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Published
14 Dec 25
Updated
21 Aug 26
Views
58
Not Invested
KlaviyoKVYO
KVYO logo
Fair Value
US$35.49
Share price21 Aug
US$15.4256.5% undervalued intrinsic discount
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1Y-56.23%
7D-5.75%

Agentic AI And Global Expansion Will Drive Powerful Long Term Upside Potential

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
14 Dec 25
Updated
21 Aug 26
Views
58
Not Invested
Fair ValueUS$35.49
Share priceUS$15.42
56.5% undervalued intrinsic discount
Narrative
Updates2

Shared on 21 Aug 26

Fair value Decreased 4.09%

KVYO: AI Expansion And Margin Repair Will Support Future Repricing

Wall Street trims expectations for Klaviyo after a mixed quarter, but many analysts still think the stock can recover if growth steadies and profits start to improve. New AI features, a recent acquisition, and bigger guidance set the stage—yet pressure on costs and customer spending keeps the story tense.
Read more
5 viewsusers have viewed this narrative update

Shared on 22 Jul 26

Fair value Decreased 33%

KVYO: AI Adoption And New CFO Appointment Will Support Repricing

Klaviyo brings new AI features into public testing and adds a new finance chief after its last one left, while some analysts still see room for the business to grow. At the same time, Wall Street is rethinking how much it should pay for software companies like this as AI changes how products are used and priced.
Read more
8 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$35.49
vs US$15.4256.5% undervalued intrinsic discount
PastFuture-283m2b202120222023202420252026202720282029Revenue US$2.5bEarnings US$137.3m
21.5%
Revenue growth
5.5%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Klaviyo

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Company analysis

Flawless balance sheet and undervalued.

Market capUS$4.5b
PB4.5x
Estimated Growth16.2%
Dividend YieldN/A
Full analysis

CEO & management

Andrew Bialecki
CEO
1.3yrs
CEO Tenure

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

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