Klaviyo, Inc. (KVYO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Klaviyo is a rapidly growing, profitable SaaS company transitioning from marketing automation to a comprehensive B2C CRM platform. KVYO reported Q3 2025 revenue of $310.9M (+32% YoY), guiding for FY25 revenue of $1.215–$1.219B and operating margins of 13–14%. The company's TAM is projected to reach $160B by 2026, with penetration still below 1%, supporting a robust long-term growth thesis.
Klaviyo is poised for a rebound, trading at depressed valuations despite strong fundamentals and recent beat-and-raise quarters. KVYO's revenue grew 32% y/y in Q3, with growth rates holding steady above 30% and net revenue retention at 109%. The company raised FY25 revenue guidance to $1.215–$1.219 billion (30% y/y), further bolstering fundamental momentum for the company.
Klaviyo, Inc. (KVYO) Presents at Barclays 23rd Annual Global Technology Conference Transcript
The consensus price target hints at a 53.4% upside potential for Klaviyo, Inc. (KVYO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Klaviyo, Inc. (KVYO) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Klaviyo, Inc. (KVYO) points to a 47.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Klaviyo, Inc. ( KVYO ) Q3 2025 Earnings Call November 5, 2025 4:30 PM EST Company Participants Andrew Zilli - Vice President of Investor Relations Andrew Bialecki - Co-Founder, CEO & Chairperson Amanda Whalen - Chief Financial Officer Conference Call Participants James Wood - TD Cowen, Research Division Samad Samana - Jefferies LLC, Research Division Matthew VanVliet - Cantor Fitzgerald & Co., Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Tyler Radke - Citigroup Inc., Research Division Robert Oliver - Robert W. Baird & Co. Incorporated, Research Division Ryan MacWilliams - Wells Fargo Securities, LLC, Research Division Scott Berg - Needham & Company, LLC, Research Division Arjun Bhatia - William Blair & Company L.L.C.
Klaviyo, Inc. (KVYO) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.15 per share a year ago.
Klaviyo: Buy Before Earnings As Multiproduct AI Deals Drive Substantial Growth
Klaviyo, Inc. (KVYO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Klaviyo (KVYO) is a high-growth B2B SaaS company offering a B2C CRM platform with strong product-market fit and a robust growth trajectory. KVYO delivers significant value to e-commerce businesses through automation and AI-driven productivity gains, which has led to 33% YoY revenue growth and 75% gross margins. Despite strong fundamentals, KVYO trades at a discounted sales multiple versus peers, presenting an attractive valuation and multiple expansion potential.