Klaviyo, Inc.

NYSE:KVYO 株式レポート

時価総額：US$4.8b

Klaviyo 将来の成長

Future 基準チェック /56

Klaviyo利益と収益がそれぞれ年間82.3%と16.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に25.2% 52.3%なると予測されています。

主要情報

82.3%

収益成長率

52.31%

EPS成長率

Software 収益成長20.6%
収益成長率16.2%
将来の株主資本利益率25.18%
アナリストカバレッジ

Good

最終更新日11 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • 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.
ナラティブ更新 • 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
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).

業績と収益の成長予測

NYSE:KVYO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,1869636644710
12/31/20271,8314331334820
12/31/20261,531-725029121
6/30/20261,3907236276N/A
3/31/20261,312-9202238N/A
12/31/20251,234-32190218N/A
9/30/20251,154-66157185N/A
6/30/20251,078-67144169N/A
3/31/20251,007-47132154N/A
12/31/2024937-46149166N/A
9/30/2024869-45129145N/A
6/30/2024810-341117129N/A
3/31/2024752-325119130N/A
12/31/2023698-308110119N/A
9/30/2023642-28394102N/A
6/30/2023585-95061N/A
3/31/2023525-33-96N/A
12/31/2022473-49-42-24N/A
12/31/2021291-79-37-23N/A

アナリストによる今後の成長予測

収入対貯蓄率: KVYOの予測収益成長率 (年間82.3% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: KVYOの収益 ( 82.3% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: KVYOの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: KVYOの収益 ( 16.2% ) US市場 ( 13.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: KVYOの収益 ( 16.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KVYOの 自己資本利益率 は、3年後には高くなると予測されています ( 25.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/16 23:26
終値2026/09/16 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Klaviyo, Inc. 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28

アナリスト機関
Robert OliverBaird
Raimo LenschowBarclays
"Raimo LenschowBarclays