Needham analyst Ryan Koontz maintained a Buy rating on Kaltura today and set a price target of $3.00.
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Ryan Koontz has given his Buy rating due to a combination of factors including Kaltura’s solid third-quarter performance and strategic acquisitions. The company reported results that aligned with expectations for the third quarter of 2025 and raised its full-year adjusted EBITDA guidance, surpassing consensus estimates. Despite a slight year-over-year decline in subscription revenue, the adjusted EBITDA exceeded expectations, highlighting strong operational efficiency.
Additionally, Kaltura secured twelve significant deals during the quarter, with five being driven by AI capabilities, showcasing its competitive edge in the market. The acquisition of eSelf.ai for $27 million, including potential earn-outs, is a strategic move to enhance its AI-based offerings. Although the fourth-quarter revenue guidance fell short due to project delays, the company’s focus on improved execution and profitable growth underpins the Buy rating.
Based on the recent corporate insider activity of 16 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of KLTR in relation to earlier this year.