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/KLTR
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Kaltura Inc

Kaltura Inc

KLTR
$1.39USD↑+6.92%+0.09 today

MARKET CAP

209.0M

P/E (TTM)

23.2x

FWD P/E

90.8x

DAY RANGE

$1 – $1

52W RANGE

$1
$2

AI Summary

Stalk
Sell NowHigh

KLTR is in a clear Stage 3 distribution, with price rejecting at key EMAs and the 200 DMA, confirming a series of lower highs and lower lows. Both medium-term and long-term biases are bearish. Short-term timing now favors execution into overhead resistance. We recommend selling now as structural deterioration and distribution pressures intensify.

  • ↑Q1 ’26 generated positive $0.7M cash flow; adjusted EBITDA up 37% YoY
  • ↑Acquired PathFactory to enhance AI-driven content orchestration
  • ↓Q1 revenue $44.6M, down 5% YoY, raising growth sustainability concerns
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The case for & against

Bull & Bear analysis

Bearish

Kaltura, Inc. (NASDAQ: KLTR) is a leading provider in the video technology sector, focusing on delivering cloud-based video solutions for businesses, educational institutions, and media organizations. The company is recognized for its innovation, especially its recent efforts to pivot toward artificial intelligence capabilities, enhancing user engagement and interactive media solutions. With strategic acquisitions like PathFactory, Kaltura aims to transition from a traditional video platform to a comprehensive AI-driven digital experience platform.

Bull says

  • ↑Q1 ’26 generated positive $0.7M cash flow; adjusted EBITDA up 37% YoY
  • ↑Acquired PathFactory to enhance AI-driven content orchestration
  • ↑RPO of $154.5M with 67% expected to convert to revenue next 12 months
  • ↑Management projects notable AI-driven revenue gains in H2 2026
  • ↑Strong balance sheet quality with low volatility and positive rate sensitivity
  • ↑Early signs of increased customer engagement and pipeline momentum

Bear says

  • ↓Q1 revenue $44.6M, down 5% YoY, raising growth sustainability concerns
  • ↓Net dollar retention fell to 95% from 107% due to telecom churn
  • ↓Elevated M&T churn continues undermining bookings and retention
  • ↓Negative earnings yield and poor growth metrics signal profitability issues
  • ↓High short interest reflects bearish investor sentiment
  • ↓Low liquidity points to financial maneuverability constraints

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-13-2026bullish

Transcript signals

Bull points

  • Kaltura's expected future financial results, management's expectations and plans for the business, including execution on our strategic transition and upcoming product launches, integration and expected benefits of our recent acquisitions, trends in customer engagement, anticipated headwinds, and our expectations around capabilities and benefits of our products, including AI technologies.
  • We delivered a strong start to 2026, exceeding the high end of our guidance across revenue and adjusted EBITDA, and generating, for the first time in our history, positive cash flow from operations in a first quarter.
  • Adjusted EBITDA was 5.7 million, up 37% year over year, and our highest first quarter results to date.
Read full transcript analysis ›