
KVYO Stock Forecast & Price Target
KVYO Analyst Ratings
Bulls say
Klaviyo Inc. is projecting a robust revenue growth of 22.0% for FY26, estimating $1,501-$1,509 million, which exceeds the broader market expectation of 20.1%. The company demonstrated significant momentum with a record addition of 10,000 net new customers for the quarter, including a substantial increase in high-value customers contributing over $50,000 in annual recurring revenue. Additionally, the year-over-year revenue increase of 29.6% showcases strong performance across various customer segments, underscoring Klaviyo's successful expansion into the mid-market and enterprise sectors.
Bears say
Klaviyo Inc has experienced a notable decline in revenue growth, with a projected 22% increase for FY26, down from 30% in 4Q25, suggesting a potential slowdown in demand. Additionally, the company's non-GAAP gross margins decreased to 73%, significantly impacted by rising infrastructure costs and a shift towards higher volumes of text messaging. There are several downside risks including increased competition from larger players, potential subscription revenue deceleration, and concerns about the sustainability of revenue uplift from transitioning customers, which collectively could weaken investor sentiment regarding the stock's future performance.
This aggregate rating is based on analysts' research of Klaviyo, Inc. and is not a guaranteed prediction by Public.com or investment advice.
KVYO Analyst Forecast & Price Prediction
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