Kaltura, Inc.

NasdaqGS:KLTR 주식 리포트

시가총액: US$203.8m

Kaltura 향후 성장

Future 기준 점검 0/6

Kaltura (는) 각각 연간 14.6% 및 2.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -142.8% 로 예상됩니다.

핵심 정보

14.6%

이익 성장률

16.42%

EPS 성장률

Software 이익 성장18.8%
매출 성장률2.9%
향후 자기자본이익률-142.80%
애널리스트 커버리지

Low

마지막 업데이트17 Mar 2026

최근 향후 성장 업데이트

Recent updates

Kaltura: Disappointing Trends And Over-Reliance On M&A (Downgrade)

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).

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.

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.

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.

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).

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).

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).

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).

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).

Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price

Dec 04
Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price

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.

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.

Little Excitement Around Kaltura, Inc.'s (NASDAQ:KLTR) Revenues As Shares Take 27% Pounding

Aug 22
Little Excitement Around Kaltura, Inc.'s (NASDAQ:KLTR) Revenues As Shares Take 27% Pounding

Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?

Jul 12
Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?
User avatar

AI Capabilities And Sales Efforts Will Expand Markets

Expanding AI capabilities and upselling to existing customers aims to drive significant revenue and ARPU growth.

Kaltura: No Recovery In Sight Just Yet

Mar 11

Kaltura, Inc. (NASDAQ:KLTR) Held Back By Insufficient Growth Even After Shares Climb 33%

Feb 09
Kaltura, Inc. (NASDAQ:KLTR) Held Back By Insufficient Growth Even After Shares Climb 33%

Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?

Feb 02
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?

Kaltura Improves Operating Efficiencies But Revenue Growth Lags

Dec 20

Kaltura, Inc.'s (NASDAQ:KLTR) Price Is Right But Growth Is Lacking After Shares Rocket 34%

Nov 07
Kaltura, Inc.'s (NASDAQ:KLTR) Price Is Right But Growth Is Lacking After Shares Rocket 34%

Is Kaltura (NASDAQ:KLTR) Using Debt In A Risky Way?

Aug 30
Is Kaltura (NASDAQ:KLTR) Using Debt In A Risky Way?

Kaltura: Still Struggling On Most Fronts, I'm Downgrading To Strong Sell

Jul 17

The Market Doesn't Like What It Sees From Kaltura, Inc.'s (NASDAQ:KLTR) Revenues Yet As Shares Tumble 34%

Jun 07
The Market Doesn't Like What It Sees From Kaltura, Inc.'s (NASDAQ:KLTR) Revenues Yet As Shares Tumble 34%

Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?

Jun 01
Is Kaltura (NASDAQ:KLTR) Using Debt Sensibly?

Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price

Apr 16
Benign Growth For Kaltura, Inc. (NASDAQ:KLTR) Underpins Its Share Price

Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?

Feb 14
Is Kaltura (NASDAQ:KLTR) Using Too Much Debt?

Kaltura: Sell - Not The Bargain It Seems To Be

Jan 12

Kaltura, Inc.'s (NASDAQ:KLTR) Prospects Need A Boost To Lift Shares

Jan 04
Kaltura, Inc.'s (NASDAQ:KLTR) Prospects Need A Boost To Lift Shares

이익 및 매출 성장 예측

NasdaqGS:KLTR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2027192-913142
12/31/2026183-1311122
12/31/2025181-121415N/A
9/30/2025181-181515N/A
6/30/2025181-191617N/A
3/31/2025181-211212N/A
12/31/2024179-311212N/A
9/30/2024178-37810N/A
6/30/2024177-44-11N/A
3/31/2024177-45-5-2N/A
12/31/2023175-46-12-8N/A
9/30/2023175-49-19-16N/A
6/30/2023172-58-21-16N/A
3/31/2023170-64-40-35N/A
12/31/2022169-68-53-47N/A
9/30/2022167-70-59-52N/A
6/30/2022169-77-66-59N/A
3/31/2022169-66-42-35N/A
12/31/2021165-68-28-22N/A
9/30/2021157-91-13-7N/A
6/30/2021145-74-13N/A
3/31/2021132-8215N/A
12/31/2020120-7136N/A
12/31/201997-25-20N/A

애널리스트 향후 성장 전망

수입 대 저축률: KLTR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: KLTR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: KLTR 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: KLTR 의 수익(연간 2.9%)이 US 시장(연간 11.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: KLTR 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: KLTR는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 04:49
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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

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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.

분석가기관
Michael FunkBofA Global Research
David HynesCanaccord Genuity
Thomas BlakeyKeyBanc Capital Markets Inc.