KalturaKLTR
Market Cap: 197M
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 Q1 SEC filings by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2023] → 1 (+0) [Q1 2024]
0.06% less ownership
Funds ownership: 31.18% [Q4 2023] → 31.12% (-0.06%) [Q1 2024]
8% less funds holding
Funds holding: 61 [Q4 2023] → 56 (-5) [Q1 2024]
30% less capital invested
Capital invested by funds: $86M [Q4 2023] → $60.2M (-$25.8M) [Q1 2024]
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Research analyst outlook
4 Wall Street Analysts provided 1 year price forecasts over the past 6 months
4 analyst ratings
Wells Fargo Michael Turrin | 25%downside $1 | Underweight Maintained | 21 Jun 2024 |
Needham Ryan Koontz | 124%upside $3 | Buy Reiterated | 20 May 2024 |
Needham Ryan Koontz | 124%upside $3 | Buy Maintained | 10 May 2024 |
Needham Ryan Koontz | 273%upside $5 | Buy Reiterated | 23 Feb 2024 |