Klaviyo Förvaltning
Förvaltning kriterier kontrolleras 4/4
Klaviyo VD är Andrew Bialecki, utsedd i Jan 2026, har en mandatperiod på mindre än ett år. totala årliga ersättningen är $ 78.00K, bestående av 96.2% lön 3.8% bonusar, inklusive företagsaktier och optioner. äger direkt 26.46% av företagets aktier, värda $ 1.38B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 5.4 år.
Viktig information
Andrew Bialecki
Verkställande direktör
US$78.0k
Total ersättning
| VD-lön i procent | 96.15% |
| Anställning som VD | less than a year |
| Ägande av VD | 26.5% |
| Ledningens genomsnittliga anställningstid | 2.3yrs |
| Styrelsens genomsnittliga mandatperiod | 5.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysartikel • 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...Seeking Alpha • Aug 12
Klaviyo: Solid Top-Line Performance Offset By Reduced Gross Margin Outlook
Summary Klaviyo delivered strong Q2 2026 results, raising revenue guidance and demonstrating robust enterprise adoption, AI momentum, and messaging growth. Klaviyo's gross margin outlook declined due to a mix shift toward lower-margin messaging, but since the company started to pass on carrier cost increases, we expect the margins to stabilize over time. Despite attractive valuation, trading at 1.9x FY2027E revenue, a discount to peers, Shopify dependency remains a key long-term risk, justifying the maintained "Hold" rating. Continued execution in enterprise, AI, and messaging could warrant an upgrade to "Buy" if positive trends persist in coming quarters. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$7m |
| Mar 31 2026 | n/a | n/a | -US$9m |
| Dec 31 2025 | US$78k | US$75k | -US$32m |
| Sep 30 2025 | n/a | n/a | -US$66m |
| Jun 30 2025 | n/a | n/a | -US$67m |
| Mar 31 2025 | n/a | n/a | -US$47m |
| Dec 31 2024 | US$78k | US$75k | -US$46m |
| Sep 30 2024 | n/a | n/a | -US$45m |
| Jun 30 2024 | n/a | n/a | -US$341m |
| Mar 31 2024 | n/a | n/a | -US$325m |
| Dec 31 2023 | US$78k | US$75k | -US$308m |
| Sep 30 2023 | n/a | n/a | -US$283m |
| Jun 30 2023 | n/a | n/a | -US$9m |
| Mar 31 2023 | n/a | n/a | -US$33m |
| Dec 31 2022 | US$82k | US$79k | -US$49m |
Ersättning vs marknad: Andrew s total kompensation ($USD 78.00K ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 8.26M ).
Ersättning vs inkomst: Ersättningen från Andrew har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Andrew Bialecki (39 yo)
less than a year
Anställning
US$78,000
Kompensation
Mr. Andrew Bialecki is Co-Founder and Director of Klaviyo Inc. since September 2012 and serves as its Chairman of the Board. He has been Co-Chief Executive Officer of Klaviyo Inc. since January 1, 2026 and...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | less than a year | US$78.00k | 26.46% $ 1.4b | |
| Co-CEO & Director | less than a year | US$3.77m | 0.088% $ 4.6m | |
| Co-Founder & President of Marketing | no data | inga uppgifter | 11.47% $ 599.6m | |
| Chief Financial Officer | 4.3yrs | US$7.86m | 0.12% $ 6.0m | |
| Chief Legal Officer | 5.7yrs | US$5.08m | 0.033% $ 1.7m | |
| Chief People Officer | 2.3yrs | US$5.09m | 0.057% $ 3.0m | |
| Chief Technology Officer | 1.9yrs | inga uppgifter | inga uppgifter | |
| Director of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 3yrs | inga uppgifter | inga uppgifter | |
| Chief Customer Officer | 2.6yrs | inga uppgifter | inga uppgifter | |
| Chief Revenue Officer | less than a year | inga uppgifter | inga uppgifter | |
| Chief Financial Officer | no data | inga uppgifter | inga uppgifter |
2.3yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder
Erfaren ledning: KVYO s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Co-Founder | 13.9yrs | US$78.00k | 26.46% $ 1.4b | |
| Co-CEO & Director | 3.1yrs | US$3.77m | 0.088% $ 4.6m | |
| Independent Director | 5.8yrs | inga uppgifter | 0.047% $ 2.5m | |
| Independent Director | 7.4yrs | inga uppgifter | inga uppgifter | |
| Lead Independent Director | 5.6yrs | US$274.28k | 0.039% $ 2.0m | |
| Independent Director | 3.3yrs | US$241.86k | 0.030% $ 1.5m | |
| Independent Director | 3.3yrs | US$239.36k | 0.021% $ 1.1m | |
| Independent Director | 5.3yrs | US$256.39k | 0.053% $ 2.8m |
5.4yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren styrelse: KVYO s styrelse anses vara erfaren ( 5.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/12 15:35 |
| Aktiekurs vid dagens slut | 2026/08/12 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Klaviyo, Inc. bevakas av 28 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Robert Oliver | Baird |
| Raimo Lenschow | Barclays |
| Mark Zgutowicz | Benchmark Company |