Summary
Klaviyo: Tremendous New Product Momentum
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.
Klaviyo: Solid Top-Line Performance Offset By Reduced Gross Margin Outlook
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.
Signed up for Klaviyo? Dozens of advertisers may have seen your password
Newly revealed security research found that until recently, marketing tech giant Klaviyo was inadvertently sharing the sign-up information of its new customers, including their passwords, with outside advertisers.
Klaviyo Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 437 | $10,456.01 | $8,434.1 | -$2,021.91 | -19.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 118 | $1,659.08 | $2,166.48 | $507.4 | 30.58% |
| JM John Malone Amundi | 814,142 | $11.45M | $14.55M | $3.1M | 27.1% |
 Point72 Asset Management LP Point72 Asset Management LP | 1.11M | $24.31M | $20.61M | -$3.71M | -15.24% |
 Joseph Castro Nuveen LLC | 359,127 | $5.32M | $6.42M | $1.1M | 20.64% |
Klaviyo Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jackson Ader Keybanc | 1,029.33 | $16,918 | $17,102.38 | $184.38 | 1.09% |
 Terry Tillman Truist Securities | 572.81 | $9,583.15 | $11,788.47 | $2,205.32 | 23.01% |
| BF Billy Fitzsimmons Piper Sandler | 1,067.68 | $17,987.31 | $21,972.84 | $3,985.53 | 22.16% |
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Klaviyo Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | Andrew Bialecki CEO | NYSE Exchange | 49845K101 CUSIP |
| US Country | 2,400 Employees | - Last Dividend | - Last Split | 20 Sep 2023 IPO Date |
Overview
Klaviyo, Inc. is a prominent technology firm that specializes in delivering a comprehensive software-as-a-service platform. This platform is designed to cater to a diverse clientele, ranging from entrepreneurs and small to mid-sized businesses, all the way up to large enterprises. The company's operations cover a broad geographical range, including the United States, the Americas, Asia-Pacific, Europe, the Middle East, and Africa. Founded in 2012 and based in Boston, Massachusetts, Klaviyo is dedicated to providing innovative solutions that empower businesses to harness the power of their data for more effective marketing.
Products and Services
- Email:
Klaviyo's email service revolutionizes the way businesses approach email marketing. It features drag-and-drop email templates, allowing for easy customization and use of pre-built designs. This service enhances marketing campaigns with features like smart send times, generative AI for crafting engaging subject lines, A/B testing tools for optimization, and advanced segmentation for precise targeting.
- Short Message Services (SMS):
The SMS service provided by Klaviyo enables businesses to send targeted marketing text messages directly to their consumers' phones. This service is augmented by built-in contact cards to avoid messages being perceived as spam, ensuring a personalized and direct communication channel with the customer base.
- Push Notifications:
With Klaviyo's push notification service, businesses can send personalized notifications to engage with consumers effectively. This tool is designed to capture the attention of users and drive engagement by delivering timely and relevant messages.
- Reviews:
The review collection application is another key offering, which allows businesses to easily gather and showcase product reviews. This feature not only builds trust among prospective customers but also provides valuable feedback for businesses.
- Customer Data Platform:
At the core of Klaviyo's offerings is its robust Customer Data Platform. This application facilitates the management, deployment, transformation, and synchronization of customer data across various touchpoints. It serves as the backbone for creating personalized and efficient marketing strategies.
