Kaltura’s Strategic Acquisitions and Strong Q3 Performance Justify Buy Rating
Needham analyst Ryan Koontz has maintained a Buy rating on Kaltura, setting a price target of $3.00. This rating is supported by Kaltura's strong Q3 performance, including raised full-year adjusted EBITDA guidance and twelve significant deals, five of which were driven by AI. Despite a slight decline in subscription revenue, the company's operational efficiency is highlighted. Kaltura's acquisition of eSelf.ai for $27 million aims to enhance its AI offerings, although Q4 revenue guidance is lower due to project delays. Overall, the focus on execution and growth supports the Buy rating.
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.
