Klaviyo (KVYO): Evaluating Valuation After Wall Street Highlights AI Wins and Global Expansion

Several major Wall Street firms have taken a closer look at Klaviyo (KVYO) this month, highlighting its expanding product lineup and moves into new markets. With enhanced AI-powered tools and international growth, there is renewed interest in how its platform strategy will play out as the company approaches its next earnings report.

See our latest analysis for Klaviyo.

After a tough start to the year, Klaviyo's share price has been working to find its footing. Recent product launches and high-profile coverage helped spark some recovery, with a 2.48% gain in the last session, even though the year-to-date share price return remains a steep -37.56%. Total shareholder return over the past year tells a similar story at -34.41%. However, the buzz around product innovation and momentum in new markets is beginning to shift sentiment, with investors watching for signs of a sustained turnaround.

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With Wall Street voicing fresh optimism and Klaviyo trading at a notable discount to analyst price targets, the key question for investors is whether the current weakness represents a buying opportunity or if future growth is already fully priced in.

Most Popular Narrative: 43% Undervalued

With Klaviyo’s fair value pegged at $45.81, which is far above the previous close of $26.00, market watchers are questioning whether the latest innovations and growth momentum are being properly valued. The narrative driving this calculation centers on the impact of global expansion, first-party data trends, and new AI product launches.

Growing international expansion, supported by new language rollouts, local channel integrations (e.g., WhatsApp), and localization efforts, is driving strong topline growth (e.g., 42% international revenue growth YoY), with further penetration of both SMB and enterprise segments likely to expand future revenue and earnings.

Read the complete narrative.

Want to know the bullish assumptions behind this hot target? The real story is about margin shifts, ever-higher revenue projections, and an earnings leap that defies current losses. Curious which financial gears are expected to turn to reach that number? Unpack the full narrative and see what’s fueling the optimism before the rest of Wall Street catches on.

Result: Fair Value of $45.81 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, it is important to note that increased competition and ongoing margin pressure could quickly challenge these bullish projections if market dynamics shift.

Find out about the key risks to this Klaviyo narrative.

Build Your Own Klaviyo Narrative

If you see things differently or want to dig deeper into the numbers yourself, you can craft your own take on Klaviyo in just a few minutes. Do it your way

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Klaviyo.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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