
KVYO Stock Forecast & Price Target
KVYO Analyst Ratings
Bulls say
Klaviyo Inc. demonstrated strong financial performance in its latest quarter, achieving revenue of $310.9 million, a 32.2% year-over-year increase that surpassed consensus expectations by $11.9 million, driven by new customer acquisitions and expansion among existing customers. The company also reported a significant improvement in Net Revenue Retention (NRR), which rose to 109%, supported by email service expansion and robust cross-selling efforts in text messaging. Additionally, Klaviyo experienced a growth in Average Revenue Per Customer (ARPC) of 13% year-over-year and improved operating margins to 14.5%, indicating strong operational efficiency and revenue stability.
Bears say
Klaviyo Inc. faces significant challenges that contribute to a negative outlook on its stock performance, primarily stemming from lower guided gross margins due to a shift toward higher demand for lower-margin SMS and WhatsApp messaging channels. The company is also exposed to various downside risks, including faster-than-anticipated subscription revenue deceleration, increasing competition from larger players like Microsoft and ServiceNow, and a high proportion of monthly contracts that heighten customer churn risks. Furthermore, Klaviyo's current NTM EV/revenue multiple stands at 5.8x, which is substantially lower than the predicted multiple of 12.4x based on growth metrics, emphasizing that financial performance may falter amid macroeconomic headwinds and ineffective customer retention strategies.
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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