KlaviyoKVYO
KVYO
About: Klaviyo Inc is a technology company that provides a software-as-a-service (SaaS) platform to enable its customers to send the right messages at the right time across email, short message service, and push notifications, more accurately measure and predict performance, and deploy specific actions and campaigns. The platform combines proprietary data and application layers into one solution with machine learning and artificial intelligence capabilities. It is focused on marketing automation within eCommerce as its first application use case. It generates revenue through the sale of subscriptions to its customers for the use of its platform. Geographically, the company generates the majority of its revenue from the Americas, followed by EMEA and APAC.
Employees: 2,435
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
130% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 30
95% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 57
79% more call options, than puts
Call options by funds: $73.3M | Put options by funds: $41M
29% more capital invested
Capital invested by funds: $3.49B [Q1] → $4.48B (+$997M) [Q2]
17% more funds holding
Funds holding: 215 [Q1] → 252 (+37) [Q2]
14% more funds holding in top 10
Funds holding in top 10: 7 [Q1] → 8 (+1) [Q2]
13.71% more ownership
Funds ownership: 127.25% [Q1] → 140.96% (+13.71%) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
17%
upside
Avg. target
$45
43%
upside
High target
$55
74%
upside
8 analyst ratings
7 positive
88%
1 neutral
13%
0 negative
0%
Citigroup Tyler Radke | 58%upside $50 | Buy Upgraded | 7 Aug 2025 |
TD Cowen Derrick Wood | 46%upside $46 | Buy Maintained | 6 Aug 2025 |
Piper Sandler Brent Bracelin | 74%upside $55 | Overweight Maintained | 6 Aug 2025 |
Benchmark Mark Zgutowicz | 46%upside $46 | Buy Maintained | 6 Aug 2025 |
Macquarie Steve Koenig | 17%upside $37 | Neutral Maintained | 6 Aug 2025 |
Financial journalist opinion
Based on 9 articles about KVYO published over the past 30 days
Neutral
Business Wire
1 week ago
Klaviyo Announces Pricing of Secondary Offering of 6,500,000 Shares of Series A Common Stock by Certain Selling Stockholders
BOSTON--(BUSINESS WIRE)--Klaviyo, Inc. (the “Company”) (NYSE: KVYO), the only CRM built for B2C brands, today announced the pricing of an underwritten public offering of 6,500,000 shares of its Series A common stock (the “Offering”) by certain of its existing stockholders (the “Selling Stockholders”). In addition, such Selling Stockholders have granted the underwriter a 30-day option to purchase up to an additional 975,000 shares. The Company will not receive any proceeds from the sale of the s.
Neutral
Business Wire
1 week ago
Klaviyo Announces Launch of Proposed Secondary Offering of Series A Common Stock
BOSTON--(BUSINESS WIRE)--Klaviyo, Inc. (the “Company”) (NYSE: KVYO), the only CRM built for B2C brands, today announced the commencement of an underwritten public offering (the “offering”) of 6,500,000 shares of its Series A common stock, par value $0.001 per share (the “Series A Common Stock”), by entities affiliated with Summit Partners, L.P. (the “Selling Stockholders”). The Selling Stockholders also expect to grant the underwriter a 30-day option to purchase up to an additional 975,000 shar.
Neutral
Business Wire
2 weeks ago
Holiday Shopping Goes AI-First This Black Friday Cyber Monday, According to New Klaviyo Report
BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the only CRM built for consumer brands, today released its 2025 Black Friday Cyber Monday (BFCM) Forecast, a global study of 7,000 consumers offering key insights into this year's holiday shopping season. The findings show that AI is becoming central to how people shop and that holiday shopping is no longer confined to BFCM, but spread across a longer, more dynamic calendar. Holiday shopping used to be driven by the FOMO of BFCM with flashy deals a.
Negative
CNBC Television
2 weeks ago
Investors are worried AI is going to eat software, says Jefferies Brent Thill
Brent Thill, Jefferies, joins 'Fast Money' to talk what is behind Monday.com seeing its worst trading day ever.
Neutral
Business Wire
2 weeks ago
Klaviyo to Participate in Upcoming Investor Events
BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the only CRM built for consumer brands, today announced that Klaviyo executives will participate in the following investor events. Ed Hallen, Co-founder and Chief Strategy Officer, will participate in a fireside chat at the KeyBanc Capital Markets Technology Leadership Forum on Monday, August 11 at 3:00 p.m. ET / 12:00 p.m. PT. Andrew Bialecki, Co-founder and CEO, will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Co.
Neutral
Seeking Alpha
2 weeks ago
Klaviyo, Inc. (KVYO) Q2 2025 Earnings Call Transcript
Klaviyo, Inc. (NYSE:KVYO ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Amanda Whalen - Chief Financial Officer Andrew Bialecki - Co-Founder, CEO & Chairperson Andrew Zilli - Vice President of Investor Relations Conference Call Participants Arjun Rohit Bhatia - William Blair & Company L.L.C., Research Division Brent Alan Bracelin - Piper Sandler & Co., Research Division Brett Richard Huff - Stephens Inc., Research Division David E.
Positive
The Motley Fool
2 weeks ago
Klaviyo (KVYO) Q2 Revenue Jumps 32%
Klaviyo (KVYO 18.08%), a marketing automation and customer data company with over 176,000 customers worldwide, released its earnings results for Q2, on August 5, 2025. The company's results exceeded consensus estimates across key GAAP (revenue) and non-GAAP (EPS) metrics, as GAAP revenue reached $293.1 million—well ahead of the expected $278.7 million—and non-GAAP earnings per share (EPS) came in at $0.16 versus a $0.13 estimate.
Positive
Zacks Investment Research
2 weeks ago
Klaviyo, Inc. (KVYO) Surpasses Q2 Earnings and Revenue Estimates
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.15 per share a year ago.
Neutral
Business Wire
2 weeks ago
Klaviyo Announces Second Quarter 2025 Financial Results
BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the only CRM built for consumer brands, today announced results for its second quarter ended June 30, 2025. “Klaviyo delivered another standout quarter, with revenue growing 32% year-over-year to $293 million, underscoring the vital role our B2C CRM platform plays for over 176,000 customers globally,” said Andrew Bialecki, co-founder and CEO of Klaviyo. “Our AI-native platform is built to help brands personalize at scale—turning data into action in.
Positive
Seeking Alpha
1 month ago
Klaviyo: Why Q2 Earnings Could Surprise To The Upside
I reaffirm my 'Buy' rating on Klaviyo, citing strong Q1 results, prudent Q2 guidance, and potential for outperformance. Klaviyo's rapid international growth and success in upmarket segments, especially with large, recognizable brands, enhance revenue durability. Valuation remains attractive relative to peers like HubSpot, with superior growth and retention metrics supporting further upside potential.
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