Klaviyo, Inc. (KVYO) AI Stock Analysis

Klaviyo, Inc. operates as a technology firm providing software-as-a-service solutions that allow businesses to deliver targeted messaging across multiple channels. Its flagship platform facilitates personalized communication through email, SMS, and mobile push notifications. Klaviyo's email marketing tools enable companies to monitor consumer interactions and optimize campaign effectiveness through click and purchase analysis. In addition, Klaviyo provides SMS solutions, mobile push notifications, a Review solution to manage product feedback, and a customer data platform to store and analyze data at scale. Founded in 2012 and headquartered in Boston, Massachusetts, the firm serves individuals, small and medium enterprises, and large corporations.

Klaviyo increased its revenue from $290.6M in FY2021 to $472.7M in FY2022, $698.1M in FY2023, $937.5M in FY2024, and $1.23B in FY2025, producing a 4-year revenue CAGR of 43.5%. Gross margin widened from 70.9% in FY2021 to 74.7% in FY2025. Although operating margin was -5.5% and net income was -$31.8M in FY2025, free cash flow reached $189.5M. In the latest quarter ended June 30, 2026, quarterly revenue grew 26.4% year-over-year. Over the trailing twelve months, Klaviyo posted revenue of $1.39B, an operating margin of -4.0%, and diluted earnings per share of $0.03.

As of June 30, 2026, Klaviyo reported $832.6M in cash and short-term investments and $113.9M in total debt, yielding net cash of $718.7M. Total assets stood at $1.38B against shareholders' equity of $967.0M, supporting a current ratio of 3.13 and a debt-to-equity ratio of 0.12. In FY2025, operating cash flow reached $218.0M while capital expenditures totaled $28.5M. Klaviyo's share count increased 34.3% over five years.

With its stock price at $17.08, Klaviyo trades at an enterprise value of $4.06B and a market cap of $5.11B. Its forward P/E of 15.5x sits below the 18.8x median of its US-listed Technology peers, while its trailing P/E is 569.3x versus the peer median of 28.1x. The company's price-to-sales ratio is 3.7x and EV-to-revenue is 2.9x, compared to the peer median price-to-sales ratio of 2.8x. Over the past year, the stock fell 28.1%, trailing the S&P 500 gain of 16.8%.

Klaviyo has 17 Strong Buy, 4 Buy, and 2 Hold ratings from analysts, with zero Sell or Strong Sell recommendations. The mean price target of $26.24 represents a 53.6% premium over the closing price of $17.08. For the current fiscal year ending December 31, 2026, analysts forecast revenue of $1.53B and EPS of $0.82, representing 23.1% EPS growth. Klaviyo surpassed EPS estimates in 2 of the last 4 quarters, and its next earnings release is scheduled for November 4, 2026.

This page is an AI-written research summary of Klaviyo, Inc. (KVYO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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