Klaviyo's consensus price target was raised to $46.70, reflecting analyst confidence in its expanding addressable market, strong international and top-line growth, improved profitability, and robust Q2 results.
Analyst Commentary
- Expansion from core email marketing into a broader customer relationship management platform for B2C businesses, unlocking a larger addressable market.
- Sustained top-line growth rates exceeding 20-30%, with international revenue growing 42% year-over-year.
- Demonstrated leverage and improved profitability, reflected in strong profit and cash flow upside.
- Robust Q2 performance, featuring the largest beat since the IPO, easing investor concerns about macroeconomic and tariff-related uncertainties.
- Klaviyo's position as a mission-critical digital engagement and revenue-generating platform for brands enhances its value proposition.
What's in the News
- Klaviyo launched Klaviyo Service, a suite of AI-powered customer experience tools including a Conversational AI Agent and Customer Hub, enabling brands to deliver personalized, real-time support and marketing from a single platform.
- The company introduced major platform enhancements for true omnichannel marketing, including an Omnichannel Campaign Builder, Channel Affinity AI, native support for WhatsApp and RCS, and real-time Multi-Touch Attribution.
- Klaviyo provided Q3 guidance of $297–301 million in revenue (26–28% YoY growth) and full-year guidance of $1,195–1,203 million (27–28% YoY growth).
- Klaviyo completed a $195.07 million follow-on equity offering of 6.5 million Series A shares at $30.01 per share and filed for the same number of shares in a follow-on offering.
- Lock-up agreements restricting sales for Series A and B common stock, warrants, RSUs, and stock options expire after a 61-day period ending 13-OCT-2025.
Valuation Changes
Summary of Valuation Changes for Klaviyo
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $46.20 to $46.70.
- The Future P/E for Klaviyo remained effectively unchanged, moving only marginally from 244.92x to 247.83x.
- The Discount Rate for Klaviyo remained effectively unchanged, moving only marginally from 8.43% to 8.47%.
Disclaimer
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