Klaviyo

KVYO

Market cap $7.73B

Klaviyo is a rapidly growing, profitable SaaS company transitioning from marketing automation to a comprehensive B2C CRM platform. KVYO reported Q3 2025 revenue of $310.9M (+32% YoY), guiding for FY25 revenue of $1.215–$1.219B and operating margins of 13–14%. The company's TAM is projected to reach $160B by 2026, with penetration still below 1%, supporting a robust long-term growth thesis.

Klaviyo is poised for a rebound, trading at depressed valuations despite strong fundamentals and recent beat-and-raise quarters. KVYO's revenue grew 32% y/y in Q3, with growth rates holding steady above 30% and net revenue retention at 109%. The company raised FY25 revenue guidance to $1.215–$1.219 billion (30% y/y), further bolstering fundamental momentum for the company.

KVYO, OTCM and BAP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on January 5th, 2026.

KVYO, MMS, CCBG, BAP and LGGNY have been added to the Zacks Rank #1 (Strong Buy) List on January 5th, 2026.

Klaviyo, Inc. (KVYO) Presents at Barclays 23rd Annual Global Technology Conference Transcript

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the B2C CRM, today announced that Chano Fernández has been appointed co-CEO, effective January 1, 2026. Fernández will lead Klaviyo alongside Co-Founder and co-CEO Andrew Bialecki, bringing global enterprise leadership expertise to support the company's next phase of growth. In their respective roles as co-CEOs, Bialecki will now focus fully on driving Klaviyo's AI vision and building AI-first products, while Fernández will lead go-to-market, opera.

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the B2C CRM, today announced that Andrew Bialecki, Co-founder and CEO, and Amanda Whalen, CFO, will participate in a fireside chat at the Barclays 23rd Annual Global Technology Conference 2025 on Wednesday, December 10, 2025 at 6:05 p.m. EST / 3:05 p.m. PST. Live webcast and replay will be available on Klaviyo's investor relations website at https://investors.klaviyo.com/. About Klaviyo Klaviyo (NYSE: KVYO) is the B2C CRM. Powered by its built-in d.

BOSTON--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO), the B2C CRM, today released its 2025 BFCM Recap Report, showing that the five days between Thanksgiving and Cyber Monday (BFCM) were record-breaking, fueled not by deep discounts but by loyalty and AI-powered personalization. Even as industrywide discount rates fell, brands using Klaviyo saw outsized growth and engagement. Key findings include: Klaviyo delivered more than 22.7B messages (up 25% YoY) over BFCM, generating more than $3.8B in KAV for.

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

The consensus price target hints at a 53.4% upside potential for Klaviyo, Inc. (KVYO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.