
KVYO Stock Forecast & Price Target
KVYO Analyst Ratings
Bulls say
Klaviyo Inc. has demonstrated strong financial performance, with a reported third-quarter revenue of $310.9 million, reflecting a year-over-year increase of 32.2%, surpassing consensus estimates by $11.9 million. The company exhibited improved net revenue retention (NRR) at 109%, driven by successful email expansion and robust cross-selling in text messaging, while its average revenue per customer (ARPC) grew by 13% year-over-year. Additionally, operational margins expanded to 14.5% from 14.0% in the prior quarter, indicating effective revenue management and stable gross margins, further solidifying a positive outlook for the company's growth trajectory.
Bears say
Klaviyo Inc. has lowered its gross margin expectations, primarily due to a shift in revenue mix toward lower-margin messaging services, which raises concerns about long-term profitability. Additionally, the company faces significant downside risks, including a potential decline in its premium EV/revenue multiple and accelerated deceleration of subscription revenue, exacerbated by increasing competition and macroeconomic challenges. Lastly, the high ratio of monthly contracts exposes Klaviyo to elevated customer churn, which could further pressure retention metrics and overall financial 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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