Klaviyo Toekomstige groei
Future criteriumcontroles 4/6
Klaviyo zal naar verwachting groeien in winst en omzet met respectievelijk 80.2% en 16.1% per jaar. De winst per aandeel zal naar verwachting groeien met 48.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 20% zijn.
Belangrijke informatie
80.2%
Groei van de winst
48.67%
Groei van de winst per aandeel
| Software winstgroei | 19.0% |
| Inkomstengroei | 16.1% |
| Toekomstig rendement op eigen vermogen | 19.95% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 06 May 2026 |
Recente toekomstige groei-updates
Recent updates
Seeking Alpha • 3h
Klaviyo: Overblown Fears, Buy Into The Panic Selling
Summary Klaviyo remains a "Buy" despite a 30% post-Q1 selloff and multi-year lows. KVYO's Q1 was a beat and raise, with FY26 revenue guidance lifted to $1.51–$1.52 billion (23% growth). Conservative Q2 guidance and decelerating growth reflect management caution, not fundamental weakness or AI disruption. KVYO's consumption-based pricing model insulates it from seat-based churn impacting many CRM peers. Read the full article on Seeking Alpha
Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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).Analyse-artikel • Aug 07
An Intrinsic Calculation For Klaviyo, Inc. (NYSE:KVYO) Suggests It's 40% Undervalued
NYSE:KVYO 1 Year Share Price vs Fair Value Explore Klaviyo's Fair Values from the Community and select yours Key...Seeking Alpha • Apr 21
Klaviyo: Mid-Market Is Showing Traction
Summary Klaviyo excels in providing a 360 customer view, enabling personalized SMS and email campaigns, making it attractive for ecommerce companies. Financially, Klaviyo shows superior gross margins and growth prospects compared to Braze, though it faces risks from limited customization for larger enterprises. Klaviyo's valuation appears fair to slightly undervalued based on a reverse DCF analysis, with strong potential for future growth in new segments. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Klaviyo: High Growth Potential From DFC Valuation And Shopify Agreement
Summary Klaviyo's revenues increased at a 47.75% CAGR between 2021 and 2024. The company has an agreement with Shopify, in which the latter firm promotes Klaviyo on its platform. Due to this agreement, Klaviyo has increased its revenues considerably. When implementing the DFC model, the base model suggests that the company is overvalued by 0.88%. Meanwhile, the optimistic model suggests that Klaviyo is undervalued by 48.81%. Klaviyo has better financial metrics compared to its peers. It has the best results in the growth and debt ratios. Read the full article on Seeking Alpha
Nieuwe analyse • Mar 19
International Expansion And AI Features Will Attract Larger Enterprise Clients
Klaviyo's expansion into international markets and strategic partnerships aim to drive revenue growth through new customer acquisition and expanded service offerings.Seeking Alpha • Jan 16
Klaviyo: Defendable Moat And Interesting Valuation
Summary Klaviyo has a strong competitive position and attractive valuation, with significant opportunities for product expansion, market growth, and market share gains. Klaviyo's valuation is attractive compared to HubSpot, with faster growth prospects, a strong data-driven competitive advantage, and a solid moat around SMB e-commerce businesses. Despite risks from competitors like Zeta Global and macroeconomic factors, Klaviyo's low-priced growth and strong strategy make it a compelling long-term investment. Read the full article on Seeking AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 2,159 | 111 | 312 | 410 | 9 |
| 12/31/2027 | 1,812 | 62 | 307 | 334 | 21 |
| 12/31/2026 | 1,520 | 24 | 246 | 282 | 20 |
| 3/31/2026 | 1,312 | -9 | 202 | 238 | N/A |
| 12/31/2025 | 1,234 | -32 | 190 | 218 | N/A |
| 9/30/2025 | 1,154 | -66 | 157 | 185 | N/A |
| 6/30/2025 | 1,078 | -67 | 144 | 169 | N/A |
| 3/31/2025 | 1,007 | -47 | 132 | 154 | N/A |
| 12/31/2024 | 937 | -46 | 149 | 166 | N/A |
| 9/30/2024 | 869 | -45 | 129 | 145 | N/A |
| 6/30/2024 | 810 | -341 | 117 | 129 | N/A |
| 3/31/2024 | 752 | -325 | 119 | 130 | N/A |
| 12/31/2023 | 698 | -308 | 110 | 119 | N/A |
| 9/30/2023 | 642 | -283 | 94 | 102 | N/A |
| 6/30/2023 | 585 | -9 | 50 | 61 | N/A |
| 3/31/2023 | 525 | -33 | -9 | 6 | N/A |
| 12/31/2022 | 473 | -49 | -42 | -24 | N/A |
| 12/31/2021 | 291 | -79 | -37 | -23 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: Er wordt voorspeld dat KVYO de komende 3 jaar winstgevend zal worden, wat wordt beschouwd als een snellere groei dan de spaarquote ( 3.5% ).
Winst versus markt: Er wordt verwacht dat KVYO de komende 3 jaar winstgevend zal worden. Dit wordt gezien als een groei die boven het gemiddelde van de markt ligt.
Hoge groeiwinsten: Er wordt verwacht dat KVYO binnen 3 jaar winstgevend zal worden.
Omzet versus markt: De omzet van KVYO ( 16.1% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.4% per jaar).
Hoge groei-inkomsten: De omzet van KVYO ( 16.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen KVYO zal naar verwachting over 3 jaar laag zijn ( 20 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 08:33 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Klaviyo, Inc. wordt gevolgd door 30 analisten. 21 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |
| Mark Zgutowicz | Benchmark Company |