Kaltura Inc vs Taiwan Semiconductor Mfg. Co. Ltd. — how do they compare? Kaltura Inc trades at $1.32 (market cap $199.08M), while Taiwan Semiconductor Mfg. Co. Ltd. trades at $453.19 (market cap $2.07T). The key difference: Taiwan Semiconductor Mfg. Co. Ltd. is far larger — about 10397.8× Kaltura Inc's market cap, and Taiwan Semiconductor Mfg. Co. Ltd. pays a 0.89% dividend while Kaltura Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Kaltura Inc for 21 Days and Taiwan Semiconductor Mfg. Co. Ltd. for 110 Days on average.
| KLTR | TSM | |
|---|---|---|
Market Cap | $199.08M | $2.07T |
Volume | 175,927 | 13,244,224 |
Sector | Technology | Technology |
52-Week High | $1.89 | $485.80 |
52-Week Low | $1.08 | $275.06 |
Typical Hold Time | 21 Days | 110 Days |
Enterprise Value | $211.29M | $1.99T |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Kaltura (KLTR) trades at $1.305, down 1.88% today, with a bearish technical signal despite recent earnings beats. The company shows improving fundamentals with revenue stabilizing around $181M and net losses narrowing from -$68M in 2022 to -$12M in 2025. Recent positive developments include AI platform awards and major streaming deployments, though valuation metrics remain elevated with P/S of 1.08 and EV/EBITDA of 271.59.
The stock presents a turnaround story with improving profitability trends but faces significant execution risks. Analyst sentiment is mixed with 44% buy ratings, while technical indicators suggest near-term pressure. Key catalysts include AI product commercialization and further margin improvement, but high debt levels and persistent losses require careful monitoring.
TSM trades at $453.31, down 4.0% over 24 hours, with a bullish technical signal from moving averages and strong support at $450. The company shows robust fundamentals, with Q2 2026 EPS of $4.22 beating estimates and revenue growth accelerating to $3.81T in 2025. Net income margin expanded to 49.92%, and cash flow from operations reached $2.27T, underscoring financial health.
Outlook remains positive driven by AI demand and pricing power, with a consensus price target of $578.43 implying 28% upside. Risks include geopolitical tensions and high valuation multiples, but analyst sentiment is strongly bullish with 72% buy ratings, supporting long-term growth prospects for investors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Kaltura Inc provides live and on-demand video SaaS solutions to thousands of organizations around the world, engaging hundreds of millions of viewers at home, at work, and school. It also offers specialized industry solutions, including Learning Management System Video, Lecture Capture, and Virtual Classroom for educational institutions, as well as a TV Solution for media and telecom companies. It operates in two reporting segments: (i) Enterprise, Education, and Technology (EE&T)
Read more on KLTR →Taiwan Semiconductor Manufacturing Company, or TSMC, is the world's largest dedicated chip foundry, with over 57% market share in 2021 per Gartner. TSMC was founded in 1987 as a joint venture of Philips, the government of Taiwan, and private investors. It went public as an ADR in the U.S. in 1997. TSMC's scale and high-quality technology allow the firm to generate solid operating margins, even in the highly competitive foundry business. Furthermore, the shift to the fabless business model has created tailwinds for TSMC. The foundry leader has an illustrious customer base, including Apple, AMD and Nvidia, that looks to apply cutting-edge process technologies to its semiconductor designs.
Read more on TSM →