
KVYO Stock Forecast & Price Target
KVYO Analyst Ratings
Bulls say
Klaviyo Inc. demonstrated robust financial performance with a report of $310.9 million in revenue for the third quarter, representing a year-over-year growth of 32.2% and exceeding consensus expectations. The company also achieved an improved Net Revenue Retention (NRR) of 109%, alongside a solid 13% year-over-year increase in Average Revenue Per Customer (ARPC), indicating strong customer engagement and expansion. Additionally, operating margin expanded to 14.5% due to revenue outperformance and stable gross margin, contributing positively to the overall financial outlook.
Bears say
Klaviyo Inc. is facing downward pressure on its gross margins, attributed to a shift in revenue mix towards lower-margin SMS and WhatsApp messaging channels, which may adversely affect overall profitability. The company is also grappling with several downside risks, including a premium enterprise value/revenue multiple that could decline, faster-than-anticipated subscription revenue deceleration, and significant competition from established players like Microsoft and ServiceNow. Additionally, Klaviyo's reliance on high monthly contract renewals increases the risk of customer churn, which could further deteriorate its financial performance amid macroeconomic challenges.
This aggregate rating is based on analysts' research of Klaviyo, Inc. and is not a guaranteed prediction by Public.com or investment advice.
KVYO Analyst Forecast & Price Prediction
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