Kaltura (KLTR)

• Market cap: $341M
• 1 day: -0.87%
• 5 days: 18.13%
• 1 month: 2.24%
• 3 months: 64.03%
• 6 months: 83.87%
• Year to date: -2.15%
• 1 year: 30.29%
• 5 years: -81.00%
• 10 years: -81.00%
• 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 Q3 regulatory filings by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $59.1M [Q2] → $68.5M (+$9.38M) [Q3]

8% more funds holding

Funds holding: 62 [Q2] → 67 (+5) [Q3]

0.28% more ownership

Funds ownership: 33.53% [Q2] → 33.81% (+0.28%) [Q3]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q2] → 1 (-1) [Q3]

Research analyst outlook

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

• Low target: $1.50 34% downside
• Avg. target: $2.25 1% downside
• High target: $3 32% upside

2 analyst ratings

• positive: 1 50%
• neutral: 0 0%
• negative: 1 50%

Needham Ryan Koontz 74% 1-year accuracy 68 / 92 met price target	32% upside $3	Buy Reiterated	17 Jan 2025
Wells Fargo Michael Turrin 55% 1-year accuracy 48 / 87 met price target	34% downside $1.50	Underweight Maintained	7 Nov 2024