their fair value estimate remains at $3.50.
ナラティブの更新 • Mar 24
KLTR: AI Video Tools And Guidance Will Support Repricing Potential
Analysts have reset their Kaltura price target to $3.00, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. These factors together point to a revised risk and return profile for the stock.ナラティブの更新 • Mar 09
KLTR: Stable Fair Value And Higher Margins Will Support Bullish Repricing
Analysts have modestly adjusted their price targets on Kaltura, reflecting updated assumptions around the company’s discount rate, profit margin of 11.73%, and forward P/E of 32.92, while keeping fair value steady at $3.50. Valuation Changes Fair Value: Held steady at $3.50, with no change between the prior and updated estimates.ナラティブの更新 • Feb 22
KLTR: CFO Transition And Long Term Margin Outlook Will Support Bullish Repricing
Analysts have maintained their price target on Kaltura at $3.50, reflecting updated views on discount rates, profit margins, and future P/E assumptions while keeping their fair value estimate unchanged. What's in the News Kaltura announced that its Chief Financial Officer, John Doherty, notified the company on September 30, 2025 of his intention to resign effective December 5, 2025 (company filing).ナラティブの更新 • Feb 08
KLTR: Higher Future P/E And Guidance Are Expected To Drive Repricing
Analysts have lifted their price target on Kaltura from US$2.25 to US$3.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E as key drivers of the change. What's in the News Kaltura issued earnings guidance for Q4 2025, with subscription revenue expected between US$41.6 million and US$42.3 million, and total revenue between US$45.0 million and US$45.7 million (company guidance).ナラティブの更新 • Jan 25
KLTR: Q4 2025 Guidance And Margin Outlook Will Support Bullish Repricing
Analysts have raised their price target on Kaltura to reflect slightly lower discount rate assumptions, a modestly more favorable profit margin outlook, and a marginally lower future P/E multiple, which together suggest a risk and valuation profile that they view as more supportive than before. What's in the News Kaltura provided earnings guidance for the fourth quarter of 2025, with expected subscription revenue between US$41.6 million and US$42.3 million, and total revenue between US$45.0 million and US$45.7 million (Company guidance).ナラティブの更新 • Jan 11
KLTR: Buyback Progress And Q4 Guidance Will Support Bullish Repricing
Analysts raised their price target on Kaltura to US$3.50 from US$3.38, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Chief Financial Officer John Doherty informed Kaltura of his intention to resign effective December 5, 2025, and the company has engaged an external search firm to identify a permanent successor (company filing).ナラティブの更新 • Dec 14
KLTR: Higher Future Earnings Multiple Is Expected To Drive Bullish Repricing
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).分析記事 • Dec 04
Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price
With a price-to-sales (or "P/S") ratio of 1.4x Kaltura, Inc. ( NASDAQ:KLTR ) may be sending very bullish signals at the...ナラティブの更新 • Oct 17
AI Video Solutions Will Capture Premium Enterprise Markets
Analysts have maintained their price target for Kaltura at $3.38, citing stable revenue growth as well as slight improvements in profit margin and discount rate as reasons for this consistent valuation. What's in the News Chief Financial Officer John Doherty will step down effective December 5, 2025, to take a new CFO position at a public medical technology company.ナラティブの更新 • Oct 03
AI Video Solutions Will Capture Premium Enterprise Markets
Analysts have raised their price target for Kaltura from $3.13 to $3.38. This change is attributed to improved revenue growth forecasts and a modestly higher discount rate, despite a slight downward revision in expected profit margins.分析記事 • Aug 22
Little Excitement Around Kaltura, Inc.'s (NASDAQ:KLTR) Revenues As Shares Take 27% Pounding
Unfortunately for some shareholders, the Kaltura, Inc. ( NASDAQ:KLTR ) share price has dived 27% in the last thirty...分析記事 • Jul 12
Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
新しいナラティブ • Mar 30
AI Capabilities And Sales Efforts Will Expand Markets
Expanding AI capabilities and upselling to existing customers aims to drive significant revenue and ARPU growth.Seeking Alpha • Mar 11
Kaltura: No Recovery In Sight Just Yet
Summary Kaltura (KLTR) has struggled post-IPO, with stock down over 83% since 2021, and currently trading at $1.96 per share. KLTR's fundamentals are weak, with low single-digit revenue growth and double-digit net loss margins, despite improved operating cash flow and liquidity. The company's focus on AI capabilities and existing customer base shows potential, but the impact remains uncertain, leading to a neutral rating. My FY 2025 target price of $1.99 per share suggests sideways price action, indicating an unattractive risk-reward profile for KLTR. Read the full article on Seeking Alpha分析記事 • Feb 09
Kaltura, Inc. (NASDAQ:KLTR) Held Back By Insufficient Growth Even After Shares Climb 33%
The Kaltura, Inc. ( NASDAQ:KLTR ) share price has done very well over the last month, posting an excellent gain of 33...分析記事 • Feb 02
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 20
Kaltura Improves Operating Efficiencies But Revenue Growth Lags
Summary Kaltura reported Q3 2024 earnings, beating revenue and earnings estimates, but forward topline revenue growth expectations remain low. The enterprise video applications market is projected to grow at a CAGR of 8.6% from 2025 to 2029, driven by employee training, personalized customer engagement, and AI integration. KLTR has improved operating leverage and gross profit margins through cost-efficiency efforts, but revenue growth remains anemic due to customer downsells. Despite improved operating performance, KLTR's modest revenue growth guidance for 2025 means my outlook is a hold. Read the full article on Seeking Alpha分析記事 • Nov 07
Kaltura, Inc.'s (NASDAQ:KLTR) Price Is Right But Growth Is Lacking After Shares Rocket 34%
Kaltura, Inc. ( NASDAQ:KLTR ) shares have continued their recent momentum with a 34% gain in the last month alone. The...分析記事 • Aug 30
Is Kaltura (NASDAQ:KLTR) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jul 17
Kaltura: Still Struggling On Most Fronts, I'm Downgrading To Strong Sell
Summary Kaltura's performance as a public company has not improved, with minimal revenue growth and continued operating losses. The company has been raising equity capital and issuing debt to maintain its cash position, but the general financial trend is downward. Despite attractive valuations, KLTR stock is not a good investment, leading to my Strong Sell downgrade ahead of Q2 earnings. Read the full article on Seeking Alpha分析記事 • Jun 07
The Market Doesn't Like What It Sees From Kaltura, Inc.'s (NASDAQ:KLTR) Revenues Yet As Shares Tumble 34%
Kaltura, Inc. ( NASDAQ:KLTR ) shareholders that were waiting for something to happen have been dealt a blow with a 34...分析記事 • Jun 01
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 16
Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price
Kaltura, Inc.'s ( NASDAQ:KLTR ) price-to-sales (or "P/S") ratio of 1x might make it look like a strong buy right now...株主還元
| KLTR | US Software | US 市場 | |
|---|---|---|---|
| 7D | 0% | -8.5% | -4.1% |
| 1Y | -32.7% | -14.0% | 20.6% |
業界別リターン: KLTR過去 1 年間で-14 % の収益を上げたUS Software業界を下回りました。
リターン対市場: KLTRは、過去 1 年間で20.6 % のリターンを上げたUS市場を下回りました。
価格変動
| KLTR volatility | |
|---|---|
| KLTR Average Weekly Movement | 9.9% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: KLTR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KLTRの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2006 | 494 | Ron Yekutiel | www.corp.kaltura.com |
Kaltura, Inc.は、その子会社とともに、さまざまなSaaS（Software-as-a-Service）製品およびソリューション、PaaS（Platform-as-a-Service）を米国、欧州、中東、アフリカ、および国際的に提供している。企業・教育・技術（EE&T）部門とメディア・通信（M&T）部門の2部門で事業を展開している。同社は、ライブ、リアルタイム、オンデマンド・ビデオなどの作成、生成、管理、分析、配信、公開、エンゲージメント、メディア・コンテンツ作成ツール、AI支援およびAI生成コンテンツ機能、コンテンツの充実と再利用、コンテンツの一元管理、公開、分析、コンテンツ・ライフサイクル管理、ライブ、リアルタイム、オンデマンド・ビデオ、視聴者との対話、モデレーション、分析、イベント後のコンテンツ再利用などのエクスペリエンス・コンポーネントを提供している。オーバー・ザ・トップやクラウド・テレビ・サービス向けに設計されたクラウドベースのソフトウェア・システムを提供している。同社は2006年に設立され、ニューヨーク州ニューヨークに本社を置いている。
Kaltura, Inc. 基礎のまとめ
| KLTR 基礎統計学 | |
|---|---|
| 時価総額 | US$213.53m |
| 収益（TTM） | -US$14.72m |
| 売上高(TTM) | US$178.50m |
1.2x
P/Sレシオ-14.5x
PER（株価収益率KLTR は割高か？
公正価値と評価分析を参照収益と収入
| KLTR 損益計算書（TTM） | |
|---|---|
| 収益 | US$178.50m |
| 売上原価 | US$51.46m |
| 売上総利益 | US$127.04m |
| その他の費用 | US$141.76m |
| 収益 | -US$14.72m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.098 |
| グロス・マージン | 71.17% |
| 純利益率 | -8.25% |
| 有利子負債／自己資本比率 | 598.8% |
KLTR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/10 15:00 |
| 終値 | 2026/06/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kaltura, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4
| アナリスト | 機関 |
|---|---|
| Michael Funk | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Thomas Blakey | KeyBanc Capital Markets Inc. |