Update shared on 17 Nov 2025
Fair value Decreased 2.54%The analyst price target for Klaviyo has decreased from $44.82 to $43.68 per share. This change reflects analysts' views of modestly tempered revenue growth expectations following recent company updates and market pressures from AI-driven competition.
Analyst Commentary
Recent Street research has highlighted a mix of optimism and caution among analysts evaluating Klaviyo's future prospects in the face of shifting industry dynamics and AI-driven competition. The following key takeaways summarize both bullish and bearish viewpoints.
Bullish Takeaways- Some analysts see Klaviyo’s recent valuation, hovering around 4.6 times next-twelve-months revenue, as attractive and near historical lows. This could offer potential upside if sentiment or execution improves.
- The company’s strategic expansion beyond email marketing into a broader customer relationship management platform is viewed as creating new growth avenues and significantly increasing its total addressable market.
- Bullish analysts anticipate that Klaviyo can sustain sales growth rates above 20 percent, exceeding consensus forecasts and leveraging operational efficiencies over time.
- Several experts believe that AI-related risks are already reflected in the current share price, which helps create a favorable risk-reward setup.
- AI-driven competition, including the launch of advanced inbound marketing tools, may create industry headwinds that could put pressure on Klaviyo’s growth rates and customer acquisition.
- The company’s recent omission of specific long-term or fiscal year revenue guidance has raised concerns about management’s confidence in mid- to long-term growth targets.
- Ongoing headline risks from advancements in artificial intelligence could impact sentiment for Klaviyo and its peers in the marketing technology sector.
- Lowered price targets from some analysts indicate tempered expectations and caution regarding near-term revenue trends and the company’s ability to retain market share.
What's in the News
- Klaviyo raised its financial guidance for 2025, projecting annual revenue between $1,215.0 million and $1,219.0 million. The company anticipates a year-over-year growth rate of 30 percent. (Key Developments)
- The company provided new earnings guidance for the fourth quarter ending December 31, 2025. It expects revenue between $331.0 million and $335.0 million, which represents a year-over-year growth rate of 23 to 24 percent. (Key Developments)
- Klaviyo introduced its AI-powered Marketing Agent and launched its Customer Agent, positioning the company as the first AI-first B2C CRM. These tools unify data, marketing, service, and analytics to provide brands with a competitive advantage and establish the foundation for an autonomous B2C CRM designed for the AI era. (Key Developments)
Valuation Changes
- The consensus analyst price target has declined modestly from $44.82 to $43.68 per share.
- The discount rate has decreased slightly from 8.46 percent to 8.44 percent.
- Projected revenue growth has edged down from 21.24 percent to 20.67 percent.
- Net profit margin has improved from 2.57 percent to 3.19 percent.
- The future P/E ratio has dropped significantly from 425.59x to 318.02x, indicating lower valuation expectations relative to future earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.