Update shared on07 Aug 2025
Fair value Increased 6.21%Klaviyo’s future P/E has surged while net profit margin has sharply contracted, indicating investor optimism driven by growth expectations despite significantly lower profitability, leading analysts to raise the price target from $43.81 to $46.00.
What's in the News
- Klaviyo issued Q3 and FY25 revenue guidance, projecting $297–301 million for Q3 (26–28% YoY growth) and $1,195–1,203 million for FY25 (27–28% YoY growth).
- Launched the public beta of Klaviyo Service, an AI-powered suite including a Conversational AI Agent for personalized, real-time online customer support and seamless integration with channels like WhatsApp, RCS, SMS, and email.
- Enhanced platform with AI-based omnichannel campaign tools, real-time data orchestration, multi-touch attribution, and native support for WhatsApp/RCS, enabling marketers to deliver unified, personalized experiences across channels.
- Completed a $372.9 million follow-on equity offering of Series A common stock at $34 per share, with major investment banks including Goldman Sachs, Morgan Stanley, Citigroup, Barclays, William Blair, Piper Sandler, Mizuho, and Truist Securities added as co-lead underwriters.
Valuation Changes
Summary of Valuation Changes for Klaviyo
- The Consensus Analyst Price Target has risen from $43.81 to $46.00.
- The Future P/E for Klaviyo has significantly risen from 71.17x to 246.24x.
- The Net Profit Margin for Klaviyo has significantly fallen from 13.24% to 3.97%.
Disclaimer
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