Kaltura, Inc. (KLTR) AI Stock Analysis

Kaltura, Inc. specializes in delivering a wide array of Software-as-a-Service (SaaS) products and solutions alongside its Platform-as-a-Service (PaaS). The company's offerings provide comprehensive video solutions that enhance communication, collaboration, training, and customer engagement. Key products include webinars, virtual events, video sites, and virtual classrooms. Kaltura also provides specialized industry tools, such as learning management system video integration and lecture capture for educational institutions, as well as TV solutions enabling media and telecom operators to deliver OTT advertising and live or on-demand services. Founded in 2006, Kaltura is headquartered in New York, New York, and employs 494 people.

Annual revenue expanded from $165.0M in FY2021 to $180.9M in FY2025, reflecting a 5-year revenue CAGR of 8.5% from FY2020 to FY2025. Annual growth moderated from 37.0% in FY2021 to 1.2% in FY2025. Over the same timeframe, gross margin widened from 62.2% in FY2021 to 70.6% in FY2025. Operating margin improved from -19.8% in FY2021 to -4.3% in FY2025, while net losses narrowed from -$59.4M to -$12.1M, yielding FY2025 EPS of $0.05. For the trailing twelve months ending June 30, 2026, revenue stood at $180.9M, operating margin reached 9.0%, and latest quarterly revenue grew 5.5% year-over-year.

As of June 30, 2026, Kaltura held $31.3M in cash and short-term investments against total debt of $43.5M, resulting in net debt of $12.2M. Total assets were $168.8M, shareholders' equity was $1.7M, and the debt-to-equity ratio stood at 25.72, alongside a current ratio of 0.56. During FY2025, operating cash flow generated $14.5M and free cash flow totaled $13.9M. Capital expenditures were $661,000, while Kaltura allocated $26.2M toward share buybacks.

At a share price of $1.38, Kaltura carries a market cap of $210.5M and an enterprise value of $215.1M. The stock trades at a forward P/E of 22.2x, compared with the median of its US-listed Technology peers of 18.8x. Its EV/EBITDA multiple of 276.5x stands above the peer median of 16.6x, while its price-to-sales ratio of 1.2x trades below the peer median of 2.8x. Over the past year, KLTR declined 10.4%, lagging the 16.8% return of the S&P 500 (SPY). Over 5 years, the stock is down 86.3%, trailing the SPY gain of 83.0%.

Wall Street sentiment includes 1 Strong Buy and 1 Buy rating, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $3.50, representing an upside of 153.6% compared to the last close of $1.38. For the fiscal year ending December 31, 2026, analysts estimate revenue of $184.0M and EPS of $0.01. For the following fiscal year, 2 analysts project revenue of $191.7M, representing 4.2% growth, and EPS of $0.05. Over the last 4 quarters, the company beat EPS estimates 3 times. The next earnings date is November 9, 2026.

This page is an AI-written research summary of Kaltura, Inc. (KLTR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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