Klaviyo, Inc.

Report azionario NYSE:KVYO

Capitalizzazione di mercato: US$4.8b

Klaviyo Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Klaviyo non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

7.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti7.0%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento narrativa • Sep 04

KVYO: AI And Social Data Flywheel Will Face Margin And Execution Tests

Klaviyo's updated analyst price target has edged lower to $19.00, reflecting a modest reset in fair value as analysts factor in slightly softer revenue growth and profit margin assumptions, along with reduced future P/E expectations, even as they broadly maintain positive ratings following recent Q2 updates. Analyst Commentary Recent Street research on Klaviyo points to a cooler tone on valuation and growth, even as most firms keep positive ratings.
Aggiornamento narrativa • Aug 21

KVYO: AI Expansion And Margin Repair Will Support Future Repricing

The analyst price target for Klaviyo has been reduced from $37.00 to about $35.49 as analysts factor in slightly softer revenue growth and profit margin assumptions, alongside a series of lower Street targets following mixed Q2 results and ongoing margin pressure. Analyst Commentary Street research on Klaviyo after the Q2 report points to a reset in expectations, but also highlights that many bullish analysts still see room for the stock if execution on growth and margins stabilises.
Seeking Alpha • Aug 20

Klaviyo: Tremendous New Product Momentum

Summary Klaviyo (KVYO) stands out as a deeply undervalued Rule of 40 software company with robust recurring revenue and strong product momentum. KVYO is expanding its total addressable market, pushing into mid-market clients and launching AI-powered products that drive net retention and customer engagement. International growth is accelerating, with non-U.S. revenue rising in the mid-30% range, outpacing overall company growth. I reiterate a buy rating, citing a compelling valuation at less than 3x revenue and healthy operating margins. Read the full article on Seeking Alpha
Articolo di analisi • Aug 12

Statutory Profit Doesn't Reflect How Good Klaviyo's (NYSE:KVYO) Earnings Are

Investors were underwhelmed by the solid earnings posted by Klaviyo, Inc. ( NYSE:KVYO ) recently. We have done some...
Aggiornamento narrativa • Aug 06

KVYO: AI Investments And Agency Deal Will Support Future Multiple Repricing

The Klaviyo analyst fair value estimate has been revised down from $29.23 to $26.70 as analysts adjust their price targets lower following mixed Q2 results, softer margin outlooks, and updated assumptions for future P/E multiples. Analyst Commentary Recent research on Klaviyo shows a cluster of price target cuts following Q2 results, even as many firms keep positive ratings.
Aggiornamento narrativa • Jul 22

KVYO: AI Adoption And New CFO Appointment Will Support Repricing

The analyst price target for Klaviyo has been revised lower by $18.16 to $37.00, as analysts factor in reduced valuation multiples in a changing software and AI pricing backdrop, while still highlighting revenue growth and margin expectations in their updated models. Analyst Commentary Recent research on Klaviyo centers on how AI driven software usage and pricing trends are feeding into valuation frameworks, even as analysts reassess price targets.
Aggiornamento narrativa • Jul 08

KVYO: AI And Social Data Flywheel Will Drive Future Repricing

Klaviyo's analyst price target has been reduced from about $32 to $20, as analysts adjust assumptions for revenue growth, profitability, and future P/E, while still pointing to the stock's broad set of growth drivers and its recent pullback after Q1 earnings. Analyst Commentary Recent analyst commentary on Klaviyo reflects a mix of confidence in the business and growing caution around valuation, execution, and growth durability after the post Q1 earnings pullback.
Aggiornamento narrativa • Jun 24

KVYO: AI Integrations And Buybacks Will Support Future Multiple Repricing

Analysts have trimmed their Klaviyo price targets by around $4 to $11, leading to a modest reset in expectations as they factor in updated assumptions on discount rates, profitability, and long term P/E levels. Analyst Commentary Recent Street research on Klaviyo shows a mix of optimism about the company’s fundamentals and caution around valuation assumptions, with several firms adjusting price targets to reflect updated views on discount rates, profitability, and long term P/E levels.
Aggiornamento narrativa • Jun 06

KVYO: AI Partnerships And Buyback Program Will Support Future Upside Repricing

Analysts have trimmed Klaviyo's fair value estimate from about $32.90 to roughly $29.23, reflecting lower Street price targets and updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around Klaviyo centers on a cluster of reduced price targets, alongside at least one supportive view on the company’s fundamentals.
Aggiornamento narrativa • Apr 27

KVYO: AI Product Rollout And Partnerships Will Support Future Upside Repricing

The analyst price target for Klaviyo has been trimmed by around $0.33, reflecting a wave of recent target cuts from firms such as Cantor Fitzgerald, Morgan Stanley, Needham, Truist and others. This has been partly offset by a smaller increase from Benchmark, as analysts reassess assumptions on discount rates, fair value and P/E multiples.
Aggiornamento narrativa • Apr 11

KVYO: Software Reset And AI Expansion Will Support Future Upside Repricing

The analyst price target for Klaviyo has been trimmed slightly as the fair value estimate moved from $33.38 to $33.24. This reflects a series of recent target reductions across multiple firms, partly offset by a smaller number of upward revisions, with analysts citing updated views on risk, growth expectations, and valuation multiples.
Aggiornamento narrativa • Mar 27

KVYO: Recent Software Reset Will Set Up Future Upside Repricing

Klaviyo's analyst price target has been reduced, with cuts ranging from $3 to $16 across several firms, as analysts reassess the stock following recent sector-wide software updates and company-specific expectations. Analyst Commentary Recent research updates show most firms trimming their Klaviyo price targets, with a single upward revision standing out against several cuts.
Aggiornamento narrativa • Mar 12

KVYO: Recent Sector Repricing Will Set Up Future Upside Reassessment

Analysts have trimmed their average price targets on Klaviyo by a wide range, typically between $4 and $16 per report, as they rework their models around slightly higher discount rates and updated sector views. Analyst Commentary Across recent research, most firms have reduced their Klaviyo price targets, with cuts generally falling in the mid single digit to mid teens range, while one firm has made a modest upward revision.
Aggiornamento narrativa • Feb 26

KVYO: Co CEO Transition And Google Partnership Will Support Long Term Upside

The analyst price target for Klaviyo has been reduced from about $41.78 to roughly $33.38 as analysts adjust their views on revenue growth, profitability, and future P/E assumptions following a series of recent target cuts across the Street. Analyst Commentary Recent research updates around Klaviyo cluster around lower price targets, with one recent increase providing a partial offset.
Aggiornamento narrativa • Feb 11

KVYO: Co CEO Structure And 2026 Setup Will Support Upside

The updated analyst price target for Klaviyo has edged lower. Our fair value estimate has moved from $43.30 to $41.78 as analysts factor in slightly higher discount rates, a modestly softer profit margin outlook, and a higher future P/E assumption, partially balanced by steady revenue growth expectations.
Aggiornamento narrativa • Jan 26

KVYO: Co CEO Transition And 2026 Setup Will Support Upside

Analysts have trimmed their price targets on Klaviyo by a few dollars, now centering around the low US$40s. This reflects modest tweaks to fair value, discount rate, revenue growth and margin assumptions, while maintaining a generally constructive view on software heading into 2026.
Articolo di analisi • Jan 18

Klaviyo, Inc. (NYSE:KVYO) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely

Klaviyo, Inc. ( NYSE:KVYO ) shareholders won't be pleased to see that the share price has had a very rough month...
Aggiornamento narrativa • Jan 12

KVYO: AI Risk Reset And Co-CEO Transition Will Support Upside

Analysts have trimmed their fair value estimate for Klaviyo slightly to about US$43.48 per share, reflecting a modestly lower price target as they factor in recent coverage that views AI-related risks as already reflected in the current valuation and sees the risk/reward skewing positively from here. Analyst Commentary Recent commentary focuses heavily on how AI risk is being reflected in Klaviyo's current share price and what that could mean for future returns, with attention on both upside potential and execution risk.
Aggiornamento narrativa • Dec 16

KVYO: Expanding CRM Platform Will Drive Gains Amid AI Disruption Fears

Analysts have trimmed their Klaviyo price target slightly, with fair value easing by about $0.16 to roughly $43.52 as they balance ongoing concerns around AI driven competitive pressure and lack of long term revenue guidance against expectations for continued revenue growth and operating leverage. Analyst Commentary Recent Street research reflects a balanced but increasingly polarized view on Klaviyo, with valuation seen as compelling by some and execution and competitive risk keeping others cautious.
Aggiornamento narrativa • Dec 01

KVYO: Expanding CRM Platform Will Drive Gains Despite AI Sector Concerns

Analysts have modestly lowered their average price targets for Klaviyo shares by $1 to $5, citing ongoing revenue growth expectations but cautioning that the lack of long-term guidance has tempered projections despite healthy fundamentals. Analyst Commentary Recent analyst research on Klaviyo highlights a mix of optimism surrounding the company’s market position and growth prospects, as well as ongoing concerns related to guidance and sector headwinds.
Aggiornamento narrativa • Nov 17

KVYO: Expanding CRM Platform Will Drive Positive Upside Despite AI Competition

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.
Aggiornamento narrativa • Nov 03

KVYO: Expansion Into CRM Platforms Will Drive Broader Market Opportunity

Klaviyo’s analyst price target has been revised downward by analysts from approximately $45.81 to $44.82 per share. This reflects recent caution around revenue growth prospects and lower profit margin expectations.
Aggiornamento narrativa • Oct 20

International Expansion And AI Rollouts Will Unlock Global Opportunity

Klaviyo's analyst price targets saw a modest reduction, as several firms cited cautious sentiment around the company's lack of long-term revenue guidance. This comes despite ongoing expectations for robust sales growth.
Aggiornamento narrativa • Oct 05

International Expansion And AI Rollouts Will Unlock Global Opportunity

The analyst price target for Klaviyo has been modestly lowered, with fair value shifting from $46.70 to $45.81. Analysts cite concerns about the company’s revenue guidance, although they continue to expect above-average growth.
Aggiornamento narrativa • Sep 20

International Expansion And AI Rollouts Will Unlock Global Opportunity

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.
Aggiornamento narrativa • Aug 07

International Expansion And AI Rollouts Will Unlock Global Opportunity

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).

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di KVYO siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di KVYO siano aumentati.

Rendimento dei dividendi rispetto al mercato

Klaviyo Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di KVYO rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (KVYO)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Software)0.8%
Analista previsionale (KVYO) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di KVYO rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di KVYO rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di KVYO per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.

Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché KVYO non ha segnalato alcun pagamento.

Scoprire le società che pagano dividendi forti

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/16 05:27
Prezzo dell'azione a fine giornata2026/09/16 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Klaviyo, Inc. è coperta da 28 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Robert OliverBaird
"Raimo LenschowBarclays
Raimo LenschowBarclays