A Fresh Look at Klaviyo (KVYO) Valuation as Analyst Sentiment Turns Positive on Earnings Prospects

Simply Wall St.12-02

Recent analyst reports have turned more optimistic regarding Klaviyo (KVYO). Updated earnings estimates and stronger sentiment are pointing to a possible earnings outperformance. This shift has caught...

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This shift has caught...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/a-fresh-look-at-klaviyo-kvyo-valuation-as-analyst-sentiment\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Fresh Look at Klaviyo (KVYO) Valuation as Analyst Sentiment Turns Positive on Earnings Prospects</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Fresh Look at Klaviyo (KVYO) Valuation as Analyst Sentiment Turns Positive on Earnings Prospects\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 03:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/a-fresh-look-at-klaviyo-kvyo-valuation-as-analyst-sentiment><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent analyst reports have turned more optimistic regarding Klaviyo (KVYO). Updated earnings estimates and stronger sentiment are pointing to a possible earnings outperformance. This shift has caught...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/a-fresh-look-at-klaviyo-kvyo-valuation-as-analyst-sentiment\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KVYO","symbol_name":"Klaviyo, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/a-fresh-look-at-klaviyo-kvyo-valuation-as-analyst-sentiment","article_id":"2588097797","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-kvyo/klaviyo/news/a-fresh-look-at-klaviyo-kvyo-valuation-as-analyst-sentiment","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2588097797","pubTimestamp":1764617217,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Recent analyst reports have turned more optimistic regarding Klaviyo (KVYO). Updated earnings estimates and stronger sentiment are pointing to a possible earnings outperformance. This shift has caught the attention of investors watching the company’s next move.\nSee our latest analysis for Klaviyo.\nDespite recent swings, Klaviyo’s share price return tells a story of volatility. A one-month gain of nearly 10% has only partially offset a year-to-date decline of over 31%, while its one-year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"KVYO":"Klaviyo, Inc."},"translate_title":"随着分析师对盈利前景的情绪转向积极，重新审视Klaviyo(KVYO)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"KVYO":1.5},"content_text":"Recent analyst reports have turned more optimistic regarding Klaviyo (KVYO). Updated earnings estimates and stronger sentiment are pointing to a possible earnings outperformance. This shift has caught the attention of investors watching the company’s next move. See our latest analysis for Klaviyo. Despite recent swings, Klaviyo’s share price return tells a story of volatility. A one-month gain of nearly 10% has only partially offset a year-to-date decline of over 31%, while its one-year total shareholder return remains deep in negative territory. After a challenging stretch, a subtle rebound suggests momentum could be shifting as investors weigh improved earnings sentiment against the company’s long-term growth narrative. If you’re interested in discovering where momentum and insider conviction meet, now’s the perfect time to explore fast growing stocks with high insider ownership With shares trading at a notable discount to analyst targets and earnings revisions on the rise, the question for investors is whether Klaviyo is genuinely undervalued or if the market has already factored in its future growth prospects. AdvertisementMost Popular Narrative: 34.6% Undervalued Klaviyo’s prevailing narrative stakes a fair value of $43.68 per share, significantly above the latest close of $28.56. This makes its current valuation hard to ignore for investors monitoring a potential turnaround.  The rapid innovation and rollout of new AI-first products, including Conversational Agent, Helpdesk, and analytics, expands Klaviyo's addressable market from just marketing automation into broader B2C CRM and customer service. This sets up significant opportunities for higher ARPU and long-term revenue growth.  Read the complete narrative. What is driving analysts to set such a bold target for Klaviyo right now? Hint: the forecast hinges on a future profit transformation and a step-change in growth. The real surprise comes from quantitative leaps that could position Klaviyo among sector leaders. Discover what underpins this aggressive valuation and what could upend expectations next. Result: Fair Value of $43.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent margin pressure from rising infrastructure costs and uncertainty around the impact of new AI products could challenge Klaviyo’s bullish outlook. Find out about the key risks to this Klaviyo narrative. Another View: The SWS DCF Model Paints a Different Picture While many investors focus on analyst price targets and market multiples, the SWS DCF model offers a more grounded perspective. According to our DCF model, Klaviyo’s fair value comes in much lower than today’s share price. This suggests the stock could be overvalued if future growth falls short. Which approach will the market trust more? Look into how the SWS DCF model arrives at its fair value. KVYO Discounted Cash Flow as at Dec 2025 Build Your Own Klaviyo Narrative If you'd rather chart your own course or want to see the numbers differently, you can put together your own narrative in just minutes with Do it your way. A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Klaviyo. Looking for More Investment Ideas? Want your next portfolio move to count? Don’t wait for the crowd; be the friend who seizes new opportunities before they hit the headlines.  Unlock growth by tracking the innovators behind the AI revolution with these 25 AI penny stocks. These companies are shaping the technologies transforming our daily lives. Secure resilient returns by tapping into these 15 dividend stocks with yields > 3%, offering robust yields for investors seeking long-term income, not just capital gains. Spot tomorrow’s market leaders among these 3556 penny stocks with strong financials. These undervalued gems may offer outsized upside for those willing to act early.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Klaviyo might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588097797","isCrawlerRequest":true}