Kaltura (KLTR)

• Market cap: $374M
• 1 day: 2.04%
• 5 days: -10.07%
• 1 month: 8.70%
• 3 months: 13.64%
• 6 months: 103.25%
• Year to date: 7.30%
• 1 year: 72.41%
• 5 years: -79.17%
• 10 years: -79.17%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Kaltura Inc provides live and on-demand video SaaS solutions to thousands of organizations around the world, engaging hundreds of millions of viewers at home, at work, and at school. It also offers specialized industry solutions, including Learning Management System Video, Lecture Capture, and Virtual Classroom for educational institutions, as well as a TV Solution for media and telecom companies. It operates in two reporting segments which are Enterprise, Education, and Technology, and Media and Telecom. The majority of the revenue is derived from Enterprise, Education & Technology. The majority of the revenue is earned from the United States.

Employees: 580

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

100% more capital invested

Capital invested by funds: $68.5M [Q3] → $137M (+$68.7M) [Q4]

100% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]

22% more funds holding

Funds holding: 67 [Q3] → 82 (+15) [Q4]

7.86% more ownership

Funds ownership: 33.81% [Q3] → 41.67% (+7.86%) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $3 20% upside
• Avg. target: $3.50 40% upside
• High target: $4 60% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Citizens Capital Markets Patrick Walravens 67% 1-year accuracy 73 / 109 met price target	60% upside $4	Market Outperform Maintained	21 Feb 2025
Needham Ryan Koontz 64% 1-year accuracy 69 / 107 met price target	20% upside $3	Buy Reiterated	17 Jan 2025