It's been a good week for Kaltura, Inc. (NASDAQ:KLTR) shareholders, because the company has just released its latest quarterly results, and the shares gained 3.6% to US$1.45. The results don't look great, especially considering that statutory losses grew 20% toUS$0.03 per share. Revenues of US$44,626,000 did beat expectations by 3.8%, but it looks like a bit of a cold comfort. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
Following the latest results, Kaltura's twin analysts are now forecasting revenues of US$183.7m in 2026. This would be a satisfactory 2.9% improvement in revenue compared to the last 12 months. Losses are predicted to fall substantially, shrinking 28% to US$0.07. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$182.6m and losses of US$0.085 per share in 2026. Although the revenue estimates have not really changed Kaltura'sfuture looks a little different to the past, with a notable improvement in the loss per share forecasts in particular.
See our latest analysis for Kaltura
These new estimates led to the consensus price target rising 11% to US$3.50, with lower forecast losses suggesting things could be looking up for Kaltura.
Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Kaltura'shistorical trends, as the 3.9% annualised revenue growth to the end of 2026 is roughly in line with the 3.9% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 17% per year. So although Kaltura is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry.
The Bottom Line
The most important thing to take away is that the analysts reconfirmed their loss per share estimates for next year. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2027, which can be seen for free on our platform here.
And what about risks? Every company has them, and we've spotted 1 warning sign for Kaltura you should know about.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.