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Klaviyo, Inc.
KVYO
NYSE·Technology·Software - Infrastructure·Mkt cap $4.9B
$16.92
▲ +3.39%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$12.53 - $36.76
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 50.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated omnichannel platform reducing customer switching costs
- Advanced customer data platform enabling superior personalization
- Strong focus on SMB and mid-market segments with high growth potential
- Network effects and data advantages from large customer base
Bear Case
2 risks
- Low volatility (beta 0.6).
- Growth premium of 0.7x vs sector peers. Reasonable for this growth rate.
Growth
Turning profitable
Expansion of SMS and mobile push adoption among e-commerce merchants
Value
Growth premium of 0.7x vs sector peers. Reasonable for this growth rate.
Momentum
Weak
-14.5% over 3m
Quality
Excellent
High-growth business (30% revenue growth, 75% gross margin). Pre-profit but investing in growth.
Dividend
None
No dividend
Smart-money signal
Who's buying KVYO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Aug 4, 2026
MAY 5, 2026
Reported EPS of $0.22 vs $0.19 consensus (+15.8% surprise). Revenue of $358.0M vs $348.6M expected (+2.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+15.8%
Next: Aug 4, 2026
Revenue trend · last 8Q
—
—
—
+33%
+32%
+32%
+30%
+28%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$222.2M
$235.1M
$270.2M
$279.8M
$293.1M
$310.9M
$350.2M
$358.0M
Margins · last 8Q
Gross
—
Operating
—
Profit
2.5%
Wall Street consensus
15 analysts · 93% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
93%
Hold
7%
Sell
0%
Median Price Target
$31.00
▲ +83.3% vs $16.92
Latest: Jefferies · $25.00 · May 9, 2026
7 analysts covering
vs Industry
How KVYO stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related
Peers & themes
Peers
No peer data available.
Themes
No themes assigned.