Klaviyo, Inc.

Klaviyo, Inc.

KVYOยทNYSE

$15.70

-15%
TechnologySoftware - Infrastructure

Klaviyo, Inc., a technology company that provides a software-as-a-service platform to enable its customers to send the right messages at the right time across email, short message service (SMS), and push notifications. The company offers Klaviyo, a marketing automation platform that sends personalized and targeted messages. Its products include email marketing solution to track every click and purchase to optimize campaigns; SMS, a text marketing solution for ecommerce growth and retention; and mobile push solution that reaches customers directly on their lock screen with mobile push notifications. The company also provides Review solution to get the product reviews; and a customer data platform that helps store, analyze, and use data at scale. It serves individuals, small and medium enterprises, and companies in North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. The was incorporated in 2012 and is based in Boston, Massachusetts.

At a Glance

Live Snapshot
Market Cap$4.70B
EPS-0.1100
P/E Ratio-142.73
Earnings Date08/04/2026
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Klaviyo, Inc. Street Expectations Map

KVYO ยท NYSE

Wall Street analysts project that KVYO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 31.38, with estimates ranging from a low of 25.00 to a high of 37.00.

Lowest Target
25.00
59.24%
Consensus Target
31.38
99.87%
Highest Target
37.00
135.67%

The consensus 1-year price target stands at 31.38, with estimates ranging from a low of 25.00 to a high of 37.00.

Analyst Consensus Analysis

Upside Potential

+99.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

38.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Klaviyo, Inc. Forward Estimates of Revenue

KVYO ยท NYSE
Latest Revenue
1.23B
FY 2025
Avg Estimate
1.48B
FY 2026
Estimate Range
1.47B - 1.49B
Analyst Spread

Forward Growth Analysis

Projected Growth+20.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Klaviyo, Inc. Forward Estimates of Net Income

KVYO ยท NYSE
Latest Net Income
-31.77M
FY 2025
Avg Estimate
217.35M
FY 2026
Estimate Range
203.93M - 230.77M
Analyst Spread

Forward Growth Analysis

Projected Growth+784.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread12%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Klaviyo, Inc. Forward Estimates of EPS

KVYO ยท NYSE
Latest EPS
-0.11
FY 2025
Avg Estimate
$0.81
FY 2026
Estimate Range
$0.77 - $0.87
Analyst Spread

Forward Growth Analysis

Projected Growth+832.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread13%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Klaviyo, Inc. Forward Estimates of EBIT

KVYO ยท NYSE
Latest EBIT
-67.76M
FY 2025
Avg Estimate
-352.49M
FY 2026
Estimate Range
-354.87M - -350.11M
Analyst Spread

Forward Growth Analysis

Projected Growth-420.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Klaviyo, Inc. Forward Estimates of EBITDA

KVYO ยท NYSE
Latest EBITDA
-49.16M
FY 2025
Avg Estimate
-324.45M
FY 2026
Estimate Range
-326.64M - -322.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-560.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Klaviyo, Inc. Forward Estimates of SG&A Expense

KVYO ยท NYSE
Latest SG&A Expense
698.04M
FY 2025
Avg Estimate
1.05B
FY 2026
Estimate Range
1.04B - 1.05B
Analyst Spread

Forward Growth Analysis

Projected Growth+49.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Klaviyo, Inc. Insider Positioning

KVYO ยท NYSE

During the last 12 months, insiders have purchased $300K and sold $582.59M worth of KVYO shares, resulting in $582.29M of net selling activity.

3 Months

Bought

0

0.00

Sold

1.6M

27.68M

Net Activity

-27.7M

-$27.68M

3-6 Months

Bought

16.3K

300.31K

Sold

1.3M

33.67M

Net Activity

-33.4M

-$33.37M

6-9 Months

Bought

0

0.00

Sold

5.1M

158.18M

Net Activity

-158.2M

-$158.18M

9-12 Months

Bought

0

0.00

Sold

11.6M

363.05M

Net Activity

-363.1M

-$363.05M

Top Buyers

1
CJ

Ceran Jennifer

Director

16.3K sharesโ€ข1 transactions

$300K

Top Sellers

1
SPLP

Summit Partners L P

10 Percent Owner

15.5M sharesโ€ข4 transactions

$485.20M

2
BA

Bialecki Andrew

Director, 10 Percent Owner, Officer: Co-Chief Executive Officer

3.8M sharesโ€ข31 transactions

$90.33M

3
WA

Whalen Amanda

Officer: Chief Financial Officer

104.7K sharesโ€ข11 transactions

$2.60M

4
EL

Edmond Landon

Officer: Chief Legal Officer

73.1K sharesโ€ข6 transactions

$1.82M

5
HE

Hallen Ed

Director, 10 Percent Owner:

31.3K sharesโ€ข3 transactions

$977K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $582.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$27.68M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.