Klaviyo, Inc. (KVYO) Stock: Price, Forecast & Analyst Target
Klaviyo, Inc. (KVYO) — MoonshotScore 67/100 (Strong band), calculated Oct 5, 2026. Price $16.44 (+4.65%), as of the Oct 5, 2026 trading session; market cap $4.92B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 5.91× (market value Oct 5, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Klaviyo, Inc. · KVYO · NYSE · Technology · Software - Application
Research dated 2026-09-13: Klaviyo operates a SaaS platform delivering email, SMS, and push notification services to e-commerce and digital businesses. The company invests heavily in product development and sales to capture market share. The question: can Klaviyo achieve sustainable profitability while maintaining its growth trajectory, or will scaling costs continue to offset revenue expansion?
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Klaviyo (KVYO)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, a strong balance sheet and durable growth, with no real weak spot — fairly priced, so not a bargain entry. Business Quality: Solid; Financial Safety: Sound; Valuation: Full; Growth Durability: Growing; Momentum: Slipping.
- quarterly revenue $371M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 7.50 · Piotroski F 5
Holding back: weak price trend
Helping: business quality, balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 69 | Strong | |
| 68 | Strong | |
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong |
The score was 67 in the stored Oct 4, 2026 snapshot and remains 67 in the current publication computed Oct 5, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $16.44 | |
| Change on the day | +4.65% | |
| 52-week range | $12.53–$33.35 | |
| Market capitalisation | $4.92B | |
| Price / earnings (trailing) | 730.70 | |
| Shares traded on the day | 732.0K | |
| Beta (volatility vs the S&P 500) | 0.57 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
EMEA revenue outside the U.K. was up 41% year-on-year, and we moved into Q3 with our strongest large deal pipeline in EMEA yet.
Luciano Fernandez Gomez · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsCouncil Score · weighted blend of 2 available disciplines
Council score for Klaviyo (KVYO): Bullish Lean
62/100 · B+Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
5 lenses, 5 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 5, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
One of these lenses reads this company less favourably than the MoonshotScore does: Englander-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the KVYO film — every key number, told as a short cinematic story
~2 min · open the film
What is Klaviyo (KVYO), and what does it report?
Short answer · as of
Klaviyo sells marketing automation software to small and medium-sized e-commerce businesses, scaling upmarket to larger enterprises.
Research dated 2026-09-13.
Klaviyo sells marketing automation software to small and medium-sized e-commerce businesses, scaling upmarket to larger enterprises. Revenue derives from subscription fees for email, SMS, and push notification messaging, plus data analytics services. The reported income statement reflects a classic high-growth SaaS dynamic: substantial gross margins (above seventy percent) but large R&D and sales/marketing expenses that consume revenue growth. The operating loss reflects management's choice to prioritize market expansion over near-term profitability.
What do the latest results show for Klaviyo (KVYO)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $371M.
Research dated 2026-09-13.
The company has accelerated revenue growth significantly, expanding at a rate that signals strong product-market fit and successful go-to-market execution. However, the most recent quarter flipped to a loss after the prior quarter showed small profit, and operating margins remain negative. The mechanism sits in cost control: when R&D and sales spending remain fixed or grow while revenue decelerates, the operating loss widens. Management must balance accelerated investment in product against the runway to profitability.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $370.58M Jun 30, 2026
- Latest quarter · R&D
- $91.93M Jun 30, 2026
- Latest quarter · SG&A
- $192.13M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- −$14.96M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $370.58M | $91.93M | $192.13M | −$14.96M |
| Mar 31, 2026 | $358.00M | $80.03M | $187.12M | $1.75M |
| Dec 31, 2025 | $350.19M | $76.73M | $177.86M | −$1.85M |
| Sep 30, 2025 | $310.88M | $72.67M | $172.91M | −$10.84M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $370.58M Aug 5, 2026
- Latest report · revenue estimate
- $362.08M Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Below estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $370.58M | $362.08M | $0.1900 | $0.1902 |
| May 5, 2026 | $358.00M | $348.57M | $0.2200 | $0.1900 |
| Feb 10, 2026 | $350.19M | $333.98M | $0.1900 | $0.1700 |
| Nov 5, 2025 | $310.88M | $300.38M | $0.1800 | $0.1396 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $371M | -$9M | -$0.03 (diluted) |
| Q1 FY2026 | $358M | $9M | $0.03 (diluted) |
| Q4 FY2025 | $350M | $7M | $0.02 (diluted) |
| Q3 FY2025 | $311M | -$426,000 | -$0.0014 (diluted) |
What are the financial strengths and risks for Klaviyo (KVYO)?
Short answer
Cash and short-term investments were $832.64M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $93.88M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Klaviyo maintains a fortress balance sheet with cash substantially exceeding debt, providing years of runway even at current burn rates. Operating cash flow remains positive despite accounting losses, indicating that the company is generating sufficient cash to fund operations and growth. The financial risk is execution: if customer churn accelerates or customer acquisition costs rise, cash depletion would force profitability measures. The current balance sheet strength masks the underlying need to demonstrate a clear path to sustainable margins.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $93.88M Jun 30, 2026
- Previous quarter · operating cash flow
- $34.28M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $93.88M | −$24.61M |
| Mar 31, 2026 | $34.28M | $6.39M |
| Dec 31, 2025 | $93.16M | −$5.71M |
| Sep 30, 2025 | $54.76M | −$7.70M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Klaviyo (KVYO)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-13.
Watch gross margin trends—if customer mix shifts toward lower-value accounts, margins compress and the path to profitability extends. Monitor operating expense growth relative to revenue growth. The critical question is whether recent profitability represents a sustainable state or a temporary period as the company scales operations. Analyst estimates suggest continued revenue growth and gradual margin expansion going forward.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
EMEA revenue outside the U.K. was up 41% year-on-year, and we moved into Q3 with our strongest large deal pipeline in EMEA yet.
Luciano Fernandez Gomez ·
How does Klaviyo compare with its peers?
Short answer
Klaviyo's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Compared to mature SaaS platforms, Klaviyo invests more heavily in R&D and customer acquisition, trading current profitability for market share. Compared to earlier-stage SaaS ventures, Klaviyo has achieved substantial scale and the operating cash flow to sustain investment at current levels. The differentiation sits in platform breadth—email, SMS, and push in one interface—and vertical focus on e-commerce.
| Company | Price | Market value | Score |
|---|---|---|---|
| $371.65 Oct 5, 2026 | $4.66B | 98 5-pillar Oct 5, 2026 | |
| $22.32 Oct 5, 2026 | $5.37B | 93 5-pillar Oct 5, 2026 | |
| $34.59 Oct 5, 2026 | $5.66B | 91 5-pillar Oct 5, 2026 | |
| $80.34 Oct 5, 2026 | $6.85B | 88 5-pillar Oct 5, 2026 | |
| $11.94 Oct 5, 2026 | $5.61B | 86 5-pillar Oct 5, 2026 | |
| $40.87 Oct 5, 2026 | $9.41B | 85 5-pillar Oct 5, 2026 | |
| $115.77 Oct 5, 2026 | $6.73B | 85 5-pillar Oct 5, 2026 | |
| $146.74 Oct 5, 2026 | $6.87B | 85 5-pillar Oct 5, 2026 | |
| $13.07 Oct 5, 2026 | $3.53B | 79 5-pillar Oct 5, 2026 | |
| $41.02 Oct 5, 2026 | $4.14B | 77 5-pillar Oct 5, 2026 | |
| $58.53 Oct 5, 2026 | $3.60B | 77 5-pillar Oct 5, 2026 | |
| $34.30 Oct 5, 2026 | $8.74B | 72 5-pillar Oct 5, 2026 | |
| Klaviyo (KVYO) — this page | $16.44 | $4.92B | 67 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $21.00 – $35.00
- Consensus target
- $27.07
- Median target
- $28.00
Consensus record · Captured .
Measured against a quoted price of $16.44 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 24, 2026
- Transactions
- 59
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 18
- Other transactions
- 41
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 48.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 51.8% Prior to period end Jun 30, 2026
- Reporting holders
- 299 Period end Jun 30, 2026
- Previous quarter · holders
- 286 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Summit Partners L P | 18,852,778 |
| Capital International Investors | 10,482,971 |
| Vanguard Portfolio Management LLC | 7,692,774 |
| Blackrock, INC. | 7,612,078 |
| Fmr LLC | 6,566,155 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Klaviyo (KVYO)?
Klaviyo Technology Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What is Klaviyo's main revenue model?
Subscription revenue from email, SMS, and push messaging platforms, plus customer data platform analytics services. The per-user model means revenue expands with customer count and average revenue per user. High gross margins indicate strong unit economics at the product level; the question is whether sales and R&D spending justifies the customer acquisition investment.
Is Klaviyo profitable?
The company oscillates between small profits and losses on a quarterly basis, with trailing twelve-month net margin near zero. Operating margins remain negative because R&D and sales spending exceed operating profit. The company is generating positive operating cash flow, suggesting the accounting loss reflects non-cash charges and timing. Profitability depends on cost discipline as growth moderates.
What is Klaviyo's cash runway?
Cash and investments exceed total debt by a multiple and provide runway through several years at current burn rates. Operating cash flow covers a portion of growth investments, extending runway further. The balance sheet is not a constraint on the company's strategy in the near term, allowing management to prioritize growth over profitability.
What threatens Klaviyo's growth story?
Customer churn accelerating due to competitive pressure or product gaps would force a reassessment of spending efficiency. Regulatory changes affecting email or SMS marketing could constrain revenue. Rising customer acquisition costs without corresponding price increases would compress margins and require expense cuts. Slower revenue growth combined with fixed R&D costs would extend the path to profitability.
What is the KVYO stock price today?
The last price recorded on this page for Klaviyo, Inc. (KVYO) is $16.44, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the KVYO price target?
The analyst consensus price target for Klaviyo, Inc. (KVYO) is $27.07 (range $21.00 to $35.00, median $28.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (83 figures)
The 83 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Luciano Fernandez Gomez (Aug 5, 2026): EMEA revenue outside the U.K. was up 41% year-on-year, and we moved into Q3 with our strongest large deal pipeline in EMEA yet. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 125 Summer Street, Floor 6, Boston, MA, 02110 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "125 Summer Street, Boston, MA, 02111, US". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $16.44 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T14:54:55.006Z. | |
px.change | Change on the day | +4.65% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $4.92B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T14:54:44.000Z. Captured from FMP at 2026-10-05T14:54:50.489Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.73 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $371M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $12.53–$33.35 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 730.70 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 732.0K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.57 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Andrew Bialecki | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Edward Hallen — Co-Founder & President of Marketing | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 2,400 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $290.64M, net result −$79.39M; FY2022 revenue $472.75M, net result −$49.19M; FY2023 revenue $698.10M, net result −$308.23M; FY2024 revenue $937.46M, net result −$46.14M; FY2025 revenue $1.23B, net result −$31.77M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.gross_margin | Gross margin (trailing twelve months) | 73.8% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $370.58M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $91.93M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $192.13M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | −$14.96M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $358.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $80.03M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $187.12M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $1.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $350.19M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $76.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $177.86M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$1.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $310.88M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $72.67M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $172.91M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | −$10.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $370.58M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $362.08M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $0.1900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $0.1902 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_actual | Revenue · reported — report date 2026-05-05 | $358.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.revenue_estimated | Revenue · estimate — report date 2026-05-05 | $348.57M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_actual | EPS · reported — report date 2026-05-05 | $0.2200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-05.eps_estimated | EPS · estimate — report date 2026-05-05 | $0.1900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.revenue_actual | Revenue · reported — report date 2026-02-10 | $350.19M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.revenue_estimated | Revenue · estimate — report date 2026-02-10 | $333.98M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.eps_actual | EPS · reported — report date 2026-02-10 | $0.1900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-10.eps_estimated | EPS · estimate — report date 2026-02-10 | $0.1700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.revenue_actual | Revenue · reported — report date 2025-11-05 | $310.88M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.revenue_estimated | Revenue · estimate — report date 2025-11-05 | $300.38M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.eps_actual | EPS · reported — report date 2025-11-05 | $0.1800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-05.eps_estimated | EPS · estimate — report date 2025-11-05 | $0.1396 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $832.64M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $93.88M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $113.93M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 4.82× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $93.88M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $34.28M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$24.61M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | $6.39M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $93.16M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$5.71M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $54.76M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$7.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $21.00 – $35.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $27.07 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $28.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 59 transactions · 0 purchases, 18 sales, 41 other transactions · 13 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 24, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 48.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 51.8% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 299 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 286 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Summit Partners L P — shares in provider snapshot | 18,852,778 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital International Investors — shares in provider snapshot | 10,482,971 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 7,692,774 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Blackrock, INC. — shares in provider snapshot | 7,612,078 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Fmr LLC — shares in provider snapshot | 6,566,155 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-15 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 7.50 · Piotroski F 5 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 5.91× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $832.64M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($370.58M) with the recorded estimate ($362.08M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.1900) with the recorded estimate ($0.1902) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 67 of 100 · Strong · pillars 68 / 77 / 46 / 76 / 34 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 67 (stored snapshot Oct 4, 2026) → 67 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-05-05.revenue_actual,earn.history.depth.2026-05-05.revenue_estimated,earn.history.depth.2026-05-05.eps_actual,earn.history.depth.2026-05-05.eps_estimated,earn.history.depth.2026-02-10.revenue_actual,earn.history.depth.2026-02-10.revenue_estimated,earn.history.depth.2026-02-10.eps_actual,earn.history.depth.2026-02-10.eps_estimated,earn.history.depth.2025-11-05.revenue_actual,earn.history.depth.2025-11-05.revenue_estimated,earn.history.depth.2025-11-05.eps_actual,earn.history.depth.2025-11-05.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Klaviyo, Inc. is a technology company offering a software-as-a-service (SaaS) platform that empowers its clients to send highly targeted and pertinent messages via email, text message (SMS), and push notifications. The firm's primary product, Klaviyo, is a marketing automation platform engineered for personalized outreach. Its comprehensive suite of solutions includes an email marketing tool that meticulously monitors clicks and purchases to enhance campaign effectiveness; an SMS service crafted for fostering e-commerce expansion and customer loyalty; and a mobile push feature for direct engagement with users through lock screen alerts. Additionally, Klaviyo provides a Review solution to collect product feedback and a robust customer data platform (CDP) designed for efficient storage, analysis, and utilization of large datasets. The company caters to individual users, small and medium-sized businesses, and larger corporations across North America, Western Europe, Canada, the United Kingdom, Australia, and New Zealand. Established in 2012, Klaviyo is headquartered in Boston, Massachusetts. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Technology / Software - Application The company's SEC filings classify it under SIC 7372 — Services-Prepackaged Software. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Trailing twelve-month ratio set | Quick ratio: 3.13; Current ratio: 3.13; Debt to equity: 0.12; Net margin: 0.5%; Gross margin: 73.8%; Operating margin: -1.9%; Return on assets: 0.5%; Return on equity: 0.6% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $113.93M; Liquidity basis: cash and short-term investments; Total liabilities: $417.15M; Cash and short-term investments: $832.64M; Cash and investments: $832.60M; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Distress and quality screens | Altman Z-score: 7.78; Piotroski F-score: 5 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) financial scores |
Data provided for informational purposes only.