Klaviyo Toekomstige groei
Future criteriumcontroles 5/6
Klaviyo zal naar verwachting groeien in winst en omzet met respectievelijk 82.3% en 16.2% per jaar. De winst per aandeel zal naar verwachting groeien met 52.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 25.2% zijn.
Belangrijke informatie
82.3%
Groei van de winst
52.31%
Groei van de winst per aandeel
| Software winstgroei | 20.6% |
| Inkomstengroei | 16.2% |
| Toekomstig rendement op eigen vermogen | 25.18% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 11 Sep 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • 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.
Narratiefupdate • 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 AlphaAnalyse-artikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 2,186 | 96 | 366 | 447 | 10 |
| 12/31/2027 | 1,831 | 43 | 313 | 348 | 20 |
| 12/31/2026 | 1,531 | -7 | 250 | 291 | 21 |
| 6/30/2026 | 1,390 | 7 | 236 | 276 | N/A |
| 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: De verwachte winstgroei KVYO ( 82.3% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van KVYO ( 82.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.1% per jaar).
Hoge groeiwinsten: De winst van KVYO zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van KVYO ( 16.2% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.3% per jaar).
Hoge groei-inkomsten: De omzet van KVYO ( 16.2% 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 hoog zijn ( 25.2 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/16 00:27 |
| Aandelenkoers aan het einde van de dag | 2026/09/16 00:00 |
| Inkomsten | 2026/06/30 |
| 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 |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het 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 28 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 |
| "Raimo Lenschow | Barclays |