Klaviyo, Inc.
KVYO
NYSE·Technology·Software - Application·Mkt cap $6.2B
$20.64
▲ +0.29%
P/E
960.00
Mkt Cap
$6.2B
52-Wk Range
$12.53–$36.23
52-Week Range
$12.53 - $36.23
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 33.1% 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 0.5).
- Growth premium of 1.1x vs sector peers. Reasonable for this growth rate.
Growth
Moderate growth ahead
Expansion of SMS and mobile push adoption among e-commerce merchants
Value
Growth premium of 1.1x vs sector peers. Reasonable for this growth rate.
Momentum
Strong
+12.1% over 3m
Quality
Excellent
High-growth business (29% revenue growth, 74% gross margin). Profitable with strong growth momentum.
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
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 5, 2026
Reported EPS of $0.19 vs $0.19 consensus (-0.1% surprise). Revenue of $370.6M vs $362.1M expected (+2.4%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-0.1%
Revenue trend · last 8Q
—
—
+33%
+32%
+32%
+30%
+28%
+26%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$235.1M
$270.2M
$279.8M
$293.1M
$310.9M
$350.2M
$358.0M
$370.6M
Margins · last 8Q
Gross
72.6%
Operating
-4.0%
Profit
-2.4%
Wall Street consensus
11 analysts · 82% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
82%
Hold
18%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 6, 2026
vs Industry
How KVYO stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.