In This Article:
Last week, you might have seen that Kaltura, Inc. (NASDAQ:KLTR) released its full-year result to the market. The early response was not positive, with shares down 4.2% to US$2.50 in the past week. Revenue hit US$179m in line with forecasts, although the company reported a statutory loss per share of US$0.21 that was somewhat smaller than the analysts expected. 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.
Check out our latest analysis for Kaltura
Following last week's earnings report, Kaltura's five analysts are forecasting 2025 revenues to be US$181.1m, approximately in line with the last 12 months. The loss per share is expected to greatly reduce in the near future, narrowing 32% to US$0.14. Before this latest report, the consensus had been expecting revenues of US$180.5m and US$0.18 per share in losses. While the revenue estimates were largely unchanged, sentiment seems to have improved, with the analysts upgrading their numbers and making a considerable decrease in losses per share in particular.
These new estimates led to the consensus price target rising 7.1% to US$3.00, with lower forecast losses suggesting things could be looking up for Kaltura. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic Kaltura analyst has a price target of US$4.00 per share, while the most pessimistic values it at US$1.50. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
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. It's pretty clear that there is an expectation that Kaltura's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 1.3% growth on an annualised basis. This is compared to a historical growth rate of 8.7% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 12% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Kaltura.