Assessing Kaltura (KLTR) Valuation Following New Earnings Results and Updated Full-Year Guidance

Kaltura (KLTR) just shared its quarterly earnings and new guidance for the rest of the year. The update offers fresh insights into the company’s financial health and what investors might expect in the coming months.

See our latest analysis for Kaltura.

Kaltura’s share price showed a burst of short-term momentum lately, climbing 15.2% over the last month after a much slower start to the year. Despite the latest guidance and buyback update, the overall one-year total shareholder return is still negative. This suggests long-term holders remain cautious even as sentiment improves in the near term.

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With new earnings and guidance on the table, the key question for investors is whether Kaltura’s latest share price undervalues its future prospects, or if the recent momentum means that growth is already fully reflected. Is there a compelling buying opportunity, or has the market already priced in what comes next?

Most Popular Narrative: 48% Undervalued

With Kaltura's fair value set at $3.38, nearly double the last closing price of $1.74, analysts see major upside from current levels. The current narrative suggests that market momentum may only be the starting signal for a wider re-rating, especially if future execution matches analyst expectations.

Kaltura's ongoing investment in vertical AI-powered video solutions, supported by a strengthening partnership and integration ecosystem (e.g., with Microsoft Teams, Zoom, LMS providers), is expected to drive cross-sell motions, reduce churn, and improve net retention rates, positively affecting top-line growth and potentially boosting EBITDA margins.

Read the complete narrative.

What’s really fueling this jump? The most popular narrative is built on bold assumptions about recurring revenue, margin expansion, and deep integration across critical customer stacks. Think next-level profitability targets and a future valuation multiple usually assigned to high-profile growth stories. Want to know which ambitious forecasts could completely shift Kaltura’s fair value? You’ll want to explore the full narrative for the details underpinning this price target.

Result: Fair Value of $3.38 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent losses and heavy reliance on a handful of major customers could quickly undermine the optimistic outlook if retention or margins were to slip.

Find out about the key risks to this Kaltura narrative.

Build Your Own Kaltura Narrative

If you like challenging consensus or want to dig into the numbers yourself, you can craft a personal thesis about Kaltura in just a few minutes. Do it your way

A great starting point for your Kaltura research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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