BTIG’s Bullish Call and BFCM AI Impact Might Change The Case For Investing In Klaviyo (KVYO)

Simply Wall St.01-13

BTIG recently initiated coverage on Klaviyo with a positive rating, while Klaviyo’s past 2025 BFCM Recap Report highlighted record-breaking trends powered by its AI-driven personalization and loyalty ...

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The company reported that roughly one in every US$20 spent online in the US over BFCM was influenced by a Klaviyo-powered experience, with particularly strong traction in Health & Beauty and Apparel. We’ll explore how Klaviyo’s AI-powered BFCM performance, especially its role in US online spending, shapes the company’s broader investment narrative. Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.AdvertisementKlaviyo Investment Narrative RecapTo own Klaviyo, you need to believe its AI-driven platform can stay central to e-commerce marketing as brands consolidate tools around first-party data. The latest BFCM results, showing Klaviyo touching roughly one in every US$20 spent online in the US, support the near term catalyst of deeper customer adoption, but do not materially change the key risk that competition and rising channel costs could pressure margins and limit long term profitability. Among recent developments, Klaviyo’s raised 2025 revenue guidance to US$1,215.0 million to US$1,219.0 million stands out alongside the BFCM update, as both speak to how AI powered personalization and broader product usage are feeding into top line momentum. Together, they sit against the backdrop of intensifying competition from large cloud suites and AI native marketing tools, which could still challenge Klaviyo’s pricing power even if usage metrics remain strong. Yet behind the impressive BFCM reach, investors should be aware that rising SMS and channel costs could... Read the full narrative on Klaviyo (it's free!)Klaviyo's narrative projects $1.9 billion revenue and $88.3 million earnings by 2028. This requires 21.4% yearly revenue growth and a $155 million earnings increase from -$66.7 million today.Uncover how Klaviyo's forecasts yield a $43.48 fair value, a 52% upside to its current price.Exploring Other PerspectivesKVYO 1-Year Stock Price Chart Four members of the Simply Wall St Community value Klaviyo between US$11.61 and US$43.48, showing how far apart opinions can be. When you set those views against rising infrastructure and messaging channel costs, it becomes even more important to weigh how different assumptions about future profitability could affect potential outcomes.Explore 4 other fair value estimates on Klaviyo - why the stock might be worth less than half the current price!Build Your Own Klaviyo NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Klaviyo research is our analysis highlighting 2 key rewards that could impact your investment decision.Our free Klaviyo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Klaviyo's overall financial health at a glance.No Opportunity In Klaviyo?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:The latest GPUs need a type of rare earth metal called Terbium and there are only 39 companies in the world exploring or producing it. Find the list for free.Explore 29 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in 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. 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