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Kaltura Inc. (KLTR) Stock Fundamental Analysis & AI Rating 2026

KLTR Nasdaq Services-Prepackaged Software CIK: 0001432133
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
76% Conf
HOLD
64% Conf

📊 KLTR Key Takeaways

Revenue: $180.9M
Net Margin: -6.7%
Free Cash Flow: $13.9M
Current Ratio: 0.72x
Debt/Equity: 4.63x
EPS: $-0.08
AI Rating: SELL with 76% confidence
Kaltura Inc. (KLTR) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $180.9M, net profit margin of -6.7%, and return on equity (ROE) of -190.7%, Kaltura Inc. demonstrates mixed fundamentals in the Technology sector. Below is our complete KLTR stock analysis for 2026.

Is Kaltura Inc. (KLTR) a Good Investment?

Claude

Kaltura faces acute financial distress with a severely overleveraged balance sheet (4.63x D/E) and liquidity crisis (0.72x current ratio), despite improving profitability trends and positive cash flow. The combination of stagnant 1.2% revenue growth, ongoing losses, and minimal equity cushion ($6.3M) creates substantial near-term solvency risk that outweighs operational momentum.

ChatGPT

Kaltura delivers strong gross margins and positive free cash flow despite modest top-line growth, with clear YoY progress toward breakeven. Liquidity remains tight and equity is thin, elevating solvency and interest burden risks. Neutral until operating income is sustainably positive and short-term liquidity improves.

Why Buy Kaltura Inc. Stock? KLTR Key Strengths

Claude
  • + Improving profitability trajectory with 61.4% YoY net income improvement moving toward breakeven
  • + Strong gross margin of 70.6% demonstrates viable underlying business model with healthy unit economics
  • + Positive free cash flow generation of $13.9M (7.7% FCF margin) provides near-term runway despite losses
ChatGPT
  • + High gross margin (~71%) supports healthy unit economics
  • + Consistent positive operating cash flow and free cash flow with low capex
  • + Meaningful YoY improvement in net loss and EPS toward breakeven

KLTR Stock Risks: Kaltura Inc. Investment Risks

Claude
  • ! Severe leverage with 4.63x debt-to-equity ratio and only $6.3M equity cushion creates refinancing and covenant risk
  • ! Liquidity crisis with 0.72x current ratio well below 1.0x threshold threatening near-term solvency
  • ! Stagnant 1.2% YoY revenue growth insufficient to support debt reduction or improve interest coverage (-3.5x)
  • ! Ongoing operating losses (-$5.0M) and negative net margins (-6.7%) despite improving trends
  • ! Total debt of $29.3M exceeds cash of $27.5M, leaving minimal buffer for operational disruptions
ChatGPT
  • ! Sub-1.0 current ratio and very low equity heighten liquidity/solvency risk
  • ! Negative operating and net margins persist; interest coverage remains negative
  • ! Muted revenue growth (~1% YoY) may limit operating leverage

Key Metrics to Watch

Claude
  • * Operating income trend toward sustained profitability and quarterly sequential improvement
  • * Debt-to-equity ratio reduction trajectory toward sustainable levels below 2.5x
  • * Revenue growth acceleration beyond 1.2% YoY to support deleveraging
  • * Current ratio improvement above 1.0x to resolve liquidity concerns
  • * Free cash flow stability and allocation toward debt reduction
ChatGPT
  • * Operating margin
  • * Current ratio

Kaltura Inc. (KLTR) Financial Metrics & Key Ratios

Revenue
$180.9M
Net Income
$-12.1M
EPS (Diluted)
$-0.08
Free Cash Flow
$13.9M
Total Assets
$164.7M
Cash Position
$27.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

KLTR Profit Margin, ROE & Profitability Analysis

Gross Margin 70.6%
Operating Margin -2.7%
Net Margin -6.7%
ROE -190.7%
ROA -7.3%
FCF Margin 7.7%

KLTR vs Technology Sector: How Kaltura Inc. Compares

How Kaltura Inc. compares to Technology sector averages

Net Margin
KLTR -6.7%
vs
Sector Avg 18.0%
KLTR Sector
ROE
KLTR -190.7%
vs
Sector Avg 22.0%
KLTR Sector
Current Ratio
KLTR 0.7x
vs
Sector Avg 2.5x
KLTR Sector
Debt/Equity
KLTR 4.6x
vs
Sector Avg 0.5x
KLTR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Kaltura Inc. Stock Overvalued? KLTR Valuation Analysis 2026

Based on fundamental analysis, Kaltura Inc. shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
-190.7%
Sector avg: 22%
Net Profit Margin
-6.7%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
4.63x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Kaltura Inc. Balance Sheet: KLTR Debt, Cash & Liquidity

Current Ratio
0.72x
Quick Ratio
0.72x
Debt/Equity
4.63x
Debt/Assets
96.2%
Interest Coverage
-3.53x
Long-term Debt
$29.3M

KLTR Revenue & Earnings Growth: 5-Year Financial Trend

KLTR 5-year financial data: Year 2021: Revenue $165.0M, Net Income -$15.6M, EPS N/A. Year 2022: Revenue $175.2M, Net Income -$58.8M, EPS N/A. Year 2024: Revenue $178.7M, Net Income -$68.5M, EPS N/A. Year 2025: Revenue $180.9M, Net Income -$46.4M, EPS $-0.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Kaltura Inc.'s revenue has shown modest growth of 10% over the 5-year period. The most recent EPS of $-0.34 indicates the company is currently unprofitable.

KLTR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.7%
Free cash flow / Revenue

KLTR Quarterly Earnings & Performance

Quarterly financial performance data for Kaltura Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $43.9M -$2.6M $0.02
Q2 2025 $44.0M -$7.8M $-0.05
Q1 2025 $44.8M -$1.1M N/A
Q3 2024 $43.5M -$3.6M $-0.02
Q2 2024 $43.9M -$10.0M $-0.07
Q1 2024 $43.3M -$11.1M N/A
Q3 2023 $41.1M -$10.7M $0.08
Q2 2023 $42.0M -$10.8M $-0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Kaltura Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$14.5M
Cash generated from operations
Stock Buybacks
$26.2M
Shares repurchased (TTM)
Capital Expenditures
$661.0K
Investment in assets
Dividends
None
No dividend program

KLTR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Kaltura Inc. (CIK: 0001432133)

📋 Recent SEC Filings

Date Form Document Action
Apr 6, 2026 8-K kltr-20260406.htm View →
Mar 26, 2026 4 xslF345X06/wk-form4_1774551105.xml View →
Mar 26, 2026 4 xslF345X06/wk-form4_1774529849.xml View →
Mar 25, 2026 4 xslF345X06/wk-form4_1774467909.xml View →
Mar 25, 2026 4 xslF345X06/wk-form4_1774467877.xml View →

Frequently Asked Questions about KLTR

What is the AI rating for KLTR?

Kaltura Inc. (KLTR) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are KLTR's key strengths?

Claude: Improving profitability trajectory with 61.4% YoY net income improvement moving toward breakeven. Strong gross margin of 70.6% demonstrates viable underlying business model with healthy unit economics. ChatGPT: High gross margin (~71%) supports healthy unit economics. Consistent positive operating cash flow and free cash flow with low capex.

What are the risks of investing in KLTR?

Claude: Severe leverage with 4.63x debt-to-equity ratio and only $6.3M equity cushion creates refinancing and covenant risk. Liquidity crisis with 0.72x current ratio well below 1.0x threshold threatening near-term solvency. ChatGPT: Sub-1.0 current ratio and very low equity heighten liquidity/solvency risk. Negative operating and net margins persist; interest coverage remains negative.

What is KLTR's revenue and growth?

Kaltura Inc. reported revenue of $180.9M.

Does KLTR pay dividends?

Kaltura Inc. does not currently pay dividends.

Where can I find KLTR SEC filings?

Official SEC filings for Kaltura Inc. (CIK: 0001432133) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KLTR's EPS?

Kaltura Inc. has a diluted EPS of $-0.08.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KLTR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Kaltura Inc. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KLTR stock overvalued or undervalued?

Valuation metrics for KLTR: ROE of -190.7% (sector avg: 22%), net margin of -6.7% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy KLTR stock in 2026?

Our dual AI analysis gives Kaltura Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KLTR's free cash flow?

Kaltura Inc.'s operating cash flow is $14.5M, with capital expenditures of $661.0K. FCF margin is 7.7%.

How does KLTR compare to other Technology stocks?

Vs Technology sector averages: Net margin -6.7% (avg: 18%), ROE -190.7% (avg: 22%), current ratio 0.72 (avg: 2.5).

Is Kaltura Inc. carrying too much debt?

KLTR has a debt-to-equity ratio of 4.63x, which is above the Technology sector average of 0.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI