Kaltura (KLTR) 주식 개요
는 자회사와 함께 미국, 유럽, 중동, 아프리카 및 전 세계에 다양한 서비스형 소프트웨어(SaaS) 제품 및 솔루션과 서비스형 플랫폼(PaaS)을 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
Software opportunity
Kaltura, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1.40 |
| 52주 최고가 | US$2.33 |
| 52주 최저가 | US$1.06 |
| 베타 | 1.12 |
| 1개월 변동 | 26.13% |
| 3개월 변동 | 0.72% |
| 1년 변동 | -35.78% |
| 3년 변동 | -25.13% |
| 5년 변동 | n/a |
| IPO 이후 변동 | -88.33% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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).Recent updates
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 Alpha내러티브 업데이트 • 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).내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • Feb 14
Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 12
Kaltura: Sell - Not The Bargain It Seems To Be
Summary Kaltura, a cloud-based video services provider, is a Sell due to its unprofitability and lack of any meaningful operating leverage. The company has experienced steady revenue growth but has remained unprofitable for a significant period of time. Cost-cutting measures have impacted revenue growth, and the company's outlook suggests further slowdowns in growth. Read the full article on Seeking Alpha분석 기사 • Jan 04
Kaltura, Inc.'s (NASDAQ:KLTR) Prospects Need A Boost To Lift Shares
You may think that with a price-to-sales (or "P/S") ratio of 1.4x Kaltura, Inc. ( NASDAQ:KLTR ) is definitely a stock...주주 수익률
| KLTR | US Software | US 시장 | |
|---|---|---|---|
| 7D | 2.2% | 3.2% | 2.2% |
| 1Y | -35.8% | -6.0% | 31.1% |
수익률 대 산업: KLTR은 지난 1년 동안 -6%의 수익을 기록한 US Software 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: KLTR은 지난 1년 동안 31.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| KLTR volatility | |
|---|---|
| KLTR Average Weekly Movement | 10.2% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: KLTR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: KLTR의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2006 | 494 | Ron Yekutiel | www.corp.kaltura.com |
는 자회사와 함께 미국, 유럽, 중동, 아프리카 및 전 세계에 다양한 서비스형 소프트웨어(SaaS) 제품 및 솔루션과 서비스형 플랫폼(PaaS)을 제공하고 있습니다. 이 회사는 엔터프라이즈, 교육 및 기술(EE&T) 부문과 미디어 및 통신(M&T) 부문으로 나뉘어 운영되고 있습니다. 이 회사는 라이브, 실시간, 온디맨드 비디오 및 기타 형태의 미디어 콘텐츠 제작 도구, AI 지원 및 AI 생성 콘텐츠 기능, 콘텐츠 강화 및 용도 변경, 중앙 집중식 콘텐츠 관리, 게시, 분석 및 콘텐츠 수명주기 관리, 라이브, 실시간 및 온디맨드 비디오, 시청자 상호작용, 중재, 분석 및 이벤트 후 콘텐츠 재사용을 포함한 경험 구성 요소를 제작, 생성, 관리, 배포, 게시 및 참여합니다.
Kaltura, Inc. 기초 지표 요약
| KLTR 기초 통계 | |
|---|---|
| 시가총액 | US$208.23m |
| 순이익 (TTM) | -US$12.07m |
| 매출 (TTM) | US$180.85m |
1.2x
주가매출비율(P/S)-17.2x
주가수익비율(P/E)KLTR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| KLTR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$180.85m |
| 매출원가 | US$53.19m |
| 총이익 | US$127.67m |
| 기타 비용 | US$139.74m |
| 순이익 | -US$12.07m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
May 11, 2026
| 주당순이익(EPS) | -0.081 |
| 총이익률 | 70.59% |
| 순이익률 | -6.68% |
| 부채/자본 비율 | 458.5% |
KLTR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 06:34 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Kaltura, Inc.는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Funk | BofA Global Research |
| David Hynes | Canaccord Genuity |
| Thomas Blakey | KeyBanc Capital Markets Inc. |