Klaviyo, Inc.

NYSE:KVYO Stock Report

Market Cap: US$7.1b

Klaviyo Dividends and Buybacks

Dividend criteria checks 0/6

Klaviyo does not have a record of paying a dividend.

Key information

n/a

Dividend yield

1.5%

Buyback Yield

Total Shareholder Yield1.5%
Future Dividend Yield0%
Dividend Growthn/a
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ration/a

Recent dividend and buyback 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
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Analysis Article 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...
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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.
Narrative 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).
Analysis Article 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 Alpha
Seeking 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
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New Narrative 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 Alpha

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Insufficient data to determine if KVYO's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if KVYO's dividend payments have been increasing.


Dividend Yield vs Market

Klaviyo Dividend Yield vs Market
How does KVYO dividend yield compare to the market?
SegmentDividend Yield
Company (KVYO)n/a
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Software)0.9%
Analyst forecast (KVYO) (up to 3 years)0%

Notable Dividend: Unable to evaluate KVYO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate KVYO's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate KVYO's payout ratio to determine if its dividend payments are covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as KVYO has not reported any payouts.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/06 07:37
End of Day Share Price 2026/05/06 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Klaviyo, Inc. is covered by 30 analysts. 21 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Robert OliverBaird
Raimo LenschowBarclays
Mark ZgutowiczBenchmark Company